Piper's Pit BBS/FTP: ibm 0010

home *** CD-ROM | disk | FTP | other *** search

/ Piper's Pit BBS/FTP: ibm 0010 - 0019 / ibm0010-0019 / ibm0010.tar / ibm0010 / BIZPLAN.ZIP / OTHERPRD.TXT < prev next >

Wrap

Text File | 1989-08-18 | 25.4 KB | 638 lines

* OTHERPRD.TXT COMPANION PRODUCTS By JIAN/Tools For Sales(tm) Strategic Software Templates for Business Success(tm) 127 Second Street * Los Altos, CA 94022 800/442-7373 * 415/941-9191 * FAX 415/941-9272 Presented below are brief descriptions of other software products currently being marketed by JIAN/Tools For Sales (tm). They include: AgreeMentor (tm) EmployeeHandbookBuilder (tm) Manufacturing=Equalizer (tm) Manufacturing 9-pack (tm) P.P. Memo (tm) *-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-* This Collection of 9 Business Agreements Will Assist You to Quickly Make Clean Deals, Without Costing a Fortune in Legal Fees. And Without Turning Anyone Off. *-------------------------------------------* * AgreeMentor(tm) for Sales & Marketing * *-------------------------------------------* We have gathered together some of the best business agreements, cut and pasted together the best of them, and translated them from legal-ese into everyday language. Language that you and your customers, suppliers, representatives, employees and others can understand easily. And agree to readily. Undoing a Done Deal When you make a sale, establish a relationship with a distributor, sign a dealer or recruit a representative, the last thing you need is legal paperwork that no one can understand, let alone approve -- right now, while your deal is hot. When the negotiations are over and you want to get into the mechanics of working together, you need a written document to complete your agreement quickly and easily. Guide to promote successful relationships We understand that agreements are a vital component of the SALES process and we have kept in mind that completing a deal is a SALES process. Our agreements support SALES, instead of kill them. AgreeMentor provides assistance for many applications. Direct your attorney to review and approve them or make any necessary adjustments for your particular business. You save time and expenses. Written like business letters Each agreement has been edited to be clear and direct. Each has been divided into numbered sections like most agreements, and can be reviewed point-by-point, then edited to suit your specific purposes. AgreeMentor agreements have been drafted by various attorneys and are written to be easily understood by non-lawyers. Forbidden words include: hereof, hereinafter, whereas, attached hereto, set forth, pursuant, thereof,... ad nauseum. Agreements for Sales & Marketing * Dealer Resale For authorizing dealers to resell your products or services per your policies and procedures. * Manufacturers' Representative For sales firms specializing in representing a line of products offered by manufacturing firms. * Independent Sales Representative Hire sales representatives as independent contractors (easily modified for employee relationships). * Business Consultant To facilitate a working relationship between business/marketing consultants and their clients. Easily modified to address a variety of business consulting practices. May also be added to the Independent Sales Representative or Manufacturer's Representative Agreements -- adding business or marketing consulting functions with their sales activities. * Agency Policies For Agency/Design firm use: Outlines working and billing policies regarding the production of promotional materials and placement of advertisements. Easily modified for any type of design firm use (interiors, custom fabrication, special projects). * Employment Establish harmonious relationships with your employees and protect your company, your assets and your competitive position against inappropriate employee actions. * Non-Disclosure Protect proprietary ideas and materials when engaging potential suppliers, employees, consultants, manufacturers and resellers. * Lehman Formula (54321 Finder's Fee) a letter using a popular compensation formula for calculating a finder's fee for the securing of investment funds * Referral Letter Companion to Lehman Formula; use when referring a client for financing per the Lehman Formula agreement. This new collection of agreements will assist you to quickly write comprehensive agreements for many applications. Any one of these agreements could save you ten times your investment in the AgreeMentor for Sales & Marketing collection. Establish stronger relationships with people who can help you expand your business, and build a more solid