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Resources

These business workflow templates and tools for SMEs are designed to give you simple, practical support for clearer projects and day-to-day work that your teams can start using immediately.

Desktop with notes

Agile Project Charter

What this template is
An important document that captures why a project exists, what success looks like, and who is involved before work begins. It helps align leaders and teams around the same goals and expectations.

Benefits

  • Creates a shared understanding of the project’s purpose and outcomes

  • Reduces misunderstandings about scope, timeline, and responsibilities

  • Gives a clear reference point for decisions and changes

  • Helps new team members quickly understand the context

 

How to use

  • Draft the main sections (purpose, scope, outcomes, key roles, timeline, risks).

  • Review and refine it during a project kickoff meeting.

  • Confirm the content with key stakeholders and share it with the team.

  • Use it in progress reviews and update it if major changes occur.

Business Model Canvas

What this template is
A one-page visual map of how your business creates, delivers, and captures value. It covers customers, value propositions, channels, relationships, revenue, costs, activities, resources, and partners.

Benefits

  • Gives a clear, simple overview of your business model

  • Helps identify gaps, overlaps, and weak spots

  • Supports better discussions about strategy and priorities

  • Makes it easier to compare different ideas or scenarios

 

How to use

  • Bring together people who understand customers, operations, and finances.

  • Complete each block of the canvas with short phrases, not long text.

  • Challenge and refine the content until it matches reality.

  • Revisit and update the canvas when you change your offering or learn something important.

RAID Log

What this template is
A structured log to track four key elements of any project: risks, assumptions, issues, and dependencies. It keeps potential problems and current obstacles visible in one place.

Benefits

  • Reduces unpleasant surprises during projects

  • Makes responsibilities for risks and issues clear

  • Supports better communication between teams, suppliers, and clients

  • Helps leaders see where attention is needed most

 

How to use

  • During planning or meetings, list any risks, assumptions, issues, or dependencies.

  • Categorize each item correctly (R: Risks, A: Assumptions, I: Issues, or D: Dependencies) in the log.

  • Assign an owner and target date for each item.

  • Review and update the log regularly in project or team meetings.

Issue Log

What this template is
A simple log to record problems that have already occurred, along with their owners, actions, and status. Unlike a risk, an issue is something that is already affecting your work.

Benefits

  • Ensures problems are not forgotten or repeated

  • Clarifies who is responsible for resolving each issue

  • Provides a history of what happened and how it was handled

  • Supports more focused discussions in review meetings

 

How to use

  • Record each issue with a brief description, date, and impact.

  • Assign a clear owner for resolution.

  • Note the next action and a target date.

  • Review and update the log in regular team or project meetings until issues are closed.

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