DAY ONE TOOLKIT

Practical business templates, built by operators.

The strategy, planning and compliance documents a small business actually needs, in plain English, usable on day one. Written by people who have run change programmes, led group IT, and held data-protection roles inside real organisations, not by a template farm.

Start with a free one-page business plan

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Built by practitioners, not consultants
Plain English, usable on day one
Worked examples in every template
Buy once, use for years

The complete toolkit

All nineteen templates in one download. Everything to plan, run, staff and protect a small business, with a worked example in every pack.

  • All five planning & strategy packs
  • Both finance & commercial packs
  • All four delivery & people packs
  • All six security & compliance packs
  • Both brand & communication packs
  • Every future update to all of them
£279
Save £226 vs buying separately
Get the complete toolkit
14-day money-back guarantee. Your statutory rights are unaffected.

Start a business

Business plan, SWOT & strategy, cash-flow model, marketing plan and pricing pack. The first-year essentials in one download.

£59(£91 bought separately)View bundle

Run the operation

Project delivery, change management, people-ops, governance and OKRs. For the operator whose business now has moving parts.

£99(£145 bought separately)View bundle

Compliance essentials

GDPR, DPA, cybersecurity policies, Cyber Essentials readiness, IT & vendor pack and continuity plan. The compliance and security shelf.

£129(£186 bought separately)View bundle

Or buy what you need

Each product is a fillable template with a worked example and plain-English guidance, so a complete beginner can finish it unaided.

Planning & strategy

Business plan

A one-document plan you can finish in an afternoon. Template plus a worked example and a 12-month financial snapshot.

SWOT & strategy pack

Turn an honest stocktake into three things you'll actually do. SWOT, TOWS and an action plan, with a worked example.

Marketing plan + content calendar

Decide the message, the channel and the month ahead. A plan you'll keep using, not a strategy essay.

OKRs & KPI dashboard

Set goals that survive the quarter and a dashboard that shows whether you're on track, in one spreadsheet.

IT strategy on a page

Turn IT priorities into one board-ready page. Template, two worked examples and a practitioner playbook.

Finance & commercial

Cash-flow forecast model

See the cash coming in and going out before you run short. Formula-driven Excel model with a worked example.

Pricing, proposal & invoice pack

Quote it, win it, get paid. Pricing worksheet, proposal template, invoice and a late-payment letter sequence with statutory-interest wording.

Delivery & people

Project delivery pack

Charter, RACI, risk register, status report and lessons log. Run a project like someone who has run hundreds.

Change management toolkit

Land the change and keep the gains. Stakeholder map, impact assessment, comms plan and adoption tracker.

People-ops pack

Hire, onboard and review without an HR department. Job descriptions, scorecards, onboarding and reviews.

Governance pack

Decisions, risks and controls on paper before they bite. Decision rights, risk register and meeting cadence.

Security, IT & compliance

Cybersecurity policy set

Seven essential policies an SME can adopt in a week, in plain language, with a week-long rollout plan.

GDPR & data protection pack

The notices, records and routines UK GDPR actually requires, with worked examples and a compliance roadmap.

Data processing agreement pack

Issue a DPA with confidence, and know what to check when a supplier sends you theirs.

IT & vendor pack

Know your kit and manage your vendors. Asset inventory, vendor scorecard and renewal tracker.

Business continuity & DR plan

When it breaks, you have a plan. Continuity plan and disaster-recovery runbook a small team can actually follow.

Cyber Essentials readiness pack

Get certification-ready before you pay for the assessment. The five controls, self-check and evidence list.

Brand & communication

Brand & messaging pack

Say one thing, clearly, everywhere. Positioning, message house and a tone guide your whole team can follow.

Style guide pack

Plain English, every time. A house style guide with localisation notes, so everything you publish sounds like you.

Why these, not a free template?

Most templates are written by content creators who have not lived the work. Ours are not.

Written by operators

By people who have run change programmes, led group IT across multi-site organisations, designed multi-year strategies, and held governance and data-protection roles. The examples ring true because they are real.

Usable by a complete beginner

Every template carries a plain-English method, a length guide, a worked example and a self-check. If you have never done it before, you can still finish it and get value.

Honest about the limits

The compliance packs tell you plainly where you need professional advice, and never pretend a template is a lawyer. That honesty is why you can trust the rest.

Buy once, use for years

No subscription, no lock-in. Download, adapt, and reuse across your business. Free updates when we improve a template.

Questions

Is this legal or professional advice?

No. These are educational templates and tools, not professional services, and buying them creates no professional relationship. Where money, compliance or legal rights are at stake, take your own professional advice. The compliance packs flag exactly where.

Will it work for my type of business?

The templates are built for small and mid-sized businesses across most sectors, B2C and B2B. Each has a worked example to model yours on, and notes for service businesses as well as product ones.

What format are they in?

Word, Excel and PowerPoint, so you can edit them freely. The free one-pager is a PDF you can print and fill by hand.

Can I get a refund?

Yes. We offer a 14-day money-back guarantee: if a template is not what you expected, email us and we will refund you. Your statutory rights as a consumer are unaffected.

Can I use these for my clients?

The licence covers one organisation, yours. If you are a consultant or agency who wants to use them with clients, contact us for a practitioner licence.

Start free

Get the one-page business plan, then decide if the full toolkit is for you.

Get the free one-pager See the bundles