Management Forms

7 files

1. 

   End of Year Checklist

   By nptrb

   With the end of 2020 fast approaching, we’re going to look at annual financial reports. Your shop’s financial report is being prepared and there are some steps for you to take. There are also steps you can take to prepare for a solid start to the new year.
   

   8 downloads

   • financial reports

   0 comments

   Submitted December 8, 2020

2. 

   Hold An Effective Meeting

   By Joe Marconi

   Periodic meetings can energize your shop, help to motivate people and ensure that your employees are working as a team. Sharing knowledge and working toward a common goal or goals is crucial for the success and future of any company. While team meetings can help you achieve your goals, too many meeting are ineffective; many are boring and accomplish nothing.
   

   41 downloads

   0 comments

   Submitted September 21, 2012

3. 

   Time Management

   By Joe Marconi

   You are a shop owner, which means your day is filled with personal tasks, emergencies, phone calls, running the business, handling customer problems, managing people, meeting with salespeople, on and on. Effective time management is vital to your success. Without an effective time management plan, you will end up at the end of the day, feeling as if you did not accomplish anything. You will also never achieve your goals. Wasting time eats away at your ability to remain profitable.
   

   56 downloads

   0 comments

   Submitted September 21, 2012

4. 

   Lateness Policy

   By Alex

   Lateness Policy
    
   This form is used to insure that all employees are aware that your company has a lateness policy.
   

   60 downloads

   0 comments

   Updated February 13, 2010

5. 

   Equipment Check List

   By Alex

   Equipment Check List
    
   This checklist is used by shop personel to perform a periodic inspection of shop equipment and to document the condtion of the facility in general.
   

   64 downloads

   0 comments

   Updated February 15, 2010

6. 

   Comeback Report

   By ASO Admin

   Comeback Report
    
   This form is designed to help you evaluate, track, and identify customer comebacks to your shop. You may inquire about having a customized form made for your shop.
   

   108 downloads

   0 comments

   Updated November 25, 2007

7. 

   Telephone Answering Policy and Tips

   By ASO Admin

   <span style="font-size:12pt;line-height:100%"><b>Telephone Answering Policy and Tips</b></span>
    
   Telephone Answering Policy and Tips. Here is an outline to have your associates follow when answering the telephone and conducting conversations with customers. You may inquire about having this form customized for your shop.
   

   101 downloads

   0 comments

   Updated February 13, 2010