Free Document Templates

Finance & Accounting

Two Word documents and four CSV sheets that track each payee's W-9, tax ID check and yearly total, and each client's 1099 count for e-filing.

Finance & Accounting

A week-by-week cash grid, variance ledger and weekly memo that show your next 13 weeks of cash and the first week you run short.

Writing & Media

Two editable novel outlines with a job for every chapter: Derek Murphy's 24-chapter structure with its eight turns marked, and Kat O'Keeffe's 27-chapter grid.

People & Exec Support

The plan for a new hire's first 90 days, built from what their interviews showed, with a task checklist, buddy brief and check-in questions.

Consulting & Advisory

A 5 whys worksheet for tracing a client's problem to a root cause they can fix, with evidence for every why and three worked examples.

Finance & Accounting

A manual of the accounting policies your company actually follows, organized by cycle, with approval limits, plus sheets tracking each policy's source and review date.

Finance & Accounting

A collections policy, five-step reminder sequence, call script and four sheets that rank overdue accounts by what they cost and log every promise to pay.

Research & Policy

Two Word documents and two CSV sheets to annotate each source, rate it against each research question, and keep its citation ready for your paper.

Finance & Accounting

Four Word documents and five sheets for building next year's budget from this year's actuals, with every change tied to a written assumption.

Marketing & Growth

Sheets that turn next year's revenue target into a budget by channel, tested on last year's results, plus the written case and one-page ask.

Software & Technical

The quickstart, authentication guide, endpoint pages, error reference and changelog an API needs, plus sheets that track missing errors and broken examples.

Software & Technical

A template for recording significant technical decisions, plus a ready-made first record, a finished example, team conventions and a register of which decisions still hold.

Finance & Accounting

A lease register, the reasoning behind each lease term, the liability and right-of-use asset schedules, and the footnote numbers ASC 842 asks for.

Finance & Accounting

A tracker for every request on your auditor's list, sheets for tying each schedule to the trial balance, and a readiness memo for fieldwork.

Writing & Media

Author bio examples for every stage, even with no credits yet, plus one template for your jacket, website, speaker and Amazon Author Central bios.

Sales & Partnerships

A four-step cold email sequence for each segment, with sheets that log sends and replies, track opt-outs and count the companies left to email.

Marketing & Growth

A positioning statement and the evidence behind each clause, with sheets that test it against your own won and lost deals.

Finance & Accounting

Four Word documents and five CSV sheets to check each balance sheet account against outside evidence, total what's unsupported and age every open item.

People & Exec Support

Behavioral interview questions grouped by skill, with probes and rating anchors, plus sheets that show which questions actually tell candidates apart.

People & Exec Support

Minutes that record decisions in full and debate in brief, plus resolution wording, an action note and sheets that track meetings and written consents.

Writing & Media

Six files for a book launch: a timeline counted back from publication, an asset checklist, an outreach register, pitch emails, a media one-pager and the plan.

Writing & Media

A nonfiction book proposal template for pitching agents and publishers: every section with its job and target length, plus a worked example.

Academic

Teacher and counselor brag sheets built on Common App's own questions, plus the request, reminder and thank-you emails, so your recommenders can write specific letters.

Marketing & Growth

A working brand guide drawn from your old one, plus an audit of live assets and new rules for the gaps it never covered.

Marketing & Growth

A voice guide drawn from your own best writing, with real before-and-after sentences, a word list and a checklist for reviewing drafts.

Legal

A breach of contract notice letter, plus sheets to turn your notice clause into a checklist, work out each deadline and list other notices due.

Business & Revenue Ops

Five Word documents and five CSV sheets that map what your business depends on, set recovery times from real deadlines and plan the workarounds.

Founders & Small Business

The loan narrative, use of funds and repayment rationale lenders read, plus sheets for tracking your documents and working out your debt service coverage ratio.

Consulting & Advisory

The document your client signs off before anything is built or bought: eight sections, testable requirements, MoSCoW priorities and an annotated CRM example.

Consulting & Advisory

A risk register, coverage sheets and a committee report that check what insurance would pay for each risk, then rank risks by what the business keeps.

People & Exec Support

Rejection emails from application to final interview, plus hold and overdue messages, a reply timing standard and sheets that show who is still waiting.

Consulting & Advisory

The one-page capability statement that government buyers and prime contractors expect, with guidance in every part, a tailoring table and two annotated examples.

Finance & Accounting

Base, downside and upside runway models built from your own history, with a cash floor and the last month to make each decision in time.

Consulting & Advisory

Turn a client's extra request into a priced, signed change order before you start, with a cover email, a scope creep checklist and a worked example.

Writing & Media

One entry per recurring character: the facts that can't change, what does change and when, and a line of dialogue that sounds only like them.

Writing & Media

A one-page character sheet for fiction writers: what your character wants and needs, the wound behind both, how they talk and who matters to them.

Consulting & Advisory

Turn a finished client project into a case study buyers can check: six sections, a sourced results table, permission and anonymizing rules, and an annotated example.

Founders & Small Business

A welcome pack, intake questionnaire and expectation note to send on signing day, plus sheets that show which booked jobs can start on time.

Academic

Track every college's application deadline, extra essays, recommendations, testing and aid forms in one sheet, with your activities, drafts and recommenders beside it.

Education & Training

A syllabus, dated schedule and policy statements, plus sheets that check required elements, every date against the registrar's calendar, and class time against credits.

Consulting & Advisory

A seven-column communication plan: who hears what about your project, from whom, how and when, plus an escalation path and an annotated change example.

People & Exec Support

A values document with a definition, real example and hiring or review check for every value, plus sheets that show which values people actually live.

Marketing & Growth

A one-page battlecard with a source behind every claim, discovery questions to replace rumors, and sheets that rank rivals by lost revenue.

Research & Policy

Five Word documents and four CSV sheets that track your competitors, date every fact, and tie each conclusion to the facts it rests on.

Consulting & Advisory

A findings report, one-page summary, readout plan and four registers that tie every finding to a written standard and every recommendation to a decision.

Consulting & Advisory

A timed agenda, deck, recap and working agreements for a consulting kickoff, plus sheets naming who approves each decision and what the client owes.

Consulting & Advisory

A three-page consulting proposal template with guidance in every section and three options with fees, plus a fully annotated example.

Consulting & Advisory

A consulting retainer agreement with the fee, included hours and overage rate set out, plus sheets that track each client's hours until renewal.