Templates Included With Mac Office Bookshelf/Business Bundle

 Last reviewed: November 17, 1997
Article ID: Q162529
The information in this article applies to:
  • Microsoft Office for the Macintosh, version 4.2.1b

SUMMARY

Microsoft Office for the Macintosh, version 4.2.1b on CD, ships with over 40 templates and files specifically designed for owners of small businesses. These templates are very similar to the templates included with the Microsoft Office for Windows 95 Small Business Pack, and have been modified to function on the Macintosh.

MORE INFORMATION

The templates and files included on disc 2 of the Microsoft Office for the Macintosh, version 4.2lb, Bookshelf Business Tools bundle fall into six categories: Financial, Management, Marketing, Operations, Planning, and Sales. After the "Install Bookshelf and Tools" installer on disc 2 is run, the business templates and other files are installed in subfolders in the "Business Tools and Templates: Small Business Templates" folder on your hard disk. The following tables list the subfolders and the templates they contain.

Financial Folder 

   Name                          Template or file  Office Program
   ---------------------------------------------------------------

   Accounts Payable              Template          Microsoft Excel
   Accounts Receivable           Template          Microsoft Excel
   Balance Sheet                 Template          Microsoft Excel
   Expense Report                Template          Microsoft Excel
   Financial Calculator          Template          Microsoft Excel
   Income Statement              Template          Microsoft Excel
   Investment Record             Template          Microsoft Excel
   Statement of Net Worth        Template          Microsoft Excel
Management Folder 

   Name                          Template or file  Office Program
   ---------------------------------------------------------------

   Business Letterhead           Template          Microsoft Word
   Business Memo                 Template          Microsoft Word
   Business Report               Template          Microsoft Word
   Statistics Calculator         Template          Microsoft Excel
Marketing Folder 

   Name                          Template or file  Office Program
   --------------------------------------------------------------------

   Business Brochure             Template          Microsoft Word
   Business Newsletter           Template          Microsoft Word
   Business Press Release        Template          Microsoft Word
   Direct Marketing Analysis     Template          Microsoft Excel
   French Motif                  Template          Microsoft PowerPoint
   Mini-Blinds                   Template          Microsoft PowerPoint
   Red Dots with Teal and Black  Template          Microsoft PowerPoint
   Shout                         Template          Microsoft PowerPoint
   Squares                       Template          Microsoft PowerPoint
Operations Folder 

   Name                          Template or file  Office Program
   ---------------------------------------------------------------

   Account Statement             Template          Microsoft Excel
   Business Invoice              Template          Microsoft Excel
   Employee Timesheet            Template          Microsoft Excel
   Equipment Inventory           Template          Microsoft Excel
   Purchase Requisition          Template          Microsoft Excel
   Request for Quotation         Template          Microsoft Excel
   Business Fax Cover            Template          Microsoft Word
Planning Folder 

   Name                          Template or file  Office Program
   -------------------------------------------------------------------

   5-Year Projection             Template          Microsoft Excel
   Business Plan Workbook        File              Microsoft Excel
   Cash Flow Projection          Template          Microsoft Excel
   Expense Budget                Template          Microsoft Excel
   Financial Comparison          Template          Microsoft Excel
   Leasing Wizard                Template          Microsoft Excel
   Pro Forma Income Statement    Template          Microsoft Excel
   Business Plan Document        File              Microsoft Word
   Business Plan Presentation    Template          Microsoft PowerPoint
   Midnight Blue                 Template          Microsoft PowerPoint

   NOTE: There is a "Plan Document Backups" folder in the Planning folder
   that contains backup copies of the Business Plan Workbook and the
   Business Plan Document files.
Sales Folder 

   Name                         Template or file   Office Program
   -------------------------------------------------------------------

   Product Sales Goals          Template           Microsoft Excel
   Product Sales Projections    Template           Microsoft Excel
   Services Estimate            Template           Microsoft Excel
   Estimate                     Template           Microsoft Word
   Product Fact Sheet           Template           Microsoft Word
The following list provides a brief description of each of the files and templates included with the Small Business Templates.

Financial

  • Accounts Payable Manage outstanding amounts that the company owes to vendors. You can also determine the age of an account to see which accounts have been outstanding the longest.
  • Accounts Receivable Manage outstanding credit (determine which companies owe the business money). You can also determine the age of an account to see which accounts have been outstanding the longest.
  • Balance Sheet Determine the company's assets, liabilities, and equity using this template based on the standard accounting statement.
  • Expense Report Template designed to help employees quickly and easily complete and submit expense reports.
  • Financial Calculator A calculator developed within Microsoft Excel to help businesses evaluate investment and loan scenarios, build amortization tables, and more.
  • Income Statement A form provided to help businesses analyze and report revenues and expenses over a specified period of time. Based on the standard accounting statement.
  • Investment Record Developed to help businesses keep track and analyze all of its investments and the returns gained from those investments.
  • Statement of Net Worth An itemized form for tracking all assets and liabilities. Similar to a balance sheet but with greater detail.

