← Templates and toolkits
The full catalog.
Every toolkit, add-on pack, and template, all 151 of them. Search by name, or filter by what you're working on.
Full toolkit
Strategic Planning & Operations Toolkit
A right-sized planning system for a small org, not a 40-page tome nobody opens again.
$99
Add-on
Strategic Plan Template
A right-sized 3-year plan for a small org, not a 40-page tome.
$29
Add-on
SWOT & Environmental Scan Worksheet
A focused half-day planning exercise.
$15
Add-on
Annual Work Plan / Operating Plan
Turn the strategy into who-does-what-by-when.
$19
Add-on
OKR / Goal-Setting Worksheet
Set a handful of goals the whole team can rally around.
$15
Add-onFree
Meeting Agenda & Minutes Templates
Run tighter staff and committee meetings.
Download free →
Add-on
Standard Operating Procedure (SOP) Template
Document the process before the person leaves.
$15
Add-on
Risk Register & Management Plan
Name your top risks and what you'll do about each.
$19
Add-on
Business Continuity / Disaster Plan
Keep operating when the building, system, or ED is gone.
$19