Description
The Strategy & Management Bundle is a business planning spreadsheet for small business owners who want to run the business, not just the day. You get 9 linked templates in one workbook that works in Microsoft Excel and Google Sheets.
Direction, progress and accountability in one place
Plans live in one file, numbers in another and risks in your head. This bundle brings them together: set goals and OKRs, see monthly results against target, keep an eye on what could go wrong and tell your board or investors how it is going.
9 templates in 4 groups
See where you stand (2): Business Dashboard and Annual Goal & KPI Tracker. Enter one row a month for revenue, costs, cash, customers and orders, and see revenue against target, KPI status and progress on your big goals.
Set direction (3): OKR Tracker, Simple Business Plan and SWOT Analysis. Write quarterly objectives with measurable key results that score themselves against time, keep a one-page plan with a 3-year projection, and turn your SWOT into a scored action plan.
Manage risk & decisions (2): Risk Register and Decision Log. Score each risk before and after mitigation with a heat map and review dates, and record why you made each big decision and whether it worked.
Fund & report (2): Startup Cost Calculator and Board & Investor Update Tracker. Cost a new venture with contingency and funding, and send monthly updates with numbers pulled in automatically, plus highlights, asks and follow-up actions.
One dashboard for everything
The dashboard shows 60 headline numbers and 29 charts: revenue and profit against target, cash, KPI and goal status, OKR progress, risks before and after mitigation, decision outcomes, the startup budget, the 3-year plan and your SWOT priorities.
Easy to use
- Start Here sheet with simple steps
- Blue cells are for you, grey cells calculate on their own
- Sample data for a demo business; clear it to start fresh
- No macros, add-ons or formulas to write
Good to know
Five of these templates (Business Dashboard, Goal & KPI Tracker, Startup Costs, Business Plan and SWOT) are also part of our Small Business Complete Bundle; four (OKRs, Risk Register, Decision Log and Board Updates) are new.
Step-by-step guide
New to this? Read our guide: 9 Strategy Spreadsheets Every Small Business Owner Needs.
Delivery
You get one zip file with the workbook (.xlsx) and a 2-page PDF quick start guide. The download link appears right after payment and is also emailed to you. For Google Sheets, upload the file to Google Drive and choose Open with → Google Sheets.
More templates
Get the money side in order with the Finance & Accounts Bundle.
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