SG2X PLAYBOOK Fund Management SOP Tools
Table of Contents STAGE 1: PIPELINE MANAGEMENT.............................................................................3 TOOLS 3 STAGE 2: ACTIVE PIPELINE MANAGEMENT...............................................................5 TOOLS.....................................................................................................................................5 STAGE 3: DUE DILIGENCE.............................................................................................6 GENDEREQUALITYBENCHMARKINGFRAMEWORKS 6 TOOLS 8 STAGE 4: DEAL CLOSING............................................................................................10 ACTIVITIES:SAMPLECLOSINGCHECKLIST 10 STAGE 5: PORTFOLIO VALUE CREATION.................................................................10 TOOLS 10 Project Management Tools 10 Corporate Governance Tools 12 Finance & Accounting Tools 14 Human Resource Tools 17 Marketing & Sales Tools 20 Portfolio Company Monitoring & Evaluation Tools 22 STAGE 6: MONITOR & EVALUATE..............................................................................23 TOOLS 23
The main tools are the FIF, DSF and country pipeline. The NDA and other communications toolsarealsoprovidedinthetablebelow.
FILENAME LINK USE
ManagementPipelineTool
STAGE 1: PIPELINE MANAGEMENT TOOLS
Tool - Pipeline Management To track the pipeline in a country. It will be used most frequently by the respective country’s team. It tracks all of the fields we must collect on new companies and provides the project management tool for when a company is promoted to the active properly.countryusedaccountabletab.pipeline.ThetoolhasinstructionsinthefirstTheSeniorInvestmentManagerisforensuringthistoolisbeingbytheteam.Allteammembersinaareresponsibleforusingthetool
Investment Criteria Screen Tool - Investment CriteriaScreen Already included in the FIF. This is one of the most important elements of the investment strategy. It should be read and internalized (members are able to share these without reading the script) before
To be completed after the first meeting. Information should be gathered in one meeting, followed by a review from Legal and areview from theRM todeterminethat the company does not violate any of the “prospect”presentedtowardscompletednegativescreeningrulesofthefirm.MustbeforallcompaniestocountsourcingtargetsandbeforebeingtotheIMteamtoadvancefromto“sourced”status.
advancepresentedcompleted(overtheTobecompletedovermultiplemeetingswithcompanyonceithasbeen“sourced”oneweek’stime).ThismustbebeforethesourceddealistotheIICforadecisiontototheactivepipeline.
Deal Screening Form (DSF) Tool - Deal Screening Form(DSF)
First Interview Form (FIF) Tool - First Interview Form (FIF) and First ScreeningForm
Primer on Private EquityforSMEs
Committeepresentingbebeingallowedtosourcedeals.ThetoolmustusedtoscreenallcompaniespriortothemtotheInvestment(IC).
Progress Report EmailTemplate ProgressCompaniesTool-EmailtoUpdateAbout beThismovetheytemplateIICOnceacompanyhasbeenapprovedbythetotheactivepipeline,usethisemailtocommunicatewithpromoterasand[INV./FUNDMANAGERNAME]throughtheactivepipelineprocess.toolisimportantbecauseinvestingcananintimidatingprocessforcompanies.
(Note to Reader: The investment criteria included in this tool are high-level and generic, but fairly standard; this tool should be tailored to your firm’s / fund’s investment strategy and criteria.)
Tool-DealSnapshot To be completed after the deal has been otherpipelineapprovedbytheIICtoadvancetotheactivetosharewiththefundinvestorsandpotentialco-investors.
Tool-TemplateNDA To share with companies what [INV./FUND MANAGER NAME] has asked to gather information on. Note to Reader: This is a sample NDA template that has specific legal provisions that will need to be updated to the investment firm’s / fund manager’s investment strategy and target countries.
Tool - PE Primer for SME To share with companies that want to learn about private equity (PE). This should always be given along with an invitation to attendtheInvestmentSeminartraining.
AgreementNon-Disclosure(NDA)
Deal CommunicationsSourcing
FILENAME LINK USE
DealSnapshot
Tool - Deal CommunicationsSourcing For outreach when communicating with a new company either by phone or by email. The talking points should be used for new outreach - i.e., they have not attended the Investment Seminar training, but you would like to contact them because you learned about them in the newspaper, or saw them whiledrivingaround,etc.
