Templates for services firms
SOWs, rate cards, dashboards, and scoping docs you can drop into the next engagement. Drop your email and we'll send the file.
Statement of Work Templates
Two real, editable Statement of Work templates in Word. One for CRO bioanalytical work (fixed-fee, milestone-billed). One for a Snowflake data warehouse implementation (T&M with not-to-exceed cap). Pick the shape that matches your engagement.
RAID Log Workbook
One log, one legend, one dashboard. Every row references an accountable role from the RACI and resolves to a question for a named human.
Implementation Plan Template for Services Engagements
The eight-artifact implementation plan an engagement manager produces in week one. Workstream map, decision rights, acceptance criteria, assumption ledger, and more, in one workbook.
Project Tracker Template for Services Teams
The engagement tracker schema a services team actually needs. 25 fields across scope, financials, staffing, deliverables, decisions, and risk, in one workbook.
RACI Chart Excel Template
A four-sheet Excel workbook for engagement teams. Legend, Roles, a real RACI grid, and an Authority Matrix. Aligned with the SOW and RAID role list.
Utilization Dashboard (Excel)
Time tracking on one sheet. A centralized planner reading from it. Forecast, actual, and Estimate at Completion in one view. Built for teams that staff projects from a spreadsheet.