
Business Plan Design Template
The benefits of a strategy plan for social media marketing
Asset led map for marketing
Marketing Plan Mind Mapping
Key Business Plan and Marketing Plan Elements
Certified Financial Planner Steps
Cfp Financial Planning Process
Planning Process Roadmap to Personal success
Infographics personal financial planning process
Planning for your financial success – Objectives – Goals and Concerns
Financial Planning Process Pyramid
The 6 steps Financial Planning Process
Project Risk Management – Tools and Techniques
The 4 practice areas of Deliverables Based Planning
IT Risk Management Roadmap Stages
Risk Management occurence in the V Development Model
Identification and assessment of flood risk management options
Risk assesment diagram
Acceler8 consultancy risk management
Risk Management Principles and Practices
The Balanced scorecard method connects performance management with action

Details : Set of templates for building a balanced scorecard. Because the balanced Scorecard method is a well known one and is very appreciated, this Excel template will be of good help. You won’t have to conquer your audience on the content which is leaded by the balanced scorecard methodology but you will have … Continue reading The Balanced scorecard method connects performance management with action
Financial Health Personal Financial Portfolio Template for Excel 2013
Gantt Chart for Planning Management

Details : Gantt chart for project management with work plan Example of Gantt chart and milestone schedule that will be very helpfull to consider using that type of planning for project delivery. Follow the tracks and add KPI to your project to be able to make consistent gate reviews for stakeholders. Size : 757 ko … Continue reading Gantt Chart for Planning Management
Financial Model
Details : Excel financial model driven by different calculators (Company, Market, Subscribers, …) Size : 2.03 mo Type : xls Author : Bill Snow Web site : http://www.billsnow.com/
Project Cost Estimating Workbook

Details : A Microsoft Excel workbook model for developing a cost estimating on a software development project. Estimating the cost of a project to be done is a tricky exercise. It is important to only for shareholders but also for you. Doing this you will gain control on steps and deliverables. Not the project controlling … Continue reading Project Cost Estimating Workbook
Risk Assessment Register

Details : Microsoft Excel workbook for establishing a risk management register. To begin with risk assesment, you should first of all consider a simple way of tracking risks. The provided risk management register matrix gives you the right tool. Be confident with that one and you will be able to add more relevant criteria to … Continue reading Risk Assessment Register
Certified Financial Planner – CFP online modules course
Reminder : the Balance Sheet Essentials
Excel for Finance – Balance Sheet Essentials The Accounting Equation: Assets = Liabilities + Owner’s Equity Current Assets Long-Term Assets Current Liabilities Long-Term Liabilities Owner’s Equity Current Assets The term current in a balance sheet generally means “short-term” which is usually one year or less. Common current assets includes cash, accounts receivable, inventory, and prepaid … Continue reading Reminder : the Balance Sheet Essentials
Excel Project Planning and Project Management
Project Planning and Management Desciption: The Project Planning and Management template is designed as a generic solution to plan and manage any project from start to finish. Automated features include Gantt scheduling, participant workbook creation, and progress update from remote files. The Project Planning and Management template is designed as a generic and affordable Excel … Continue reading Excel Project Planning and Project Management
Balance Sheet Template for Excel
Business – Accounting Tools – Balance Sheet Template for Excel Desciption: The Balance Sheet Template for Excel is an Excel spreadsheet for those who prefer to do their own valuation and/or analysis and would rather not spend the significant time needed to create the financial statements. It is designed to accommodate three periods of data from the … Continue reading Balance Sheet Template for Excel
Customer Invoice Excel Template
Customer Invoice Template Desciption: The customer invoicing system is an Excel invoice template with ability to store created invoices, products and customer details and perform advanced order sales reporting. The Customer Invoicing Template is an Excel invoice template with the ability to store invoices, products and customers and perform advanced invoice sales reporting. The database … Continue reading Customer Invoice Excel Template
Business Financial Tools ExcelReports
ExcelReports : A C#/.Net library for creating powerful reports in Excel from an Excel template. The template can modified by the costumer (just basic Excel skills are needed) so each costumer can influence the design of his reports (e.g. bills).
