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.

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.