Management

  • Business Letterhead A professionally designed letterhead template that you can customize for your correspondence.
  • Business Memo A professionally designed memo template that you can customize for your internal correspondence.
  • Business Report A detailed template that you can use to develop sales reports, quarterly reports, and so forth.
  • Statistics Calculator A calculator developed within Microsoft Excel to help you perform statistical analysis on a range of data such as sales, units, and so forth.

Marketing

  • Business Brochure A professionally designed brochure template that you can customize and use to create brochures for customers.
  • Business Newsletter A professionally designed newsletter template that you can customize and use to create newsletters for customers or employees.
  • Business Press Release A template based on a standard press release format that you can use to complete and submit press releases to the press.
  • Direct Marketing Analysis A tool developed to help you quickly and easily evaluate various direct marketing proposals in terms of effectiveness relative to cost.

Operations

  • Account Statement Similar to a bank statement but prepared so that you can quickly and easily report the status of an account to a supplier, vendor, customer, or other business associate. Includes balance, payment history, order history, and so forth.
  • Business Fax Cover A professionally designed fax cover sheet template that you can customize and use as a cover sheet for faxes.
  • Business Invoice A form designed to help you quickly create quality invoices to send to customers to request payment.
  • Employee Timesheet A form that employees can use to submit time worked to the business. Helps ensure that all timesheets received are consistent and contain the appropriate information.
  • Equipment Inventory A form designed to help businesses record equipment on hand.
  • Purchase Requisition Customizable order form the business can use to order materials and other items from suppliers and vendors.
  • Request for Quotation A form that you can use to request quotations for services or goods to be provided by suppliers.

Planning

  • Business Plan Workbook. This workbook, along with the Business Plan Document, is the most complete tool in the collection of tools and templates. A detailed Microsoft Excel spreadsheet provides a comprehensive set of forms and sheets to help businesses plan for the future. Each sheet is linked to the next, so that data entered in one sheet facilitates completion and analysis on the next. The workbook includes the following elements: 

          Table of Financial Assumptions
      Quarterly Sales Forecast for Year 1
      5 Year Total Market Forecast
      Start-up Costs and Capitalization
      5 Year Pro forma Income Statement
      5 Year Pro forma Balance Sheet
      Break-even analysis
      Business Ratios
  • Business Plan Document An extensive Microsoft Word document created to leverage the analysis completed in the Business Plan Workbook to help you acquire financing through a comprehensive business plan. The Business Plan Document contains OfficeLinks to the Business Plan Workbook so that the forecasts and the charts created in the workbook automatically appear in the document to create a complete, high-quality plan for the business.
  • Business Plan Presentation A presentation created in Microsoft PowerPoint to help you develop presentations to give to lenders, potential investors, employees, and customers to communicate the goals and plans of your business.
  • 5-Year Projection Provides a form to forecast revenue, income, cash needs, assets, and liabilities for five years. Use this template to determine the financial impacts of growth and growth strategies on a small business.
  • Cash Flow Projection A detailed tool for determining the monthly cash required to run a business based on growth projections. Perfect for planning when and how much a business will need to borrow from the bank to meet day-to- day operations.
  • Expense Budget A template designed to help you budget for all expenses and then evaluate actual expenditures relative to the budget.
  • Financial Comparison A form developed to help you compare your operations and performance to those of other companies in the same industry.
  • Leasing Wizard A tool developed to help you evaluate various leasing options to determine that is best financially.
  • Pro Forma Income Statement A template used to project revenues, expenses and net income for the purposes of planning and evaluation.

Sales

  • Estimate A Word template you can use to quickly provide estimates to customers.
  • Product Fact Sheet A template designed to help you create high-quality product fact sheets that businesses can give to customers, investors, lenders, and so forth.
  • Product Sales Goals A Microsoft Excel workbook you can use to establish quantitative sales goals for given products and services.
  • Product Sales Projections A Microsoft Excel workbook you can use to forecast sales for given products and services.
  • Services Estimate Similar to the estimate form, but developed for service businesses to provide service estimates to customers.

For additional information, please see the following article in the Microsoft Knowledge Base: 

   ARTICLE-ID: Q162421
   TITLE     : Description of the Mac Office/Bookshelf/Business Tools
               Bundle

Additional reference words: 4.21b 4.2.1b mac book shelf
Keywords : offmac xlmac kberrmsg kbsetup
Version : MACINTOSH:4.2.1b
Platform : MACINTOSH
Issue type : kbtshoot

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Last reviewed: November 17, 1997
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