IncomeMax excel template to maximize business earnings
INCOMEMAX is an EXCEL template which allows you to maximize business earnings over a 10 year period. You can apply earning weights (discount rates for example) to yearly values and the program then calculates optimal market shares for each product. Data for up to five product lines and other company level financial data are entered … Continue reading IncomeMax excel template to maximize business earnings
Excel Template Plan for Easy Project Management
Distribute, share and collect project task information using a user-friendly and intuitive Excel template. EasyProjectPlan tasks can be synchronized with Microsoft Project and Outlook. EasyProjectPlan simulates an enterprise task management system using a low cost Excel template that requires no installation program or add-ins. EasyProjectPlan features include: – Distribute, share and collect Microsoft Project task … Continue reading Excel Template Plan for Easy Project Management
Excel Ratio Tree for Business Management
Details : A simple and comprehensive tree of ratios for most businesses in Excel. It gives you a clear view of a ratio breakdown that is very usefull to prioritize your actions. Size : 46 ko Type : xls Author : Strategy Expert
Performance Solution Tool Kit
Details : Evaluation of performance issues related to knowledge gaps. Size : 176 ko Version : 2.0 Type : xls Author : Brent Norton Web site : http://www.brnorton.com/
Management Diamond Assessment
Details : A useful Excel tool for developing human capital and teams. Based on the Manager profile it helps built team rather than stress! We like to think that performance comes after satisfaction. It is proven that a well minded employee does better work than a stressed one, and for a long time. Size : … Continue reading Management Diamond Assessment
Due Diligence Assessment Model
Details : Assessment of new business ventures across ten different dimensions. Size : 60 ko Type : xls Author : AffiliateTips Web site : http://www.affiliatetips.com/
Performance Leadership Assessment
Details : Excel tool for assessing leadership across five important categories. Size : 123 ko Type : xls Author : PeoplePositive Web site : http://www.peoplepositive.co.uk/
Excel Management Financial Startup Model
For starup businesses which need specific financial models whe created this free excel template. This template will help shareholders to defines the key parameters that will rive to their business success. Download the model and use it directly in Microsoft Excel to discover the features that are included. Excel six parameter model will help organize … Continue reading Excel Management Financial Startup Model
Manage your Personal Finance with this Excel Template
Details : Excel files with a simple model to track personal wealth. Size : 290 ko Type : xls Author : ROI Team Web site : http://www.roi-team.com/
EVA Tree Model
Details : Economic Value Added (EVA) drill-down model with charts. Size : 55 ko Type : xls Author : Manfred Grotheer Web site : http://www.my-controlling.de/
EVA Template for Business Management
Details : Excel template worksheets for calculating Economic Value Added (EVA). In corporate finance, Economic Value Added or EVA is an estimate of a firm’s economic profit – being the value created in excess of the required return of the company’s shareholders – where EVA is the profit earned by the firm less the cost … Continue reading EVA Template for Business Management
Project Management Tool Kit
Details : Microsoft Excel workbook with a large collection of useful templates for managing projects. Size : 662 ko Type : xls Author : Michael D. Taylor Web site : http://www.projectmgt.com/
Project Plan
Details : Project Scheduling Template currently setup for a Balanced Scorecard Project. Project versus Business. The Finance perspective: Project Cost Overrun (PCO). The Customer perspective: On Time Delivery (OTD). The Process perspective: Resources Planning Accuracy (RPA). The Learning perspective: Project Management Quality (PMQ). Size : 170 ko Type : xls Author : Business-process-it.com Web site … Continue reading Project Plan
CI – Basics #2
Details : Basic spreadsheet illustrating competitive analysis. Example 2. Size : 58 ko Type : xls Author : Business Tools Templates Web site : http://www.business-tools-templates.com/
CI – Basics #1
Details : Basic spreadsheet illustrating competitive analysis. Example 1. Size : 72 ko Type : xls Author : Business Tools Templates Web site : http://www.business-tools-templates.com/
Cash Flow Sensitivity
Details : Sensitivity analysis excel spreadsheet Size : Type : zip Author : Small Business Store Web site : http://www.thesmallbusiness store.com/
Investment Valuation Model
Details : Valuation model of companies. Find the investing strategy based upon different requirements from the residual income valuation model. It is riskier than a growth investing strategy but you may be motivate to do so. Size : 158 ko Type : zip Author : Business Spreadsheets Web site : http://www.business-spreadsheets.com/
Finance Examples
Details : Seven examples in Excel in Business Finance. Size : 112 ko Type : xls Author : Solver Web site : http://www.solver.com/
Rule Maker Essentials
Details : Excel Template for scoring a company by entering financial data. Size : 57 ko Type : xls Author : The Motley Fool Web site : http://www.fool.com/strategies.htm
