Free Downloads
Documents/Tools We Make Available For Free:
As part of my personal mission, it’s important to me that I share my knowledge and some of the documents and tools I have created over the past 25 years of being in professional services. Please feel free to download and share the attached documents at will. I sincerely hope you find them useful. Don’t hesitate to reach out with any questions or comments at robin_ed@capacity-building.com
Beyond Traditional Performance Reviews: Capturing Comprehensive Leadership Insights Most organizations rely on top-down performance evaluations that fail to capture how managers actually lead in practice. This 360-Degree Management Evaluation tool addresses this critical…
New Business Assessment Matrix
Beyond Instinct: A Framework for Evaluating Business Opportunities with Precision Business ventures fail at alarming rates—not because entrepreneurs lack passion or ideas, but because they lack a structured evaluation framework to identify fatal…
Key Executive Self-Assessment Tool
Your job is to lower the noise floor so the CEO can lead—and the team can win. Use this tool to focus on the work that matters, own what you touch, and build…
HR Philosophy Reflection Questions
Stop managing HR functions as disconnected activities. Create a unified people strategy that reinforces your business objectives while establishing expectations that inspire trust and engagement.
CEO Hourly Time Audit – based on Time Really Is Money
With help from a few colleagues, I created this Hourly Rate Calculator Tool after working with hundreds of executives and business owners who struggled to prioritize their time effectively. They were busy—sometimes working…
Non-Profit Business Venture Capacity Readiness Tool
An assessment tool developed to gauge the strength of your non-profit organization’s operational capacity and its ability to take on a for-profit business venture.
Nonprofit Organizational Capacity Diagnostic Tool – Comprehensive
Unlock Your Nonprofit Organization’s Hidden Potential Through Data-Driven Assessment Most nonprofits face a critical paradox: they’re expected to deliver maximum mission impact with minimal operational investment. The result? Organizations struggle silently with systemic…
Business Success Checklist
This Business Success Checklist cuts through subjective assessments to deliver an objective snapshot of your organizational health across 60+ critical business functions.
Leadership Assessment Tool – Comprehensive
Our Leader Assessment Tool is different. We've designed it to evaluate the specific behaviors and competencies that determine whether your leaders are truly effective. This comprehensive assessment covers over 80 concrete leadership behaviors…
Business Acquisition–Partnership Screening Criteria
The Business Acquisition Screening Criteria turns acquisition talk into a repeatable decision process. It helps teams focus on value creation, expose hidden risk, and only pursue deals that fit the strategy, the culture,…
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