HR Documents & Checklists

Free HR Documents & Checklists to help you stay on track

Free HR checklists for small to medium businesses. If you need help, please speak to one of our experienced HR Consultants who would be able to assess your HR health and formulate a plan.

Improving your business through our HR consulting and advice. At Key Business Advisors, our purpose is to work with you on your business to help reach its full potential and beyond.

Download our free 12 Step Plan – HR Best Practice to help your business grow.

HR Health Check is a great way to identify the gaps in your business; it’s a reassurance that you’re doing everything right within your business. We have put together the following checklist of the essential HR Processes required for good practice and compliance.

Here are some tips for streamlining your payroll process and keeping your records neat and orderly to save you time each month and around tax season:

Are you looking to hire new talent in your business? Do you have a hiring plan in place? Are you prepared enough? Do you know what you need to do before you advertise and start recruiting? Here are some tips to get you started:

But before your employees go out and start visiting clients, there are several measures you should put in place.

How do you best manage applications without wasting your precious time? Here are a few tips to maximise your time and ensure the employee still receives the best experience during the recruitment process:

We all know the negative impacts of disengaged employees: increased turnover and conflicts, decrease productivity, which impact on customer service and ultimately on the bottom line of the business. Here are 9 key areas to think about:

If your business is considering redundancies, you need to ensure the redundancy is genuine. Download our guide for some tips.

Attracting the best talent during recruitment is crucial for a business’s long-term success. Free download – 5 tips to attract the best talent! Download now!

Key Business Advisors

Head Office
Level 1, 213-219 Buckley St,
Essendon VIC 3040

Shepparton Office
196-202 High St,
Shepparton VIC 3630

Phone
1300 4 ADVICE – (03) 9325 5900

Email
info@keyba.com.au

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Google Rating

4.9

Key Business Advisors Pty Ltd

4.9

Devanique Rossouw

20:01 04 Mar 25

I attended a leadership course conducted by KBA and the team was phenomenal.They shared experience, insight and industry leading strategies that i found helpful in my current role.Highly recommend their expertise!

Karyn Vial

21:23 02 Dec 24

Colin held a lively and engaging Customer Service Training workshop. It was a great experience and relative to our everyday interactions.

Callum O'Hara

12:58 30 Nov 24

I cannot speak highly enough of the service provided. Having met Colin and the team in person here in London, the invaluable one to one sales training has truly taken us to the next level. I have thoroughly enjoyed the collaboration, thank you!

P L

01:02 30 Oct 24

I completed the B2B Sales Training Workshop in person at the Key Business Advisors Essendon office. The training material was insightful and I find it beneficial for my career development. Thank you Colin and the KBA team.

tim menadue

21:59 24 Oct 24

The sales training provided by Colin recently held at the Cushman & Wakefield Sydney office was very insightful and enjoyable. Thanks for sharing your knowledge and experience with our team.

Mikaila O'Brien

21:13 23 Oct 24

Colin provided sales training for Cushman & Wakefield and kept it very engaging and informative. We learnt a lot and had a lot of fun doing it! Thanks Colin :)

Gary fs

21:56 06 Oct 24

I completed the effective management workshop and found it to be a great asset. The course gives you a great foundation to build on. Colin and David are very insightful and have wealth of knowledge to impart. I would recommend any manager to go through this workshop. Not only will you go away with a better understanding and the tools to begin, Colin and his team are there to give you all the support that you need.

Geoff Lewis

23:33 03 Oct 24

With a wealth of knowledge and experience built up over many years, the team at Key Business Advisors have developed their workshop content in a way that can be applied to, and adapted for, all industries. The way Colin and David presented was very engaging, and the information included I have no doubt will be beneficial to myself as a manager and our business in general.

Mitchy D Dupljanin

00:47 20 Aug 24

Colin and the team were fantastic and engaging when they visited our office to give insights into sales techniques and sales strategies. The content was clear, applicable, highly practical and very motivating. With the help of KBA our team can now work to improve our sales approaches and customer conversations driving better relationships and results. Would recommend to anyone business looking to increase productivity and profitability

frank davis

21:01 18 Aug 24

Colin and David ran a DISC profile seminar for our team, and it was a most informative and enjoyable day. Team engagement was very high, and I would highly recommend KBA.

