1 PORTFOLIO VALUE CREATION TOOLS | THIRD PARTY PORTFOLIO VALUE CREATION TOOLS ProjectManagementToolsNAME LINK USE HBR: 5 Messages Leaders MustManage Tool - 5 Messages Leaders MustManage corporatejob,thehierarchy,organizationalTheseobjectivesachievementmissionteamsmustmessagesthisexecutiveHarvardAthoughtpiecepublishedbyBusinessReviewoncommunication,articleprovidesfivekeythatexecutivescommunicatewiththeirtoensurevisionandalignmentandtheofcoreandkeyresults.messagesincludestructureandfinancialresults,leader'ssenseofhis/hertimemanagementandculture. 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 As we have mentioned throughout this SOP, the CDC's ESG Toolkit provides fund managers and their portfolio companies with a partyetc.Plan,ESGESMS.accompanytemplatesandsystemandcompany-levelhigh-leveloverviewofwhataenvironmentalsocialmanagement(ESMS)shouldentailprovidesseveralrelevantandcheckliststhatandsupporttheTheseincludeanChecklist,ESGActionESGReportTemplate,Note:thesearethird-resourcespublishedby
AlitheiaThepartyBoard.equalitywomen,theirtoCharterwithThistemplateprovidesSMEsastraightforwardBoardthatpositionsSMEspledgethatatleast30%ofBoardmembersarethussupportgenderanddiversityontheNote:thisisathird-resourcepublishedbyBoardroomAfrica&Capital.
2 PORTFOLIO VALUE CREATION TOOLS | NAME LINK USE Cleverism.
This IFC guidebook "specifically addresses the challenges and opportunities
Governance Reporting Template TemplateTool-GovernanceReporting To be used in the event an SME or fund manager is andlookingforrobustgovernancefinancialreporting
SME Governance Guidebook Tool - SME Governance Guidebook
BoardDiversityCharter Tool - Board Diversity Charter
publishedthird-partylongtheiraapproachmanagersSMEActionGuidebookrecommendations.governanceofferingstagesfacedbySMEsatthevariousoftheirlifecycles,tailoredcorporateTheincludesthePlanningTooltohelpowners,investors,andtakeapragmatictogovernance,asmeansofstrengtheningbusinessesovertheterm.”Note:thisisaresourcebytheIFC.
NCNA Code of Ethics for BoardMembers Tool – Code of Ethics for BoardMembers
specificstostartingMembersThisCodeofEthicsforBoardtemplateprovidesapointthatcompaniesfurthertailortowardstheoftheirboard.
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| NAME
templates to be completed and shared before Board meetings. This template provides detailed instructions on how to complete the Summary Report, Financial Report, and Non-Financial Statistical Report tabs. Note: this is a third-party resource publishedbyHayesKnight.
Setting up A Finance Tool - Setting Up a Finance This helpful article provides
This "how-to" guide provides a high-level overview of the seven steps required to resourceNote:cantemplatesofferscreateabusinessbudgetandlinkstoexistingthatcompaniesaccessonlineforfree.thisisathird-partypublishedbyBench.
Finance&AccountingToolsNAME LINK USE
PORTFOLIO VALUE CREATION TOOLS LINK USE
Tool - How-To Guide for CreatingaBusinessBudget
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 reporting.company'saccountingandcantrainingandaguide,supportingmaterials,afreeself-guidedmodulethatSMEsusetobetterunderstandapplytheIFRSprinciplestotheirfinancial
Tool - A Guide to the IFRS
ToolforSMEs- for SMEs Standards Supporting ToolMaterials- IFRS for SMEs
Modules
for IFRSSMEsfor SMEs Standards IFRSSupportingMaterialsforSMEsModules
A Guide to the IFRS
aHow-ToGuideforCreatingBusinessBudget
IFRS
HumanResourceToolsNAME 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.
The CDC Gender Toolkit consistsof 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,
4 PORTFOLIO VALUE CREATION TOOLS | NAME LINK USE Department Department publishedthird-partyorganization.runninginformationimportancedepartment,requiredthis4)3)objectivesdepartmentwhatSMEswithanoverviewof:1)exactlyafinanceis,2)themainofthisdepartment,thefunctionsitcarriesout,theelementscomprisingdepartment,5)positionstorunthisandlastly6)theofknowingtechnologywhenthefinancesofanNote:thisisaresourcebyCleverism.
LINK USE E-Myth: Creating Your OrganizationChartGuide Tool - Creating Your OrganizationChartGuide
CDC Gender Toolkit: CDCGenderDiversityGender Toolkit: TacklingUnconsciousBias BiasToolTool-GenderDiversity-TacklingUnconscious
MarketStrategy
Marketing&SalesToolsNAME
5 PORTFOLIO VALUE CREATION TOOLS | NAME LINK USE CDC Gender Toolkit: Gender Neutral Job CDCDescriptionsGender Toolkit: GenderPayGapAnalysis
takeswhether"approaches"overviewsales.betweennuancedapproachhowconceptualRoundThearticlepublishedbyFirstReviewprovidesaframeworkforcompaniescanthecomplexandrelationshipmarketingandThetoolprovidesanofthetwotodeterminemarketingorsalesthelead(i.e.,marketing
Tool - Gender Neutral Job ToolDescriptions-Gender Pay Gap Analysis processes, and functions. Note: These are third-party resources published by the CDC.
Tool - Leslie's Compass: A Framework for Go-To-Market Strategy
Note: This is a third-party resource published by Value forWomen.
First Round Interview: Leslie's Compass: A Framework for Go-To-
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.
Value for Women: ConsiderChecklist:Communications&GenderThingsto
LINK USE Inc.com: Seven Essential Elements of a Marketing Plan Tool - Seven Essential ElementsofaMarketingPlan
This article by Inc.com provides companies with a high-level list of seven essential components of a marketing plan that helps keepsasalespipelinefull.
GapinSalesLeadership
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.
NotSalesHBR:HowtoImproveYourSkills,EvenIfYou'reaSalesperson
Tool - Closing the
Tool - How to Improve Your Sales Skills, Even If You're NotaSalesperson
Gender GapinSalesLeadership
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
PortfolioCompanyMonitoring&EvaluationToolsNAMELINK USE Global Impact Investing Network's IRIS+ and 2X ChallengeMetrics Tool - Global Impact Investing Network's IRIS+ and2XChallengeMetrics gendereconomicdataChallengeareSMEsencouragedofwillgenderhaveinstitutionsLeadingdevelopmentfinanceandTheGIINco-developedasetofimpactmetricsthatbeadoptedbymembersthe2XChallengeandtobeadoptedbyingeneral.Themetricsstructuredaroundthe2XCriteria,andcoverpointsonwomen'sempowermentandequality.
6 PORTFOLIO VALUE CREATION TOOLS | NAME LINK USE serves sales or sales serves marketing).
BCG: Closing the Gender
7 PORTFOLIO VALUE CREATION TOOLS |