Annual Budget
Build and test the financial assumptions behind a management decision.
Download CSV ↓Working library
Don’t start from a blank page.
Twenty practical templates, nine fictional examples, and the complete course source files—ready to copy, adapt, and put to work.
20Templates
9Worked examples
2Editable formats
Markdown files open in any text editor. CSV files open in Excel, Numbers, or Google Sheets.
Templates
Tools for the decisions on your desk.
Budget Review
Build and test the financial assumptions behind a management decision.
Download MD ↓Budget Variance
Build and test the financial assumptions behind a management decision.
Download CSV ↓Capstone Workbook
Turn a recurring leadership responsibility into a clear, usable operating tool.
Download MD ↓Contract Review Checklist
Clarify the terms, interests, risks, and next steps before the conversation.
Download MD ↓Contract Summary
Clarify the terms, interests, risks, and next steps before the conversation.
Download MD ↓Decision Log
Turn a recurring leadership responsibility into a clear, usable operating tool.
Download MD ↓Delegation Planner
Create explicit expectations and a repeatable people-management process.
Download MD ↓District Meeting Preparation
Clarify the terms, interests, risks, and next steps before the conversation.
Download MD ↓Executive Dashboard
Turn a recurring leadership responsibility into a clear, usable operating tool.
Download CSV ↓Hiring Scorecard
Create explicit expectations and a repeatable people-management process.
Download MD ↓Meeting Agenda
Turn a recurring leadership responsibility into a clear, usable operating tool.
Download MD ↓Negotiation Preparation
Clarify the terms, interests, risks, and next steps before the conversation.
Download MD ↓Onboarding Checklist
Create explicit expectations and a repeatable people-management process.
Download MD ↓One Page Strategic Plan
Turn a recurring leadership responsibility into a clear, usable operating tool.
Download MD ↓Performance Conversation Planner
Create explicit expectations and a repeatable people-management process.
Download MD ↓Process Map
Turn a recurring leadership responsibility into a clear, usable operating tool.
Download MD ↓Risk Register
Turn a recurring leadership responsibility into a clear, usable operating tool.
Download CSV ↓Staffing Cost
Build and test the financial assumptions behind a management decision.
Download CSV ↓Standard Operating Procedure
Turn a recurring leadership responsibility into a clear, usable operating tool.
Download MD ↓Fictional examples
See what strong work can look like.
Every example uses the fictional North Valley Special Education Cooperative. No real students, employees, districts, or agreements are represented.
Budget Analysis
Download example ↓Contract Analysis
Download example ↓Coop Budget
Download example ↓District Service Agreement
Download example ↓Executive Dashboard
Download example ↓Process Map
Download example ↓Risk Register
Download example ↓Staffing Plan
Download example ↓Strategic Plan
Download example ↓Prefer the source files?
The original Markdown course is still here.
Download the syllabus, schedule, progress tracker, glossary, and source list.