Tool - Due Diligence LightCDDChecklist Used to guide the DD light process, baseline a company’s performance and current state, and draftgatherinputsforthee-CIM,financialmodelandtermsandstructure.
Active Pipeline ProjectPlan Tool - Active Pipeline Project Plan To map out the activities and milestones to communicate to stakeholders about dates, and the track weekly work and milestones. Note to Reader: RENEW recommends using Google documents during the creation of this report to enable multiple users to work on the document simultaneously.
Note to Reader 2: Please see the table in Stage 3: Due Diligence for a suite of external tools that we recommend investment/fund managers use to baseline gender equality and/or ESG parameters, resulting in a benchmark gendersmart “score”.
We want sourced companies to know exactly where they are in the process. This also keeps [INV./FUND MANAGER NAME] on track with the project management work. Clear communications also help build [INV./FUND MANAGER NAME]’s trust brand.
TOOLS FILENAME LINK USE
Note to Reader: We recommend using Google documents during the creation of this
Note to Reader 1: RENEW recommends using Google Documents during the creation of this report to enable multiple users to work on the document simultaneously.
(CDD)DiligenceCommercialDueDiligenceLight–DueChecklist
STAGE 2: ACTIVE PIPELINE MANAGEMENT
FILENAME LINK USE
MemorandumInformationConfidentialExecutive (eTool - Companye-CIM-DATE decision.ofTodevelopthebusinesscaseandthefirstdrafttheCIMforthe[FUNDNAME]ICfirst
Note to Reader: In terms of RENEW’s approach towards gender-lens investing, RENEW does not “screen out” companies that are under consideration for the pipeline based on their gender-smart “scores” or status; rather, RENEW believes that any SME (no matter how bad their baseline score may be) can become a market-leading, gender-smart SME run by a gender-balanced management team if they are: 1) coachable and open to RENEW’s SGS team taking control over key decisions and leading the management team; and 2) are fully willing to work in partnership with the SGS team to implement all components of The GenderSmart Exec’s Program and the SG2X Playbook. As such, it is important that RENEW and other fund managers following this strategy baseline a pipeline company’s gender-smart “score” during the Due Diligence stage, so that a determination can be made about where/how the SGS team can add value (e.g., overhauling a company’s payment structures so that it is implementing gender-equal policies concerning salaries, raises and bonuses).
The following externally published scorecards and/or frameworks are well-known standards in
External Model Term Sheets Seenextcolumn ANDE training on term sheets for entrepreneurs:LINK Investor friendly best practices for term sheetsinEastAfrica:LINK Y Combinator has a Series A term sheet Wordtemplate:LINK termInvestmentGuideAfricaresources,includingsheets:LINK
Financial Model Template Tool - Financial Model TemplateCOMPANY To build the financial model. This should be thedonebythefinancialanalystwithoversightfromSGSCFO,andinputfromtheSIMandRM.
FILENAME LINK USE CIM)Template report to enable multiple users to work on the document simultaneously.
Term Sheets
ORGANIZATION
PointsforCompanies
CompaniesPipelineTalkingTool–TermSheetPointsfor This tool is a primer for companies to learn companies.toaboutthetermsthatmaybeusediftheymakeitatermsheetdiscussion.Sharewith
Talking
STAGE 3: DUE DILIGENCE GENDER EQUALITY BENCHMARKING FRAMEWORKS
TOOLLINK USE
Mennonite AssociatesDevelopmentEconomic(MEDA) The Gender (GEM)MainstreamingEqualityFramework
Note: RENEW prefers and uses this tool and has created an Excel-based Calculation Sheet to accompany the GES Manual.
