|
Index:
document templates and stationery
|
No.
|
Item
|
Area of use and Module
|
Notes
|
1
|
Business
letterhead block print
|
Business
|
|
2
|
Business
letterhead block electronic
|
“
|
|
3
|
Business
letterhead NI exemption
|
“
|
|
4
|
Business
letterhead traditional layout
|
“
|
|
5
|
Business
Fax
|
“
|
|
6
|
Business
Invoice
|
“
|
|
7
|
Business
Plan
|
“
|
Module
6 Brief
|
8
|
Business
cash flow forecast
|
“
|
Excel
spreadsheet – download option only
|
10
|
Business
spreadsheet: profit and loss accounting
|
“
|
Excel
spreadsheet – download option only
|
11
|
Customer
Home Styling Consultation form
|
“
|
|
12
|
Home
Staging Survey form
|
Customer Liaison
|
|
13
|
Initial
appointment confirmation letter
|
“
|
|
14
|
Feedback
form
|
“
|
|
15
|
Action
plan template without photos
|
“
|
|
16
|
Action
plan template with photos
|
“
|
|
17
|
Quote
and contract: staging and dressing
|
“
|
|
18
|
Quote
and terms staging and furniture
|
“
|
|
19
|
Contract
staging and furniture
|
“
|
|
20
|
Contract
project management
|
“
|
|
21
|
Contract
show home
|
“
|
|
22
|
Cover
sheet for a home styling report
|
“
|
|
23
|
Cover
sheet for an action plan report
|
“
|
|
24
|
Cover
sheet for a design scheme report
|
“
|
|
25
|
Cover
sheet for a home staging report
|
“
|
|
26
|
Project
draft planning – my copy
|
Project Management
|
|
27
|
Project
programme of work
|
“
|
|
28
|
Project
order sheet
|
“
|
|
29
|
Project
spreadsheet: orders, estimates and profit
|
“
|
Excel
spreadsheet – download option only
|
30
|
Project
weekly timesheet for customer
|
“
|
|
31
|
Project
working notes diary sheet
|
“
|
|
|
32
|
Marketing
Letter to home owner
|
Marketing
|
|
|
33
|
Marketing
Letter to estate agent
|
“
|
|
34
|
Marketing Contacts form
|
“
|
|
35
|
Marketing
Development Action Plan
|
“
|
Module
7 Use in developing a marketing plan for brief 7
|
|
36
|
Portfolio
Report
|
Portfolio
building
|
Module 3 - A
sample portfolio template suggestion
|
37
|
Supplier contact sheet
|
Business
|
Supplier contact information sheet
|
38
|
Services and trades contact sheet
|
“
|
Services and trades contact sheet
|
39
|
Property
market resources template
|
Property market
|
Module
4 – template for Brief
|
40
|
Self
Assessments 1- 4
|
Training
|
Assessments
See Module 1
|
|
41
|
Self Assessments 5 - 8
|
Training
|
Assessments See
Module 1
|
|
42
|
Training timetable
|
Training
|
See Module 1
|
|
43
|
Business checklist action plan
|
Business
|
Module 6
Brief
|
|
44
|
Action plan template – Brief specific
|
Customer
|
Module 2
Brief
|
|
45
|
Action plan
notes/guidance for brief 2
|
Module
2
|
Module 2
support template
|
|
46
|
Business contacts
|
Business
|
Module 6
|