foundation to grow on. Order your AgreeMentor for Sales & Marketing collection today. AgreeMentor(tm) For Sales & Marketing $99 + $4 shipping + 7% CA tax JIAN/Tools For Sales(tm) Strategic Software Templates for Business Success 127 Second Street, Top Floor * Los Altos, CA 94022 800/442-7373 * 415/941-9191 * FAX 415/941-9272 *-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-* The Ground Rules for Your Employees... Your Shortcut to Writing a Comprehensive Personnel Policies and Procedures Manual. *-------------------------------------* * EmployeeHandbookBuilder(tm) * *-------------------------------------* From the people who brought you BizPlanBuilder(tm) --the comprehensive business & marketing plan template on diskette. All companies need an employee handbook. Regardless of size, organizations require a means to organize and categorize policies and benefits, both as a protection for the company, and as a platform to publish its operational guidelines. Employee manuals are important for showing employees how the business works, where it came from and, above all, why it exists. A good manual includes the company "mission statement" and a discussion of company philosophy. It advises employees on how to advance their careers and what to expect from their co-workers and managers. The employee manual explains their rights so they can feel secure in knowing where they stand, and be less vulnerable to arbitrary supervisors. It can influence employees to support the company's goals, and it can assist them to effectively initite changes in company policies. Historically, the major drawback to producing an employee handbook has been cost. Large corporations invest upwards of $10,000 to develop and publish a typeset manual. EmployeeHandbookBuilder(tm) is a tool for organizing and developing a working manual of personnel policies, procedures and benefits. It follows standard employee manual formats, on computer diskette--integrating the experience and knowledge of many business and industry experts. Over 40 pages are already typed and formatted into a wordprocessor file. EmployeeHandbookBuilder is a perfect companion to BizPlanBuilder(tm). Cut and paste appropriate sections of your business plan into your employee manual to provide your employees with a deeper understanding and appreciation of the company. * More than 20 Policies and 15 benefits are already organized, defined and written for your review. Just edit the hard-copy workbook (provided for convenience) or work directly on your computer screen. There's plenty there to work with--good copy to be modified into a custom-designed and comprehensive employee manual for establishing your company policies, introducing benefits or for presenting to new employees. * The Foley Decision - California Supreme Court EmployeeHandbookBuilder includes policies updated as a result of the Foley Decision regarding wrongful discharge. Bonus: 7-page synopsis of the Foley Decision implications on employment practices. * Policies Compiled Sooner EmployeeHandbookBuilder provides a sample text and format useful for developing an effective employee manual for use by entrepreneurs starting new business ventures, for managers fine-tuning existing operations or for consultants assisting their clients. * For IBM PCs & Compatibles EmployeeHandbookBuilder comes in ASCII text file format on a 360K 5 1/4" diskete (3.5" available) for easy conversion into PC wordprocessing applications. * For Any Apple Macintosh EmployeeHandbookBuilder is entered and formatted in macWrite(tm) 4.5 and Microsoft Word(tm) 3.01 on a 800K 3.5" diskette, readily convertible into other wordprocessing or desktop publishing programs. * Build Solid Relationships with Your Employees Today By implementing EmployeeHandbookBuilder you will develop understanding, commitment and a team spirit throughout your organization. You'll save time, avoid potential problems and present your company to your employees more favorably. TABLE OF CONTENTS Signature Page (for Personnel File) Welcome from the President POLICIES Equal Employment Opportunity Job Classifications Compensation Policies Pay Period Payroll Deductions Overtime Pay Increases Introductory Period - New Employees Performance Appraisals Unacceptable Performance / Disciplinary Action Severance Allowance Company Rules & Regulations Absenteeism and Tardiness Safety Substance Abuse Smokers/Nonsmokers Dress Code Outside Employment Terminations Security/Loss Prevention Personnel Files BENEFITS Vacations Holidays Sick Days Maternity Leave of Absence Military Leave of Absence Jury Duty Leave of Absence Sick Leave of Absence Voting Group