Management Plus

"Management Plus" by Lloyd Merritt Smigel

This is a down-to-earth primer for first-time managers facing the new challenges of hiring, promoting, firing, resolving conflicts, and negotiating the corporate grapevine. Through case studies and personal experiences, and often in his own humorous way, author Lloyd Merritt Smigel illustrates how important it is to use integrity, honesty, and caring when dealing with the people you supervise.

If you are a first-time manager, Management Plus will show you how to tackle your new responsibilities with skill and confidence.

The fastest way to purchase is to contact Terry at the phone number or email address listed below.

The cost of this book (does not include shipping & handling costs) is:  $16.95


Bug People to Business People

"Bug People to Business People" by Lloyd Merritt Smigel

This newest book was just recently published by Pest Control Books, a division of Questex Media Group.

The fastest way to purchase is to contact Terry at the phone number or email address listed below. If you call to order from her you'll have your book in approximately 1 week.

The cost of this book (does not include shipping & handling costs) is:  $16.95

Testimonial from a person who has read Lloyd's newest book ...

"I have just received my copy of Lloyd Smigel's book "Bug People to business People." It is a mandatory read for every pest control operator. It is advertised as "a practical guide on how to transform your mom-and-pop shop into a successful corporation" but its no nonsense common sense approach to operating a successful pest control business offers lessons even the largest chain or franchise could profit from. If more PCO's put into operation these lessons, fewer would need bug lawyers! If you haven't read it, you owe it to yourself to do so and immediately. It will make you laugh, it will make you think, and if followed will make you money"

- Greg Crosslin, Crosslin & Associates, P.C.,

Business Managment CD
"The Discovery Retreat Business Management CD"

This CD was assembled by Discovery Retreat Members. Here you will find, from your peers, what they are doing and recommend. The CD includes all topics (with supplemental resources) mentioned below. There are lots of forms and ideas for you to follow and copy. There is nothing else like this.

The cost of this CD (includes shipping & handling) is: $99.00

All documents are in Microsoft Word, unless otherwise noted as an Excel spreadsheet.
Click on the first bulleted item under each section to see example forms or templates.

Business Management

  • Action Log (Excel)
  • Breach of Lease Notification
  • Building Location Evaluator (Excel)
  • Business Plan Outline
  • Commercial Lease Agreement
  • Consent to Sublease
  • Consultation Agreement
  • Equipment Lease Agreement
  • Equipment Lease versus Purchase Comparison (Excel)
  • Insurance Coverage Worksheet (Excel)
  • Leased Equipment Checklist
  • Limited Partnership Agreement
  • Pre-Incorporation Agreement
  • Product & Labor Estimator (Excel)
  • Subcontracting Contract

Inventory Management

  • Inventory Record (Excel)
  • Material Requisition Form (Excel)
  • Perpetual Inventory Template (Excel)
  • Product Inventory Template (Excel)
  • Purchase Order Requisition form (Excel)
  • Supplies Checklist (Excel)

Human Resource Management

- Applicant Forms -

  • Applicant Acknowledgement Letter
  • Applicant Rejection Letter
  • Driving Record Release & Acknowledgement
  • Driving Record Request
  • Drug Test Release
  • Education Background Check
  • General Information Release
  • Information Release Form
  • Special Disability Trust Fund Questionnaire

Employee Personnel Policy Handbook

- Policy Handbook -

  • Absence Policy A
  • Absence Policy B
  • Aids Virus Employee Policy
  • Compensable Time (Excel)
  • Customer Relations
  • Emergency Company Office Policy
  • Employee Benefit Options
  • Employee Benefits
  • Employee Manual Acknowledgment
  • Equal Employment Opportunity Policy
  • Equipment Policy
  • Harassment Policy
  • Holidays
  • In Case of Accident
  • Jury Duty
  • Maintenance of Work Area
  • National Guard & Military Reserve Units Leave
  • New Hire Orientation Policy
  • Other Leaves
  • Overtime
  • Personal Use of Telephone & Mail
  • Scheduled Paydays
  • Sick Leave
  • Smoking Policy
  • Table of Contents
  • Termination
  • This Manual
  • Time Records
  • Vacation
  • Vehicle Policy
  • Welcome
  • Worker's Compensation
  • Working Hours
  • Bereavement Leave Policy
  • Conditions of Employment
  • Confidentiality
  • Employee Contract

Human Resource Management

Customer Management

  • Customer Satisfaction Survey
  • Job Estimator Worksheet (Excel)
  • New Customer Information Form (Excel)
  • Projected Customer Revenue (Excel)
  • Prospect Follow Up Form (Excel)
  • Sales Commission Summary (Excel)
  • Sales Rep. Questionnaire (Excel)
  • Sales Commission Worksheet (Excel)

Financial Management

  • Accounts Payable Aging (Excel)
  • Accounts Receivable Aging (Excel)
  • Annual Profit & Loss Comparison (Excel)
  • Balance Sheet (Excel)
  • Bank Reconciliation (Excel)
  • Cash Flow Statement (Excel)
  • Cash Receipts Journal (Excel)
  • Credit Approval Letter
  • Credit Limit Change Letter
  • Credit Rejection Letter
  • Customer Credit History Template (Excel)
  • Daily Cash Worksheet (Excel)
  • Depreciation Schedule (Excel)
  • Disbursements Journal (Excel)
  • Expense Report (Excel)
  • Expense Report B (Excel)
  • General Journal (Excel)
  • General Ledger (Excel)
  • Monthly Profit & Loss (Excel)
  • Personal Cash Flow Worksheet (Excel)
  • Petty Cash Journal (Excel)
  • Petty Cash Voucher (Excel)
  • Profit & Loss Statement (Excel)
  • Projected Cash Flow Worksheet (Excel)
  • Sales Budget (Excel)
  • Sales Journal (Excel)
  • Startup Cash Worksheet (Excel)
  • Weekly Expense Report (Excel)

Human Resource Forms

  • Employee Benefits Considerations
  • Employee Non-Compete
  • Employee Probation Agreement
  • Employment Agreement
  • Employment Agreement 2
  • Investigative Incidence Guidelines
  • Weekly Absence Record

Human Resource Interview Questions

  • Career Goals
  • Career Goals 2
  • Decisiveness
  • Education
  • Education 2
  • Evaluation
  • Goals
  • Illegal Questions
  • Interview Guidelines & Questions
  • Interview Question Outline
  • Job Performance
  • Leadership
  • Motivation
  • New Applicant Release Form
  • Personal Goals
  • Qualifications
  • Self Assessment
  • Self Development
  • Stability & Maturity
  • Stress Tolerance
  • Verbal Employment Verification Questions
  • What you Least Want to see or hear in an Interviewee
  • Work Experiences
  • Work History
  • Work Standards

New Employee Training


For more information call (760) 751-0336 or email Terry at: