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Resources

Spreadsheets, checklists, forms, and reports to keep you informed, on track, and make decisions with the confidence of a seasoned leader. They will provide insights and knowledge to help you manage your biggest asset, the people in your organization.

Free Resources

These spreadsheets, forms and documents provide shortcuts and helpful methods to evaluate your business, develop your staff and improve outcomes. Sign up to download and receive notification of new resources.

Business Planning

Capitalization Table

Mergers & Acquisitions

Due Diligence Checklist

Operations Management

Quarterly Business Review Master Slides

Staff Development

Performance Improvement Plan

Operations Management

A Useful Look at Measurement of Inventory and Efficiency

Operations Management

Inventory Planning Model

Staff Development

Job Description

Staff Development

Performance Review Exempt

Operations Management

Supplier Questionnaire

Mergers & Acquisitions

Integration Task List

Staff Development

Performance Review NonExempt

Staff Development

Project Leadership Survey

tools for in depth analysis

These are more advanced spreadsheets for the financial planning of a startup business and the balancing of the sales forecast with the production plan.

william L. Mince

Practical, real-world management & leadership lessons from an experienced executive. 

© 2026 by William L.Mince. All rights reserved. 

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