Downloadable templates
Free Excel templates planners can use right away. Each one mirrors a discipline we’ve written about — download, adapt to your operation, share with your team. No sign-up, no email gate.
Available templates
Shrinkage tracker
A weekly build-up of shrinkage by category — holiday, training, breaks, meetings, sickness, other. Calculates total shrinkage automatically and lets you compare actual vs your planning assumption. The kind of working artefact most operations should have but don’t.
Forecast accuracy log
Track forecast vs actual by week and channel. Calculates MAPE, WAPE, and bias automatically. Comes with four sample rows so you can see the formulas in action; delete and replace with your own data. The headline metric we recommend is WAPE; the template makes that the default.
One-page MI pack template
A starter structure for replacing your 40-page MI deck with a single page that gets read. Four zones: headline (verdict + driver + action), comparison (target / actual / prior), trajectory (the trend story), callout (the planning team’s voice). Use as-is or adapt to your audience.
More coming
The templates list will grow. Next on the queue:
- Capacity model — 12-month FTE plan with attrition, hiring, ramp-up, and shrinkage built in
- Schedule review meeting agenda — Word template for the weekly TL schedule review
- Cost-of-attrition workings — Excel walking through the full per-leaver build-up
- Real-time playbook starter pack — Word templates for the six common playbook scenarios
Tell us in the community thread what would be most useful and we’ll prioritise.
All templates are CC-BY licensed: free to use, share, and adapt, including commercially — please keep the credit line in the read-me tab if you publish a derivative.