๐Ÿงพ Business Templates examples

Business template examples

Copy-ready business templates for updates, reports, meetings, checklists and professional workflows.

๐Ÿ’ก Ideas for You

Learning resources for business templates, work communication and reporting.

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Reports

Weekly Status Report Examples

Write concise weekly updates with progress, blockers and next steps.

Reports

Monthly Report Examples

Summarize monthly results, trends and actions.

Reports

Executive Summary Examples

Turn detailed work into short decision-ready summaries.

Reports

KPI Report Examples

Present metrics with context, target and commentary.

Reports

Dashboard Commentary Examples

Write short insight notes for dashboard pages.

Projects

Project Update Examples

Update stakeholders on scope, timeline, risks and decisions.

Projects

Risk Register Examples

Track project risks, owners and mitigation actions.

Projects

Action Item Tracker Examples

Track tasks, owners, due dates and status.

Projects

Decision Log Examples

Record what was decided, when and why.

Projects

Issue Log Examples

Track open issues and resolution plans.

Meetings

Meeting Agenda Examples

Plan meetings with objectives, topics and timing.

Meetings

Meeting Notes Examples

Capture decisions, actions and important context.

Meetings

One-on-One Meeting Examples

Structure manager and employee check-ins.

Meetings

Retrospective Template Examples

Capture what worked, what did not and what to improve.

Meetings

Workshop Agenda Examples

Plan collaborative working sessions.

Meetings

Client Meeting Notes Examples

Capture client priorities, asks and next steps.

Emails

Follow-Up Email Examples

Send clear follow-ups after meetings or calls.

Emails

Client Update Email Examples

Update clients on progress, risks or requests.

Emails

Project Kickoff Email Examples

Start a project with clear context and expectations.

Emails

Reminder Email Examples

Remind people politely about actions or deadlines.

Emails

Apology Email Examples

Acknowledge an issue and explain next steps.

Emails

Thank You Email Examples

Send professional thank-you notes.

Planning

Project Brief Examples

Define purpose, scope, audience and deliverables.

Planning

Creative Brief Examples

Align goals, audience, message and deliverables.

Planning

Content Calendar Examples

Plan topics, owners, dates and channels.

Planning

Roadmap Examples

Show priorities, phases and expected timing.

Planning

OKR Examples

Write objectives and measurable key results.

Planning

Goal Setting Examples

Turn broad goals into clear actions.

Operations

Process Documentation Examples

Document recurring processes step by step.

Operations

SOP Examples

Write standard operating procedures clearly.

Checklists

Checklist Template Examples

Create reusable checklists for repeatable work.

Checklists

Onboarding Checklist Examples

Help new people or clients start smoothly.

Checklists

Quality Checklist Examples

Check work before delivery.

Checklists

Launch Checklist Examples

Prepare a launch with tasks, owners and checks.

Operations

Data Request Template Examples

Ask for data with clear fields, format and deadline.

Operations

Report Request Template Examples

Collect report purpose, users and metric definitions.

Sales

Sales Call Notes Examples

Capture prospect needs, objections and next steps.

Sales

Sales Follow-Up Examples

Send useful follow-ups after sales conversations.

Sales

Proposal Outline Examples

Structure a proposal with problem, solution and scope.

Operations

Customer Feedback Template Examples

Collect structured feedback and next actions.

Operations

Incident Report Examples

Document what happened, impact, cause and resolution.

Operations

Postmortem Template Examples

Review incidents or projects and identify improvements.