Planning
Word (DOCX)Quick Fix One Pager
Summarize a small change: the problem, proposed fix, impact and approval needed.
Available now
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.
Category
Platform
Project management templates
Blank, editable Word templates for planning, updates and handover. View a template before downloading, or use it on its own. The working record is a separate optional resource for your notes.
Need help choosing? Open the project guide →Planning
Word (DOCX)Change Notification
Explain what changed, who is affected and what they need to do.
Available now
Planning
Word (DOCX)Consolidated Project Plan
Plan scope, milestones, resources, risks and acceptance for a medium project.
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Planning
Word (DOCX)Status Update
Share progress, blockers and decisions needed, including steering committee updates.
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Planning
Word (DOCX)Close Out Summary
Capture results, acceptance, lessons and remaining handover actions.
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Planning
Word (DOCX)Project Brief
Set out the problem, intended value and boundaries before detailed planning.
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Planning
Word (DOCX)Planning Workbook
Work through scope, activities, milestones, resources and risks for a larger project.
Available now
Planning
Word (DOCX)Project Charter
Bring the delivery plan and approval into one baseline for a larger project.
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Process
In-appProject Working Record
Optional in-browser notes for decisions, risks and handover. Saves on this device, with editable export and import.
Available now
Coming soon
8 draftsPlanningDraft
NotionQuarterly 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.
Coming soon
ProcessDraft
NotionSprint 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.
Coming soon
Org DesignDraft
Google SheetsRACI 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
NotionStakeholder 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 SheetsOperating 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
NotionStrategic 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 SheetsHeadcount 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
NotionBoard 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
Looking for something specific?
If you have a template request or want to collaborate on something, reach out.
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