STANDARDS
One way of working
Corporate office standards for writing, file naming, version control, email, spreadsheets and reporting, ready to adapt and publish.
PRODUCTIVITYAVAILABLE
Corporate Office Toolkit
An operating toolkit for everyday corporate work
Document, spreadsheet and reporting systems for the everyday demands of modern corporate work.
- WORKBOOKS
- 17WORKBOOKS
- WORKBOOKS
- 5WORKBOOKS
- SLIDES
- 20SLIDES
OVERVIEW
Why it exists.
Most office time is lost to small, repeated problems: the wrong version of a file, a paper that buries its point, a status report nobody can read, a budget tracked in three places, a handover that loses half of what mattered.
This toolkit fixes them with one set of office standards and the templates that follow them: documents that lead with the point, project and reporting tools that calculate, administrative trackers that flag what needs attention, and a report deck built for everyday use.
FEATURES
Built for the work that fills the week.
WRITE
Documents that lead with the point
Briefing note, memo, business case, formal report, policy, procedure, handover and improvement proposal, each with writing guidance.
PLAN
Projects under control
A project brief, weekly status report and lessons learned review, with a planner that draws its own timeline and suggests a status.
TRACK
Budgets and administration that calculate
Budget variance and forecast, expenses, purchase requests, leave balances and calendar, onboarding, training expiry, assets and renewals.
REPORT
A monthly report that builds itself
Enter measures once a month; status, trend, commentary and charts assemble into a printable one-page report.
FOCUS
A personal productivity system
A task list with a priority matrix, weekly planner, goals tracked against time and a time log, with a short method to make them stick.
WHO IT IS FOR
Written for the people who keep work moving.
Managers and Team Leads
Reports, status updates, budgets and team administration in one consistent set, so the team spends time on work rather than on formats.
Project and Operations Staff
Briefs, plans, status reports and procedures that make work visible and repeatable.
Business Support and Administrators
Trackers for leave, onboarding, training, equipment and renewals that flag what needs attention next.
Analysts and Specialists
Documents and reports that get decisions made, written to a standard senior readers recognise.
GALLERY
A closer look.
WHAT’S INCLUDED
8 files, one download.
- PPTX
Corporate Report Deck
A 20-slide report deck in 16:9 with a light theme: summary, scorecard, trends, project status, milestones, budget, options and next steps.
- XLSX
Project and Budget Workbooks
Project planner with timeline, milestones and resources; budget, expenses and purchase requests with variance and forecast.
- DOCX · PDF
Corporate Office Standards
Writing, file naming, version control, email, spreadsheet and reporting standards to adapt and publish.
- DOCX · PDF
Document Templates
Briefing note, memo, business case, formal report, policy, procedure, handover and process improvement proposal.
- DOCX · PDF
Planning and Meetings
Project brief, weekly status report, lessons learned review, team meeting notes and weekly huddle.
- DOCX · PDF
Communication and Productivity
Twelve email templates, a new starter onboarding checklist and a personal productivity system.
- XLSX
Admin, Productivity and Reporting
Team administration, productivity planner and monthly report builder workbooks.
- PDF
Quick Start and Licence
Where to start, how the parts fit together, and the organisation-wide licence agreement.
FAQ
Before you buy.
Seventeen documents and templates, each as an editable Word file and a designed PDF; five calculating Excel workbooks; a twenty-slide report deck as PowerPoint and PDF; slide previews; and the licence.
REVIEWS
Newly released.
This product has just been published, so there are no customer reviews yet. We would rather show you an empty space than a testimonial we wrote ourselves.
Bought it? Tell us how it went — the first reviews will appear here.
Run the office with one way of working.
Corporate Office Toolkit — an operating toolkit for everyday corporate work.