The resource library
Checklists, scorecards and worksheets drawn from how we run diagnostics. Free to download, no form needed.
The resource library has eight free PDFs: checklists, playbooks and worksheets for SOP audits, 30 60 90 day onboarding, training KPIs, tribal knowledge risk and AI readiness. Download any of them right away with no email needed, or enter your email and we send a copy to your inbox.
PDF · freeThe SOP audit checklist
25 checks to grade any SOP on clarity, ownership, version control and real usage.
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PDF · freeLMS ROI scorecard
Score your LMS on usage, completion, cost per active learner and business impact.
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PDF · freeThe 30/60/90 onboarding playbook
A week by week ramp plan with manager and buddy checklists.
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PDF · freeTribal knowledge risk map
A worksheet to find the people and processes you cannot afford to lose.
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PDF · freeTraining KPI starter kit
Twelve metrics that link training to time to productivity, errors and retention.
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PDF · freeAI enablement readiness check
Policy, use cases, training gaps and a first 30 day rollout plan.
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PDF · freeCapabilities overview
What Bevel & Sloane builds, how engagements run and what you keep at the end.
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PDF · freeHow engagements work
The diagnostic, the four tiers, billing, the weekly cadence and the handover, on three pages.
Download PDFEach resource is a short PDF. Use them freely inside your company. Questions about one? Write to info@bevelandsloane.com.
Free business checkup
Rather have us run the audit?
The two week Operational Diagnostic does all of this for you, with interviews and shadowing, for a fixed $5,000 that credits toward a 3 or 6 month engagement.
Or write to info@bevelandsloane.com
