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docx

121 Template

This template will help managers and employees conduct meaningful 1-2-1s. It provides a framework to discuss workload, concerns, issues, training, and performance.

docx

Alcohol and Drugs Policy

This document outlines an alcohol and drugs policy, helping your company to provide a safe, healthy and productive workplace for all employees.

docx

Annual Leave Policy

This policy outlines annual leave and bank holidays entitlements.

docx

Anti-bribery Policy

This policy outlines a set of rules that help ensure no bribery or corruption occurs within the company.

docx

Board Meeting Agenda & Minutes Template

A template that can be completed by board meeting attendees to ensure a smooth a productive meeting.

docx

Brand Brief Template

This template helps you brief a branding agency on the brand related work you’d like them to pitch for.

docx

Business Plan Template including SWOT analyses

This business plan document focuses on a SWOT analysis, business vision, mission, and values.

xlsx

Buyer Personas / Target Audience

This template will help you build buyer personas in order to zero in on your target audience.

docx

Capability Policy

Employee performance may sometimes fall below an acceptable level. This policy document can be used to improve an employee’s performance and to ensure they receive the correct training and support.

xlsx

Client Metrics

This KPI report tracks client metrics such as ARR, churn, and new clients.

pptx

Company Presentation

This company presentation template covers company information, organisational charts, product portfolio and market positioning.

docx

Compassionate Leave Policy

This policy outlines an employees entitlement to compassionate leave in the unfortunate circumstance of bereavement.

xlsx

Competency Interview Scoring

This template can be used to evaluate candidates during the recruitment process, ensuring that each candidate is assessed on equal criteria.

xlsx

Competitor Product Offering (Differentiators and Selling Points)

This document will help you identify your competitors, evaluating the strengths and weaknesses of their business and their products.

xlsx

Competitor Sales Process & Sign Up Features

This simple competitor analysis template will help you identify your competitors & research their products, sales & marketing strategies. Helping you to create a solid business strategy to outperform them.

docx

Copywriting brief template

A template for exploring ways to help you or your copywriter to understand the market and company positioning to create a more brand specific content strategy.

docx

Corporate Social Responsibility Policy

This corporate social responsibility (CSR) policy outlines how a company’s business operations and processes may have an impact on external social, economic and environmental issues.

docx

Design/Creative agency brief template

A template for agencies to help inform the messaging and ensure it aligns with your companies objectives, it includes a strategic positioning and key messages that need to be addressed.

docx

Disciplinary Policy

Sometimes, formal steps may need to be taken to deal with unsatisfactory performance and conduct. This policy outlines the disciplinary procedure the company will follow.

docx

Dress Code Policy

The way employees present themselves creates a strong impression with colleagues, visitors, and clients. This policy outlines what is expected of employees.

docx

Email Internet Policy

This policy defines acceptable email and internet usage.

docx

Employee handbook Template

This handbook is designed to provide employees with information about their working conditions, employee benefits, and some of the policies affecting their employment.

docx

Equality Diversity Policy

This document outlines the equity and diversity policy. The company values and is committed to promoting equal opportunities and diversity in the workplace.

docx

Flexible Working Policy

This document outlines an approach to flexible working. Flexible working is defined as a change to an employee’s hours, times or patterns of working.

xlsx

General P&L template

The profit and loss report will track the results of trading and operations over a stated period and the Balance Sheet will provide a statement of financial position.

docx

Grievance Policy

If an employee experiences problems or concerns that cannot be resolved by informal means, the employee should follow the formal grievance procedure outlined in this document.

xlsx

Induction Plan

This induction plan provides an onboarding framework for new employees. It will allow you to outline their learning and development, required tasks, training and regular catch ups to ensure the employee is successfully integrated into the business and their new role.

xlsx

KPI report for the team

This report provide a framework and metrics to track the performance of specific employees.

docx

Manager’s Guide to Conducting an Effective 121

This guide outlines a process for managers, allowing them to successfully conduct 121s and performance reviews.

docx

Manager’s Guide to New Starter Induction

This guide outlines the steps you should take to induct a new starter, ensuring they are successfully integrated into the business and their new role.

docx

Maternity Policy

This policy sets out the maternity benefits and entitlements that eligible employees are entitled to following the birth of their child.

docx

NDA template

This template outlines an non-disclosure agreement which can be used to ensure sensitive information is kept confidential.

docx

Offboard an employee [exit interview]

This template can be used to conduct an exit interview, where feedback will be taken regarding the work experience and the reasons for the employee leaving.

pptx

Organisational Chart template

This template will be used to forecast and create the organisational structure of the company and all roles needed for operation of the business.

