Steal our systems

Free business templates for founders

Every guide on this site ships with a working file: a spreadsheet you can fill in or a page you can print. Daily planner, SOP, RACI chart, project plan, time blocking and more, in Excel, Google Sheets or PDF. Free, and no email required.

Thirty-six files across twenty-seven guides. Each one exists because the guide needed it, not the other way round — so the file makes most sense alongside the article that explains how to run it. Both links are on every card.

Time management

CSV + MD + PDF

Notion Templates Pack

Two CSVs that import as Notion databases (leads, invoices), one Markdown page for a business hub, and a 2-page import guide.

Download the pack (zip)

Sheets · PDF

Time Blocking Planner

A week grid built for deep work: 30-minute rows, colour-coded categories, and a printable version for the desk.

Sheets / ExcelPrintable PDF

Sheets

7-Day Time Audit

Log a week in 30-minute blocks; the dashboard tallies where the hours actually went, by category and by value.

Sheets / Excel

PDF

Weekly Review

Three phases — clear, current, creative — compressed into thirty minutes, plus the numbers pass most reviews skip.

Printable PDF

PDF · 3 pages

Founder Planner

One quarterly bet, three weekly outcomes, a daily top three. Undated, so it survives the week you skip it.

Printable PDF

PDF

Time System Diagnostic

Twelve statements across four levels — plan, protect, measure, reset — that locate which level of your system is broken.

Printable PDF

PDF

Techniques Cheat Sheet + Tracker

Five techniques compared — who each suits, how each usually fails — plus a seven-day tracker to test one at a time.

Printable PDF

PDF

Eisenhower Matrix

The four-quadrant grid, printable, with the delegation prompts that stop everything landing in quadrant one.

Printable PDF

PDF · Excel

Daily Planner Template

An hourly, time-blocked page with a Top 3, an admin batch and a 2-minute shutdown ritual, plus a filled-in example day.

Printable PDFExcel / Sheets

PDF · Scorecard

Time Blocking App Scorecard

Grade six apps on auto-scheduling, calendar sync, task depth and price before you commit to a subscription.

Printable PDF

PDF · Map

Time Management Tools Map

Six tool categories on one page, a pick for each, and the stack combinations that suit different workflows.

Printable PDF

PDF · 1 page

Productivity Tips Tracker

20 tips grouped into four levers, a four-week checkbox grid, and a keep/cut reflection box for the end of the month.

Printable PDF

Project organization

PDF · 2 pages

Business Systems Audit

Score the eight systems a founder-led business needs from 0 to 3, then turn the three weakest into an owner, a document and a review date.

Printable PDF

Excel · Sheets

RACI Matrix

Roles mapped against tasks, with a built-in check that flags any row carrying two Accountables.

Excel / Sheets

Excel · 3 sheets

Work Breakdown Structure

A blank WBS, a worked SaaS-launch example, and the 100% rule turned into a checklist you can apply.

Excel / Sheets

Excel · PDF

Project Plan

Phases, tasks with owners, a budget tracker with variance formulas and a risk register — plus a one-page summary to print.

Excel / SheetsOne-page PDF

PDF · Decision tree

PM Method Decision Tree

Answer three questions and land on Waterfall, Scrum, Kanban or a hybrid — with what each one costs you in practice.

Printable PDF

PDF · 3 agendas

Team Meeting Agendas

Weekly, standup and retrospective agendas, each timeboxed to keep the meeting under thirty minutes.

Printable PDF

PDF · Checklist

First Employee Checklist

Every legal step before day one: EIN, W-4 and I-9, new hire reporting, workers’ comp, first payroll run.

Printable PDF

PDF · Map

Work Organization Tools Map

Six workflow categories, one recommended tool each, and the free-tier ceiling for every pick.

Printable PDF

PDF · Excel

SOP Template

A one-page form for trigger, steps, owner, tools and check, plus a filled-in client-onboarding example to copy.

Printable PDFExcel / Sheets

Software & tools

PDF · 2 pages

Software Stack Decision Sheet

The four-question purchase filter, an audit grid for the stack you already pay for, and benchmark costs by team size.

Printable PDF

PDF · Checklist

30-Day PM Rollout Checklist

Four weeks from signup to the whole team actually using the tool, with one job per week and nothing else.

Printable PDF

PDF · Cost table

PM Software True-Cost Table

Eight tools recalculated for 1, 5, 10 and 25 users, with seat minimums and billing rules applied.

Printable PDF

PDF · Scorecard

PM Tool Scorecard

Seven weighted criteria, three blank columns, and a one-week trial method to grade your shortlist honestly.

Printable PDF

PDF · Scorecard

Construction PM Scorecard

Grade construction tools on job costing, field access, estimating and the real price for a whole company.

Printable PDF

PDF · Picker

CRM + PM Combo Picker

Six combinations scored on single login, pipeline depth, task depth and cost per seat.

Printable PDF

PDF · Cost table

CRM + PM True-Cost Table

One tool or two, costed side by side by team size, including the route that stays on free tiers.

Printable PDF

PDF · Cheat sheet

Free Stack Cheat Sheet

A stack that costs nothing, one tool per function, with the exact limit that will eventually force each upgrade.

Printable PDF

Missing something you expected to find? The guides are all in the article library — every new one ships with its own file.