Enver Selita

06:41 15 Aug 24

We recently had the pleasure of working with Colin for sales training, and the experience was exceptional. Their techniques were practical, insightful, and immediately applicable to our day-to-day operations. Colin was knowledgeable and engaging, ensuring that every member of our team was involved and motivated. We've already seen a noticeable improvement in our sales approach and results. I highly recommend Colin and the team at Key Business Advisors to any organization looking to elevate their sales performance!

Adam Jones

23:32 07 Aug 24

What a great way to develop and enhance HR skill sets! The Effective People Management workshop delivered interesting learnings from lived experiences and I came away with a detailed compendium full of great information and guides. I can confidently say the session has helped develop my management capacity and understanding of HR processes. It is evident that Colin and his team at Key Business Advisors know their assignment and can deliver! Thanks for an enjoyable and informative day. -Adam Jones, Guyetts Funerals.

Stephen Florence

05:49 31 Jul 24

Colin was amazing during the 2 day sales training I attended. He kept things refreshing, exciting and I took many things away from the time which will lead to my further professional success.

Lesley Smith

04:48 01 Jul 24

The Palmdale Group managers attended the Key Business Advisors "Effective Management Workshop". Colin and his team are a wealth of knowledge. We all really enjoyed this informative course. It brought our team closer together and was well worth our time and cost to attend. If you are contemplating attending a course or requiring their assistance in your company. I would not hesitate to recommend Colin and his team.Debbie Saunders - Memorials Manager - The Palmdale Group

Vân Bùi

10:40 29 Jun 24

It was my fortune to meet up with Colin, he solves my problems, clear out my concerns. Best advisor if you want to seek professional assitance for your business. Thank you so much Colin for helping me out.

Nick Bielawski

04:50 19 Jun 24

We had a great sales training day with Colin @ Key Business Advisors. The entire process was very professional and the team left with many practical concepts and ideas to execute.

Rory Dean

06:35 13 Jun 24

Colin is fun, engaging, knowledgeable, and very good at what he does. Great training!

Emily Olea

03:50 19 Apr 24

Huge thanks to Colin Wilson and the entire KBA team! The warm welcome and engaging workshop made for an amazing day. It flew by even though it was a full day session. I learned so much valuable knowledge and gained new insights from Colin and the other attendees. I've already started applying what I learned to my work and I'm excited to see the results. Looking forward to attending more of your workshops in the future! Thanks again!

McGlynn Hunt Funerals

02:14 10 Apr 24

Colin and Chris were thoroughly organised, prepared and professional in their training session with our team. With a laugh and smile KBA led us through thought provoking business assessments and povided immediate action plans in moving forward - as they say, 'good to great!!'.

Steven Milicevic

22:46 28 Feb 24

It has been a real pleasure working with Colin Wilson and the team at Key Business Advisors over the past few years.It has been great to share insights and have trusted, highly skilled operators to refer to and learn from.Highly recommend Key Business Advisors!

Josephine Germanos

00:25 20 Feb 24

The management team enjoyed a collaborative and engaging workshop with Colin. For some, many of the topics were a refresher which is always important and for other emerging leaders, they were insightful. There was ample time for reflection, discussion and sharing of experiences which is key to learning and applying.

Nigel Newton

04:21 26 Oct 23

Exceptionally well delivered training. Colin had everyone in the room engaged and participating, even our biggest skeptics. My profile and learning how to use my strengths and tailor these for positive interaction with all of the different customer types we have, has paid off within 24 hours. ABC (iykyk) really works. Thanks Colin.

Melissa Barlas

05:32 24 Oct 23

Scott Kelly was amazing with his delivery of a workshop I was in called How To Manage & Motivate Dtaff Through a HR Process. So knowledgeable and so much value! Highly recommend Key Business Advisors services :)

Colin Moll

12:20 06 Oct 23

We attended a fantastic HR workshop with Colin which was promoted through the AFDA. While we have had a rough idea of where we need to get to with our HR processes for some time, Colin helped outline the path to actually getting there and demystified some of the concepts we were less familiar with. Within just a few weeks we are already moving towards implementing parts of what we learned. I am looking forward to working with KeyBA more in the future.

Torie Campbell

05:16 28 Sep 23

Fantastic day of training with Colin and David. I learnt so much about managing staff and how establishing good foundations is the key to recruiting and retaining great staff. I would highly recommend to businesses that they invest in not only attending training themselves with Colin but also sending their managers.

