Management Reference Checklists

In an attempt to become a more effective leader, I have spent a significant amount of time researching strategies that I can use to help me deal with specific challenges. In this vein, I have developed a number of different checklists to help me succeed at overcoming these challenges. Using a checklist is a simple…

Psychometrics

Getting the right people on the bus, and ensuring they are in the right seats, has never been as critical to business as it is today. With the baby boomer generation leaving the workforce in increasing numbers, many businesses are making the shift in HR focus from recruiting to retention, making sure that once we…

Maintaining a Strong Banking Relationship

Is your Banker a Partner or an inconvenient reminder of a debt obligation? In good times, most relationships with bankers are likely minimal. But when businesses find themselves struggling, some fail to adequately manage their relationship with their banker, leading to trust issues with a critical partner for their business. From the many years I…

The Value of Sales Orders

Sales Orders are documents that serve a dual role in the organization’s administrative system. They are generated by the organization after receiving a purchase order from a customers. Firstly, the Sales Order benefits the customer, as it serves as confirmation that their order has been received, and provides detailed order information such as quantity, price,…