Benchmarking and Best Practices
The Benchmarking and Best Practice templates are included with the
Management Template Library, or licensed separately as a module.
This module includes the Copedia Benchmarking spreadsheet
and Benchmarking policy. The
spreadsheet provides worksheets for financial, accounting, customer, supply
chain, human resource, project, and safety benchmarks. Approximately 250
key benchmarks are tracked. Financial ratios, total sales, and total overhead
figures are updated from the Financial Analysis Model (also included).
The Best Practices templates include, an 8 page Best Practice Policy, and
a database of approximately 700
Best Practices covering Assets, Accounts Payable,
Accounts Receivable, Cash, Checks, Financial Reporting, Job Costing, Marketing/Customers, Data
Integrity, Payroll and HR, Project Management, Purchasing, Receiving and
Warehousing, Safety, Sales and Estimating, Retail, the Control Environment,
Control Activities, Risk Assessment, Information and Communications, and
The Best Practices are delivered in both text and spreadsheet
formats so you can develop and print Best Practices documentation or questionnaires and use the
spreadsheet to evaluate compliance with your best practice system.
Also included with Benchmarking and Best Practices are the risk management framework, planning templates,
and the accounting flowcharts.