ORGANIZATION
The 2X Challenge Criteria were developed in 2018 to help 2X Challenge members identify which transactions could be reported towards
Investment/fund managers use this tool to assess the gender equality “score” of pipeline and portfolio companies against several parameters, including pay equity, workforce participation, leadership and governance, professional development, workplace environment and value chains. SMEs can also use this tool to benchmark their performance
forcriterialenshavebenefitthecommon$3billiontargetininvestmentsthatwomen.Sincetheirlaunch,thecriteriaemergedasago-tostandardforgenderinvestingforDFIsandotherinvestors.Thecanbeusedasgender-lensscreeningpipelinecompanies,toassessanexisting
quantitativeTemplatestartimprovement.assessorquantitativeacrossmainstreamingcapacityassessmentMEDA'sGEMFrameworkincludesanextensivethatevaluatesacompany'sandperformanceingenderequalityandenvironmentalsustainabilityaslewofqualitativequestionsanddatapoints,therebyenablingthetoidentifyopportunitiesforTheFullAssessmentinstructionsonpage33ofthetool,withtheInterviewstartingonpage51andthemapstartingonpage78.
diligencetoasassessmentgrowth.againstthesekeyareasandidentifyprioritiesforTheManualincludesrelevantquestionsandscoringinstructions,wellasexampletemplatesthatcanbeusedcollecttherelevantinformationduringduelight.
TOOLLINK USE the impact investing industry. Small (SEAF)AssistanceEnterpriseFund Tool - SEAF Gender CalculationToolManualScorecard©Equality–SEAFGESSheet
2XChallenge 2X Challenge Criteria
The WEPs Gender Gap Analysis Tool is a joint project of the UN Global Compact, UN Women and several multi-lateral development banks and donors. The tool is an online assessment that helps companies identify strengths, gaps, and opportunities to improve their performance practice,questionsintherealmofgenderequality.Theassessmentarebasedonreal-lifecompanyinternationalstandardsandindicators.
TOOLS NAME LINK USE Due Diligence RequestList Tool - Due Diligence Request ListCOMPANY
To guide the team during due diligence and ensure nothing is missed. This is our main diligence tool and guides our internal diligence process. At the start of diligence, the project lead for the deal should create a project plan using this tool. The main tab contains a dashboard to track the status of customizedChecklist.process,criteriathereaftereachspecificareaofdiligence,andeachtaboutlinesdetailedquestionsandtoinvestigateduringthediligencewhichfunctionsasourDDThesequestionsshouldbeforeachcompany,dependingon
PlanDueDiligenceProjectandChecklists
Tool - Due Diligence Project Plan and ChecklistCOMPANY
The PrinciplesEmpowermentWomen's WEPs Gender GapAnalysisTool
ORGANIZATION TOOLLINK USE portfolio company’s baseline toidentifyareasof improvement, or to monitor and evaluate an existing portfolio company’s results against agreed upon metrics - the criteria have been harmonizedwiththeGIINIRIS+metrics
The tool includes two parts: 1) an email template requesting that the company provides important information to facilitate the due diligence process; and 2) a request list that outlines the required documentation we will need to collect from the pipeline companyfor ourreview. This shouldbesent to all companies as the first step in conductingformalduediligence.
InterviewManagementGuide
Gender-Smart First 180-Days Project Plan ToolPlan180-DaysGender-SmartManagementPortfolio-FirstProjectTemplate
This tool contains the template for the final CIM. The final CIM should be based on information from the e-CIM, updated and expanded upon with information learned diligencepresenteddraftingprojectconcernshouldbeduringduediligence.TheDDfindingsshouldaddedasanarrativetothefinalCIMandexplaineverymaterialissueordiscoveredduringdiligence.TheleadisresponsibleforoverseeingofthefinalCIM.ThefinalCIMwillbetotheICattheendoftheprocess.
FinalCIMTemplate Tool - CompanyFinalCIM-DATE
ToolInterviewManagementGuide
Gender-Smart First 180-Days Statement ofWork ToolTemplate180-DaysGender-SmartManagementPortfolio-FirstSOW feedbackand/orandwithStatementSGSmanagementteamToestablishanagreementbetweentheSGSandthepromotersandexistingofthecompanyabouthowwillworkwiththecompany.ThisofWork(SOW)shouldbeupdatedcorrectiveactionsidentifiedbytheIMSGSteamsduringduediligencelightformalduediligenceandfromfromtheExternalIC.
Astandardized interview guide/questionnaire the SGS team will use when conducting management interviews under Step 4 for formal due diligence. The guide covers the broad topics of current state, future state, caseforchange,barriersandstrategies.
To use asthe starting point to guide the sixmonth post-investment work plan for the SGS team. The First 180-Days Project Plan must be updated with corrective actions identified by the IM and SGS team during due diligence light and/or formal due NAME]diligenceandfromfeedbackfromthe[FUNDIC,thatarenotconditionstoclose.
