Templates

Tools worth copying.

PM and ops frameworks I've built, refined, and actually use. Designed to be practical, not impressive. Take them, adapt them, make them yours.

8 templates

Category

Platform

Available now

2
Planning
Notion

Quarterly OKR Planning Template

A structured framework for setting and cascading objectives from company level to team level. Includes tracking columns and a mid-quarter check-in section.

Available now

Ready to use
Process
Notion

Sprint Retrospective Framework

An async-first retro format covering what worked, what didn't, and what to change. Designed to surface signal without dominating meeting time.

Available now

Ready to use

Coming soon

6 drafts
Org DesignDraft
Google Sheets

RACI Matrix Builder

A clear, opinionated RACI template for cross-functional projects. Includes a decision log and a guide for how to run the initial RACI-setting conversation.

Coming soon

CommunicationDraft
Notion

Stakeholder Communication Map

Map your stakeholders by influence and interest, then plan your communication cadence. Includes templates for status emails and async updates.

Coming soon

PlanningDraft
Google Sheets

Operating Rhythm Calendar

A full-year template for designing your team's operating cadence: weekly standups, monthly reviews, quarterly planning, and annual offsites.

Coming soon

ProcessDraft
Notion

Strategic Decision Log

Track key decisions, the context in which they were made, the alternatives considered, and how it played out. Invaluable for onboarding and team learning.

Coming soon

FinanceDraft
Google Sheets

Headcount Planning Model

A bottoms-up headcount planning template that connects hiring to strategic priorities. Includes role profiles, timing, and a summary view for leadership.

Coming soon

LeadershipDraft
Notion

Board Meeting Prep Checklist

A complete checklist and timeline for board meeting preparation, from first draft to final read-through. Designed for a head of ops or chief of staff.

Coming soon

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