MINDTOOLS Essential skills for an excellent career
Worksheet and Templates Supplement Essential skills for an excellent career
Mind Tools Worksheets and Templates This e-book supplement is published by: Mind Tools Limited 4th Edition – May 2009. Copyright © 2006-2009 by Mind Tools Limited. All international rights reserv ed.
This product is distributed and licensed by Mind Tools Limited only. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way. For multiuser licenses, please go to: http://www.m http://www.mindtools.com/pages indtools.com/pages/article/CorporateEnqui /article/CorporateEnquiryPDFs.htm ryPDFs.htm . .
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Foreword by James Manktelow This pack of templates and worksheets helps you quickly and effectively put our most popular tools to use. This is part of our mission to help you learn (and use effectively) the essential skills you need for an excellent career. Please feel free to print out and copy these templates and worksheets for your own use and to share with friends, co-workers or team members, but please do not change them in any way if you do so. Full details on all of the tools that these templates and worksheets support, plus many, many more, can be found at www.mindtools.com, where you can also download fully editable versions that you can use on screen. And to find out about useful new career skills as we publish them, subscribe to our free newsletter . Best wishes!
James Manktelow CEO Mindtools.com
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Table of Contents Leadership Skills Delegation Log .................................................................................................................. 5 Problem Solving SWOT Analysis Worksheet............................................................................................... 6 PEST Analysis Worksheet ................................................................................................ 7 Ansoff Matrix Worksheet (Business) ................................................................................. 8 Ansoff Matrix Worksheet (Personal/Career) ..................................................................... 9 Boston Matrix Worksheet ................................................................................................ 10 Porter’s Five Forces Worksheet...................................................................................... 11 USP Analysis Worksheet ................................................................................................ 12 McKinsey 7S Worksheet ................................................................................................. 13 Decision Making Paired Comparison Worksheet ....................................................................................... 14 Grid Analysis Worksheet................................................................................................. 15 Force Field Analysis Worksheet...................................................................................... 16 Starbursting Template..................................................................................................... 17 Risk Impact/Probability Chart Worksheet........................................................................ 18 Project Management Power/Interest Grid for Stakeholder Prioritization........................................................... 19 Stakeholder Communications Worksheet ....................................................................... 20 Time Management Activity Log ...................................................................................................................... 21 Prioritized To-Do list........................................................................................................ 22 Stress Management Stress Diary..................................................................................................................... 23 Thought Awareness, Rational Thinking and Positive Thinking ....................................... 24 Hostility Log..................................................................................................................... 25 Wheel of Life Worksheet ................................................................................................. 26 Communication Skills Win-Win Negotiation Preparation Sheet ......................................................................... 27 About Mind Tools ............................................................................................................ 28
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The Internet’s Most Visited Career Skills Resource
Delegation Log
For information about delegation, visit www.mindtools.com/rs/Delegation. For tips on time management, visit www.mindtools.com/rs/MTFS. For business leadership skills visit www.mindtools.com/rpages/HowtoLead.htm.
Task
Can this be delegated? Y/N
To whom should it be delegated?
For new tools like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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The Internet’s Most Visited Career Skills Resource
SWOT Analysis Worksheet
For instructions on using SWOT Analysis, visit www.mindtools.com/rs/SWOT. For personal career or life strategy, visit www.mindtools.com/rpages/DesignYourLife.htm. For more business leadership skills (like SWOT) visit www.mindtools.com/rpages/HowtoLead.htm.
Strengths:
Weaknesses:
What do you do well? What unique resources can you draw on? What do others see as your strengths?
What could you improve? Where do you have fewer resources than others? What are others likely to see as weaknesses?
Opportunities:
Threats:
What good opportunities are open to you? What trends could you take advantage of? How can you turn your strengths into opportunities?
What trends could harm you? What is your competition doing? What threats do your weaknesses expose you to?
To learn more skills like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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The Internet’s Most Visited Career Skills Resource
PEST Analysis Worksheet
For instructions on PEST Analysis, visit www.mindtools.com/rs/PEST. For more business problem solving tools, visit www.mindtools.com/rs/ProblemSolving. For more business leadership skills visit www.mindtools.com/rpages/HowtoLead.htm.
