Featured free resource
Office Handover Pack
Word, 5 pages
A fill-in template that captures key contacts, systems, deadlines and processes in one place, giving someone else what they need to keep your business running.
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Free business templates and checklists
Practical help for the work behind your business. I’ve written these resources from years of doing the work, not just writing about it.
Choose a checklist, guide or template and get in touch for a free copy.
Explore the resources
A practical starting point for sole traders and small businesses.
What would help today?
Operations and admin
Keep the business running, even when you’re away
The details in your head are often the ones someone else needs most. Start by putting them somewhere useful.
If you weren’t here tomorrow, could someone else take over?
I suggest starting with key contacts, systems, deadlines and the processes that keep your day moving.
Business Continuity and Disaster Recovery Checklist
PDF, 2 pages
Plan how to keep trading through IT failure, illness, flood or lost premises, rather than making every decision in the middle of a disruption.
Request the free continuity checklistBookkeeping
Give month-end a clear routine
A repeatable checklist helps you see what’s finished and what still needs attention, without relying on memory.
Month-end Bookkeeping Checklist
PDF, 2 pages
Tick off every month-end task, from bank reconciliations to VAT. Keep it alongside your records and work through the tasks that apply to your business.
Request the free bookkeeping checklistPrefer help getting the work done? Explore my bookkeeping and business support services.
Compliance
Make sense of the requirements
Plain-English guides to help you understand standards, organise your documents and spot what needs attention. Use them as a starting point, then check the requirements that apply to your work.
ISO 9001 vs 14001 vs 45001
PDF, 2 pages
A plain-English comparison of three of the most requested ISO standards, covering quality, environmental management, and occupational health and safety.
Request the free ISO guideCommon Assessment Standard Checklist
PDF, 2 pages
The documents most SSIP schemes and buyers ask to see, brought together so you can check what’s ready and what’s missing.
Request the free assessment checklistSSIP Scheme Comparison
PDF, 2 pages
See how CHAS, SMAS, Constructionline and Achilles compare, so you can make sense of the options and your buyers’ requirements.
Request the free scheme comparisonHealth and Safety Policy Essentials
PDF, 1 page
What your policy needs to cover as your business grows, with a practical starting point for reviewing your arrangements.
Request the free policy guideGDPR Compliance Basics
PDF, 2 pages
A practical starting checklist for handling personal data, helping you think through how your business collects, uses and protects it.
Request the free GDPR checklistBids and tenders
Understand the language before you start
Tender documents can be full of unfamiliar terms. I’ve put the common ones into a straightforward reference you can keep to hand.
Procurement Glossary
PDF, 2 pages
The tender terms and acronyms you will meet most, explained simply.
The Bid Zone®
a Smallbizbod® brand
Want to go further?
A starting point, with help when you need it
You don’t need to tackle everything at once. Pick the task that matters most, then build from there.
The Bidders’ Handbook
My step-by-step guide to navigating the tender process is now in its expanded Second Edition, with an optional toolkit of ready-to-use templates.
Ask about the handbookPut it into practice
If you’d like help applying a template to your business, explore my Power Hours. For practical learning, take a look at my training courses.
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Practical support, without the pressure
Need more than a template?
I can put the systems, policies and processes in place for you, as a one-off project or with ongoing support. Book a free, no-obligation chat and we’ll talk through what would help.