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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.

  • HR

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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.

  • HR

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Annual Leave Policy

This policy outlines annual leave and bank holidays entitlements.

  • HR

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Anti-bribery Policy

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

  • HR

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Board Meeting Agenda & Minutes Template

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

  • Strategic

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Brand Brief Template

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

  • Branding

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Business plan template including SWOT analysis

This business plan template document will help you to focus on SWOT analysis, business vision, mission, and values.

  • Strategic

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Buyer Personas / Target Audience

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

  • Operations

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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.

  • HR

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Client Metrics

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

  • Operations

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Company Presentation

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

  • Operations

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Compassionate Leave Policy

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

  • HR

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Premium Roadmap

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

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Company Presentation

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

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KPI report for the team

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

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Client Metrics

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

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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.

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Buyer Personas / Target Audience

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

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Product Strategy

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

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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.

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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.

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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.

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Sales strategy review

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

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Sales Proposal

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

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Sales Deck

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

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Reseller Introducer Agreement template

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

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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.

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NDA template

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

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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.

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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.

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Partnership Agreement template

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

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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.

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Smoking Policy

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

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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.

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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.

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Paternity Leave

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

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Maternity Policy

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

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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.

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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.

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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.

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Email Internet Policy

This policy defines acceptable email and internet usage.

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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.

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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.

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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.

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Brand Brief Template

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

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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.

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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.

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Business plan template including SWOT analysis

This business plan template document will help you to focus on SWOT analysis, business vision, mission, and values.

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Board Meeting Agenda & Minutes Template

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