Business & Marketing Worksheets

What Is It?

Business & Marketing Worksheets is a set of marketing and business-planning worksheets to help you analyze your business and yourself, as well as plan, organize, and strategize.

The worksheets are designed to be simple, appealing and motivating.

Who Is It For?

Business & Marketing Worksheets is perfect for:

• People seeking inspiration for starting and growing their own small business
• People who like to analyze their business, opportunities, decisions, etc
• People who like to be strategic and plan their business activities.

Business & Marketing Worksheets is an interactive PDF of more than 140 worksheets that cover:

• Marketing planning
• Productivity
• Time management
• Goal setting
• Decision making
• Staff and office management
• Professional development.

The worksheets are all interactive – you can type, save, edit, search, and print.

What Will You Gain?

Business & Marketing Worksheets helps you transform your business by thinking and planning your business decisions and activities:

Productivity & Time Management

• Timesheet: Daily
• Timesheet: By Client/Job
• Schedule: Daily
• Schedule: Weekly
• Schedule: Weekly 5-day
• Schedule: Weekly 7-day
• Time Log (Blank Times)
• Time Log (Set Times)
• High Priorities
• Low Priorities
• Master To-Do List (ABC Priority)
• Master To-Do List – Personal
• Master To-Do List (Long)
• To-Do List: Daily (Do, Call, Email, Buy)
• To-Do List: Daily (ABC Priority)
• To-Do List: Weekly
• List Planner: January
• List Planner: February
• List Planner: March
• List Planner: April
• List Planner: May
• List Planner: June
• List Planner: July
• List Planner: August
• List Planner: September
• List Planner: October
• List Planner: November
• List Planner: December
• Business New Year’s Resolutions
• Annual Planner: January – June
• Annual Planner: July – December
• Annual Activities Planner
• Prepare-For-Tomorrow Checklist
• Time Strategies: Work
• Time Strategies: Travel
• Time Strategies: Home
• Time Strategies: Family
• Time Strategies: Personal
• Time Wasters: Unproductive Busywork
• Time Wasters: Recreation I Don’t Enjoy
• Time Wasters: Socializing I Don’t Enjoy
• Time Wasters: Self-Sabotage
• Time Wasters: Distractions
• Schedule: Best Times
• Schedule: Best Days

Goal Setting & Decision Making

• Master Goals List
• Goals (With Steps)
• Short-Term Goals
• Long-Term Goals
• Master Projects List
• Projects (With Steps)
• Major Project Planner
• Backwards Project Planner
• Daily Project List (4 Sub-Tasks Per Project)
• Daily Project List (8 Sub-Tasks Per Project)
• Weekly Project List
• Decision Making – Pros & Cons
• Decision Making Grid
• Comparison Grid
• Quote Comparison Grid
• Ideas

Staff & Office Management

• Meeting Planner – Internal
• Weekly Staff Roster (3 Staff)
• Weekly Staff Roster (5 Staff)
• Staff Contact List
• Employee Timesheet: Daily
• Employee Timesheet: By Client/Job
• Employee Timesheet: Weekly
• Procedures Manual
• Procedures Manual Index
• Outsourcing Checklist
• Job Description Planner
• Job Description
• Candidate Interview Sheet
• Candidate Reference Check Sheet
• Delegation Planning Worksheet
• Delegation Follow-Up Checklist
• Virtual/Personal Assistant Worksheet
• Employee Evaluation
• Employee Attendance Record
• Schedule: Daily (3 Timelines)
• Reminders (By Staff Member)
• To-Do List (By Staff Member
• To-Do List: Weekly (By Staff Member)
• Weekly Project List (By Staff member)
• Office Revamp
• More Uplifting Work Environment
• Creating Visual Clarity
• Items To Discard
• Items To Donate
• Items To Repair
• Items To Sell
• Basic Office Systems
• Office Maintenance Schedule
• Appliance Service Record
• Appliance Maintenance Record
• Filing Categories Index (Suggested)
• Filing Categories Index (Blank)
• Internal Memo

Professional Development

• Professional Bio Worksheet
• Professional Reading List
• Professional Development Programs
• Professional Development Planner
• Professional Development Checklist
• Seminar/Program/Course Notes
• Further Education Planner
• Business Skills To Develop
• Overcoming Obstacles
• Professional Strengths
• Personal Strengths
• Professional Image Checklist
• Mistakes Journal
• Mentor Planner

Marketing & Business Planning

• Business Start-up Checklist (Filled)
• Business Start-up Checklist (Blank)
• Business Advisers Checklist
• One-Page Business Plan
• SWOT Analysis: Company
• SWOT Analysis: Product/Service
• SWOT Analysis: Personal
• SWOT Analysis: Competitor
• 4 Ps Marketing Task List
• Marketing Strategies Planner (Filled)
• Marketing Strategies Planner (Blank)
• Marketing Segments Worksheet
• Marketing Strategies (By Segment)
• Marketing Strategies Analyzer
• Marketing Messages Worksheet
• Turn-Features-Into-Benefits Worksheet
• 80-20 Rule Worksheet
• Business Visualization Exercise
• Business Values & Style
• Business Promotion Inventory
• Networking Planner
• Franchise Comparison Grid
• Increasing Profits Worksheet
• Newsletter Planner
• Newsletter (Weekly) – ANNUAL Planner
• Newsletter (Monthly) – ANNUAL Planner.