How can you maximize the output of any new hire or initiatives from the get go? A well-structured 30-60-90 day plan breaks down expectations and goals into manageable and trackable steps. Use our template to accelerate team integration and improve performance.
What causes a business ecosystem to be misaligned despite seemingly sound decisions? Use our collection of Matrix Diagrams, now available in two parts, to visualize complex relationships and make the decision-making process more informed and structured.
How can your team overcome project misalignment, missed deadlines, or lack of clarity in day-to-day workflows? Use our Stand Up Meeting presentation to conduct regularly scheduled check-ins that reinforce development priorities, optimize team capacity, and closely monitor project progress.
Does your organization have a global reach or plans to expand into new markets? Our Ultimate Map Collection (Part 2) features creative map designs to showcase global business footprint, analyze customer distribution, and illustrate supply chain connections. It also includes editable maps of every continent and country of the world.
Do you need a way to report your team demographic to stakeholders? Our DEI presentation offers the tools to showcase inclusive business practices and positive brand perception. DEI-oriented strategies allow team members to be more culturally aligned, enhance innovation through diverse perspectives, and improve employee engagement and retention.
How can businesses maximize returns and minimize risks at the same time in volatile economic conditions? Use our Investment Strategies presentation to achieve higher ROIs, promote steady, sustainable growth, and ensure that investments are not only profitable but also aligned with the company's long-term objectives and risk tolerance.
Need a fool-proof way to synthesize complex information into valuable business decisions? Use our collection of Matrix Diagrams for a structured approach to analyze, extract, and display the connections between multiple variables. These matrices allow teams of all sizes to have a shared reference point for discussions, develop better analytical skills, and adopt a culture of systematic and reliable problem-solving.
What can you do to make sure customers don't lose interest? A well-structured Customer Onboarding deck can set up new customers for success from the get go. Use this presentation to achieve improved customer satisfaction, higher retention and referral rates, and enhanced lifetime value of each client.
Want an easy to way track and manage every step of your sales process? Our Sales Pipeline spreadsheet features a complete pipeline and three dashboards to track key areas: Team, Operational, and Financial. Analyze sales from creation to closure, monitor each salesperson's performance, and check if targets are being met. Additionally, the template provides detailed financial performance insights by month, quarter, and year.
Want to find the marketing channels and campaigns that give you the best returns? Use our Marketing Plan spreadsheet to track Conversion Rate (CR), Return on Investment (ROI), and Return on Ad Spent (ROAS) for each campaign and channel invested. With dashboards and reports available in monthly, quarterly, and annual views, you can monitor the performance of paid and organic content for up to 5 years.
Enter your data and automatically generate more than 20 charts and diagrams. These charts provide detailed analyses of results and averages, categorized and distributed by month. Precise filters allow our template to adapt to any industry or subject—finance, sales, HR, marketing, or customer support. The template also offers light and dark theme options to match your preference.
Use our Habit Tracker to categorize and track your habits daily, monthly, and annually. It illustrates your progress with a set of charts, making it easy to see how you're doing. Plus, it highlights your achievements and points out areas for improvement to encourage you to outdo yourself month by month.
Manage all work hours, including breaks and overtime, in one place. The Timesheet Template, available in Microsoft Excel and Google Sheets, makes it easy to analyze performance and financials with weekly and monthly dashboards. Plus, you can automatically create PDF reports for a smooth monitoring and validation of work hours across the month.
Organize income, cash flow, and balance sheets with out all-in-one Financial Statement Template. It offers monthly, quarterly, and yearly data visualizations with a dashboard to assess the company's financial health. It also generates a PDF ready for export, including all three statements' annual outcomes.
Do you struggle with loan payment and management? Our Ultimate Loan Tools (part 2), available in Microsoft Excel and Google Sheets, will help you to oversee loans, analyze optimal repayment methods, and maintain financial stability to avoid a debt snowball
Calculate the performance of your real estate investments over ten years, with monthly and annual visualizations. With our Real Estate Pro Forma template, you can monitor the return on up to ten property units to gain a clear view of your investment over time. Monitor the progress of rental income and related expenses to obtain accurate analyses of profitability, cash flow, and property value.
