Groundwork Package

With this package you’ll save $100 off the total cost of purchasing each document individually.

The Groundworks Package is professionally designed for small businesses, offering a comprehensive collection of documents to streamline and establish core operational processes and policies. This package is strategically designed to assist small businesses in prioritizing and effectively implementing key operational processes and policies. 

Recognizing the unique challenges faced by small businesses, this package provides a curated collection of essential documents and tools, organized to focus on the most critical aspects of business operations first. 

This a collection of Microsoft Word and Excel Documents.

Accounting
This part of the package includes procedures for managing accounts receivable and payable, along with templates for creating professional invoices in various formats. It also offers a structured approach to payroll management, ensuring accuracy and compliance in employee compensation.

• Accounts Receivable SOP (Standard Operating Procedure)
• Accounts Payable SOP (Standard Operating Procedure)
• Invoice Template (Word)**
• Invoice Template (Excel)**
• Payroll SOP (Standard Operating Procedure)

Business Strategy
These documents center on strategic development and goal setting, providing methodologies for creating detailed business strategies and setting goals that are specific, measurable, achievable, relevant, and time-bound, guiding businesses towards their long-term objectives.

• Strategic Plan Template**
• (SMART) Specific, Measurable, Achievable, Relevant, Time-Bound Goals Worksheet**

Finance
This section is dedicated to managing the financial health of a business. It includes tools for assessing and documenting financial status through balance sheets and profit and loss statements. Additionally, it provides guidance on compensation policies, assisting businesses in creating fair and comprehensive compensation strategies.

• Balance Sheet Template***
• Profit and Loss Template***
• Compensation Policy Outline and Example Policy

General Operations
This area focuses on streamlining day-to-day business activities, emphasizing role clarity, effective communication, and operational standardization. It includes tools for delineating responsibilities, optimizing individual and team meetings, and establishing clear procedures for single stakeholder operations.

• Company Roles and Responsibilities Worksheet
• RACI (Responsible, Accountable, Consulted, Informed) Template**
• Single Stakeholder SOP (Standard Operating Procedure) Template**
• 1:1 Meeting Agenda Template**

Information Technology
These IT documents focus on maintaining robust cybersecurity measures and tracking of IT assets, crucial for protecting and managing technology resources efficiently.

• Cybersecurity Policy
• Asset Tracking Sheet***

People Operations
Addressing human resources management, these documents include frameworks for efficient hiring, onboarding, and offboarding processes. It also provides guidelines for employee transitions and managing time-off policies, ensuring a supportive and structured environment for staff.

• Candidate Interview Template
• Hiring SOP (Standard Operating Procedure)
• Last Day Employee Offboarding Letter
• New Employee Welcome Guide
• Onboarding Checklist
• Offboarding Checklist
• Time Off Policy

Project Management

Essential for those managing various projects, these documents include tools for effective project planning and tracking, ensuring projects are completed on time and within scope.

• Project Tracker Sheet***
• Project Plan Template

Important note for add-ons and color themes:
In the list above please note that items marked as:
*are not eligible for custom branding or are not included in a color theme
**are not eligible for implementation services
***are not eligible for either of the above

Color Themes Available
Looking to add some color and style to your documents? Select from one of our color themes in the product drop-down!