EBITDA Toolkit

Downloadable Resources, Instant Access

Create and implement a channel sales program to boost growth, increase demand, and improve product recognition through the use of marketing, advertising and strategic relationships.

More Uses of the EBITDA Toolkit:

  • Drive employee facing communications, initiatives, and support to strengthen Employee Engagement scores, recruitment, and retention.

  • Drive: own and maintain the core planning and forecasting processes, gathering the informational roll up from functional leaders.

  • Provide regular Financial Reporting and analysis that generates insights about performance and opportunities profitability, mix, trends, top performers, etc.

  • Control: up leveling best practice information exchange among client accounts in partnership with strategic consulting business.

  • Ensure you orchestrate; lead the Data Strategy for each client based on available data sources in coordination with the implementation team.

  • Establish that your planning possess the managerial courage to recommend and make difficult decisions that align with organization strategic priorities.

  • Assure your corporation assesses operational talent, implements Employee Development plans and creates and maintains a learning environment.

  • Optimize and rationalize reporting and enhance reporting databases to drive consistency in financial practices across your organization.

  • Develop and execute your organizations business strategies in order to attain the goals of the board and shareholders.

  • Collaborate across departments, and provide leadership that supports your organizations culture, mission and values.

  • Manage work with corporate accounting, business units and the valuation team to manage the line of business (LOB) structure for internal reporting.

  • Be a thought leader on how to improve monetization and a sounding board on improving processes to help optimize organization financials.

  • Prepare and coordinate periodic operating review, budgets, initiatives, formal and informal audits, non billable overtime initiatives, wage analysis, and expense controls.

  • Serve as a culture shaper of your organization, upholding a culture of rigor, structured thinking, data informed analysis, and financial responsibility.

  • Ensure you can establish and drive an effective balance between growth aspirations and affordability in budgeting/forecasting processes.

  • Develop annual budgets coordinates the development, implementation and control of budgets by compiling, preparing, and analyzing budget data.

  • Assure your design complies; directs and coordinates all divisional department activities to meet business and profitability growth objectives of the attraction.

  • Oversee the selling and service processes; provide leadership and motivation to team in achieving sales goals, drive omni channel growth and execution of organization initiatives.

  • Provide assessment of opportunities and risks to client management based on analysis and interpretation of operational and financial statistics and metrics.

  • Contribute to the Strategic Direction of the overall business through the creation and delivery of an effective business plan.

  • Be certain that your corporation complies; sets a high standard for ethics and compliance, ensuring Business Processes adhere to your business conduct Policies and Procedures.

  • Guide: act as strategic business partner to business leaders on key finance decisions, providing insight, independent perspective, support and oversight on all aspects of business.

  • Devise: direct the coordination, design and execution of member acquisition activities, enrolling members in your key segments, and achieving the overall acquisition plan.

  • Manage the membership acquisition to success, by developing the team members capabilities, knowledge, and confidence.

  • Ensure you champion; understand your organizations business model for generating value and translate the operational metrics into Key Performance Indicators.

  • Identify: review monthly expense and capital status with operations team in relation to goals and recommend areas of improvement.

  • Manage work with the pricing and commercial finance teams to quantify and provide analysis on impact of pricing changes and price realization assumptions across your organization.

  • Confirm your planning ensures that effective business unit systems, procedures and financial controls are established and maintained for the business units operations.

  • Drive operational performance improvements and provide feedback to direct reports and influence to managers in a non reporting relationship.


Save time, empower your teams and effectively upgrade your processes with access to this practical EBITDA Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any EBITDA related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated EBITDA specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the EBITDA Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which EBITDA improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are current EBITDA paradigms?

  2. How do you verify the EBITDA requirements quality?

  3. Do you need different information or graphics?

  4. Are approval levels defined for contracts and supplements to contracts?

  5. How will the EBITDA data be analyzed?

  6. Are Risk Management tasks balanced centrally and locally?

  7. How does it fit into your organizational needs and tasks?

  8. At what moment would you think; Will I get fired?

  9. Can management personnel recognize the monetary benefit of EBITDA?

  10. Do you aggressively reward and promote the people who have the biggest impact on creating excellent EBITDA services/products?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the EBITDA book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your EBITDA self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the EBITDA Self-Assessment and Scorecard you will develop a clear picture of which EBITDA areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough EBITDA Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage EBITDA projects with the 62 implementation resources:

  • 62 step-by-step EBITDA Project Management Form Templates covering over 1500 EBITDA project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all EBITDA project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the EBITDA project team have enough people to execute the EBITDA project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed EBITDA project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete EBITDA Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 EBITDA Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 EBITDA project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 EBITDA project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 EBITDA project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 EBITDA project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any EBITDA project with this in-depth EBITDA Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose EBITDA projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in EBITDA and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make EBITDA investments work better.

This EBITDA All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.