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CRM and Sales
Form format on an RFP template
CRM and Sales

Use an RFP template to receive great bids

When your company has a big project on the horizon and it requires outside vendors, an RFP can help ensure you access the right resources to get the job done. When you...

Danielle Tawfik | 9 min read

Productivity
operational plan template
Productivity

Define goals with an operational plan template

Align daily tasks with your company's short- and long-term goals.

Rachel Hakoune | 9 min read

Project management
Set deliverables with project closure templates
Project management

Set deliverables with project closure templates

Finish projects strong with project closure templates.

Rachel Hakoune | 9 min read

CRM and Sales
Customer profile template to reach your target audience
CRM and Sales

Your guide to creating effective buyer personas with a...

When done correctly, buyer personas create powerful brand messaging by targeting a specific kind of customer. Buyer persona templates can take that one step further by...

Danielle Tawfik | 9 min read

Task management
image of a woman teaching a man and girl project management
Task management

Guide to project management for beginners [+templates]

Professionals can arrive at project management through many paths. Some project management beginners opt for training courses or get degrees, while others learn from...

Rachel Hakoune | 8 min read

Project management
performance plan template
Project management

Define your goals with this free development template

Get ready to for more efficient goal setting.

Rachel Hakoune | 7 min read

Product development life cycle
Scrum at scale a simple guide
Product development life cycle

Scrum at scale: a simple guide

Agile methodology has taken the business world by storm in the past few years—and for a good reason. It’s an incredibly effective way to manage projects and...

Zoe Averbuch | 8 min read

Marketing
5 marketing tools for small business
Marketing

5 marketing tools for small business

  For a small business that might be competing with other small businesses and even some mid-size companies or corporations, every potential touchpoint with...

Zoe Averbuch | 7 min read

Marketing
7 Free email templates for foolproof communications
Marketing

7 Free email templates for foolproof communications

When was the last time you created an email draft, only to wonder what you should say or how to say it? Free email templates eliminate guesswork, making it easier to...

Zoe Averbuch | 9 min read

Project management
Project management

12 inspiring women in project management

Women have shattered the glass ceiling across skill sets and industries, reducing the gender gap in many business practices. Women often lead by teaching and are adept...

Rachel Hakoune | 8 min read

Productivity
Career roadmap template to support employee growth
Productivity

Career roadmap template to support employee growth

HR teams can use this template to reflect a culture of integrity and commitment.

Zoe Averbuch | 8 min read

CRM and Sales
7 steps to creating successful sales reports
CRM and Sales

7 steps to creating successful sales reports

At the heart of an effective sales report is data — the lifeblood of any successful sales strategy. By collecting and analyzing metrics such as revenue, win rates,...

David Hartshorne | 12 min read

Project management
Project management

How to support business agility for your organization

Keeping up with constantly shifting consumer needs helps your business remain competitive in the marketplace. Business agility lets your staff collaborate in ways that...

Rachel Hakoune | 7 min read

Marketing
Fishbone diagram template for fast root cause analysis
Marketing

Fishbone diagram template for fast root cause analysis

Cause and effect are critical factors for project teams or anyone working to improve a process, as it lets you make informed decisions when changes arise throughout a...

Zoe Averbuch | 8 min read

CRM and Sales
Pitch deck template for a winning sales pitch
CRM and Sales

Pitch deck template for a winning sales pitch

A pitch deck is key to a successful sales pitch: helping you present your company, product, or idea in a way that draws investor interest or inspires excitement within a...

Rachel Hakoune | 10 min read

Nonprofit
Fundraising Plan
Nonprofit

Your step-by-step nonprofit fundraising plan

As a nonprofit, it is important to raise money to keep things afloat and work towards your mission. One of the best and most significant ways to receive donations is...

monday.com | 10 min read

Nonprofit
How to master volunteer management
Nonprofit

How to master volunteer management

If you’re running a nonprofit organization, volunteer engagement and volunteer management strategy should be at the top of your list. After all, volunteers actually...

monday.com | 6 min read

Nonprofit
Nonprofit Software
Nonprofit

What is nonprofit software?

Nonprofit software is any system, program, or application that helps nonprofits manage and track their day-to-day operations. Also sometimes called fundraising platforms...

monday.com | 11 min read

Nonprofit
Grants for Nonprofit
Nonprofit

Grants for Nonprofit

Grants for nonprofits 101: what you need to know from benefits, sourcing, useful templates, and more.

monday.com | 10 min read

Nonprofit
Kanban methodology everything you need to know
Nonprofit

Grant management tracking

If you’re running a nonprofit organization, you know how important grants are. You also know how complex grant management can get, from finding the right organizations...

monday.com | 10 min read

Nonprofit
Grant Management Processes and Tips
Nonprofit

Grant management processes and tips

Grants are an incredibly important source of funding for nonprofits. These funds are gifted to a nonprofit organization by a business that shares its mission and values....

monday.com | 9 min read

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