NAME LINK USE the company’s business and sector. Any diligence notes, issues or concerns uncovered during the diligence process shouldbetrackedinthistool.
STAGE 5: PORTFOLIO VALUE CREATION TOOLS ProjectManagementToolsNAME LINK USE MasterPlanningSOP Tool-MasterPlanningSOP
Tool - Sample Closing Checklist
STAGE 4: DEAL CLOSING ACTIVITIES:SAMPLE CLOSING CHECKLIST NAME LINK USE
SampleClosingChecklist
Note to Reader: Below is an example closing checklist used by the RENEW team for closing equity investments in Uganda. Each jurisdiction and each type of investment (e.g., debt, equity) will require a closing checklist tailored to that specific jurisdiction’s rules and regulations. Consult local counsel to develop the checklists and continually refine them after each deal closing to incorporate lessons learned.
This comprehensive tool provides a framework to develop a company's: 1) 20Year Guiding Statements, 2) anduseactionable(OKRs)Objectivescompany’show(AMP).3)Five-YearStrategicPlan,andAnnualManagementPlanFurther,itexplainstotranslatetheSMARTandKeyResultsoftheirAMPintoprojectsandthentheAMPintheirmonthlyweeklymeetings.
A thought piece published by Harvard Business Review on executive communication, this article provides five key messages that executives must communicate with their teams to ensure vision and mission alignment and the achievement of core objectives and key results. These messages include organizational structure and hierarchy, financial results, the leader's sense of his/her job, time management and corporateculture.
The ultimate guide for implementing The GenderSmart Exec's Program training (complimenting the First 180-Days Project Plan), this tool outlines the core disciplines, lessons and best practices outlined throughout the program, providing executives with a Gantt chart implementation roadmap. While the tool can be used outside of the realm of The Exec's Program, the SG2X
Exec's Program Implementation Roadmap Tool Tool - Exec's Program ImplementationRoadmap
NAME LINK USE Executing Battle Rhythms SOP Tool - Executing Battle RhythmsSOP
An accompanying tool to the Master Planning SOP, the Executing Battle Rhythms SOP, provides a detailed overview of the meeting oftacticalinandcadencethatSMEexecutivesmanagersshouldfollowpursuitofimplementingtheandlong-termplanstheAMP.
HBR: 5 Messages Leaders MustManage Tool - 5 Messages Leaders MustManage
NAME LINK USE Playbook requires all company executives and senior management to take thetraining. CorporateGovernanceToolsNAME LINK USE CDC ESG Toolkit: Company Environmental & Social Management CDCSystems(ESMS)ESGToolkit: ESG Templates&Checklists Tool - Company Environmental & Social Management Systems Tool(ESMS)- ESG Templates & Checklists
Cleverism.partyetc.Plan,ESGESMS.accompanytemplatesandprovidesseveralrelevantandcheckliststhatandsupporttheTheseincludeanChecklist,ESGActionESGReportTemplate,Note:thesearethird-resourcespublishedby This IFC guidebook "specifically addresses the challenges and opportunities aapproachmanagersSMEActionGuidebookrecommendations.governanceofferingstagesfacedbySMEsatthevariousoftheirlifecycles,tailoredcorporateTheincludesthePlanningTooltohelpowners,investors,andtakeapragmatictogovernance,asmeansofstrengthening
As we have mentioned throughout this SOP, the CDC's ESG Toolkit provides fund managers and their portfolio companies with a high-level overview of what a company-level environmental and social management system (ESMS) should entail
SME Governance Guidebook Tool - SME Governance Guidebook
aTool-SettingUp&ManagingGender-SmartBoardSOP
BoardDiversityCharter
This SOP summarizes how fund managers, and their portfolio companies can work together to set up and manage a gender-smart Board. In the SOP, there are additional tools to help executives set up and manage a Board, including a Sample Statement of Work, Sample Board Ethics Policy, Sample Board Agenda, Sample Board Meeting Minutes, Sample Email Templates,etc.
specificstostartingMembersThisCodeofEthicsforBoardtemplateprovidesapointthatcompaniesfurthertailortowardstheoftheirboard.
Gender-SmartBoardSOP
NAME LINK USE their businesses over the long term.” Note: this is a third-party resource publishedbytheIFC.