Insurance Medical Insurance Dental Insurance Vision Care Life Insurance Workers Compensation Employee Development Pension & Profit Sharing Non-Disclosure/Conflict of Interest Termination Agreement *-------------------------------* * EmployeeHandbookBuilder(tm) * *-------------------------------* Build solid, productive relationships with your employees, and build a stronger business faster. EmployeeHandbookBuilder shipped same day. $99 -- Available at your Dealer (If ordering direct, please add $3 shipping + 7% CA tax) JIAN/Tools For Sales(tm) Strategic Building Blocks for Successful Businesses 127 Second Street, Top Floor * Los Altos, CA 94022 800/442-7373 * 415/941-9191 * FAX 415/941-9272 *-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-* *-------------------------------------* * Manufacturing=Equalizer(tm) * *-------------------------------------* Manufacturing=Equalizer models the financial effects (supply and demand; risk vs. reward) of your sales and production plans before you execute them. "What if" ability lets you view, modify and evaluate the financial impact of a variety of manufacturing scenarios upon sales forecasts. And vice versa. Manufacturing=Equalizer does not substitute for judgement or common sense. Based upon your input it provides you with organized, comparative information, projections and potential options. Multi-faceted Financial Impact Model 1. Master schedule of finished goods. 2. Item master table 3. Costed bills of materials 4. Pareto (80:20 rule) analysis 5. Inventory model 6. Projected direct labor costs, earned overhead dollars absorption and manpower loading. 7. Operations statement 8. Cash flow 9. Return on investment/sales model Handles Multiple Variables Your decisions are reflected throughout Manufacturing=Equalizer; in manloading, in labor and overhead costs, in inventory levels, in operations/income statement, in cash flow, and in the return on investment/sales models. A Typical Scenario The Sales, Marketing, Finance, Operations and Production people are meeting with their CEO. They want to correlate projected sales for the next quarter with their production capabilities. They have gone through agonizing appraisals and evaluations of different strategies and tactics. Initially, they have settled on what appear to be reasonable numbers, and now they must juggle those numbers in order to make them workable for everyone. The problem is that each variable is dependent on the other variables, and all of them must be calculated simultaneously in a balanced equation to complete the process. And everyone wants to see their input reflected in the end result. Manufacturing=Equalizer manages this process. It is a flexible, highly responsive software tool designed to integrate the variables into a workable plan of action. Information In Marketing - Demand forecasts Operations - Direct Labor / Overhead costs Purchasing - Material costs Production - Manloading / Scheduling Accounting - Financial resources Type in your data over the existing template. Inputs will be entered into the data base and the master schedule. The costed bill of materials is generated and incorporated into an Inventory model based upon a Pareto Analysis (identifying the top 20% of components that comprise 80% of costs). Manufacturing=Equalizer╒s original templates are modified by user inputs. Sales Forecasts & Manufacturing Response Using forecast quantity as a basis rather than production, sales and marketing managers can experiment with possibilities: Is your price point adjustable? What is the basis for increase/decrease? Is new technology feasible? How does it compare historically? How solid is your customer base? How accurate is your info from Sales? Is there a market gap to fill? What is your inventory position? Effects of seasonal trends? Likewise, the manufacturing manager can experiment with production quantities in answer to the forecast: How fast can you ramp up/cut back? What is your inventory position? What are the labor costs? Do you need more people or use overtime? Can the demand of the forecast be met? If not, how much? How soon? With Manufacturing=Equalizer, you can massage any of the numbers (demand/supply, cost/quantity per, labor hours/rates) and see the effects ripple though your financial projections. For PCs or Macintosh Manufacturing=Equalizer is a spreadsheet template in Lotus 1-2-3(tm) for PCs and compatibles or Microsoft Excel(tm) for Apple Macintosh(tm). It includes a manual and is ready to use. About the Author Manufacturing=Equalizer was developed by Robert Berlin--an expert with more than 35 years of manufacturing and materials management