These worksheets are plain text, so you can keep them in your own document system or request board. They contain blank fields and decision prompts, not a preset operating model. Complete a copy privately; this website does not collect your answers.
Prepare a client and a request
The brief and onboarding worksheet separates reusable account details from request-specific instructions. Use it before scheduling the first job. It asks for approved copy, deliverable specifications, asset permissions and a named decision-maker.
Run work and review
The workflow and approval checklist records queue states, priority changes, version-specific feedback and final delivery. Copy it per request, then remove checks that do not apply rather than silently leaving them unfinished.
Check your offer against capacity
The pricing and capacity worksheet links scope, available effort, revision reserves and cost assumptions. It is a planning worksheet, not an interactive calculator. Fill in the assumptions for your own service period and obtain appropriate accounting advice before relying on a pricing decision.
Evaluate software and plan a move
The software evaluation and migration worksheet captures a trial scenario, blockers, record ownership and rollback conditions. Use it even if the likely decision is to keep your current tools.
Adapt before sharing
Assign an owner to every open decision. Replace a blank with a recorded exception only when someone has accepted the consequence. Do not paste passwords, payment-card details or confidential client assets into a worksheet intended for broad circulation. The operating guides explain the policies behind the fields.