Business OS

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776 templates

Project Resource Allocation Sheet

Enterprise-grade Project Resource Allocation Sheet for staff management workflows.

staff-managementleadershipoperations
3w ago

Retainer Agreement

This Retainer Agreement template is for businesses engaging an independent contractor or consultant for ongoing services. Use it to define the scope of work, payment terms, and duration of the engagement.

retainer agreementindependent contractorconsulting agreement
2w ago

Time & Attendance Policy

Professional policy for Time & Attendance Policy.

policyhrgovernance
3w ago

Invention Agreement

This Invention Agreement (also known as a Proprietary Information and Inventions Agreement PIIA) is between an employer and an employee, governing ownership of intellectual property developed during employment. It is used to protect the company's intellectual property rights and ensure clarity on invention ownership.

invention agreementintellectual propertyemployee agreement
2w ago

Talent Review (9-Box) Template

Enterprise-grade Talent Review (9-Box) Template for staff management workflows.

staff-managementleadershipoperations
3w ago

Implementing A Sales System

This template outlines a comprehensive system for managing sales processes within an organisation. It is designed to help businesses standardize their sales operations, improve efficiency, and enhance customer relationship management.

sales systemsales managementCRM
2w ago

Delegation of Duties

Formally delegate responsibilities during absence.

staffingdelegation
3w ago

How to Steps for Supply Chain Management

This template outlines the essential steps for establishing and managing an effective supply chain, suitable for small and medium-sized enterprises in Africa.

supply chainmanagementlogistics
2w ago

Company Is Closing Letter To Clients

This letter formally informs clients about the impending closure of a company, outlining key dates, final services, and next steps for account management or service transition. It is used when a business decides to cease operations.

company closureclient notificationbusiness closing
2w ago

Employee Retention Ideas Checklist

This checklist provides a structured approach for Small and Medium-sized Enterprises (SMEs) to review and implement strategies aimed at improving employee retention. It is designed to be used by HR departments or management to proactively address factors contributing to staff turnover.

employee retentionHR checkliststaff management
2w ago

Effective Strategies For Time Management

This document outlines effective strategies for time management that employees can implement to improve productivity and efficiency in the workplace.

time managementproductivityefficiency
2w ago

Employee Retention Guide

This guide provides strategies and best practices for businesses to retain their valuable employees, fostering a positive work environment and reducing staff turnover. It is intended for HR departments and management.

employee retentionHR guidestaff management
2w ago

How to Develop a Staff Training Program

This document outlines a structured approach to developing an effective staff training program, ensuring employees acquire necessary skills and knowledge to meet business objectives. Use it when planning to implement new training initiatives or formalize existing ones.

staff trainingemployee developmenttraining program
2w ago

Employee Training and Development Record

This template is used to record an employee's training and development activities. It helps track their professional growth and ensures compliance with training requirements.

employee trainingdevelopment recordHR document
2w ago

Employee Time Record

This template is used to accurately record an employee's daily working hours, including start times, end times, breaks, and total hours worked. It is essential for payroll, attendance tracking, and compliance with labour laws.

employee time recordtimesheetattendance register
2w ago

Board Resolution Approving the Retirement of Employee

This template is a formal Board Resolution used to officially approve the retirement of an employee, ensuring proper legal and administrative documentation of the decision.

Board ResolutionEmployee RetirementStaff Management
2w ago

One-on-One Meeting Template

Structured manager-direct report meeting.

staffing1-on-1
2w ago

Recognition & Rewards Nomination Form

Enterprise-grade Recognition & Rewards Nomination Form for staff management workflows.

staff-managementleadershipoperations
2w ago

Team Charter

Team operating agreement defining purpose, ways of working, and accountability.

teamoperating-modelcollaboration
2w ago

Production Video Script

This template provides a structured script for producing a video, outlining scenes, dialogue, visuals, and technical requirements. It is designed to facilitate video production planning and execution for various business communication needs.

video productionscriptmarketing
2w ago

Copywriting and Branding Essentials

This template outlines the essential elements for developing effective copywriting and branding strategies for a business. It is used to guide the creation of marketing materials and brand identity.

copywritingbrandingmarketing
2w ago

How to Develop a Marketing Campaign

This template outlines the essential steps and considerations for developing a comprehensive marketing campaign, from initial planning to execution and evaluation. It is designed for businesses looking to structure their marketing efforts effectively.

marketing campaignmarketing strategycampaign planning
2w ago

Media Kit

This media kit template provides essential information about your company for journalists, partners, and stakeholders. Use it to present a professional overview of your brand, mission, and achievements.

media kitpress kitcompany profile
2w ago

Possible Marketing Strategies

This document outlines various marketing strategies that a company can consider implementing to achieve its business objectives. It helps in planning and executing marketing campaigns.

marketing strategybusiness planSME marketing
2w ago

Top 10 Sales Closing Techniques

This document outlines the top 10 sales closing techniques, providing a practical guide for sales professionals to improve their conversion rates. Use this when training sales teams or for individual sales performance improvement.

salesclosing techniquestraining
2w ago

Letter to Customer Not Home for Service Appointment

This template is used to inform a customer that a service technician attempted to perform a scheduled service but the customer was not available at the agreed-upon time and location. It outlines the next steps for rescheduling the service.

customer communicationservice appointmentno-show
2w ago

Client Contact List

This template provides a standardized format for logging and managing client contact information, essential for sales, marketing, and customer service departments. It ensures all key client details are readily accessible for efficient communication and relationship management.

client managementcontact listCRM
2w ago

How to Creating a Customer Service Strategy

This document outlines a strategic framework for developing and implementing an effective customer service strategy tailored for Southern African businesses. It guides companies in establishing clear objectives, understanding customer needs, and building a service culture.

customer servicestrategySME
2w ago

How To Increase Business Sales

This document outlines strategies and actionable steps for businesses to increase their sales performance. It is intended for management and sales teams to develop and implement effective sales growth initiatives.

sales strategybusiness growthmarketing
2w ago

Training Evaluation Form

This Training Evaluation Form is used to assess the effectiveness of training programs and gather feedback from participants. It helps in identifying areas of improvement and ensuring that training objectives are met.

trainingevaluationstaff development
2w ago
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