experience in the Aerospace and Electronics industries. Mr. Berlin attended Pratt Institute and has been employed by Republic Aviation, (now Fairchild Republic), Aerojet General, Dataproducts, and most recently, Apple Computer. Mr. Berlin has managed many different areas within the scope of manufacturing. These include Shop Production, Materials and Purchasing Management, Manufacturing Engineering and Quality Assurance. Now you can profit from his experiences with this comprehensive manufacturing model. *-------------------------------* * Manufacturing=Equalizer(tm) * *-------------------------------* $149 - Also available at your Dealer (If ordering direct, please add $4 shipping + 7% CA tax) JIAN/Tools For Sales(tm) Roadmaps to Better Mousetraps 127 Second Street, Top Floor * Los Altos, CA 94022 800/442-7373 * 415/941-9191 * FAX 415/941-9272 *-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-* A 9-Pack of Worksheets Every Manufacturing Manager Can Use to Maintain Production Financials *----------------------------------------* * Manufacturing Managers' 9-Pack * *----------------------------------------* * Master Schedule 1. Specifies Master Build and/or Procurement Plan quantities, Production Rates, by Product in monthly intervals as a response to forecast and existing Demand. 2. Upon approval, becomes the basis and authority for ordering the manufacture or procurement of component parts of the End Items, Finished Goods or authority to purchase Finished Goods from second sources. 3. Serves as the basis for Finance to prepare Revenue estimates for Business Plans. 4. When loaded into MRP, drives Material Planning and Procurement. * Costed Bill of Materials Provides a means to structure and cost a product. Can be used to estimate costs by Engineering during an R&D phase, by Accounting for creating a Standard Cost for a Product or its Sub-assemblies, as well as a Product Tree structure. * Fiscal Calendar This calendar divides the year into 4 quarters of 13 weeks. Reduces monthly variations in the number of weeks in different quarters. Serves as a consistent reference for different activities--Finance, Sales, Manufacturing--to plan, report and act in concert, within a consistent timeframe. * Inventory Modeling Mathematical models for a method of managing inventory that controls inventory by accenting the 20% of parts that normally represent 80% of the total cost. Users can readily view the effects of proposed inventory operation changes upon cost and inventory levels, prior to implementation. * Job Tracking Track multiple Projects, P.O.'s, Tasks or Jobs running concurrently within an organization, and identify early, by exception, only those scheduled completion dates, costs, etc., which may be at risk. The program is suitable for tracking "white collar" projects as well as Job Shop Manufacturing. Early identification enables users to investigate in detail only those activities which appear to be a problem. The Status legend indicates the nature of the problem or completion of the task. * Labor Cost Report Track burdened and unburdened labor costs as fabricated parts go through a manufacturing cycle. Suitable for single or multipleoperation situations. * Project Cost Tracking Any Project may be costed and tracked throughout its course. You are required to setup parts of the template to reflect unique aspects of your Project--budget parameters, start and finish dates, etc. Thereafter, the system requires Data Entry, Closing at the end of a period and Opening of the next period. Project-to-date cost is retained regardless of closing. * QA Form Allows an Inspector or Technician to record measurements directly into a Macintosh or PC. Inputs automatically result in generation of variances to nominal of a given Drawing or Specification characteristic, Accept or Reject decisions. The program provides for use of 100% Inspection as well as Sampling. * Inventory/Supply Manager Order limited supplies/inventory in a controlled manner and calculate the associated cost, within supply inventory levels set by the end user. Can be updated routinely, subject to review by appropriate authority. It predicts inventory supply levels and calculates supporting order dates and quantities. It shows status of actions taken and can be modified to reflect changes to the normal predicted levels. Printouts can serve for review and as purchase authorization. *----------------------------------* * Manufacturing Managers' 9-Pack * *----------------------------------* $99 - Also available at your Dealer (If ordering directly, please add $4 shipping + 7% CA tax) JIAN/Tools For Sales(tm) Strategic