Easy-to-use one-page business plan template
A one-age business plan is a useful tool for providing an overview of your goals and targets and how you and your team will achieve them. Before you get into the...
Easy-to-use amortization schedule Excel template
Loans help us buy things that are too expensive to pay for with cash in hand, such as homes, cars, and business assets. Paying loans back involves using an amortization...
Easy to use cash flow statement template
Cash flow is at the crux of moving your business forward. Without it, you can’t pay your bills, make strategic business investments, or seek out external funding. A...
The ultimate dashboard template for businesses
A dashboard isn’t just that part of your car to check you’re going the speed limit. It’s also a useful business tool for displaying information visually — it can...
All-in-one budget proposal template
Let’s face it — new business projects can require a lot of buy-in and resources. Persuading relevant stakeholders to invest in a new project isn’t easy — and...
Free Excel summary templates for busy professionals
Microsoft Excel is a powerful tool for creating summaries of all varieties. Unfortunately, it can be pretty complex to navigate — especially for those of us who...
Should you be using an Excel spreadsheet for business expenses?
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 managers
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...
Why your startup needs a business plan template
Launching a new business is harder than ever. With more startups competing for the same pool of investors, standing out requires a clear, strategic approach. Investing...
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 templates: A manager’s guide for 2025
There are many reasons for unsuccessful product launches or feature updates, but the most likely cause is that the customer doesn’t see the value. Showing customers...
Lessons Learned Template [FREE] + Tips to Make it Effective
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 examples)
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...