Free resources
When you’re busy keeping things running, it’s easy to put off looking at how the whole business is doing.
These free checklists give you somewhere to start. Choose the one that fits your business or organisation, see what you’ve already got covered, and identify the areas worth working on next.
Browse the checklists ↓Each checklist covers the foundations that help your business or organisation run well. Tick what you’re confident is in place, then pick two or three areas where a change could make the biggest difference.
You don’t need every box ticked. You just need an honest picture of where things are at.
You’ve got customers coming through the door, but do you know what’s left after the bills are paid?
For café, takeaway and restaurant owners who want a better handle on their margins, customers and day-to-day operations.
Inside: Menu costing, food and labour costs, repeat customers, stock, staffing and planning.
You’re busy on the tools. Are your pricing, quoting and systems keeping up?
For builders, electricians, plumbers, landscapers and other trade business owners who want to get clearer on what each job earns and how the work gets done.
Inside: Job costs, pricing, quotes, getting paid, upcoming work and team responsibilities.
Your clients rely on you. How much of the business does too?
For consultants, agencies and service providers who want to understand which work pays well, make delivery more consistent and see where their time is going.
Inside: Pricing, profitable clients, sales, client experience, capacity and delegation.
You know why your organisation exists. Have you got what you need to keep delivering on it?
For charitable trusts, incorporated societies and community organisations wanting to strengthen the foundations behind their mahi.
Inside: Purpose and impact, money and funding, governance, people, operations and long-term sustainability.
You might finish your checklist knowing exactly what to tackle. Or you might have a few unticked boxes and no clear sense of which matters most.
Bring it to a free Priorities Review. We’ll talk through where things are at, identify what deserves your attention first, and work out some practical next steps for your business or organisation.
Thirty minutes, no pitch and no pressure to carry on.
Book a free Priorities Review →