Software Templates for Business Success(tm) 127 Second Street, Top Floor * Los Altos, CA 94022 800/442-7373 * 415/941-9191 * FAX 415/941-9272 *-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-*-* *------------------------* * P.P.Memo(tm) * *------------------------* The Private Placement Memorandum Template Securities Offering Circular P.P.Memo is an effective tool to help you sell private securities to fund your business venture. It can be recognized by investors as a professional document designed for one purpose: to raise capital. Up to $1,000,000 An Offering Circular is a prospectus, filed with the Securities and Exchange Commission (SEC) for the purpose of informing the SEC of your intent to sell securities. P.P.Memo is intended specifically to handle the offering of Regulation D Exempt Securities for investments of under $1,000,000. These securities are filed, but do not go through the formal registration process, with the SEC, in reliance upon the exemptions from registration, pursuant to the Securities Act of 1933, and Rule 504. A Ready-to-Edit Package P.P.Memo contains boilerplate and nomenclature (including special requirements of California, Pennsylvania & Washington) for a private placement memorandum, to minimize the time and expense required to produce your investment offering document(s). P.P.Memo is provided as a kit with manual and software including: 1. Annotated Private Offering Circular Template on diskette 2. Glossary of Terms 3. A sample letter of introduction to prospective Investors 4. Subscription Agreement 5. Spreadsheet for subscription administration and tracking Also included are the addresses of the agencies to contact for more information. Fill in the Blanks To use P.P.Memo, simply type in your business-specific information over the existing template, expanding as necessary to incorporate your detailed explanation as proposed. P.P.Memo is fully annotated to help you understand the meaning and purpose of each section--making it easy to follow and complete. P.P.Memo will help you handle the complicated work of: * Investor suitability standards * Risk factors * Capitalization * Use of proceeds * The Business, regulation, competition, and employees * Description of stock * Legal Options (These MUST be reviewed by your attorney prior to soliciting for investors.) * Financial statements Build on the foundation of your business plan--defining your marketable concept, product or service; your existing or projected market; and the direction your company is taking. The most popular software available today for this purpose is BizPlanBuilder(tm), a comprehensive business and marketing plan template on diskette for PCs and compatibles or the Apple Macintosh. Many sections may be cut and pasted to P.P.Memo from BizPlanBuilder, if you have that document completed. About the Author Michael L. Atkinson is currently the chief executive officer of the Windham Group, Inc., a Los Gatos, CA real estate shared-appreciation mortgage investment company. Before moving to California Mr. Atkinson co-founded and was president chief operating officer of Associated Video Hut, Inc. (dba Videos 1st)--a highly successful and acclaimed drive-thru video store chain in New York--where he established financial strategies, managed investment funding and sales of franchises. Prior to this, Mr. Atkinson was Vice President of Investments and Corporate Development for Great Northern Financial Services, Inc. in Albany, NY. Mr. Atkinson has also served as a financial consultant at Shearson Lehman Brothers, Inc. where he was involved in investment sales and management. For PCs or Macintosh P.P.Memo is formatted in ASCII text files and Lotus 1-2-3(tm) 2.01 for PCs and compatibles OR in MacWrite(tm)4.5/Microsoft Word(tm)3.01 and SYLK files (Microsoft Works(tm), MultiPlan(tm) and all Excel(tm)) for the Apple Macintosh(tm). P.P.Memo is the result of combining years of experience into a simplified form designed to alleviate mistakes and speed the process of obtaining investment capital. It MUST be reviewed by your attorney prior to soliciting for investors. P.P.Memo provides a head-start toward completing an effective private placement memorandum for entrepreneurs financing new businesses, for managers expanding existing operations or for consultants assisting their clients. *----------------* * P.P.Memo(tm) * *----------------* $149 - Also available from your Dealer (If ordering direct, please add $4 shipping + 7% CA tax) JIAN/Tools For Sales(tm) Strategic Software Templates for Business Success(tm) 127 Second Street * Los Altos, CA 94022 800/442-7373 * 415/941-9191 * FAX 415/941-9272