- Templates
- Planning & Strategy
Planning & Strategy

SWOT Analysis
A Simple SWOT Analysis Template

5W2H Action Plan
Tracks simple projects with seven questions: What, Why, Where, When, Who, How, and How Much.

Lessons Learnt Matrix
Document insights from past projects—both successes and shortcomings

Impact and Effort Matrix
prioritize tasks, ideas, or initiatives by mapping them on a 2x2 matrix of high/low effort vs. high/low impact

Company Financial Model
Company Financial Model with income statement (Includes expenses detail model and actuals)

Company Financial Expense Detail
Financial Model Expense Detail tracks both planned and actual expenses for a given category over years