Resources
Here you will find articles and templates (steal them!) designed specifically for founders and leadership teams at small and medium sized businesses.
Looking for one you don’t see here? Let us know and we’ll find or create one.
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Productivity
A simple way to get a read on what you and your team are up to day-to-day (especially if you are remote or hybrid).
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“Some people say love, or ice cream, or their children brings them happiness. Me? Bugging my customers for outstanding invoices is my real joie de vivre. ”
– 0% of the Human Population
Work Culture
Ban These 4 Words at Work
(And Instantly Empower Your Team)
"What should I do?" Train your team to never say those words. Instead, ask them to replace it with “I’m not sure what to do, here’s what I think we should do, can you validate my solution?”
“When I feel anxious and overwhelmed, I like to think about the difference between coinsurance, premiums, and deductibles and then I feel relaxed and centered.”
– No One, Ever
Leadership Teams
Your executive or leadership team probably meets once or twice a week. Here’s a template for a dashboard you can screenshare in those session and some tips on how to keep that time together tight and focused.
OKRs (Objectives and Key Results) are used as a goal setting framework. If you are not familiar with them, this article is a good overview and has pros and cons of using them. The link to the template below is a Miro board. If you don’t use Miro, we can’t be friends (it’s great).
“Re-writing the ‘problem -> solution’ slides of my investor deck for the 300th time this week reminds me of why I got an advanced degree in engineering.”
— Absolutely No One
HR / Performance Management
A simple way to get a read on what you and your team are up to day-to-day.
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Fusce consectetur vestibulum enim at pulvinar.
What I love most about being a business owner is trying to figure out the difference between an S-Corp, a B-Corp, a C-Corp, and an LLC. That’s the best.”
– Not a Single Person
Investor Relations
If you run a business that is funded by investors (and especially if you are in the early stages) you’ll want to keep them up to date with a monthly newsletter. This template is designed to shape your update to be in a format (and voice) they will expect and appreciate.