Risk Analysis DW
Details : Template for assessing risk of Data Warehousing. Size : 58 ko Type : xls Author : Audit Net Web site : http://www.auditnet.org/
Risk Analysis IT
Details : Template for assessing risk of Information Technology. Size : 93 ko Type : xls Author : Audit Net Web site : http://www.auditnet.org/
Techniques of Financial Analysis
Details : Excel Workbook of 11 templates (breakeven, valuation, forecasting, etc.) from ModernSoft. Size : 182 ko Type : exe Author : ModernSoft Web site : http://www.modernsoft.com/
Business Valuation Model
Details : Set of tabbed worksheets for generating forecast / valuation outputs. Includes instruction sheet. Size : 639 ko Type : zip Author : Bizpep Web site : http://www.bizpeponline.com/
Proforma
Details : Menu driven Excel program (must enable macros) for Pro-forma Financial Statements from the book Analysis for Financial Management. Size : 398 ko Version : 7.0 Type : xls Author : Robert C. Higgins Web site : http://www.mhhe.com/higgins8e
DCF – Discounted Cash Flow financial model in Excel
Details : Menu driven Excel program (must enable macros) for Discounted Cash Flow Analysis from the book Analysis for Financial Management. Size : 382 ko Version : 6.0 Type : xls Author : Robert C. Higgins Web site : http://www.mhhe.com/higgins8e
Breakeven Analysis
Details : Pricing and breakeven analysis for optimal pricing Size : 510 ko Type : zip Author : Biz Pep. Web site : http://www.bizpeponline.com/
IT Infrastructure Maturity Assessment
Details : Excel maturity model for evaluating different segments of IT infrastructure. Size : 206 ko Version : 4.2 Type : xls
Intellectual Property Valuation Model
Details : A simple and easy to use model to help assign value to intellectual assets such as patents, copyrights and trademarks. Size : 79 ko Type : xls Author : My Patent Web site : http://www.mypatent.co.za/
Six Sigma Tool Kit
Details : Microsoft Excel workbook with a large collection of templates for doing six sigma tasks. A business management strategy originally developed by Motorola, USA in 1986.As of 2010, it is widely used in many sectors of industry, although its use is not without controversy. Six Sigma seeks to improve the quality of process outputs … Continue reading Six Sigma Tool Kit
Simple ABC Model
Details : Microsoft Excel workbook with a simple model that illustrates Activity Based Costing. costing model that identifies activities in an organization and assigns the cost of each activity resource to all products and services according to the actual consumption by each: it assigns more indirect costs (overhead) into direct costs. In this way, an … Continue reading Simple ABC Model
Project Management Templates
Details : A collection of templates in Microsoft Excel with charts, budget, risk register, issues log, actions log, etc… This set of example is very usefull for project management and program management. Size : 1.54 mo Type : xls Author : International Association of Project and Program Management Web site : http://www.iappm.org/
Economic Evaluation
Details : Excel that explains step by step workbook for evaluating the economics of a system investment Size : 710 ko Type : xls
Forecasting Model
Details : Excel that explains step by step financial model for forecasting financials. Size : 672 ko Type : xls Author : Sam Gui Web site : http://www.esnips.com/doc/e043ef3b-bd95-4b04-afb6-24bb7731ba97/Financial-model
Economic Order Quantity (EOQ) Model
Details : Simple Inventory Models for calculating Economic Order Quantity. Size : 67 ko Type : xls Download the Economic Order Quantity Excel calculator
Internal Assessment
Details : Assessment questions for organizational (internal review) assessment (You need to enable macros to use this excel worksheet). Size : 61 ko
External Assessment
Details : Assessment questions for organizational (external review) assessment (You need to enable macros to use this excel worksheet). Size : 121 ko Type : xls
Risk Return Optimization
Details : Optimal project selection (must enable macro’s). Size : 23 ko Type : zip Author : Metin Kilic Web site : http://www.metink.homestead.com/
Income Statement What If Analysis
Details : Income Statement What If Analysis (Alternative term for sensitivity analysis). Simulation analysis in which key quantitative assumptions and computations (underlying a decision, estimate, or project) are changed systematically to assess their effect on the final outcome. Employed commonly in evaluation of the overall risk or in identification of critical factors, it attempts to … Continue reading Income Statement What If Analysis
Capital Budgeting Workbook
Details : Several examples of capital budgeting analysis, including the use of Solver to select optimal projects. Size : 213 ko Type : xls Author : Matt H.Evans Download the Capital Budgeting Excel Workbook
Free Cash Flow Valuation
Details : Basic Spreadsheet Valuation Model. Size : 30 ko Type : zip
Six Solver Workbook
Details : Set of various spreadsheets for solving different business problems (inventory ordering, labor scheduling, working capital, etc.). Size : 149 ko Type : zip
Cash Gap in Days
Details : Excel spreadsheet for calculating number of days required for short-term financing. Size : 41 ko Type : xls Author : Matt H.Evans
Assessment Templates