Setting Up & Managing a
Code of Ethics for BoardMembers Tool – Code of Ethics for BoardMembers
NCNA
Running Tool - Running Written with an SME executive audience in mind, this tool should be provided to and used by the SME
Tool - Board
Diversity Charter
Effective BoardMeetingsSOP
AlitheiaThepartyBoard.equalitywomen,theirtoCharterwithThistemplateprovidesSMEsastraightforwardBoardthatpositionsSMEspledgethatatleast30%ofBoardmembersarethussupportgenderanddiversityontheNote:thisisathird-resourcepublishedbyBoardroomAfrica&Capital.
Effective Board MeetingsSOP
NAME LINK USE management team as the investee company and the fund manager go about setting up the company's governance systems. The tool helps set expectations and compliments the Setting Up & Managing a GenderSmartBoardSOP.
The purpose of this document is to provide an SME's accounting and finance department with a simple, sector-agnostic stepby-step guide on how to close their accounting books monthly, a discipline that all SMEs should commit to upholding.
The13-WeekCashFlow tool provides a company with a
To be used in the event an SME or fund manager is
13-WeekCashFlowTool 13-WeekCashFlowTool
Governance Reporting Template Tool - Governance Reporting Template
Close the Books Guide
Finance&AccountingToolsNAME LINK USE 13 Steps to Close the BooksGuide 13
publishedthisStatisticalReport,Summaryonprovidesmeetings.andtemplatesandlookingforrobustgovernancefinancialreportingtobecompletedsharedbeforeBoardThistemplatedetailedinstructionshowtocompletetheReport,FinancialandNon-FinancialReporttabs.Note:isathird-partyresourcebyHayesKnight. Steps to
Tool - 13-Week Cash Flow One-Pager
13-Week Cash Flow OnePager
informedthisSMErollingtheirwithoutputs,providingacompanyanaccurateprojectionofcashrunwayovera13-weekbasis.Theshouldregularlyusetooltohelpthemmakefinancialdecisions.
NAME LINK USE means to forecast weekly cash inputs less cash
An accompanying one-pager to the 13-Week Cash Flow Tool, this document provides a high-level overview of the steps a company must take to update and maintain the 13-WeekCashFlowTool.
aHow-ToGuideforCreatingBusinessBudget
Tool - How-To Guide for CreatingaBusinessBudget
leversimprovementscashthepurchasedaysdetermine(CCC).CashhurtingflowcalculateThistoolallowsexecutivestotheirmarginalcashtodetermineifvolumeistheirgrowth,theirConversionCycleTheCCCwillthenumberofittakesfromthetimeoftogettingmoneyinbankandtheimpactonbymakingmarginaltothesevenofcashflow.
This "how-to" guide provides a high-level overview of the seven steps required to
resourceNote:cantemplatesofferscreateabusinessbudgetandlinkstoexistingthatcompaniesaccessonlineforfree.thisisathird-partypublishedbyBench.
MasteringCashFlowTool Tool-MasteringCashFlow
RENEW.thatpublishedpartysystems.accountingtoolproceduresaccountingSMEsSMEsupdatedittofitthecontextofoperatinginAfrica.canadoptthesamplepoliciesandoutlinedinthetostrengthentheirfunctionandNote:thisisathird-resourceoriginallybyWegnerCPAshasbeenmodifiedby
reporting.company'saccountingandcantrainingandaguide,supportingmaterials,afreeself-guidedmodulethatSMEsusetobetterunderstandapplytheIFRSprinciplestotheirfinancial
The International Financial Reporting Standard (IFRS) for SMEs is a set of globally accepted financial reporting principles tailored to SMEs' capabilities and needs. The IFRS organization published
This helpful article provides objectivesdepartmentwhatSMEswithanoverviewof:1)exactlyafinanceis,2)themainofthisdepartment,
Accounting Policies & ProceduresManual Tool - Accounting Policies & ProceduresManual
Setting up A Finance Department Tool - Setting Up a Finance Department
NAME LINK USE A Guide to the IFRS for IFRSSMEsfor SMEs Standards IFRSSupportingMaterialsforSMEsModules
Tool - A Guide to the IFRS ToolforSMEs- IFRS for SMEs Standards Supporting ToolMaterials- IFRS for SMEs Modules
While there are several examples of accounting policies and procedures manual templates available online, RENEW finds this manual to be comprehensive without being overburdensome. RENEW
Financial
Policies & ProceduresManual Tool - Financial Policies & ProceduresManual
Similar to the tool above, the Financial Policies & Procedures Manual published by the State of Victoria of Australia provides
NAME LINK USE
modifiedVictoriathepartyAfrica.contextupdateddepartment.thesector,proceduresfinancialSMEsasolidfoundationuponwhichcantailorthesamplepoliciesandtothespecificcontextandneedsofcompany'sfinanceRENEWittobetterfittheofSMEsoperatinginNote:thisisathird-resourcepublishedbyStateGovernmentofthathasbeenbyRENEW.
