Third Party Tools - Value Creation

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THIRD PARTY PORTFOLIO VALUE CREATION TOOLS Project Management Tools NAME

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HBR: 5 Messages Leaders Tool - 5 Messages Leaders A thought piece published by Must Manage Must Manage 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 corporate culture.

Corporate Governance Tools NAME

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CDC ESG Toolkit: Company Environmental & Social Management Systems (ESMS)

Tool Environmental Management (ESMS)

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Company As we have mentioned Social throughout this SOP, the Systems CDC's ESG Toolkit provides fund managers and their portfolio companies with a high-level overview of what a CDC ESG Toolkit: ESG Tool - ESG Templates & company-level environmental Templates & Checklists Checklists and social management system (ESMS) should entail and provides several relevant templates and checklists that accompany and support the ESMS. These include an ESG Checklist, ESG Action Plan, ESG Report Template, etc. Note: these are thirdparty resources published by &

2 PORTFOLIO VALUE CREATION TOOLS

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USE Cleverism.

SME Guidebook

Governance Tool - SME Guidebook

Board Diversity Charter

Tool Charter

Governance This IFC guidebook "specifically addresses the challenges and opportunities faced by SMEs at the various stages of their lifecycles, offering tailored corporate governance recommendations.

The Guidebook includes the Action Planning Tool to help SME owners, investors, and managers take a pragmatic approach to governance, as a means of strengthening their businesses over the long term.” Note: this is a third-party resource published by the IFC.

Board

Diversity This template provides SMEs with a straightforward Board Charter that positions SMEs to pledge that at least 30% of their Board members are women, thus support gender equality and diversity on the Board. Note: this is a thirdparty resource published by The Boardroom Africa & Alitheia Capital.

NCNA Code of Ethics for Tool – Code of Ethics for This Code of Ethics for Board Board Members Board Members Members template provides a starting point that companies to further tailor towards the specifics of their board.

Governance Template

Reporting Tool - Governance Reporting Template

To be used in the event an SME or fund manager is looking for robust governance and financial reporting

3 PORTFOLIO VALUE CREATION TOOLS

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USE 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 published by Hayes Knight.

Finance & Accounting Tools NAME

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How-To Guide for Creating Tool - How-To Guide for a Business Budget Creating a Business Budget

This "how-to" guide provides a high-level overview of the seven steps required to create a business budget and offers links to existing templates that companies can access online for free.

Note: this is a third-party resource published by Bench.

A Guide to the IFRS for Tool - A Guide to the IFRS SMEs for SMEs

IFRS for SMEs Standards Tool - IFRS Supporting Materials Standards Materials IFRS for SMEs Modules Tool - IFRS Modules

Setting

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The International Financial Reporting Standard (IFRS) for SMEs is a set of globally accepted financial reporting for SMEs principles tailored to SMEs' Supporting capabilities and needs. The IFRS organization published a guide, supporting materials, and a free self-guided for SMEs training module that SMEs can use to better understand and apply the IFRS accounting principles to their company's financial reporting.

Finance Tool - Setting Up a Finance

This helpful article provides

4 PORTFOLIO VALUE CREATION TOOLS

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Department

Department

SMEs with an overview of: 1) what exactly a finance department is, 2) the main objectives of this department, 3) the functions it carries out, 4) the elements comprising this department, 5) positions required to run this department, and lastly 6) the importance of knowing information technology when running the finances of an organization. Note: this is a third-party resource published by Cleverism.

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Human Resource Tools NAME

E-Myth: Creating Your Tool Creating Your E-Myth is a well-known book Organization Chart Guide Organization Chart Guide 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 EMyth Worldwide.

CDC Gender Gender Diversity

Toolkit: Tool - Gender Diversity

CDC Gender Toolkit: Tool - Tackling Unconscious Tackling Unconscious Bias Bias

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,

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CDC Gender Toolkit: Tool - Gender Neutral Job processes, and functions.

Gender Neutral Job Descriptions Note: These are third-party Descriptions resources published by the CDC. CDC Gender Toolkit: Tool - Gender Pay Gap Gender Pay Gap Analysis Analysis Value for Women: Tool - Communications & This short guide outlines tips Communications & Gender Gender Checklist: Things to for applying a gender and Checklist: Things to Consider inclusion lens while Consider developing and reviewing written and audio-visual communications materials.

Note: This is a third-party resource published by Value for Women.

Marketing & Sales Tools NAME

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Inc.com: Seven Essential Tool - Seven Essential This article by Inc.com Elements of a Marketing Elements of a Marketing Plan provides companies with a Plan high-level list of seven essential components of a marketing plan that helps keeps a sales pipeline full.

First Round Interview: Tool - Leslie's Compass: A Leslie's Compass: A Framework for Go-To-Market Framework for Go-To- Strategy Market Strategy

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 takes the lead (i.e., marketing

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BCG: Closing the Gender Tool - Closing the Gender Gap in Sales Leadership Gap in Sales Leadership

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 to enact that will help improve gender equality in their sales department.

HBR: How to Improve Your Tool - How to Improve Your The Harvard Business Sales Skills, Even If You're Sales Skills, Even If You're Review article provides Not a Salesperson Not a Salesperson 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 cases studies.

Portfolio Company Monitoring & Evaluation Tools NAME

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Global Impact Investing Tool Global Impact Leading development finance Network's IRIS+ and 2X Investing Network's IRIS+ institutions and The GIIN Challenge Metrics and 2X Challenge Metrics have co-developed a set of gender impact metrics that will be adopted by members of the 2X Challenge and encouraged to be adopted by SMEs in general. The metrics are structured around the 2X Challenge Criteria, and cover data points on women's economic empowerment and gender equality.

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