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Wholistic Business Management & Organisation Tool

A wholistic management solution to use when starting a business from idea/inception and scaling up to a small to medium size company with multiple employees. Use the 25+ templates inside for day to day task creation and allocation, information storage, key metric tracking, staff management & more.
by Carlo Quiligotti
( reviews)
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Notion business management & organisation tool designed for start ups and small to medium businesses of all types. Over 25+ internal templates designed to improve your business efficiency, manage your staff effectively and enable your business to scale with ease. Optimised for your computer, tablet or smartphone.

This Notion planner contains everything you will need in order to start and scale your business no matter what industry. Designed and built over 2 years using real world testing and iteration on a business that has scaled up to $1.4 million turnover in the last financial year and will now exceed $2 million turnover this financial year. This template really works.

The template contains 2 dashboard areas; the main dashboard and the staff dashboard.

Main Dashboard -
Designed for top level access and should be restricted to management and owners only. Use the templates in this area to store important information (company details, subscription information and insurance documents etc), manage and track high level projects with smaller task breakdowns and linked tables, access your full product and supplier linked databases, track turnover and keep up to date with your business calendar.

Staff Dashboard -
Designed for staff and management to use on a day to day, week to week basis. Allocate tasks to individuals and attach printable documents for extra instruction. Track incoming stock orders and allow staff to request stock to be ordered when they notice it's running low. Track staff competency levels in detail across every area of your business, and provide them with all the tools and information they need to operate independently in the staff information centre. Create internal filterable databases, categorise products for easy navigation and attach important information to each item, such as costings, ingredients lists and notes etc. Manage projects from start to finish with complete transparency, controlling due dates and scheduling production time. Finally your HR department allows you to communicate policies with staff such as time off and sick days.

Bonus -
As a bonus i have also included a list of low cost supporting apps/software programs i personally use to manage and continue to grow my business. These recommendations are perfect for small to medium businesses that don't want to spend a fortune on an over the top business management system.

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How can I duplicate the template?

Once you're on the Notion page, you will have the button "duplicate" on top-right. Click on it and choose your workspace. Your template should be there in a few instants 🎉

Does this template works with Notion's free plan?

Yes. Every feature of this template will perfectly work if you are on Notion’s free plan.

What is a Notion template?

By definition, Notion templates are pre-built Notion pages that you can duplicate into your Notion workspace with a simple click. They can be simple pages or very advanced systems with multiple databases. Using templates can help you save time and hours of work to get started quicker with Notion.

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