Amanda James

07:17 22 Sep 23

Recently enjoyed a day of training on Effective People Management with Colin and David. It was a great day with top notch presenters and a really engaged group of participants. The made sure to cover specific questions we all had and really tailored the day to the groups needs. The materials given out were also excellent. Would highly recommend.

Taylor Rickards

04:19 19 Sep 23

Outstanding session today done with Roger. I have learned so much. Very informative and engaging throughout the whole day. Highly recommend.

mark wilks

01:26 13 Sep 23

I attended the B2B Masterclass yesterday, conducted by Colin Wilson. Arguably one of the most practical sales training programs I have attended. The combination of real lived sales experience, role playing and practical exercises, provides a solid learning opportunity. I would recommend this to anyone who desires to improve their professional sales skills.

Jamie Purcell

01:02 13 Sep 23

Colin and his team at Key Business Advisors have been super helpful in touching up our sales skills. They have given us the tools and confidence to get out and drive our business further!

Luke Fulton-Tindal

00:32 10 Aug 23

Colin was great in his professionalism, knowledge and ability to cater for all the different levels of experience within the group. He kept the day moving and interesting. Great course and well structured with scientifically proven profile development and understanding.

Jamie L'estrange

06:41 27 Jul 23

Have just completed a B2C sales training program yesterday with my colleagues. Colin was a wealth of knowledge and his approach was brilliant. I none of us left there thinking we dint learn anything, we learnt alot. Thanks again Colin, you have opened my eyes alot.

Trina Dando

05:27 18 May 23

It was amazing and worth every minute to invest my time in learning all about B2B sales & marketing for one day, and then to have one on one with Colin, for another day, to focus on my business plan & strategy. I am inspired and focused on bringing my goals to life! Now, it's time to me to begin. Thanks so much for sharing your knowledge & time Colin!

Ross Evans

06:34 28 Apr 23

Colin delivers a well-organized and documented workshop using current work/life examples that promotes realistic group discussion and interaction, l left feeling motivated to mate a change. Thankyou Colin & KBA

Tania Taylor

06:38 14 Apr 23

Fantastic team, when I first met Maja I said "nar we are ok, have never needed" how wrong was I. Every business needs Key Business Advisors. Expert HR advice and Chris's training classes are awesome.

Leena van Raay

03:35 31 Mar 23

An amazing course for tiny business owners (like myself with 6 staff) to larger businesses. Colin delivered a fun and very information-filled day with lots of time for questions and guidance from him. I have signed my other staff up already!

Captia NIFTY (Nifty)

02:17 18 Mar 23

Collins team at KBA are professional supportive at everything leadership & HR! Our company used them for many years and have loved working with the KBA team

Graeme Carleton

11:22 15 Feb 23

Having just completed a two day sales training workshop with my colleagues in Perth, this has been invaluable for us to learn some new skills, refresh our thinking and gain some additional motivation for success. Colin lead the sessions with total professionalism, expert coaching and with an element of fun, which made for an ideal environment to learn. I would recommend you reach out to Key Business Advisors, and discuss your potential sales training needs, no matter the level of experience within your teams.

jimmy roch

05:24 14 Feb 23

Me and a few other colleagues had a training session with roger, who was very engaging, charismatic and informative. Taught some valuable sales techniques without a feeling a of customer exploitation. Very good!

Jamie Paterson

02:43 20 Dec 22

I have worked with Ben in the lead up to a major 'people and employment' review process and found his knowledge of his business and the application of employment fundamentals to be exceptional. Ben displayed a high level of commercial and business understanding and was able to articulate how this could be applied in a pragmatic and efficient manner. I would be happy to endorse Ben for any business projects that require his support and could benefit his expertise.

Shelly Harris

02:15 20 Dec 22

Colin recently ran a 1/2 day business strategy workshop for our team. Up front Colin took the time to understand what each member of the team wanted to get out of the day. He has the perfect way of engaging with each different personality and made sure all topics were covered with sensitivity and openness. Thank you Colin for a very productive and energizing workshop. It was a fantastic way to finish off the year.

Danielle Titterton

07:54 16 Nov 22

I’ve had the opportunity to watch Colin deliver the same course to a group of RPM Group sales consultant twice this week. It was amazing to see a professional in his element having the group listening to his every word. His business is one of many businesses forced into hiatus have now come out of lockdown more polished and with an insatiable hunger to succeed. Looking forward to seeing you in action next week.