docx

Partnership Agreement template

This template outlines the formation of a partnership, covering the agreement between the two parties in detail.

docx

Paternity Leave

This policy sets out the paternity benefits and entitlements that eligible employees are entitled to following the birth of their child.

docx

Premium Roadmap

This document provides an in-depth framework for developing and prioritising a product roadmap.

docx

Privacy & Cookies Policy template

This document provides a privacy policy and cookie policy template which can be amended as needed and used on a website.

docx

Probation Review template

This document is used to track and review an employee’s performance during their probation period.

docx

Product Strategy

This document can be used as a top level document to outline a three year product strategy and roadmap.

xlsx

Product Tariff & Packages

This spreadsheet can help you calculate suitable pricing tiers for your product. Input a wide range of costs to fully understand your business costs, before deciding on pricing structures.

docx

Reseller Introducer Agreement template

A document outlining a formal agreement for the provision of sales and marketing services on a commission basis.

docx

Return to Work Form template

When an employee has been absent from work for a prolonged period of time, this template outlines the return to work interview. It will evaluate their ability to resume their role and highlight any assistance they might need.

pptx

Sales Deck

A simple sales overview which can be completed to outline the service you will provide, and details about your company and processes.

pptx

Sales Proposal

A simple campaign proposal, which can be completed once a new client is signed, in order to provide useful onboarding information.

xlsx

Sales Representative Calculator

This calculator provides an estimate of when you will require additional Sales Representatives and from which month they will be cash positive.

docx

Sales strategy review

A template for evaluating your existing Sales Strategy and exploring ways to revise, upgrade and improve your sales processes.

docx

Shared Parental Leave Policy

This policy deals with the main features of Shared Parental Leave so that employees understand their eligibility to take this leave should they wish to do so.

docx

Shareholders Agreement template

This document provides a template for a shareholders agreement. The agreement establishes the rules that govern shareholders’ relationship with one another and the company.

docx

Sickness Absence Policy

This policy provides employees with the support needed to help them return to work as soon as they are well enough to do so.

docx

Smoking Policy

This document outlines the smoking policy, ensuring the workplace is smoke free to align with legal requirements.

docx

Training Policy

This policy informs employees of their rights relating to training and study leave, and to provide a framework for the decision-making around financial support for training.

docx

Website Terms and Conditions template

This document provides a template for website terms and conditions. It can be amended as needed and used on a website.

docx

Premium Roadmap

This document provides an in-depth framework for developing and prioritising a product roadmap.

pptx

Company Presentation

This company presentation template covers company information, organisational charts, product portfolio and market positioning.

xlsx

KPI report for the team

This report provide a framework and metrics to track the performance of specific employees.

xlsx

Client Metrics

This KPI report tracks client metrics such as ARR, churn, and new clients.

xlsx

Competitor Product Offering (Differentiators and Selling Points)

This document will help you identify your competitors, evaluating the strengths and weaknesses of their business and their products.

xlsx

Buyer Personas / Target Audience

This template will help you build buyer personas in order to zero in on your target audience.

docx

Product Strategy

This document can be used as a top level document to outline a three year product strategy and roadmap.

docx

Copywriting brief template

A template for exploring ways to help you or your copywriter to understand the market and company positioning to create a more brand specific content strategy.

xlsx

Competitor Sales Process & Sign Up Features

This simple competitor analysis template will help you identify your competitors & research their products, sales & marketing strategies. Helping you to create a solid business strategy to outperform them.

xlsx

Sales Representative Calculator

This calculator provides an estimate of when you will require additional Sales Representatives and from which month they will be cash positive.

docx

Sales strategy review

A template for evaluating your existing Sales Strategy and exploring ways to revise, upgrade and improve your sales processes.

pptx

Sales Proposal

A simple campaign proposal, which can be completed once a new client is signed, in order to provide useful onboarding information.

pptx

Sales Deck

A simple sales overview which can be completed to outline the service you will provide, and details about your company and processes.

docx

Reseller Introducer Agreement template

A document outlining a formal agreement for the provision of sales and marketing services on a commission basis.

docx

Shareholders Agreement template

This document provides a template for a shareholders agreement. The agreement establishes the rules that govern shareholders’ relationship with one another and the company.

docx

NDA template

This template outlines an non-disclosure agreement which can be used to ensure sensitive information is kept confidential.

docx

Website Terms and Conditions template

This document provides a template for website terms and conditions. It can be amended as needed and used on a website.

docx

Privacy & Cookies Policy template

This document provides a privacy policy and cookie policy template which can be amended as needed and used on a website.

docx

Partnership Agreement template

This template outlines the formation of a partnership, covering the agreement between the two parties in detail.

