free human resources and training tools - pdf format
emotional intelligence (EQ) information
The Emotional Competence Framework - a generic Emotional Intelligence (EQ) competence framework produced by Daniel Goleman and the Consortium for Research on Emotional Intelligence covering in summary:
- personal competence - self-awareness, self-regulation, self-motivation
- social competence - social awareness, social skills
'Emotional Intelligence: what is it and why it matters'. An excellent information paper by Dr Cary Cherniss originally presented at the annual meeting of the Society for Industrial and Organizational Psychology, in New Orleans, April 2000. This is a detailed history and explanation of Emotional Intelligence.
The Business Case for Emotional Intelligence - a paper by Dr Cary Cherniss featuring 19 referenced business and organizational case studies demonstrating how emotional intelligence contributes to corporate profit performance. The paper is an excellent tool which trainers, HR professionals and visionaries can use to help justify focus, development, assessment, etc., of EQ in organizations.
Guidelines for Promoting Emotional Intelligence in the Workplace - a paper chiefly constructed by Dr Cary Cherniss and Daniel Goleman featuring 22 guidelines which represent the best current knowledge relating to the promotion of EQ in the workplace.
The above excellent free Emotional Intelligence materials in pdf file format (Acrobat Reader required to view) are provided with permission of Daniel Goleman on behalf of the Consortium for Research on Emotional Intelligence, which is gratefully acknowledged.
team briefing examples and templates
Manchester University's Internal Communications Division has developed an excellent guide and range of Team Briefing materials. I am grateful for their permission to feature them here:
Team Briefing Guidelines and Templates - with thanks to The University of Manchester.
The above new Manchester Univesity guidelines are a revision of their previous materials, which remain available here below as examples. The development of the Manchester Univrsity system provides excellent examples of how to operate the Team Briefing system, and also demonstrates the way in which a Team Briefing system can be updated and improved when in place.
Previous MU materials, which you might find useful still:
Example Team Briefing User Guide - courtesy Manchester University
Example Team Briefing Core Brief Template - courtesy MU
Example Team Briefing Local Brief Template - courtesy MU
Example Team Briefing Local Brief Questions Preparation Template - courtesy MU
Example Team Briefing Feedback Form Template - courtesy MU
Example Team Briefing Attendance Record Template - courtesy MU
dispute and grievance guides - UK disputes resolutions law effective 2004
Discipline and Grievance DTI Guidance for Small Firms - (pdf) (Note this is © Crown Copyright, Source DTI)
Guidance on the Employment Act 2002 (Dispute Resolution) Regulations 2004 (pdf) and associated provisions in the Employment Act 2002. Full comprehensive DTI dispute resolution regulations guide. (Note this is © Crown Copyright, Source DTI)
Employee guide to grievance procedures including examples of grievance letters templates, samples.DTI guide. (Note this is © Crown Copyright, Source DTI)
skills/competencies audits, assessments and feedback forms/templates, training certificates templates
Free pdf sample training certificate template.
Free MSWORD (doc file) file training certificate template for you to adapt.
Behavioural Change Assessment Tool - for before and after training, by WL Rae - (completed example here) - (and Arabic translation 'three-test' version - pdf file - thanks F Tarek)
Training Programme Evaluation Toolkit - a pdf, author WL Rae - see also his Training Evaluation Process Guide
Management Skills Assessment tool - (updated Aug 2006) quick easy skills-audit tool pdf - see theinstructions for use and capability scoring guide - working version in MSExcel/xls in working files section below
Management Training Needs Analysis example - (updated Aug 2006) pdf - see the instructions for use and capability scoring guide - working version in MSExcel/xls in working files section below
Performance Appraisal Form - modern performance appraisal form including self-assessment section (revised August 2006)
Personal Review Form Example - courtesy Manchester University RSD
Time management survey form - pre-training questionnaire
Time management time-log form template - time-management training or personal development tool
Time management activity scheduler template - easy and effective time management weekly task scheduler template
Quick training feedback form template
Medium training feedback form template
Line-manager training feedback form template
Skill-set and behaviour-set assessment template - sales/management/commercial role - (updated Aug 2006) - instructions for use - working version in MSExcel/xls in working files section below
Training Needs Analysis (TNA) template - sales/management/commercial role - (updated Aug 2006) -instructions for use - working version in MSExcel/xls in working files section below
Presentation skills assessment template - for presentation skills review and assessment
Example Induction Training Feedback Form (1 mth) - courtesy MU RSD
Example Induction Training Feedback Form (3 mth) - courtesy MU RSD
Skill-set and behaviour-set assessment template - basic commercial junior role - instructions for use
Training Needs Analysis Sample - general work competencies (updated Aug 2006)
free tests and indicators (skill/behaviour/personality) and fun quizzes - pdf format
Multiple Intelligences Test - for Adults - based on Howard Gardner's model - manual version - pdf
Multiple Intelligences Test - for Young People - based on Howard Gardner's model - manual version - pdf
Multiple Intelligences Descriptions and Quick De-coder Guide - based on Howard Gardner's model - pdf format
VAK Learning Styles Free Questionnaire Self-Test - pdf format
Mental Concentration Test (pdf file) - mostly for fun - good for illustrating the need to read test questions before attempting answers
Quick Trivia Quiz in MSWORD (doc file), with questions and answers sheets - if you need a warm-up quiz quickly, here's one we made earlier, (featuring questions from the trivia quiz and puzzles page)
'BLISS' Career Planning and Job Choice Validation Tool - (Ack. Pranav Wadnerkar)
Big Boys Toys Table Quiz - (Ack. John Hespe)
Mental Agility Test - (Ack. Graeme Hall)
Maslow's Hierarchy of Needs 5-level quick test - based on Maslow's original 5 stage model
Maslow's Hierarchy of Needs 8-level quick test - based on the adapted 8 stage model
McGregor XY Theory indicator - for individuals and organisations
same McGregor XY Theory indicator - two-page version with clearer layout and scoring
Graphology test template - handwriting personality indicator and self-test/introduction
Personal profile indicator template - ideal for interviews, appraisals or personal reflection
The above free online resources are available to view and download as pdf files.
