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CATEGORIES

Advertising and Marketing

Customer Success

Decision Making

Goals and Objectives

HR and Recruiting

Personal Development

PR and Communications

Problem Solving

Product, Design, UX

Project Management

Software Development

Venture Capital

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TEMPLATES

SWOT Analysis

Evaluate your internal Strengths and Weaknesses and external Opportunities and Threats against your objective

Build a strategic OKR plan and define your objectives, track your progress with metrics and colors, and assign ownership of items

Create your own custom project template and customize your page layout to be a grid, plan, or board, select colors, section titles, and more

Template Library - Productivity

Business SOP Checklist

Standard operating Procedures [SOPs] detail the regularly recurring work processes that are to be conducted or followed within your organization. Document, score, assign ownership, and color code your full set of standard operating procedures to achieve a consistent business operation.

Eisenhower Matrix

Eisenhower Matrix helps you prioritize your time. You can use this framework to help manage your daily to do list.

Ivy Lee Daily Routine for Achieving Productivity

This daily productivity method has been a key model since 1918 when Bethlehem Steel Corporation CEO hired Ivy Lee to help them increase productivity. 1. At the end of each workday, write down the six most important things you need to accomplish tomorrow. 2. Prioritize those six items in order of their true importance. 3. When you arrive tomorrow, concentrate only on the first task. Work until the first task is finished before moving on to the second task. 4. Approach the rest of your list in the same fashion. At the end of the day, move any unfinished items to the following day. 5. Repeat this process every working day.

Meeting Strategy

Coming prepared to a meeting is critical to achieving a successful outcome. Understanding your desired outcome, your plan for achieving your desired outcome, and thinking through the obstacles that may present themselves, will help you to come prepared to achieve a successful outcome.

Plan your next meeting with an online agenda. Define your agenda, tasks, notes, and your next agenda.

Morning Routine

Over the last 5 years I've slowly assembled the ultimate morning routine, leveraging insight from published morning routines from successful individuals. The goal was to create a 8 minute exercise to perform everyday while ordering a cup of coffee. It should be quick, but make you think holistically about the important areas of your life and bring balance, perspective, and focus to help make everyday a day to thrive. Use this template daily and list out everything that comes to mind.

Summary week 1, Roadmap week 2

This weekly summary template is inspired by the CEO of Front and the weekly email she sends out to her team. Make it your own.

Team To Do List

Build your own collaborative to do list. Customize sections, track completion score, status colors, and assign ownership.

To Do List: The 1-3-5 Rule

An simple strategy from managing your daily to do list. The approach weighs each bucket - Big, Medium, Little, equally emphasizing the importance of achieve your one big strategic item each day.

Weekly Direct Report Goals

This is an email sent out each Monday by 10am to your direct reports communicating what your top focuses of the week will be. Ask them to add theirs as well. This template combines Ivy Lee's top 6 priorities with Mathilde Collin's weekly routine.

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