Shelly Harris

11:28 24 Aug 22

I recently attended the B2B Sales Training Program facilitated by Colin. It was fantastic. A full day of practical, informative and immediately useable information. Colin's energy, positivity and enthusiasm is infectious. He listens and adjusts to every participants industry and situation allowing everyone to get the most they can out of the day regardless of their sales knowledge or experience.Thank you Colin for a great workshop.I'm looking forward to sharing the information and your insights with my team.

Lachlan G Olive

06:54 18 Aug 22

I am 23 years old and have been studying sales for the last 4 years, while actively working sales roles for the past 16 months. Today I had a full day sales training with Colin, and I must admit, everything I've learnt over the last 4 years. Colin summed it up in less then 8 hours. Explained perfectly. I would highly recommend Colin and Allyson. They are honestly superstars.

Jack Smith

06:07 15 Aug 22

We recently decided to make the " tree change" to regional Victoria. I approached Colin and his team at KBA to assist me with finding a role that would make the " tree change" complete. Having known Colin on a professional basis for over 25 years, I knew full well, Colin's extensive network both in Victoria and nationally along his passion to find the right fit for both individuals and companies would result in me finding a fantastic and satisfying role.

Joe Akiki

01:53 15 Aug 22

The team at KEYBA have been an integral part of our business for many years. Colin & Allyson have been a tremendous source of support, knowledge, guidance and quality advice providing the leadership team the confidence to make well informed decisions. Highly recommend their services.

Jay

09:22 28 Jul 22

Fantastic, informative mentoring. The Leadership Training Program was well presented. Colin is very knowledgeable. Thank you

Stefan Valentini

00:59 15 Jul 22

Colin and Ben have been fantastic, Our sales team at Maple Living have had the pleasure of learning how we can take our sales to the next level, in only a couple weeks we have set goals, worked on our sales techniques and learnt much more.These guys are the best in the business, looking forward to learning more and more.

Sarah Laycock

01:56 14 Jul 22

Colin and Ben have been fantastic! Professional and full of knowledge. Looking forward to working with them to take myself and the team to the next level at Maple Living!

Laura Blundell

06:23 04 Jul 22

It has been a pleasure working alongside the KBA HR Team on our WHS project. Maja and her team go above and beyond the agreement scope giving us help in all areas not just WHS. They adapted to how we run internally including using our systems. Importantly, the team is fun and real in their advice. Thanks Team!

Daniel Pederick

02:15 30 Jun 22

We have been utilizing Colin's Services in the development of our business strategy and sales development for the past two months and have found his advice and input invaluable

Cameron Evans

04:16 20 Jun 22

I have utilised the services of Colin and his team at KBA for just over 12 years. In that time they have helped with HR advice, sales training, professional development and business mentoring. The growth and continueing success of my business has been positively impacted significantly by Key Business Advisors.

lize-marie Wright

04:20 09 Jun 22

Colin did a workshop with our Howardco team today 9 June 2022. The workshop was excellent and did what any good workshop should it gave me a fresh perspective and encouraged us to go away and think about the actions we need to take going forward. Thank you for a great workshop Colin

Carlie Mcwilliams

05:43 12 May 22

Colin and Lorraine facilitated our organisational strategic planning workshop. Over two days they both presented professionally and are very personable. Easy to ask questions and they led the team positively and kept everyone engaged the whole day. The planning pre workshop was of a high standard and relevant to our organisation. We can’t wait to have our first progress review. Thank you

Toni Walls

05:39 10 May 22

Great day with Colin and Lorraine! They sure know their stuff, highly recommend!

Nakeia Bree Wightley

03:12 04 May 22

Excellent training, I am new to sales and after today's training my confidence and knowledge on sales has skyrocketed! Job well done 👍👍

Shameran Warda

06:07 02 May 22

I’m currently in the process of launching a start-up business and so fortunate to have the expertise and knowledge of Colin. He has helped shape and put me on right track on how to set up a business. So excited of what’s yet to come, I highly recommend Key Business Advisors.

Michael Verrenkamp

06:50 29 Apr 22

Fantastic experience. Has shown me how to improve in terms of communication with our customers and to provide a better experience for everyone involved.

Simon Ward

06:30 12 Apr 22

What a great sales workshop/ training session we had with Colin and the KBA team. The chefs hat team has a key partner with KBA consulting with the team. I highly recommend anyone new or seasoned sales professional to have a chat with the team to develop your sales skills and insights. Never stop learning.10/10

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