A growing library of practical templates, financial models and launch toolkits designed to help you run, improve and transform operations.
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Professional P&L model for manufacturing businesses with cost structure, contribution margin, break-even, and visual dashboard.
View resourcev2.0 · Protected inputs · PDF guide and exampleP&L template built for service businesses — retainers, projects, day rates. Includes revenue mix and margin analysis.
View resourcev2.0 · Protected inputs · PDF guide and exampleProject-based P&L with milestone billing, resource cost tracking, and programme-level aggregation.
View resourcev2.0 · Protected inputs · PDF guide and exampleA manufacturing planning pack linking 24-month profit, cash flow and balance sheet forecasts, with stock, purchasing, working capital and a separate 13-week bank cash forecast.
View pack detailsA services planning pack linking billable capacity, utilisation, hourly fees and delivery costs to 24-month profit, cash flow and balance sheet forecasts, with a separate 13-week bank cash forecast.
View pack detailsA project planning pack for up to three projects, separating earned revenue, staged invoices and external costs, with linked 24-month statements, contract balances and a separate 13-week bank cash forecast.
View pack detailsFull new product launch management toolkit for manufacturing — gate reviews, timing plans, supplier readiness, risk.
View resourcev2.0 · Protected inputs · PDF guide and exampleService business launch toolkit — service design, go-to-market, client readiness, pricing, and launch monitoring.
View resourcev2.0 · Protected inputs · PDF guide and exampleProject launch toolkit — kickoff, stakeholder map, RACI, risk register, milestone plan, status reporting.
View resourcev2.0 · Protected inputs · PDF guide and exampleMaintenance spare parts criticality scoring tool — prioritise stock decisions using risk and usage data.
View resourcev2.0 · Protected inputs · PDF guide and exampleProfessional branded meeting minutes with attendee log, action tracker, decisions table, and parking lot. Word + PDF formats included.
View resourcev2.0 · Protected inputs · PDF guide and exampleComprehensive job description template with role details, person specification matrix, benefits section, and internal approval panel.
View resourcev2.0 · Protected inputs · PDF guide and exampleHourly schedule, top 3 priorities, task list, meeting log, and end-of-day review — in both Word and Excel with weekly view tab.
View resourcev2.0 · Protected inputs · PDF guide and exampleStructured meeting agenda with time allocation, pre-meeting checklist, item notes, and action capture. Three formats included.
View resourcev2.0 · Protected inputs · PDF guide and exampleEnd-to-end SOP template with document control, step-by-step procedure table, error handling, KPIs, and sign-off block.
View resourcev2.0 · Protected inputs · PDF guide and exampleRAG status dashboard, wins and challenges tables, decisions-needed log, next-week priorities, and KPI metrics table.
View resourcev2.0 · Protected inputs · PDF guide and exampleStructured one-to-one template covering check-in, action review, five discussion topics, action log, and wellbeing check-out.
View resourcev2.0 · Protected inputs · PDF guide and exampleL×I risk scoring matrix, 12-row risk log with RAG, category codes, mitigation actions, and review log.
View resourcev2.0 · Protected inputs · PDF guide and exampleExecutive summary, RAG performance dashboard, commercial/ops/people sections, project status, decisions table, next period focus.
View resourcev2.0 · Protected inputs · PDF guide and examplePractical 5S workplace audit and scoring tool to identify gaps and prioritise improvement actions.
View resourcev2.0 · Protected inputs · PDF guide and exampleStructured action and transformation tracker for ownership, priorities, RAG status, milestones and delivery progress.
View resourcev2.0 · Protected inputs · PDF guide and exampleEngineering change pack with controlled change request, impact assessment, implementation, validation, approvals and change log.
View resourcev2.0 · Protected inputs · PDF guide and exampleControlled project change request pack covering scope, timing, cost, justification, approvals and customer authorisation.
View resourcev2.0 · Protected inputs · PDF guide and exampleDeviation and concession control pack with non-conformance detail, technical justification, risk, containment, approvals and deviation log.
View resourcev2.0 · Protected inputs · PDF guide and exampleStructured shift reporting pack covering production performance, safety, downtime, quality, people, handover and weekly summary.
View resourcev2.0 · Protected inputs · PDF guide and exampleComplete manufacturing build record covering identification, as-built BOM, operation history, process parameters, inspection, non-conformance and sign-off.
View resourcev2.0 · Protected inputs · PDF guide and examplePractical problem-solving workbook with structured problem definition, 5-Why analysis, fishbone analysis, root cause and corrective-action workflow.
View resourcev2.0 · Protected inputs · PDF guide and example8D problem-solving workbook and tracker covering team formation, containment, root cause, corrective action, prevention and closure.
View resourcev2.0 · Protected inputs · PDF guide and exampleTeam skills matrix with capability scoring, individual profiles, gap visibility and training-plan tracking.
View resourcev2.0 · Protected inputs · PDF guide and exampleEVO-001 Mfg P&L + EVO-002 Service P&L + EVO-003 Projects P&L
View bundlev2.0 · Protected inputs · PDF guide and exampleManufacturing, services and projects financial packs together: three protected templates, three fictional worked examples and sector-specific Word/PDF guides.
View pack detailsEVO-007 Mfg Launch + EVO-008 Service Launch + EVO-009 Project Launch
View bundlev2.0 · Protected inputs · PDF guide and exampleEVO-011 + EVO-014 + EVO-015 + EVO-016 + EVO-020 + EVO-021
View bundlev2.0 · Protected inputs · PDF guide and exampleEVO-012 Job Description + EVO-017 1-to-1 + EVO-013 Day Planner
View bundlev2.0 · Protected inputs · PDF guide and exampleEVO-018 + EVO-019 + EVO-015 + EVO-021 + EVO-023
View bundlev2.0 · Protected inputs · PDF guide and exampleEVO-011 + EVO-012 + EVO-013 + EVO-014 + EVO-015 + EVO-016 + EVO-017
View bundlev2.0 · Protected inputs · PDF guide and exampleEVO-022 + EVO-024 + EVO-026
View bundlev2.0 · Protected inputs · PDF guide and exampleEVO-027 + EVO-028
View bundlev2.0 · Protected inputs · PDF guide and exampleEVO-025 + EVO-026 + EVO-029
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