Business Templates to Help You Plan, Operate and Grow

Stay in control of your finances with this easy-to-use Budget Template. Track monthly income and expenses, compare budgeted amounts with actual spending, monitor variances, and view annual summaries. Perfect for businesses, non-profits, departments, and personal financial planning throughout the year.

This Business Plan Template provides a structured framework for developing a clear, evidence-based strategy for an organisation. It guides users through market analysis, operations, financial planning, objectives, risks, implementation, and performance monitoring to support informed decision-making and sustainable growth.

This COSHH Register Template provides a structured system for recording hazardous substances, associated risks, control measures, assessments and supporting records. It helps organisations maintain a comprehensive inventory, demonstrate COSHH compliance, manage health risks, and support inspections, audits and ongoing review of hazardous substance management.

Take control of your finances with this easy-to-use Cash Flow Forecast Template. Monitor income, expenses, and monthly cash balances, identify potential shortfalls, and make informed financial decisions. Perfect for small businesses, freelancers, charities, and startups seeking accurate cash flow planning.

A professional UK Display Screen Equipment (DSE) workstation self-assessment template to identify ergonomic risks, record findings, plan corrective actions, and support safe office, home, and hybrid working.

This Employee Performance Review Template provides a structured framework for reviewing performance, assessing objectives, identifying development needs, and agreeing future goals. It helps managers and employees record outcomes consistently and support ongoing performance and development.

The Facilities Management Building Compliance and Inspection Checklist helps record statutory compliance, routine inspections, building condition, and remedial actions. It provides a consistent framework for identifying issues, tracking corrective actions, and maintaining clear, auditable inspection records.

This professional UK invoice template helps businesses create clear, compliant invoices with confidence. It includes practical guidance, editable fields, VAT and non-VAT options, payment details, and customer information, making it suitable for sole traders, limited companies, freelancers, and small businesses.

This Legionella Control Log Book Template provides a structured record for monitoring, maintaining, and reviewing hot and cold water systems in line with good practice principles. It helps organisations document temperature checks, maintenance activities, inspections, and control measures while supporting effective water hygiene management and audit readiness.

This Meeting Agenda Template provides a clear structure for planning and managing effective meetings. It helps organise attendees, objectives, agenda items, supporting papers, actions, and follow-up activities, ensuring discussions stay focused, decisions are recorded, and responsibilities are clearly assigned.

This Meeting Minutes Template provides a structured format for recording discussions, decisions, and agreed actions. It helps organisations create clear, consistent meeting records, assign responsibilities, track follow-up actions, and maintain an accurate record for governance, accountability, and future reference.

This Method Statement Template provides a structured framework for planning, documenting, and communicating safe systems of work for defined tasks and activities. It helps organisations record responsibilities, controls, work sequences, emergency arrangements, and site requirements while supporting consistent planning, clear communication, and effective health and safety management.

A structured Risk Assessment Template designed to help organisations identify, evaluate, and manage risks effectively. It provides a clear framework for recording risks, controls, mitigation actions, ownership, review requirements, and risk scoring to support informed decision-making and effective governance.

This Standard Operating Procedure (SOP) Template provides a clear framework for documenting business processes. It helps organisations define responsibilities, standardise tasks, support compliance, maintain consistency, and create auditable procedures that are easy for staff to follow and review.

This UK ATS-Optimised CV Template is designed to help job seekers create professional, recruiter-friendly CVs that perform well with Applicant Tracking Systems (ATS). It uses a clean, keyword-focused structure aligned with UK recruitment standards to maximise visibility, improve readability, and increase interview opportunities.