Guides and Free Calculators for UK Small Businesses

Cost-saving and efficiency methods explained in plain English, each with a worked example, sources and a free calculator.

42 practical guides

Each guide explains one method and works through an example. Forty of them include a free calculator: email yourself the results as a PDF with an action plan.

Lean and process  ·  Cost and finance  ·  People and time  ·  Running costs

Lean and process

Methods for removing waste, delay and rework from how work gets done.

Guide

10 Signs Your Business Needs an Operational Review

Warning signs that efficiency is slipping.

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Free calculator

Gemba Walks: Go and See

How to walk the floor, the van or the office properly, with a record sheet.

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Guide

How to Write Standard Operating Procedures

A one-page procedure for the task that goes wrong most.

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Free calculator

Kaizen: Continuous Improvement in Small Steps

A fifteen-minute weekly habit, and a tool to rank your improvement ideas.

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Free calculator

Kanban and WIP Limits

Little's Law shows why fewer jobs in progress means faster delivery.

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Free calculator

Lean for Small Businesses: Where to Start

What lean means outside a factory, and a free score to find your starting point.

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Free calculator

OEE: Overall Equipment Effectiveness

Availability, performance and quality, multiplied into one honest number.

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Free calculator

Pareto Analysis and the 80/20 Rule

Rank causes by how often they happen and fix the vital few first.

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Free calculator

Poka-Yoke: Mistake-Proofing

Make the common mistake impossible, and see how fast the fix pays back.

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Free calculator

SIPOC: Map a Process on One Page

Suppliers, inputs, process, outputs and customers, as a one-page worksheet.

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Free calculator

SMED: How to Cut Changeover Time

Separate internal from external steps, and see what changeovers cost a year.

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Free calculator

Six Sigma and DMAIC in Plain English

Define, Measure, Analyse, Improve, Control, and a DPMO and sigma level calculator.

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Free calculator

Takt Time: The Pace Customers Set

Available time divided by demand, and how many people that pace needs.

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Free calculator

The 5 Whys: Root Cause Analysis

Ask why until you reach a cause you can change, with a worksheet that becomes a PDF record.

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Free calculator

The 5S Method for Vans, Workshops and Offices

Organise a van, a workshop or a shared drive so nothing is ever searched for.

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Free calculator

The Eight Wastes of Lean (TIMWOODS)

Transport to skills: where the eight wastes hide in a small business, and what they cost.

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Free calculator

Theory of Constraints: Find Your Bottleneck

The slowest step sets the pace for everything. Find it and see what an hour there is worth.

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Free calculator

Time and Motion Study: Worked Example and Free Template

Find out how long a job should take, with a worked example.

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Free calculator

What Is Value Stream Mapping?

Separate working time from waiting time in a process.

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Cost and finance

Pricing, cash, stock and investment decisions, worked through with your own figures.

Free calculator

Break-Even Point and Margin of Safety

Fixed costs divided by contribution per sale, and how far above it you are.

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Free calculator

Creditor Days and Paying Suppliers

Your average time to pay, against terms, and what paying late can cost.

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Free calculator

Debtor Days: Formula, Calculator and Free Tracker

How long customers take to pay, and the cash it ties up.

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Free calculator

EBITDA Explained for SME Owners

How profit turns into business value.

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Free calculator

How to Calculate Your True Cost per Job

The costs that never appear on the job sheet.

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Free calculator

How to Improve Your Quote Conversion Rate

Response speed, follow-up and what each point is worth.

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Free calculator

Job Profitability: Which Work Pays?

Compare jobs on true profit and profit per hour, not on price.

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Free calculator

Make or Buy: In-House or Outsource?

Compare the yearly cost of each, and find the volume where making wins.

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Free calculator

Margin vs Markup

A 50% markup is a 33% margin. Convert between them and price to a target margin.

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Free calculator

Payback, ROI and NPV

Three ways to judge an investment, and when each one misleads.

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Free calculator

Price Increase Calculator

A 5% rise can survive losing one sale in eight. A 5% cut needs one in six more.

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Free calculator

Stock Turnover and Economic Order Quantity

How often your stock turns, and the order size that minimises ordering plus holding costs.

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Free calculator

The Cash Conversion Cycle

Debtor days plus stock days minus creditor days, and the cash each day ties up.

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Free calculator

The Cost of Poor Quality

Prevention, appraisal and failure costs, added up and set against turnover.

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Free calculator

Zero-Based Budgeting

Justify every cost line as if starting today, and see which lines give the savings.

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People and time

What staff time really costs, and how much of it turns into paid work.

Free calculator

Staff Costs as a Percentage of Turnover: UK Benchmarks

Your wage bill against ONS figures for 27 sectors.

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Free calculator

The Bradford Factor

S × S × D, why short spells score high, and the legal care it needs.

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Free calculator

The Cost of Overtime

What regular overtime really costs, and how many people it adds up to.

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Free calculator

The Real Cost of Staff Turnover

Five costs that add up when someone leaves.

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Free calculator

The True Cost of an Employee

Salary plus employer NI, pension and the hours they are actually working.

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Free calculator

Utilisation and Billable Hours

Billed hours as a share of available hours, and what each point is worth.

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Running costs

Vehicles and energy: the costs that renew every year without a decision.

Free calculator

Energy Saving Payback

Your own unit rate, the expected cut and the cost, turned into a payback period.

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Free calculator

Vehicle Cost per Mile

Fuel plus the fixed costs, per mile, against the HMRC approved rate.

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Put This Into Practice

Free Excel templates for time studies, debtor days and staff costs. Enter your email once and download them all.

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