Resources & Shop
Templates, checklists and toolkits
A growing collection for Australian SMEs. Some are free to download; others are on the way. Filter by what you need today.
3 resources
Health Check
Meetings run to an agenda
Decisions recorded in writing
Actions have an owner and date
Records are easy to find
Policies reviewed in the last year
Clear view of upcoming obligations
FreeFree
SME Governance Health Check
A one-page reflection checklist
A simple, self-guided reflection tool to help you notice the governance areas worth a closer look.
Meeting Agenda
01Welcome & apologies
02Previous minutes
03Matters arising
04Financial update
05Strategy & risk
Coming soonPaid
Board & Management Meeting Toolkit
Meeting preparation and documentation, in one place
A planned toolkit to help you prepare for meetings, document discussions and keep decisions in order.
Action Register
ActionOwnerDue
Finalise budget notesLaura12 Jun
Review policies registerA. Kim30 Jun
Circulate minutesOffice05 Jun
Update risk logFinance18 Jul
Open · 3Done · 1
Coming soonPaid
Action Register
Actions, owners and due dates, kept in one register
A planned template for recording actions, who owns them and when they are due.
Paid products are fulfilled through the platform's secure checkout once they are released and a file is connected. Pricing, file formats and inclusions are confirmed before each launch.