22 resources
Running Your Business
The everyday running of a small business: buying what you need, knowing what is on the shelf, doing the work the same way each time, looking after the team, and keeping a plan short enough to use.
Create purchase orders, compare supplier quotes and track stock; use work orders, procedures and handover forms; schedule shifts, track leave, training and hiring; and plan the business on a page, a canvas or a pitch deck.
22 resources in Running Your Business
- Business Model & Lean Canvas PackBusiness Model and Lean Canvas templates, with a worked example and assumption tests.TemplateYou get: Word · PDFDownload templates
- Client Content & Asset Request PackRequest logos, copy and images from a client, and track what has arrived.TemplateYou get: Word · PDFDownload templates
- Commercial Cleaning Walkthrough & Inspection PackA pre-quote walkthrough form and a post-clean inspection checklist.TemplateYou get: Word · PDFDownload forms
- Delivery Note & Receiving ChecklistA delivery note against the order, and a checklist for checking in deliveries.TemplateYou get: Word · PDFDownload templates
- Employee Onboarding & Offboarding PackChecklists for a new starter’s first weeks and for someone leaving.TemplateYou get: Word · PDFDownload templates
- Employee vs Contractor Cost CalculatorCompare what an employee and a contractor would cost for the same work.CalculatorOpen calculator
- Equipment Maintenance & Loan PackAn equipment register with a maintenance and fault log, plus an issue-and-return form for lending equipment.SpreadsheetYou get: Word · PDFDownload templates
- Inventory & Reorder SpreadsheetAn Excel workbook that tracks stock in and out, shows what is on hand and on order, and lists what to reorder.SpreadsheetDownload spreadsheet
- Job Description & Interview Scorecard PackA job description, an internal hiring brief and an interview scorecard.TemplateYou get: Word · PDFDownload templates
- One-Page Business PlanSet out customer, offer, money and next steps on one page, with an assumptions worksheet.TemplateYou get: Word · PDFDownload templates
- Project Timeline & Milestone PlannerPlan tasks and milestones on a weekly timeline, with overdue and blocked work listed.SpreadsheetDownload spreadsheet
- Purchase Order GeneratorCreate a PDF purchase order with delivery details, discount, shipping and tax.Document builderYou get: PDFOpen PO generator
- Small-Business Pitch Deck TemplateA 10-slide editable pitch deck for a local business, with a worked example, speaker notes and a short guide.TemplateYou get: Word · PDF · PowerPointDownload templates
- SOP & Checklist PackWrite a standard operating procedure and a matching checklist for a task.TemplateYou get: Word · PDFDownload templates
- Staff Leave TrackerTrack leave requests, allowance used and remaining, and who is away each month.SpreadsheetDownload spreadsheet
- Staff Training & Competency MatrixTrack who needs which skill, training status, sign-off and reviews due.SpreadsheetDownload spreadsheet
- Supplier Quote Comparison SheetCompare up to five supplier quotes like for like: upfront, recurring and total cost over the same period.SpreadsheetDownload spreadsheet
- SWOT & Competitor Analysis PackA SWOT that leads to actions, and a sourced competitor comparison workbook.TemplateYou get: Word · PDF · SpreadsheetDownload templates
- Team Meeting & 1:1 PackA weekly team meeting record built around decisions and actions, and a private manager–employee 1:1 template.TemplateYou get: Word · PDFDownload templates
- Time Card CalculatorAdd up a week’s worked and billable hours from start and end times and breaks.CalculatorYou get: Spreadsheet · Copyable textOpen calculator
- Weekly Employee SchedulePlan a small team’s weekly shifts, with hours per person and overlap checks.SpreadsheetDownload spreadsheet
- Work Order & Handover PackA work order with a completion record, a customer job handover, and a staff shift handover, in Word and PDF.TemplateYou get: Word · PDFDownload templates
Also useful for running your business
Filed under another task, but often used alongside the resources above.
- Money & Cash FlowBusiness Bills & Renewal CalendarTrack regular bills, renewals and cancellation deadlines, with what is due next.SpreadsheetDownload spreadsheet
- Money & Cash FlowBusiness Mileage LogLog business trips in miles or km, with monthly totals and an amount at your own rate.SpreadsheetDownload spreadsheet
- Customers & ReviewsClient Welcome & Onboarding PackA welcome document for new clients and an internal onboarding checklist, in Word and PDF, with two examples.TemplateYou get: Word · PDFDownload templates
- Marketing & SalesEmail Signature GeneratorMake a text-based email signature to copy into your email app or save as HTML.Document builderYou get: Copyable text · HTML fileMake a signature
- Money & Cash FlowExpense Reimbursement ClaimA printable expense claim that keeps claimed, approved and reimbursed amounts apart, with a decision record.SpreadsheetDownload spreadsheet
- Customers & ReviewsProject Communication PackA client progress report, a feedback sheet and a decision log for projects.TemplateYou get: Word · PDFDownload templates
- Quotes & PaymentsSite Visit & Measurement FormRecord measurements, conditions, access and photos on a site visit before you quote.TemplateYou get: Word · PDFDownload form
- Money & Cash FlowStartup Cost & Funding Gap WorksheetAdd up what opening will cost and see the gap against the money you have confirmed.SpreadsheetDownload spreadsheet
Other tasks
- Pricing & ProfitSet a price that covers your costs, check the margin and see what each job really made.
- Quotes & PaymentsQuote the job, agree the scope and changes, invoice it and follow up until you are paid.
- Money & Cash FlowTrack income and spending, forecast cash, budget the year and produce your financial statements.
- Marketing & SalesPlan a marketing budget, measure ads and campaigns, and follow up every enquiry.
- Website & SEOWork out what your website and SEO must deliver, and plan the content to get there.
- Customers & ReviewsWelcome new clients, handle complaints, ask for reviews and know what a customer is worth.
By type of business
- Home Services & Trades
- Beauty & Wellness
- Freelancers & Consultants
- Agencies & Professional Services
- Shops & Ecommerce
- Food & Hospitality