publishedthird-partyorganization.runninginformationimportancedepartment,requiredthis4)3)thefunctionsitcarriesout,theelementscomprisingdepartment,5)positionstorunthisandlastly6)theofknowingtechnologywhenthefinancesofanNote:thisisaresourcebyCleverism.
HumanResourceToolsNAME LINK USE Job Interview QuestionnaireTemplate Tool - Job Interview QuestionnaireTemplate The sample interview sector)theirSMEsaquestionnairecanbeusedasfoundationuponwhichcanbuildforortailortospecificcompany(i.e.,ortheroleforwhich
Performance Review Template Tool - Performance Review Template The sample performance review template comprises four parts: 1) the performance review SOP; 2) the employee self-evaluation; 3) the manager evaluation of an employee; and 4) the incentive plan. Similar to the Job Interview Questionnaire template, this tool can be tailored to the company's specific needs and employee evaluationrequirements.
Tool - Creating Your OrganizationChartGuide E-Myth is a well-known book on entrepreneurship and an online business coaching platform. E-Myth published a "how to" eight-step guide on creating and completing a well-balanced and effective organization chart as part of the suite of free resources available to entrepreneurs. Note: This is a third-party resource published by EMythWorldwide.
NAME LINK USE whereblendingandprovidesquestions).technical,theyarehiring(i.e.,addinginrole-specificThequestionnaireablendofstandardbehavioralquestions,ingendersensitivity,appropriate.
E-Myth: Creating Your OrganizationChartGuide
6 Steps to Writing a Great Position Agreement and Template Tool - 6 Steps to Writing a Great Position Agreement andTemplate RENEW created a gendersmart, six-step guide on writing a clear, accurate and adaptable position agreement, including a position agreement template.
Tool - Communications & Gender Checklist: Things to Consider This short guide outlines tips for applying a gender and inclusion lens while developing and reviewing written and audio-visual communications materials. Note: This is a third-party resource published by Value
AnalysisToolDescriptionsToolBiasToolTool-GenderDiversity-TacklingUnconscious-GenderNeutralJob-GenderPayGap
10 Simple Strategies to RunInclusiveMeetings
Value for Women:
ConsiderChecklist:Communications&GenderThingsto
CDC Gender Toolkit: CDCGenderDiversityGender Toolkit:
GenderCDCDescriptionsGenderCDCTacklingUnconsciousBiasGenderToolkit:NeutralJobGenderToolkit:PayGapAnalysis
Sourced from three articles, this simple one-pager provides companies with ten strategies on how team members can run inclusive and gender-smart meetings. The strategies are meetingtypeagnostic.
NAME LINK USE Companies are also encouraged to review EMyth's Position Agreement Guide, which provides a slightly more in-depth overview on how to write a position agreement and positionagreementtemplate.
RunTool-10SimpleStrategiestoInclusiveMeetings
The CDC Gender Toolkit consists of detailed guidance and a suite of tools, templates, and analysis to help companies identify and prevent gender biases from entering their HR and recruiting systems, processes, and functions. Note: These are third-party resources published by the CDC.
LINK USE Inc.com: Seven Essential Elements of a Marketing Plan Tool - Seven Essential ElementsofaMarketingPlan
Marketing&SalesToolsNAME
First Round Interview: Leslie's Compass: A Framework for Go-To-
Marketing Assessment Tool Tool-MarketingAssessment
Tool - Leslie's Compass: A Framework for Go-To-Market Strategy
This article by Inc.com provides companies with a high-level list of seven essential components of a marketing plan that helps keepsasalespipelinefull.