Political .................................................. .................................................. .................................................. .................................................. .................................................. .................................................. .................................................. .................................................. .................................................. ..................................................
Socio-cultural ................................................. ................................................. ................................................. ................................................. ................................................. ................................................. ................................................. ................................................. ................................................. ................................................. Your Market
Economic .................................................. .................................................. .................................................. .................................................. .................................................. .................................................. .................................................. .................................................. .................................................. ..................................................
Technological ................................................. ................................................. ................................................. ................................................. ................................................. ................................................. ................................................. ................................................. ................................................. .................................................
Conclusions
To learn more skills like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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Ansoff Matrix Worksheet (Business)
For instructions on using the Ansoff Matrix, visit www.mindtools.com/rs/Ansoff . For more business problem solving tools, visit www.mindtools.com/rs/ProblemSolving.
New
Market Development
Diversification
Market Penetration
Product Development
s t e k r a M
Existing
Existing
New Products and Services
For new tools like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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The Internet’s Most Visited Career Skills Resource
Ansoff Matrix Worksheet (Personal/Career)
For instructions on using the Ansoff Matrix, visit www.mindtools.com/rs/Ansoff . For personal career or life strategy, visit www.mindtools.com/rs/LifePlanWorkbook.
New
Industry Transfer
Retraining
s e i r t s u d n I
Expert Development
Functional Skills Development
Existing
Existing
New Functional Skills
For new tools like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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The Internet’s Most Visited Career Skills Resource
Boston Matrix Worksheet
For instructions on using the Boston Matrix, visit www.mindtools.com/rs/Boston. For personal career or life strategy, visit www.mindtools.com/rs/LifePlanWorkbook. For more business leadership skills, visit www.mindtools.com/rpages/HowtoLead.htm.
High
Question Marks
Stars
Dogs
Cash Cows
h t w o r G t e k r a M
Low
Low
High Market Share
For new tools like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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The Internet’s Most Visited Career Skills Resource
Porter’s Five Forces Worksheet
For instructions on Porter’s Five Forces Analysis, visit www.mindtools.com/rs/Porter . For more business problem solving tools, visit www.mindtools.com/rs/ProblemSolving. For more business leadership skills visit www.mindtools.com/rpages/HowtoLead.htm.
Threat of New Entry:
Competitive Rivalry:
..................... ..................... .....................
.......................
Threat of New Entry
....................... .......................
.....................
.......................
......... ......... ...
.......................
.....................
.......................
Supplier Power
Competitive Rivalry
Buyer Power
Buyer Power:
Supplier Power: .....................
......................
.....................
......................
..................... Threat of Substitution:
Threat of Substitution
...................... ......................
.....................
......................
.....................
......................
.....................
To learn more skills like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. This technique was developed by Prof Michael Porter. Click here for the book that describes it. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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The The Visited Career Visited Career
Internet’s Most Internet’s Most Skills Resource Skills Resource
USP Analysis Worksheet
For instructions about USP Analysis, visit www.mindtools.com/rs/USP. For time management tips, visit www.mindtools.com/rs/MTFS. For more business leadership skills visit www.mindtools.com/rpages/HowtoLead.htm.
Criterion
You 1=good/10=poor
Competitor 1
Competitor 2
Competitor 3
Competitor Analysis 10
0 1 f o t u o e r o c S
8 6 4 2 0
Criteria
USP Statement
For new tools like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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The Internet’s Most Visited Career Skills Resource
McKinsey 7S Worksheet
For information about the McKinsey 7S Framework, visit www.mindtools.com/rs/7S. For more business problem solving tools, visit www.mindtools.com/rs/ProblemSolving.
