PMora SME Business Management Toolkit – Word & Excel Templates

LAUNCH OFFER — $11.90

Use code SMELAUNCH at checkout.

Run your business with a structured management system — not scattered documents and spreadsheets.

The PMora SME Business Management Toolkit is a practical collection of editable Word templates and integrated Excel workbooks designed for small and medium-sized businesses that need stronger planning, financial control, operational management and performance monitoring.

The toolkit covers 10 core business management areas and connects strategic planning with day-to-day management, financial performance, risk control and forward-looking business analysis.

What’s included:

• 17 editable Word templates and guides
• 2 Excel workbooks — a blank management system and a fully worked FutureSkills business example
• Strategy and annual/periodic planning
• Financial management and control
• Budget vs actual monitoring
• Profit & Loss / OCI management statement
• Statement of Financial Position
• Cash Flow Statement
• Rolling 12-month liquidity forecast
• Break-even analysis and margin of safety
• 3-year financial forecasts
• Sales and customer management
• Operations and quality management
• People and performance management
• Risk, compliance and internal controls
• Procurement and supplier management
• Management meetings, decisions and change control
• KPI monitoring and management dashboard
• Business performance, forecast and periodic review

The package also includes a complete worked example, showing how the PMora Professional Project Management Toolkit can transition into ongoing SME business management after project completion.

All templates are editable and can be adapted to different industries, business models and management structures.

Important: The financial statements included in the toolkit are IFRS-aligned management templates intended for internal planning and management purposes. They do not replace entity-specific statutory financial statements, accounting policies, disclosures or professional accounting review.

Format: Microsoft Word, Microsoft Excel and ZIP package

Delivery: Instant digital download

Language: English

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