Every template here is a real, working sheet: authored in Wisegrid, exported to Excel through our own exporter, and downloadable with no email gate. The screenshots are of the actual files, the example rows are realistic, and each page tells you honestly which version to use and when.
The one-page agreement that gets your project authorized: objectives, scope, stakeholders, milestones, and budget, with sign-off before work starts.
Get the template →Owners and timeboxes on every item, a running clock that adds itself up, and capture rows so decisions survive the meeting.
Get the template →One log for the four things that derail projects: risks, assumptions, issues, and dependencies, reviewed weekly instead of rediscovered monthly.
Get the template →Scored, simple, construction, and program level. Every download carries a working probability times impact score.
Get the template →Every task between the signed contract and a client who trusts you: phased, owned, and dated, so the second client gets the same experience as the first.
Get the template →The document that decides whether the project ends in a handshake or an argument: deliverables, boundaries, dates, and what "done" means, agreed before work starts.
Get the template →The document that wins the job and protects the price: line items, terms, and a validity date, laid out so the customer can say yes fast.
Get the template →One row per piece of work, with an owner, a status, and a date that flags itself when it slips: the sheet every status meeting should open with.
Get the template →Launch tasks by channel with owners, due dates and overdue flags that trip on their own. Built for the launch that is two weeks out.
Get the template →Every piece of feedback tagged, owned and answered, with a Type column an AI formula fills for you. Built for the PM whose inbox reads faster than they can label it.
Get the template →Now-next-later, quarterly and OKR-aligned roadmaps as working sheets, not slideware. For the PM tired of rebuilding the same picture every review.
Get the template →The release run-book as a sheet: phases, owners, blocking flags and a rollup that computes how ready you are. For teams done with launch-day surprises.
Get the template →Hours the team actually has versus hours the plan needs, person by person, so overcommitment shows up in the sheet before it shows up as a missed deadline.
Get the template →People down the rows, projects across the columns, and a Load flag that names who is past 100 percent before the week begins.
Get the template →Everyone who can help or hurt the project, with their influence, interest, and the engagement each one needs, in one sortable sheet, so the loudest voice stops standing in for the most important one.
Get the template →The one-page view leadership actually reads: status, trend, the exceptions that matter, and the decision you need, before they ask for it.
Get the template →Planned, committed and actual side by side, variance math per line, and a contingency row that makes overruns visible instead of fatal.
Get the template →The document that keeps scope changes from eating the job: describe the change, price it, show the schedule hit, and get it signed before the work happens.
Get the template →Schedule, budget, change orders, and open RFIs on one screen, so the weekly meeting starts with answers instead of archaeology.
Get the template →The plan lives in a scheduling tool; the audience does not. Export the schedule once, and build a dashboard anyone can open.
Get the template →The running list of every extra on the job: what they asked for, what it costs, what it adds to the schedule, and whether it is approved, so you never build a favor you meant to bill.
Get the template →Quote vs actual for the whole job, line by line: materials, labor, subs, and the small stuff, with profit and margin that compute themselves while the job is still running.
Get the template →The payment plan for the job: deposit, progress draws, and final, each tied to work the homeowner can see, so the money arrives all job long instead of all at the end.
Get the template →Workplace form, running log, IT incidents, and near misses. Real examples in every download.
Get the template →Squares, pitch and waste at the top, priced line items below, and margin math that ends in a number a homeowner can sign.
Get the template →The stacked-bar layout, the conditional-formatting timeline and a 2-week sprint sheet, all carrying one realistic project you can overwrite with your own.
Get the template →A calendar grid that starts empty: one row per date, ready for your own plans, with monthly, weekly, and yearly layouts plus a wide-notes version for weeks that need more room.
Get the template →The one-page plan for the whole week: who works which shifts, which tasks land on which days, and what done looks like by Friday close.
Get the template →The one-page plan for one day: time blocks, activities, owners, and priorities, so the day runs you less than you run it.
Get the template →The staffing plan that turns who works when from a daily negotiation into a published page the whole team can plan a life around.
Get the template →One row per hour, so a day stops being a blur: what happens at 9:00, who covers it, and whether the hour did the job it was given.
Get the template →Calendar layouts built as spreadsheets: a content team editorial month, a family week, a year planner, and a habit tracker, all ready to upload to Google Drive and share.
Get the template →A to do list that survives contact with a real day: every task carries a priority, an owner or a deadline, and a checkbox that tells the truth.