Current Situation (Point A) Shared Values
Strategy
Structure
Systems
Style
Staff
Skills
Structure
Systems
Style
Staff
Skills
Shared Values Strategy Structure Systems Style Staff Skills
Future Situation (Point B) Shared Values
Strategy
Shared Values Strategy Structure Systems Style Staff Skills
For new tools like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2007-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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Paired Comparison Worksheet
For information on paired comparisons, visit www.mindtools.com/rs/pairedcomparisonanalysis. For other decision-making tools, visit www.mindtools.com/rs/DecisionMaking. For business leadership skills visit www.mindtools.com/rpages/HowtoLead.htm.
Option
A:
B:
C:
D:
E:
F:
G:
H
A: B: C: D: E: F: G: H:
Option
Total
Rank
A: B:
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C: © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
D: E: F: G: H: .
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Grid Analysis Worksheet
For information on grid analysis, visit www.mindtools.com/rs/GridAnalysis. www.mindtools.com/rs/GridAnalysis For other decision-making tools, visit www.mindtools.com/rs/DecisionMaking. For business leadership skills, visit www.mindtools.com/rpages/HowtoLead.htm.
Factors:
Weights:
TOTAL
The Internet’s Most Visited Career Skills Resource
Grid Analysis Worksheet
For information on grid analysis, visit www.mindtools.com/rs/GridAnalysis. www.mindtools.com/rs/GridAnalysis For other decision-making tools, visit www.mindtools.com/rs/DecisionMaking. For business leadership skills, visit www.mindtools.com/rpages/HowtoLead.htm.
Factors:
TOTAL
Weights:
To learn more skills like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscr ibe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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Force Field Analysis Worksheet
For instructions on Force Field Analysis, visit www.mindtools.com/rs/ForceField. For more business decision making visit www.mindtools.com/rs/DecisionMaking.
Forces FOR change
Forces AGAINST change
Score
Score
Change proposal .................... .................... .................... .................... .................... .................... .................... .................... .................... .................... .................... ....................
TOTAL
TOTAL
To learn more skills like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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Starbursting Template
For instructions on Starbursting, visit www.mindtools.com/rs/Starbursting. For instructions on Brainstorming, visit www.mindtools.com/rs/brainstorming.
To learn more skills like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2007-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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Risk Impact/Probability Chart Worksheet For instructions on using the Risk Impact/Probability Chart, visit www.mindtools.com/rs/risk. For risk analysis, visit www.mindtools.com/rs/riskanalysis.
High
Medium-level Risk
e c n e r r u c c O f o y t i l i b a b o r P
Low-level Risk
Low
High-level Risk
Medium-level Risk
High Low
Impact of Risk
For new tools like this every two weeks, subscribe to the free Mi nd Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2008-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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Power/Interest Grid for Stakeholder Prioritization
For instructions on stakeholder analysis, visit www.mindtools.com/rs/stakeholderanalysis. For more project management skills visit www.mindtools.com/rs/\ProjectManagement.
High
r e w o P
Keep Satisfied
Manage Closely
Monitor
Keep Informed
(Minimum Effort)
Low
Low
High Interest
To learn more skills like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way
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The Internet’s Most Visited Career Skills Resource
Stakeholder Communications Worksheet
For information on stakeholder communications, visit www.mindtools.com/rs/StakeholderComms. For more project planning and management tools, visit www.mindtools.com/rs/ProjectManagement. Stakeholder Name
Communications Approach (from 1 Power/Interest Grid)
Key Interests and Issues
1. Manage closely/Keep satisfied/Keep informed/Monitor.
Current 2 Status
3
Desired Support
2. Advocate/Supporter/Neutral/Critic/Blocker.
Desired Project Role (if any)
Actions Desired (if any)
Messages Needed
Action and Communication
3. High/Medium/Low.
To learn more skills like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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Activity Log
For information on Activity Logs, visit www.mindtools.com/rs/ActivityLog. To manage your time and maximize your effectiveness, visit www.mindtools.com/rs/MTFS.
Time
Activity description
Duration
Value (High, Medium or Low)
The Internet’s Most Visited Career Skills Resource
Activity Log
For information on Activity Logs, visit www.mindtools.com/rs/ActivityLog. To manage your time and maximize your effectiveness, visit www.mindtools.com/rs/MTFS.