If you cannot open pdf files download Acrobat reader free.
free working files - msword/doc and excel/xls format free downloads
Here are free MSWord/doc, MSExcel/xls or MSPowerpoint/ppt working files of many of the above pdf diagrams, templates and tools etc. These materials are free to view, download, adapt and use, provided copyright, www.businessballs.com source, and disclaimer are retained. The materials are not to be sold or published, and are not to be made available on any other website.
If you are unable to open MSOffice files (word/doc, excel/xls, powerpoint/ppt, etc) try OpenOffice.Orgfree 'open source' software - it opens most MSOffice files, except for more recent x versions (eg, docx), and at times requires boxes to be reformatted.
diagrams - or powerpoint format free downloads - msword/doc, excel/xls, powerpoint/ppt
PEST Analysis Template - (doc format)
Herzberg's hygiene factors and motivators graph diagram - (ppt slide format) - 11 Aug 2008 - see notes
Tuckman 'forming storming' diagram - (doc format) - 28 May 2008
Businessballs Herzberg rocket analogy diagram - in powerpoint - see notes
John Fisher's Process of Personal Transition diagram - in powerpoint - 2003 version (ack J Fisher) -see notes
Actual Total Cost diagram - in powerpoint - for selling and buying, and understanding actual cost
Porter's Five Forces of Competitive Position diagram - MSWord/doc
Abraham Maslow's Hierarchy of Needs diagram, original five levels - MSWord/doc - and in colour
Hierarchy of Needs seven levels diagram, adapted from Maslow's original model - MSWord/doc
Hierarchy of Needs eight levels diagram, adapted from Maslow's original model - MSWord/doc
J Stacey Adams Equity Theory diagram - MSWord/doc - now in glorious living colour
Douglas Mcgregor XY-Theory diagram - MSWord/doc - and in colour
The Businessballs Herzberg space-rocket diagram - word - simple effective illustration of Herzberg's motivational theory - a picture tells a thousand words
Johari Window diagram and adapted illustration based on Ingham and Luft's concept - word - good for all sorts of training and learning - aid to understanding and using the simple and powerful Johari Window concept
David Kolb's learning styles diagram (mono) - MSWord/doc - illustration of Kolb's learning styles theory (updated May 2006)
Kolb's learning styles diagram (colour) - MSWord/doc (May 2006)
workplace posture herzberg diagram - word - explains workplace posture from herzberg theory perspective
training, teaching, personal development and training needs and competencies assessment tools - excel/xls or word/doc format free downloads
colour version of reflective diary process/template tool - MSWord/doc - thanks J Watts for design - (Feb 2010)
new reflective diary template - Sharon Drew Morgen edition - MSWord/doc - with acknowledgements to Ms Morgen - (Aug 2007)
reflective diary/journal template - MSWord/doc - original businessballs edition including process and notes
free CV template and guidance notes - MSWord/doc - single sheet format, UK A4 paper size - into which you can insert your own details - adapt it to suit your purposes
free CV template (text-box style) and guidance notes - similar format to above
free new mental concentration test - MSWord/doc - mostly for fun - also good for illustrating the need to read test questions before attempting answers
free multiple intelligences test - based on Gardner's model - in MSExcel/xls self-calculating format
free induction training checklist working tool with suggested training items - MSExcel/xls file
free VAK learning styles multiple-choice questionnaire test - MSWord/doc file - (ack V Chislett)
lesson plan/training session planner and timings calculator (also acts as training checklist template) - MSExcel/xls file - (ack N Darwent)
360 degree appraisals form template - MSWord/doc
360 degree appraisals form template - MSExcel/xls
Leslie Rae's excellent before-and-after three-stage training evalution tool - MSExcel/xls - good tool for all training courses and learning experiences, also for group training effectiveness evaluation - (andArabic translation 'three-test' version - doc file - thanks F Tarek)
set of different training evaluation forms and tools - Word - Leslie Rae's excellent set of training evaluation questionnaires - free to adapt and use
training planner tool - MSExcel/xls - simple, flexible tool for planning and designing training courses - good for train-the-trainer courses too - breaks down the training design process into achievable elements - helps you eat the elephant one bite at a time
manager skill-set assessment tool - (updated Aug 2006) - MSExcel/xls - flexible individual assessment tool - use to provide input data for group training needs analysis tool below - see the instructions for use and capability scoring guide
training needs analysis tool - manager skill-set - (updated Aug 2006) - MSExcel/xls - a simple, flexible and powerful working spreadsheet tool for training needs analysis, jobs and skills audits, and an easy way to identify, prioritise and plan group training - use in conjunction with individual assessment tool above - see the instructions for use and capability scoring guide
management skill-set assessment tool - Serbian Language version! (not such an obscure thing if you are working in Serbia....) - see the instructions for use and capability scoring guide
coaching template for skills or capability assessment - MSExcel/xls - flexible coaching review template tool
