RESOURCES

Operations tools for documentation, training and project management including Asana, Notion, Scribe and Loom

Website Links

There are many useful resources available to help you with your business operations. Here are a few to get you started.

Project Management

Documenting & Training

Process Mapping

OKRs

Free Templates

Click below to download the MS Excel workbook to access these free templates:

  • Objective & Key Results (OKRs)

  • Key Financial Ratios Calculation Sheet

  • Simple Process Map

  • Swim Lane Process Map

  • Client Journey Map

*Templates should be used as a working tool. Engaging experts to validate decisions and provide direction is recommended.