
7 free Kanban board templates to help visualize your...
Kanban board templates save project managers a ton of time and provide a source of inspiration for structuring workflows. Setting up a new Kanban board with a template...

Should you be using an Excel spreadsheet for business...
Tracking business expenses in a spreadsheet can do wonders for your financial visibility — especially if you don’t have an in-house accounting team or a ready-made...

Workflow template for custom project management
Workflow templates have become essential for any project. Whatever task your team is working on, you need a central tool to set up and visualize key components of the...

A free business plan template to organize your strategy
All successful companies have moving pieces. Whether it’s a brand new venture or a strategical shift in an existing company, there’s a lot to account for to...

Free DMAIC template for rapid process improvement
DMAIC — a structured, five-step approach to process improvement — is integral to the Six Sigma initiative. It’s a popular and robust methodology for...

Free post mortem template for ambitious project...
post-mortems are an essential part of the project management process, ensuring teams learn from mistakes and fostering a culture of continuous improvement. However, if...

Simple business plan template for startup founders
Most new businesses that fail do so for one of two reasons: (1) lack of market need and/or (2) no more cash. These two reasons account for more than 70% of new...

Plan for the future with the workforce plan template
Human capital drives growth as much as financial capital. Yet top talent doesn’t come by easily. When it does, competition snaps them up leaving companies with...

User story template: A guide to creating your own
There are many reasons for unsuccessful product launches or feature updates, but the most likely reason is that the customer doesn’t see the value. Showing customers...

Lessons Learned Template [FREE] + Tips to Make it...
Every project hits a few (or many) bumps along the way, but they are opportunities to learn and improve the next go around. Many teams use a “lessons learned”...

Try this change management plan template
How an organization handles a big change can be a make or break situation. Think about it — there are all sorts of success stories out there about companies that have...

Helpful business executive summary template
Pitching a business idea to an investor is enough to break down even the most prepared entrepreneurs. If you’re scrambling to get your value proposition across while...

How to create an action plan template (including...
You have a goal in mind but haven’t yet pulled together a strategy to achieve it. An action plan template is how you’ll get from A to B. This document...

Needs Analysis: How to Conduct it in 8 Easy Steps
Continuous employee training is crucial for staying competitive, but it doesn’t come without a cost — employers worldwide spend thousands on employee learning...

Free work estimate templates to speed up your workflow
Work estimates are a vital part of the sales process for construction, repairs, automotive, and various other industries. Unfortunately, putting together new work...

Business memo templates for clear communication
When circumstances change in business, and your employees aren’t made aware, you could quickly find yourself running around trying to put out fires. Important client...

Easy-to-use succession planning template for any...
A succession planning template is a great asset for future-proofing your organization. Even if the tides are in your favor right now, a sudden shift in leadership can...

How to write a business continuity plan template
To avoid the common pitfalls associated with growing a successful business, you’ll need to come up with a long-term plan. A business continuity plan template can help...

Download Excel forms templates for simple data entry
Excel is one of the best tools there is to manage data efficiently. Data management is the force behind a simple task like collecting contact information for shipping...

Robust schedule template for Google Sheets
A work schedule is the lifeline of your business because this central document helps keep every team member on track and ensure you deliver exactly what you need to....

Estimate templates: the simple way to create job...
Estimating costs isn’t always the glamorous part of a job. However, preparing estimates is essential to successfully landing projects and completing them on time (and...