FREE forms from Appendix C of Ray’s Energize Your Business book
  • Circle of Success Circle of Success – a visual snapshot of how well your organization or department is performing



  • Circle of Success Matrix Assessment Circle of Success Matrix Assessment – a numeric-based assessment of each segment of your organization or department



  • Declaration of UnderstandingDeclaration of Understanding – a worksheet to assist leaders and their teams to create agreements about working together

Example:  TLC’s Declaration of Understanding 2016-03-15



  • ValuesCore Values – a worksheet to identify the behavioral values desired for making decisions



  • PurposeCore Purpose & Mission – a worksheet to identify the business that an organization is in or about, and assistance to create a Mission Statement



  • VisionVision – a worksheet to assist leaders to develop their vision of the future desired state of their organization



  • Strengths and Possibilities SPOC Analysis Part 1 – a worksheet to identify  organizational Strengths and Possible Improvements


  • Opportunities and ChallengesSPOC Analysis Part 2 – a worksheet to identify organizational Opportunities and Challenges



  • Gap AnalysisGap Analysis – a worksheet to identify the gap(s) between the present state and desired future state of the organization



  • GoalsGoals – a worksheet to identify major themes/goals of the organization, and prioritize them




  • Objectives, Strategies and TacticsObjective, Strategies, and Tactics – a worksheet to list in greater detail how the goals of the organization can be achieved



  • Action Plan Submittal FormAction Plan Summary – a submittal form for an Action Team that summarizes their goals, including priorities, budgeted dollars, timeframes, and measurements

2017 Workshops and Presentations

January 11, 2017 – SCORE Workshop:  “A Strategic Planning that Energizes your Business”
Participant guidebook:  SCORE Strategic Planning Workshop-Guidebook 2017-01-11R1
Action Plan spreadsheet:  Action Plan Worksheet-TEMPLATE 2016-05-27

2016 Workshops and Presentations

May 26, 2016 – SCORE Workshop:  “A Strategic Planning Process that Energizes Your Business”
PowerPoint slides:  SCORE Strategic Planning Workshop-SLIDES 2016-05-26R1
Participant guidebook:  SCORE Strategic Planning Workshop-Guidebook 2016-05-26
Action Plan spreadsheet:  Action Plan Worksheet-TEMPLATE 2016-05-27

March 2016 – SCORE Small Business Symposium, Scottsdale, AZ:  “Hiring and Training a High-Performance Team”
PowerPoint slides:  SCORE Symposium-Hiring & Training a High-Performance Team 2016-03-15R1
Handout:  Ray Madaghiele’s SCORE 2016 SB Symposium HANDOUTS 2016-03-01

Business Energizers eNewsletters

May 2016 – Business Energizers Monthly eNewsletter-2016-05-01R1

April 2016 – Business Energizers Monthly eNewsletter-2016-04-01R1

March 2016 –  Business Energizers Monthly eNewsletter-2016-03-01

February 2016 – Business Energizers Monthly eNewsletter-2016-02-01

January 2016 – Business Energizers Monthly eNewsletter-2016-01-01

December 2015 – Business Energizers Monthly eNewsletter-2015-12-01


Recommended Resources for Business Development

  • Service Corps of Retired Executives (SCORE) – SCORE is a nonprofit association dedicated to helping small businesses get off the ground, grow and achieve their goals through education and mentorship.
  • U.S. Small Business Administration (SBA) — The SBA helps Americans start, build and grow their businesses. SBA operates Small Business Development Centers (SBDCs) throughout the United States.

The following are ad links:

Built to Last book image Built to Last: Successful Habits of Visionary Companies by James Collins and Jerry Porras


Good to Great book image Good to Great: Why Some Companies make the Leap and Others Don’t
by James Collins