Details : Set of templates for assessing an organization based on the Malcolm Baldrige Quality Model. The Malcolm Baldrige National Quality Award is an annual award that recognizes U.S. organizations in the business, health care, education, and nonprofit sectors for performance excellence. The Baldrige Award is the only formal recognition of the performance excellence of … Continue reading Assessment Templates
IPO Timeline
Details : Excel program for Initial Public Offerings (must enable macros). Size : 109 ko Type : xls Download the IPO Timeline Excel Model
LBO Model
Details : Excel model for leveraged buy-outs. Size : 361 ko Type : xls
Income Statement What If Analysis
Details : Income Statement What If Analysis (Alternative term for sensitivity analysis). Simulation analysis in which key quantitative assumptions and computations (underlying a decision, estimate, or project) are changed systematically to assess their effect on the final outcome. Employed commonly in evaluation of the overall risk or in identification of critical factors, it attempts to … Continue reading Income Statement What If Analysis
Tanly – technical Analysis Suite for Excel
Details : Suite of technical analysis models for Excel. Size : 35 ko Type : zip
Hamlin’s Financial Addin for Excel
Details : An addin program for Microsoft Excel version 7.0 or higher (Excel for Windows 95, Excel 97 and Excel 2000). This addin includes the following functions: Adjusted Black Scholes valuation of Call and Put options. Calculation of Interest Expense based on average debt outstanding without ‘Circular Reasoning’ when the ending debt outstanding depends on … Continue reading Hamlin’s Financial Addin for Excel
Business Financial Analysis Template
Details : Business Financial Analysis Template for start-up businesses from Small Business Technology Center. Size : 1,19 mo Version : 2.0 Type : exe Download the Business Financial Analysis Excel Template
Cash Flow Matrix
Details : Basic cash flow model. Size : 50 ko Type : xls
Black Scholes Option Pricing
Details : Excel add on for the pricing of options. The Black–Scholes model is a mathematical description of financial markets and derivative investment instruments. The model develops partial differential equations whose solution, the Black–Scholes formula, is widely used in the pricing of European-style options. Size : 42 ko Version : 1.6 Type : zip
Risk Analysis
Details : Analysis and simulation add on for excel (risk analysis), self extracting exe file. Size : 826 ko Type : exe
Financial Charting
Details : This is an add on to Microsoft Excel that consist of 6 files (tool for Excel 97). Size : 131 ko Type : zip
Leverage effects
Details : Shows the effects on Net Income from using debt (leverage). Size : 5 ko Type : zip
Financial Projections
Details : Spreadsheet model for generating projected financials along with valuation based on WACC. Size : 26 ko Type : zip Download the Financial Projections excel template
Financial statements
Details : Excel spreadsheet that generates a set of financial statements using two input sheets – operational data and financial data. Size : 68 ko Type : xls
Weighted Average Cost of Capital WACC
Details : Excel spreadsheet for calculation of Weighted Average Cost of Capital using beta’s for equity. Size : 35 ko Type : xls
Template project evaluation
Details : Template spreadsheet for project evaluation & capital budgeting. Size : 42 ko Type : xls
Free Cash Flow to Firm FCFF Valuation 2
Details : Excel worksheet that calculates the Free Cash Flow to Firm (FCFF) Valuation Model for organizations with two periods of growth, high growth initially and then stable growth. Size : 48 ko Type : xls Author : Aswath Damodaran
Free Cash Flow to Firm FCFF Valuation 1
Details : Excel worksheet that calculates the Free Cash Flow to Firm (FCFF) Valuation Model for organizations with stable growth rates Size : 19 ko Type : xls Author : Aswath Damodaran
Free Cash Flow to Equity FCFE Valuation 3
Details : Free Cash Flow to Equity (FCFE) Valuation Model for organizations with several periods of growth, high growth and stable growth. Size : 42 ko Type : xls Author : Aswath Damodaran
Free Cash Flow to Equity FCFE Valuation 2
Details : Free Cash Flow to Equity (FCFE) Valuation Model for organizations with two periods of growth, high growth initially and then stable growth. Size : 28 ko Type : xls Author : Aswath Damodaran
Free Cash Flow to Equity FCFE Valuation 1
Details : Free Cash Flow to Equity (FCFE) Valuation Model for organizations with stable growth rates. Size : 36 ko Type : xls Author : Aswath Damodaran
Merger and Acquisition Value of Synergy
Details : Excel spreadsheet that estimates the value of synergy in a merger and acquisition Size : 17 ko Type : xls Author : Aswath Damodaran Download the Merger and Acquisition Value of Synergy excel template
Leverage Buyout LBO Valuation
Details : Excel files that analyzes the value of equity in a leverage buyout (LBO) Size : 41 ko Type : xls Author : Aswath Damodaran Download the Leverage Buyout LBO Valuation Excel Template
VeryGoodChoice Multi-Criteria Decision Analysis
Details : VeryGoodChoice is an advanced program for doing comparison and analysis of solutions regarding criteria. It is used in various professional context to make the right decision at the right time. Each time you need to compare alternatives, you can use VeryGoodChoice which is powered by a scientific algorithm. This algorithm reproduce the real … Continue reading VeryGoodChoice Multi-Criteria Decision Analysis