Introduction to Volume 8

Quick Summary: This volume contains tools and presentations referenced in the articles in this collection.

Abstract:

The articles in this collection are written in plain text with some use of bulleted lists and tables to allow them to be read and imported with virtually all applications.  However, many of the articles could benefit from the use of different formats such as Microsoft Excel™, PowerPoint™ and PDF.  Volume 8 of this collection contains tools, presentations, and related material.  It is intended that users download these items if and when desired.

This volume contains a collection of Excel™ tools, PowerPoint™ presentations, and text descriptions and presentation scripts of the material discussed in the articles in this site.  Some of the material was created many years ago while other material is a result of some of the articles recently written.

Most of the items listed below require some level of editing, updating, or refining.  These efforts will be completed on an on-going basis.  Each tool or presentation will be described in an article in this Volume.  Registered users (no charge) will be able to download the associated introductory article and then the related tool, presentation, or other files.   As the contents are updated, the issue date of this article will be updated so that users can quickly determine what has been added by selecting the “WHAT’S NEW” tab on the footer of the website’s home page.

The initial list of tools, their targeted audiences, and the current status is shown below. The items are not listed in any order but as they are issued, will be listed by issue date.  In addition to the items listed below, thirty-one presentations have been identified and will be updated and posted over time.  Those presentations are listed in article 8.040001, “Introduction to Presentations.”

Table has been updated on 11SEP2019

Title

Description

Format

Audience

Status

Company Grading Tool

A helpful tool that an investor could use to evaluate and compare companies.  Useful for entrepreneurs and companies seeking capital.

2 versions of an Excel tool.  Instruction Manual.

Entrepreneurs and early-stage companies.

Released 08/01/19

Risk Assessment Tool

A numerical method to capture the likelihood and severity of risks that the company faces

2 versions of an Excel tool.

Entrepreneurs and all companies.

Released

08/06/19

Process Tools

Three real-world examples of the use of five process creation tools

PDF and Excel

All companies

Released 08/17/19

Investor Messages Evaluation Tool

Evaluate your company with statements that are likely to be important to investors

Excel

Entrepreneurs and early-stage companies.

Released 09/09/19

Adjusting Revenue Timing

An Excel worksheet that shows a simple method of adjusting revenue timing.

Excel

Entrepreneurs and early-stage companies.

Needs Updating & Instructions

Competitive Spider Charts

An Excel workbook example that shows how to compare competitive alternatives using Spider charts.

Excel

Entrepreneurs and all companies.

Needs Updating & Instructions

Deal Calculation Template

An Excel worksheet that shows the impact of various investor term sheet deal terms.

Excel

Entrepreneurs and early-stage companies.

Needs line item comments

Generalized Financial Model`

An Excel workbook outline that shows one approach to building a high-level financial model.

Excel

Entrepreneurs and early-stage companies.

Needs refinement & Instructions

Investor Comparisons

A rail diagram that lists extremes in investor characteristics.

Excel

Entrepreneurs and early-stage companies.

Needs Instructions

Suspects to Prospects Characteristics

An Excel tool that helps a company differentiate between “Suspects” and “Prospects.”

Excel

Entrepreneurs and all companies.

Needs Instructions

Prospect Size Comparison

A rail diagram that compares small and large company selling issues.

Excel

Entrepreneurs and all companies.

Needs Instructions

Business Partner Qualification Toll

An Excel workbook that lists business partner requirements and a method to evaluate them.

Excel

Entrepreneurs and all companies.

Needs Instructions

Fitness for Use Tool

A listing of 30+ “quality” related characteristics that developers should think about and prioritize in their development efforts.

Excel tool.

Developers and Product Managers

Needs Minor Updating

Sales Funnel Progress Questions

A listing of a number of sales progress questions with the ability to assign them to standard sales funnel levels and weight their relative importance.

Excel tool.

Companies of every size.

Needs Updating

Business Partner Types and Qualifications

A tool template with examples that can help a company qualify potential distribution partners.

Excel tool.

Companies of every size.

Needs Updating

 

To help the user find the tools and presentations, the next article in this section lists the available articles and the associated tools by Chapter and Section.

Article Number : 8.010001   

A Handy Reference Guide for Executives and Managers at All Levels.

9 Volumes 40 Chapters ~598 Articles

Browse Select Read Download

 

 

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