Sheet C-301The Toolkit
The paperwork of running a business, already drawn up.
34 fill-in templates. 10 ninety-day plans. Print them, or download as Markdown. Yours to keep.
Get the Toolkit: $97One time
Illustrative. The Toolkit is digital: you print what you need.
What’s inside
- Cadence8
- People8
- SOPs2
- Cash and controls4
- Revenue4
- Delivery3
- Exit, franchise and AI5
- 90-day plans and industry tracks14
Every template
Cadence
- 01The Map — one-page plan
- 02Quarterly Commitments sheet
- 03The Scoreboard — weekly scorecard
- 04The Huddle agenda — 30-minute
- 05The Huddle agenda — 90-minute
- 06Name–Frame–Solve worksheet
- 07The Review — monthly pack outline
- 08The Reset agenda — half-day & 2-day
People
- 09Ownership Map
- 10Role Card
- 11Owner's Dashboard — per stage band
- 12Decision Log
- 13Buyback Audit — founder time audit
- 14Hiring scorecard
- 15Structured interview kit
- 1630-60-90 onboarding plan
SOPs
- 17SOP short-form
- 18SOP long-form
Cash and controls
- 1913-week cash forecast layout
- 20Monthly close checklist
- 21Approval authority matrix
- 22Vendor setup + verification checklist
Revenue
- 23Offer design worksheet
- 24ICP one-pager
- 25Sales pipeline stage definitions sheet
- 26Customer handoff doc (sales→delivery)
Delivery
- 27Project status one-pager
- 28Change-order form skeleton
- 29Service-recovery playbook card
Exit, franchise and AI
- 30Data-room index checklist
- 31Franchise readiness scorecard
- 32AI tool approval checklist
- 33AI agent spec sheet
- 34Prompt-library entry template
See one, in full
This is the actual form, not a description of one.
TPL-28 · Change-order form skeleton
CHANGE ORDER #{n} — {project} — {customer} — {date}
Requested by: {customer name / internal} · Prepared by: {PM}
Change description
- Current contracted scope (reference): {contract/SOW section}
- Requested change: {precise description of what is added/removed/altered}
- Reason: {client request / unforeseen condition / regulatory / error correction}
Impact
| Dimension | Impact |
|---|---|
| Price | +/− ${X} ({basis: fixed / T&M at ${rate} / unit}) |
| Schedule | +/− {n} days → new completion {date} |
| Scope/spec | {what changes in deliverables or standards} |
| Other terms | {payment timing, warranty, dependencies} |
Terms
- This change order amends the agreement dated {date}; all other terms unchanged.
- Work proceeds ONLY upon signature by both parties. Payment: {with next invoice / on signing}.
- Cumulative change orders to date: {n}, totaling ${X} ({%} of original contract) — [ ] owner notified if > {10}% (per TPL-21 thresholds).
Customer: {name, title} — signature/date: ________ Company: {name, title} — signature/date: ________ (internal approval per TPL-21: {approver})
Not sure where to start?
The Free Business Assessment tells you which ones matter first.