When a networked product launches, it faces a chicken-and-egg problem: people need to use it for it to be worth anything. So how do you start the very first network without a basis to work from? Andrew Chen, General Partner at Andreessen Horowitz, calls this the Cold Start Problem. The Cold Start Problem is Chen’s attempt to help us better understand network effects: how to solve the Cold Start Problem, how to scale network effects, how to manage growth plateaus, and so on. Chen’s Cold Start Theory is broken down into 5 stages: 1. the cold start problem; 2. the tipping point; 3. escape velocity; 4. hitting the ceiling; 5. the moat.
How do designers improve their products to work around flaws in human logic? In The Design of Everyday Things, Don Norman teaches the top frameworks behind “human-centered” design system, the three most important areas of design, and why designers must consider additional principles besides logic, such as psychology, cognitive science, and art, to design excellent products that work better across any industry.
Why is it so hard to form new habits and break bad ones? We read Atomic Habits by James Clear, which explores the psychology behind habit formation and the mechanisms that create habits. This book summary includes frameworks to help you (1) make decisions, (2) form habits, (3) simple habit hacks, and (4) how the UK biking team excelled with these techniques, and many more. James Clear posits that the reason is that most people fail to understand what really makes a habit stick. Atomic Habits gives practical advice for how the mechanisms to form habits can be leveraged and manipulated for a person to stick to the habits they want to keep and avoid the ones they want to abandon.
How do you prepare your business for black swan events like pandemics or financial crises? Rogue Waves by Jonathan Brill explores how to prepare for and profit from systemic threats and turn them into outsized opportunities. Brill shares key insights and frameworks to help you (1) understand your current state and the forces that keep you stable (2) run scenarios to learn where to intervene (3) experiment to maximize success, and (4) identify potential threats, plus many more.
Even some of the world’s biggest organizations do strategy poorly, and incorrectly credit their success to personal decision-making skills. We read the book Good Strategy, Bad Strategy by Richard Rumelt and break down the key insights between good and bad strategy.
Management theories not only can be applied to our careers, but also personal lives. Think of them as a resource allocation problem. You have limited time, energy, wealth and talent to grow several "businesses", like your work, relationships with your family and your community. Clayton Christenson imparts the top strategies for how to navigate all these competing priorities and come out ahead with a more fulfilling, balanced, and purpose-driven life.
How should investors manage the inevitabilities of risk? What are the most powerful wealth-building tools that require little technical skill? How do our brains hold us back from a more prosperous future? Morgan Housel answers these questions and shares how human thought, habits, and emotions are intertwined with investment. He shares insights and strategies for how investors can leverage these connections for personal gain — not only financial but personal and emotional as well.
Did you know it's possible to make accurate predictions about the future without psychic powers? Given the right practice and strategies to explore, you can become what’s known as a super forecaster. In Super Forecasting by Wharton professor Philip E. Tetlock and co-author Dan Gardner, readers learn about the qualities and skills that make a super forecaster and how you can apply the knowledge to any situation. You will also learn about real-life super forecasters from all walks of life and how to break down even the most difficult questions to achieve the best results.
Project Tracker Collection
Performance Management
Table of Contents
Table Designs
Soft Skills Training
Funnel Diagrams
Product Design Strategy
Workforce Planning
Process Flow Diagrams
Data Visualization Charts (Part 2)
PowerPoint Translator
Email Sender (with Excel)
PowerPoint Color Changer
Business Budget Planner
Ultimate Charts (Part 5)
Debt Tracker
Portfolio Tracker
Event Planner
Project Plan Template (Part 2)
2024 Calendar Spreadsheet
High Growth Handbook
Better, Simpler Strategy
Thinking in Systems: A Primer
Execution: The Discipline of Getting Things Done
Cracking the PM Interview
Super Founders
Super Pumped: The Battle for Uber
Competing Against Luck by Clayton M. Christensen, Tadd Hall, Karen Dillon, and David S. Duncan
The Intelligent Investor
Your Strategy Needs a Strategy
Join today and download hundreds of business templates