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TEMPLATES

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

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

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.

Meeting
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.

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

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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