The Kay & Co. resource library

All resources · page 4

The complete collection of practical guides, planning worksheets and articles. Use the filters to narrow it down, or browse by title.

The complete list

All resources

Showing 73–96 of 915 resources, ordered by title.

AI & saving time on admin Planning worksheet

Check new starters can do their essential tasks

A checklist is marked complete because accounts were created, but the new starter cannot perform the basic job tasks. An account can exist without allowing…

AI & saving time on admin Planning worksheet

Check report figures before they are emailed

A report sends automatically even though a changed source field has doubled one of its totals. Automatic distribution can spread an error quickly. Before a…

Connecting your systems Planning worksheet

Check website enquiries actually reach your team

The contact page reports success after saving a form locally, but the CRM connection fails before creating the task. The website can receive an enquiry even…

Connecting your systems Planning worksheet

Check who can see documents after transfer

A shared transfer location gives more teams access than the original sending process intended. A file's destination can have wider access than the place it…