NAME LINK USE forWomen.
MarketStrategy
This complimentary tool helps companies work through Leslie's Compass: Go-To-Market Strategy Framework and should only marketingdetermininggopaper,frameworktoolsthebeusedafterreadingthrougharticle.Inessence,thehelpputaconceptualandthoughttopushingcompaniestothroughtheexerciseofwhetherorsalesshould
The article published by First Round Review provides a conceptual framework for how companies can approach the complex and nuanced relationship between marketing and sales. The tool provides an overview of the two "approaches" to determine whether marketing or sales marketing).servestakesthelead(i.e.,marketingsalesorsalesserves
An example of a sales services.fitsimplycompanies;besalesstagevaluemanagementcompany'sleadintoThecompany'saspipelinetoolthatcanbeusedafoundationforasalesfunction.pipelinetoolisseparatedfourcategories:thesalesinformation,therelationshipofsaidlead,theofthelead,andtheoftheleadwithinthepipeline.ThetoolcanusedforB2BorB2Cthecolumnshavetobetweakedtothecompany'sproductand
Tool - Closing the Gender GapinSalesLeadership
NotSalesHBR:HowtoImproveYourSkills,EvenIfYou'reaSalesperson
BCG: Closing the Gender GapinSalesLeadership
Tool - How to Improve Your Sales Skills, Even If You're NotaSalesperson
SalesPipelineTool Tool-SalesPipeline
NAME LINK USE lead for their company's productsandservices.
This article by BCG discusses the reality of the significant gender gap in the sales function of a company. It provides four concrete "interventions" for companies department.gendertoenactthatwillhelpimproveequalityintheirsales
The Harvard Business Review article provides advice on approaching the "art of selling" for individuals who may not be well-versed or inexperienced in sales, outlining six actionable principles to follow and emphasizing them through the showcasing of two short casesstudies.
Labor Efficiency Analysis Tool Tool - Labor Efficiency AnalysisTool
Global Impact Investing Network's IRIS+ and2XChallengeMetrics
gendereconomicdataChallengeareSMEsencouragedofwillgenderhaveinstitutionsLeadingdevelopmentfinanceandTheGIINco-developedasetofimpactmetricsthatbeadoptedbymembersthe2XChallengeandtobeadoptedbyingeneral.Themetricsstructuredaroundthe2XCriteria,andcoverpointsonwomen'sempowermentandequality. - Tool - - This template provides
USE Simple Financial KPIs Template Tool - Simple Financial KPIs Template
appropriatedepartment(s)decision,thetoolTheLaborEfficiencyAnalysispushesSMEstolookatnumberbehindthehiringshowingforwhichandwhenitistohirenewstaff. -
Global Impact Investing Network's IRIS+ and 2X ChallengeMetrics Tool
Executive Reporting
Executive Reporting
PortfolioCompanyMonitoring&EvaluationToolsNAMELINK
One of the biggest challenges that SMEs face is knowing when to hire someone. Often, it is an intuitive decision driven by persuasive manager and is not rooted in objective data.
This simple financial KPIs template empowers companies to calculate financial ratios and metrics that will assist with their financial decision making, enrich their investor and stakeholder reporting (e.g., overallinsightBoardmeetings),andprovideonthecompany's"financialhealth."
Tool - Quarterly Financial Reporting Kick Off Email Email template used by the PM to internally kick-off the IM Division team’s work to generatetimelyandaccurateinvestorreports
Investor Reporting ProcessTracker Tool - IR Process Tracker An internal project management tool that the PM uses to track assigned and timeconstrained (i.e., deadlines) activities and corresponding steps required to generate quarterlyinvestorreports.
TOOLS TOOLNAME LINK USE
STAGE 6: MONITOR & EVALUATE
Finance,(employment),severalactualpresentscriticaldashboardcompanyusedmaintaineddashboardinternalstartcompanieswiththemeanstoandbuilduponanexecutivereportingthatcanbebytheCEOandtoreferenceessentialmetricsquickly.Theoutlinesseveralratiocalculationsandtargetsversusvarianceanalysisforunits,includingHROperations,etc.