Time
Activity description
Duration
Value (High, Medium or Low)
To learn more skills like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscr ibe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
The Internet’s Most Visited Career Skills Resource
Prioritized To-Do list
For information on prioritized To-Do lists, visit www.mindtools.com/rs/prtodo. For tips on time management, visit www.mindtools.com/rs/MTFS.
Task
Priority (A-F) (A=Very Important, F=Unimportant)
To learn more skills like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
The Internet’s Most Visited Career Skills Resource
Stress Diary
For information on stress diaries, visit www.mindtools.com/rs/StressDiary. For tips on reducing stress, visit www.mindtools.com/smpage.html. Date and Time
Most recent stressful event experienced
How happy do you feel now? (Scale -10 to 10)
Your current mood
How effectively are you working now? (0-10)
Fundamental cause of the event
How stressed do you feel now? (0-10)
Physical symptom felt during stressful event
How well did you handle the event?
To learn more skills like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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Thought Awareness, Rational Thinking and Positive Thinking
For information on these thinking skills, visit www.mindtools.com/rs/Thinking. For tips on stress management, visit www.mindtools.com/rs/SMMC .
Negative Thought
Rational Thought
Positive Thought
The Internet’s Most Visited Career Skills Resource
Thought Awareness, Rational Thinking and Positive Thinking
For information on these thinking skills, visit www.mindtools.com/rs/Thinking. For tips on stress management, visit www.mindtools.com/rs/SMMC .
Negative Thought
Rational Thought
Positive Thought
To learn more skills like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscr ibe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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Hostility Log
For information about anger management, visit www.mindtools.com/rs/AngerMgt. For tips on reducing stress, visit www.mindtools.com/rs/smmc.
What made you angry?
How did you respond?
Was this justified?
y a d n o M
y a d s e u T y a d s e n d e W y a d s r u h T
y a d i r F
y a d r u t a S
y a d n u S
For new tools like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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Wheel of Life Worksheet
For instructions on the Wheel of Life, visit www.mindtools.com/rs/LifeWheel. For personal career or life strategy, visit www.mindtools.com/rs/LifePlanWorkbook.
.................... 5
....................
.................... 5
5 2 2
2
2
............. 5
0
2
2
5
............
2 2
5
5
....................
................... 5
....................
Things I will START doing to regain balance in my life
Things I will STOP doing, reprioritize or delegate
To learn more skills like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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The Internet’s Most Visited Career Skills Resource
Win-Win Negotiation Preparation Sheet
For information on Win-Win Negotiation, visit www.mindtools.com/rs/WinWin.
Aspect of the negotiation
Notes
Goals
Trades
Alternatives
Relationship
Expected outcome
Consequences of winning or losing
Power
Possible solutions
To learn more skills like this every two weeks, subscribe to the free Mind Tools newsletter: http://www.mindtools.com/subscribe.htm. © Copyright Mind Tools Ltd, 2006-2009. Please feel free to copy this sheet for your own use and to share with friends, co-workers or team members, just as long as you do not change it in any way.
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About Mind Tools MindTools.com was founded in 1995 to help site visitors around the world learn the essential skills they need for an excellent career. Now, more than 4.2 million visitors each year visit Mind Tools. Many have sent us positive testimonials, saying how the techniques we have helped to popularize have helped them achieve lasting success in their lives and careers. The tools and techniques on the Mind Tools website cover ten broad areas:
Time Management Stress Management Leadership Skills Problem Solving Information Skills Decision Making Communication Skills Project Planning Memory Improvement Practical Creativity
New tools are added every week, and are sent out to thousands of people worldwide in our regular newsletter (click here to subscribe for free.) Mind Tools also offers a range of in-depth self-study courses, which give you the real expertise you need to enjoy and excellent career. And for personal help, our team of career and life coaches will be delighted to talk to you, wherever you are in the world. Members of the Mind Tools Career Excellence Club benefit even further, from additional resources including podcasts and forums where they can discuss career issues and get ideas from Mind Tools Team as well as from other Club members. Click here to find out more about how you can take charge of your career by joining the Mind Tools community.
Visit www.mindtools.com today!
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