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30-60-90 Day Plan Sheet
Use this sheet to focus in on the top 3-5 things you must get done over the next 30, 60 or 90 days in order to move the business forward.
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Adaptive Scenario Checklist
Use this checklist with your executive team to evaluate areas to mitigate the impact of a crisis on your business.
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Company Priority Worksheet
Use this worksheet to build out company priorities, define success and identify the right team and tasks to make it happen.
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Crisis Cash Flow Planning
Use this as a planning tool to identify your company’s cash flow for planning purposes.
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Find Your Why (So That)
Use this flow chart to get a deep understanding of why a specific goal or achievement is important to you
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Life List
Pick a date at least 10 years out and write what is true in the following categories of your life at that time: Relationships, Achievements, Rituals, Wealth
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Meeting Rhythm Planner
Meeting Rhythms are the backbone of effective communication. Use this tool to lay out your team’s meetings and the “who, what, when, where and why” of each meeting.
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Monthly/Daily Calendar
Use this calendar to track your daily habits over a month-long period.
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My Flow Chart
What are the things you can do every day that make it a truly successful day, where you feel you're at peak performance?
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OPPP Instructions
Use this worksheet to guide you through creating your One Page Personal Plan
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Short Term SWOT
Use this worksheet, specifically designed to focus on the next 30 days, to identify Strengths, Weaknesses, Opportunities and Threats in order to understand where the business is right now.
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SWT: Strengths, Weaknesses, Trends
In a similar format to the SWOT Analysis, SWT defines the current state based on three elements: Strengths, Weaknesses and Trends and is used to assist in your reset.
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The Process of Growth
From comfort zone to comfort zone, this visual describes the roadmap of facing a challenge and how to overcome and become better.
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This Year
Look at your Life List. What must happen in those 4 categories this year in order to reach those goals?
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Traditional Balance Sheet Conversion
Use this template to convert your traditional balance sheet to the Simple Numbers Balance Sheet.
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