DashboardTemplate DashboardTemplate
Investor Reporting Template
NAME LINK USE
Tool-IRTemplate [INV./FUND MANAGER NAME]’s Investor Report template that is in line with [INV./FUND MANAGER NAME]’s Style & Formatting Guidelines and presents the value-added “Evaluation” of a particular company’s financial and impact performance from the perspective of the company and [INV./FUND MANAGER NAME] as an investment/fundmanager.
Quarterly Financial Reporting Kick Off EmailTemplate
TOOLNAME LINK USE
Template over the coming 55 days; Sent at T-15, the email template includes all the relevant internal tools that the team will need in order to meet the T+40 deadline of sending investorreportstostakeholders.
decisionsmeetingwhereinPortfolioPurpose,AninternaldocumentthathasastandardizedOutcomeandAgenda(POA)fortheReviewMeeting0,andasectionaverbatimnotetakercantakenotes/minutes,capturingkeyregardingthereportingcycle.
Portfolio Company Financial Statement & TemplateRequestCommentaryEmail
An external email template to be sent to portfolio companies that requests the information the IM Division team will need in ordertogenerateinvestorreports.
An external tool attached to the Portfolio Company Financial Statement & Commentary Request email; a standardized template for commentary that portfolio commentarycompaniesareexpectedtofollow;thewrittenisincludedintheIRTemplate.
Portfolio TemplateCommentaryCompany Tool - Portfolio TemplateCommentaryCompany
Tool - Portfolio Company Financial Statement & RequestCommentary Email Template
Impact Data SummaryCollection Tool - Portfolio Company Impact Metrics Collection Template
An external tool attached to the Portfolio Company Financial Statement & Commentary Request email; a standardized template that collects the GIIN IRIS+ Metrics (harmonized with the 2X Criteria) that [INV./FUND MANAGER NAME] gathers and analyzes on a quarterly basis to determine how acompany is doing in comparison to its impact goals; The metrics are included in a tableintheIRTemplate.
Note to Reader: This is just one example of how an inv./fund manager can collect the agreed upon impact metrics. This template also serves as a starting point for both the investment/fund manager and portfolio
PRM 0 POA & Running Meeting Notes Tool - PRM 0 POA & Running Meeting Notes
Portfolio DashboardCompany Tool - Portfolio CompanyDashboard
Use: The Portfolio Company Dashboard is a financial management, Excel-based tool toaresolutioninvestment/funddashboardFAC.owncompanies.knowfinancialofacompanies’NAME]createdandusedby[INV./FUNDMANAGERtocapture,record,analyzeportfolioquarterlyfinancialstatementsonregularbasis.ItisusedasthesinglepointtruthtolookathistoricalandcurrentdataofportfoliocompaniesthatwetobeaccurateandstandardizedacrossEachportfoliocompanyhasitsDashboardthatismaintainedbytheThisisonlyoneexampleofathatcanbemaintainedbyanmanager.IfanExcel-baseddoesnotworkforyourneeds,thereseveralERPsoftwaresystemsavailableinvestment/fundmanagers.
TOOLNAME LINK USE company to customize and build upon. For example, adding additional tabs for more detailed IRIS+ metric collection and/or qualitative information. It will be for each inv./fund manager and portfolio company to determine these additional KPIs, which can grow and change depending on the company’s business strategy and/or GenderSmart First 180-Days Project Pan.
Financial Statement ReviewCheatSheet Tool - Financial Statement Quality Checklist
Template.Companyareupdateactionseverityfinancialrequirestatements.portfoliocheckowncompany’sAtoolthatshouldbesharedwiththeportfolioCFO/FinanceManagerfortheiruse;andisusedbytheFACtoquicklytheintegrityandaccuracyofthecompany-generatedfinancialAnyviolationsofthechecklistwilltheportfoliocompanytorevisetheirstatements.Dependingontheand/ornumberoferrors,acorrectivemeetingmayneedtobescheduledtothefinancialstothepointwheretheyreadytobeenteredintothePortfolioDashboardandincludedintheIR
TOOLNAME LINK USE PRM 1 POA & Running Meeting Notes Tool - PRM 1 POA & Running Meeting Notes
anddecisionsmeetingwhereinPortfolioPurpose,AninternaldocumentthathasastandardizedOutcomeandAgenda(POA)fortheReviewMeeting1,andasectionaverbatimnotetakercantakenotes/minutes,capturingkeyregardingthedashboardresultsdraftcommentary.