Get the template →A day drawn as blocks instead of a list: each block gets one job, an energy level, and a boundary that keeps shallow work out of the hours that matter.
Get the template →The two-question sort that keeps busy from displacing important: every task judged on urgency and importance, then routed to do, delegate, schedule, or drop.
Get the template →The working sheet a project actually lives in: every task, owner, due date, and status in one grid, so the plan is argued about in writing instead of discovered in meetings.
Get the template →The one-page answer to when: every phase, milestone, and publish date laid on a left-to-right track, so the whole sequence of a project or campaign reads at a glance.
Get the template →The schedule as a set of bars: every task with a start, an end, an owner, and a percent complete, so the whole project reads left to right and slip shows up as a bar that quietly moved.
Get the template →The monthly report that answers whether the business model works: revenue streams, costs, and profit in one place, with the percent-of-revenue column that turns numbers into decisions.
Get the template →The three documents every lender asks for, income statement, balance sheet, and cash flow, structured so they agree with each other before anyone else reads them.
Get the template →The reimbursement cycle reduced to one honest sheet: what was spent, on what, with a receipt or without, and who approved it.
Get the template →The proof-of-payment document that settles questions before they start: who paid, what for, how much, on what date, and by what method, on one small record both parties keep.
Get the template →The buying document that keeps spending authorized: what you are buying, from whom, at what price, with the terms your supplier and your finance team both agreed to.
Get the template →The pricing document that wins the work: scoped line items, honest quantities and unit costs, a validity date, and a status that shows which estimates turned into jobs.
Get the template →One honest count of what is on the shelf: items, SKUs, reorder points, suppliers, and stocktake variances, so restocking is a lookup instead of a guess.
Get the template →The record of where the hours went: who worked, on what, for how long, and whether the time was regular hours, overtime, PTO, or billable client work.
Get the template →The paper trail between a reported problem and a signed-off fix: who asked, what broke, who fixes it, when it is due, and what it cost.
Get the template →The argument that turns an idea into an approved decision: problem, options, recommendation, benefits, costs, risks, and the cost of doing nothing.
Get the template →Turn a decision into done: every action gets an owner, a due date, a status, and an outcome, so the plan survives contact with a busy week.
Get the template →The short document that keeps creative work on target: what you are making, for whom, what it must say, and the constraints it must respect, agreed before anyone opens a design tool.
Get the template →The structured look at who you are up against: what competitors charge, which features they ship, where they are strong, and where your opening is, written down instead of argued from memory.
Get the template →The review cycle in one sheet: ratings tied to evidence, self-assessment beside manager assessment, and development goals that turn the verdict into a plan.
Get the template →The upfront scoring exercise that stops surprises: rate likelihood and impact before work starts, assign a mitigation to a named owner, and hand the risk register a clean set of priorities.
Get the template →The operational view of how work flows: every step with its lane, owner, inputs, and outputs, mapped end to end so the handoffs and waits become impossible to miss.
Get the template →The cause-and-effect map that stops teams fixing symptoms: every suspect cause sorted into categories, traced to its root, and tested before money goes into a fix.
Get the template →The map of how work actually moves: every step, decision, and handoff from first trigger to finished outcome, written down where the whole team can follow it.
Get the template →The map of who reports to whom: one row per person or role, with reporting lines, departments, and coverage that stays current as the organization changes.
Get the template →A monthly money plan as a working spreadsheet: income at the top, categories below, and a difference column that shows the plan meeting reality, shareable with a partner and editable anywhere.
Get the template →Most template libraries are screenshots of mockups wrapped around an email-gated download. Ours work the other way: each template starts life as a real sheet in a Wisegrid workspace, with owner contacts, status dropdowns, and dates that behave like data. The .xlsx you download is exported from that sheet, so what you see on the page is what opens on your machine.
Every page follows the same honest structure: what the document is and when you need it, several versions built for different team sizes and industries, a practical walkthrough of how to fill it out, and answers to the questions people actually ask. We refresh the whole library every January, re-verifying the guidance and re-exporting the files, so a 2026 template means reviewed in 2026, not renamed in 2026.
And when a spreadsheet stops being enough, the same template is one click from becoming a live sheet in Wisegrid, with reminders, dashboards, and a 7-day free trial that does not ask for a credit card. More templates are on the way; every page below is hand-finished to the same bar.
Prefer a calculator to a spreadsheet? The free FTE calculator, working days calculator, and job profit calculator run the capacity, schedule, and did-I-make-money math from these templates right in your browser, no download needed.
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