docx

Training Policy

This policy informs employees of their rights relating to training and study leave, and to provide a framework for the decision-making around financial support for training.

docx

Smoking Policy

This document outlines the smoking policy, ensuring the workplace is smoke free to align with legal requirements.

docx

Sickness Absence Policy

This policy provides employees with the support needed to help them return to work as soon as they are well enough to do so.

docx

Shared Parental Leave Policy

This policy deals with the main features of Shared Parental Leave so that employees understand their eligibility to take this leave should they wish to do so.

docx

Paternity Leave

This policy sets out the paternity benefits and entitlements that eligible employees are entitled to following the birth of their child.

docx

Maternity Policy

This policy sets out the maternity benefits and entitlements that eligible employees are entitled to following the birth of their child.

docx

Grievance Policy

If an employee experiences problems or concerns that cannot be resolved by informal means, the employee should follow the formal grievance procedure outlined in this document.

docx

Flexible Working Policy

This document outlines an approach to flexible working. Flexible working is defined as a change to an employee’s hours, times or patterns of working.

docx

Equality Diversity Policy

This document outlines the equity and diversity policy. The company values and is committed to promoting equal opportunities and diversity in the workplace.

docx

Email Internet Policy

This policy defines acceptable email and internet usage.

docx

Dress Code Policy

The way employees present themselves creates a strong impression with colleagues, visitors, and clients. This policy outlines what is expected of employees.

docx

Disciplinary Policy

Sometimes, formal steps may need to be taken to deal with unsatisfactory performance and conduct. This policy outlines the disciplinary procedure the company will follow.

docx

Corporate Social Responsibility Policy

This corporate social responsibility (CSR) policy outlines how a company’s business operations and processes may have an impact on external social, economic and environmental issues.

docx

Compassionate Leave Policy

This policy outlines an employees entitlement to compassionate leave in the unfortunate circumstance of bereavement.

docx

Capability Policy

Employee performance may sometimes fall below an acceptable level. This policy document can be used to improve an employee’s performance and to ensure they receive the correct training and support.

docx

Anti-bribery Policy

This policy outlines a set of rules that help ensure no bribery or corruption occurs within the company.

docx

Annual Leave Policy

This policy outlines annual leave and bank holidays entitlements.

docx

Alcohol and Drugs Policy

This document outlines an alcohol and drugs policy, helping your company to provide a safe, healthy and productive workplace for all employees.

docx

Offboard an employee [exit interview]

This template can be used to conduct an exit interview, where feedback will be taken regarding the work experience and the reasons for the employee leaving.

xlsx

Induction Plan

This induction plan provides an onboarding framework for new employees. It will allow you to outline their learning and development, required tasks, training and regular catch ups to ensure the employee is successfully integrated into the business and their new role.

xlsx

Competency Interview Scoring

This template can be used to evaluate candidates during the recruitment process, ensuring that each candidate is assessed on equal criteria.

docx

Return to Work Form template

When an employee has been absent from work for a prolonged period of time, this template outlines the return to work interview. It will evaluate their ability to resume their role and highlight any assistance they might need.

docx

Probation Review template

This document is used to track and review an employee’s performance during their probation period.

pptx

Organisational Chart template

This template will be used to forecast and create the organisational structure of the company and all roles needed for operation of the business.

docx

Manager’s Guide to New Starter Induction

This guide outlines the steps you should take to induct a new starter, ensuring they are successfully integrated into the business and their new role.

docx

Manager’s Guide to Conducting an Effective 121

This guide outlines a process for managers, allowing them to successfully conduct 121s and performance reviews.

docx

Employee handbook Template

This handbook is designed to provide employees with information about their working conditions, employee benefits, and some of the policies affecting their employment.

docx

121 Template

This template will help managers and employees conduct meaningful 1-2-1s. It provides a framework to discuss workload, concerns, issues, training, and performance.

docx

Design/Creative agency brief template

A template for agencies to help inform the messaging and ensure it aligns with your companies objectives, it includes a strategic positioning and key messages that need to be addressed.

docx

Brand Brief Template

This template helps you brief a branding agency on the brand related work you’d like them to pitch for.

xlsx

Product Tariff & Packages

This spreadsheet can help you calculate suitable pricing tiers for your product. Input a wide range of costs to fully understand your business costs, before deciding on pricing structures.

xlsx

General P&L template

The profit and loss report will track the results of trading and operations over a stated period and the Balance Sheet will provide a statement of financial position.

docx

Business Plan Template including SWOT analyses

This business plan document focuses on a SWOT analysis, business vision, mission, and values.

docx

Board Meeting Agenda & Minutes Template

A template that can be completed by board meeting attendees to ensure a smooth a productive meeting.