1. New Hire Checklist
A structured onboarding checklist that ensures nothing gets missed when bringing someone new into the business. Helps build trust fast.
2. Standard Operating Procedure (SOP)
A clean, repeatable framework for documenting processes. Reduces chaos and gets your business out of people’s heads.
3. Meeting Agenda and Minutes
A dual-use doc to structure meetings and capture actions. Keeps discussions tight and follow-up visible.
4. Task Tracker and Delegation Sheet
Simple tracking for assigned tasks, owners, and due dates. Reduces ambiguity and missed work.
5. Weekly Task Planner
One-page weekly planner to organise your priorities, schedule, and focus areas. Supports rhythm and accountability.
6. Employee Training Log
Track training sessions, completions, and goals in one place. Improves onboarding and supports team development.
7. Project Brief
Define project purpose, scope, and success upfront. Sets the foundation for smoother delivery.
8. Mini SOP Template
A lightweight format for quick processes and handovers. Ideal for recurring steps that don’t need a full SOP.
9. 90 Day Objective Planner
Break down quarterly goals into focused action plans. Keeps the team aligned across execution cycles.