template for assessing presentations - MSExcel/xls - good for presentations training, especially to control and encourage objective and fair group feedback
assessment tool for individuals - commercial/business/sales skill-set - MSExcel/xls - flexible individual assessment tool - use to assess individual training needs and priorities, and to provide input data for group training needs analysis tool below - adapt skill elements for your job roles - see the instructions for use and capability scoring guide
training needs analysis for groups - working spreadsheet - commercial/business/sales role simple, flexible and powerful working spreadsheet tool for groups and organizational training needs analysis, job and skills audits, and for identifying training needs, priorities and plans for groups - use with above personal assessment input tool - adapt and add skill elements for your job roles - see theinstructions for use and capability scoring guide
sales development tools - excel/xls or word/doc format free downloads
monthly sales report template - MSExcel/xls - adapt and develop for your own situation
sales and business strategic planning tool - MSExcel/xls - for prioritising activities and customers - good for sales and business workshops and meetings
sales and business development process flow diagram - word - simple effective method of sales and business development - simple off-the-shelf selling process (see also the sections on sales training and buying facilitation)
sales funnel planning tool - word - simple tool for sales planning, from targeted prospect base through sales conversion stages, to sales values and numbers required - excellent sales planning workshop aid, and sales management tool
personality tests and other indicators - excel/xls or word/doc format free downloads
free multiple intelligences test - adult and/or young people - based on Gardner's model - in MSExcel/xls self-calculating format
free Multiple Intelligences test - manual test in MSExcel/xls
free Multiple Intelligences test - manual test for young people in MSExcel/xls
free VAK learning styles multiple-choice questionnaire test - MSWord/doc file - simple quick free assessment of personal VAK learning style
leadership and motivation assessment tool - word - are you a truly motivational leader? - a modern leadership self-test provided by leadership writer Blair Palmer
motivation indicator simple test - MSExcel/xls - flexible individual motivation assessment tool, loosely based on Herzberg motivators and hygiene factors - good workshop tool
personality profile and motivation test - MSExcel/xls - multi-facet personality test and discussion document for reviews, appraisals, and career direction dicusssions
graphology (handwriting anlysis) self-test - (doc file) - good for workshops, meetings and personality profiling awareness and training
management style test based on McGregor's XY-Theory - (doc file) - to assess individual preferred management style, and actual organizational management style
same free XY Theory test tool - two-page version with clearer layout and scoring - (doc version)
management tools - excel (xls) or word (doc) format free downloads
free profit and loss (P&L) account trading planning template tool (MSExcel/xls) for small businesses/enterprises/self-employment business plans, accounts and forecasting - adapt for your own purposes
free SWOT analysis template worksheet version (doc file)
activity management template (MSExcel/xls file) - personal organisation and management/coaching tool
delegation template tool based on SMART technique - MSExcel/xls - simple, flexible, powerful aid for effective delegation and agreeing and following up SMART objectives
performance appraisals form - (doc file) - sophisticated modern performance appraisals form - effectively a process in its own right - including self-assessment section and the essential appraisal elements - adapt to suit your situation (revised August 2006)
Project Management Tips - (MSWord/doc format) free project management training materials
Project Management Templates - (MSWord/doc format) free templates for project management
(With thanks to Ron Rosenhead of The Project Agency for these two project management materials)
other training aids and tools - word/doc, excel/xls, powerpoint/ppt format free downloads
MBTI® function dominance diagram in powerpoint slide format - with thanks to Simon Pusey - (7 Nov 2006)
time management questionnaire - (doc file) - for time management improvement and training - use with time log below
time management activity log template - MSExcel/xls - good aid for time management training
perceptions matrix - (doc file) - fascinating illustration of how different personalities see each other, based on the 'four temperaments/DISC' personality profiling theory - great for team building and communications training - includes blank worksheet and answers
short training feedback sheet - (doc file) - simple training feedback form for end of training course or programme
training certificate template - (doc file) - ready-to-use professional training certificate template - adapt to suit your training situation
training process flow-chart diagram - (doc file) - illustration of classical training process for individuals and organizations - use as an example or as a tool to develop and train your own training processes
win-win game and score-sheet based on the prisoner's dilemma puzzle - (doc file) - good for team building, workshops, training and collaborative attitudes development
