VERNO’S
Wholesaler Tools
Management Forms & Tools
Verno created the following management tools during consulting engagements to help clients manage various projects and departments. Wholesaler executives and managers are encouraged to download the resources in this section and use them with their teams. The resources are a collection of templates, checklists, calculators, and examples of policies.
Industry Vision Planning Guide
The Industry Vision Planning Guide is a tool to help align your leadership team to prepare for the future.
Verno’s Authority Matrix Tool
Use this Authority Matrix spreadsheet to help your company define decision-making authority levels.
KPI Benchmark Tracker
The KPI tracker is a reporting tool developed by Verno to enable wholesalers to more effectively manage the variables that most impact profit.
Routing Process Checklist
About the Tool This tool was originally featured in Wes Verno's 2023 webinar with the NBWA, "Adjusting to the Changing Landscape." For more information about the routing process, check out Verno's Beverage Brief: Routing Strategy.
Special Events Evaluation Form
Use this form to help evaluate the impact of special events and decide whether or not to do an event.
Wholesaler Improvement Checklist
This improvement checklist was derived from Verno Consulting’s seminar at the NBWA National Convention (Sep. 2019), “What Wholesalers Need to Stop Doing: How To Improve Your Business by Doing Less.”
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