the CEOffice

使用 Notion 的“路线图和日历”模板，让所有计划一目了然。该系列模板适用于规划项目时间表、编辑日历和活动测或，让你既能洞悉全局又能把控每个细节。无论团队还是个人，这些模板都是理想之选，助你通过精准安排和细致规划来轻松实现目标。

calendar

产品路线图和日历

文档编制模板

使用 Notion 的“文档编制”模板，让一切文档工作井然有序。Notion 提供了大量便捷易用的政策类、研究成果和创意简报模板，帮助你轻松创建文档编制流程，开展无缝协作。适用于具有集中式和易用型文档系统需求的团队和企业。

document

文档

借助 Notion 强大的“知识库”模板，打造可靠的核心信息库。适用于团队和企业，妥善记录工作流程、常见问题、供应商信息以及品牌规范。借助这些模板的强大功能，即可轻松共享信息，开展无缝协作，确保团队信息同步，步调一致。

official-document

知识库

匠心打造高效、协作式工作空间

chart-line

工作

你的暑期新手装备

为学生需求量身打造，助力学业表现

school

学校

迎接更加井然有序、充实高效的生活方式

potted-plant

生活

Designed for small business owners. Built for excellence in professional and personal life. ⚪ 
As a leadership + operations coach, I understand design and function are equally important. 🤍 
If you have any questions, please contact me. Happy Valentine's Day!

Use the Simple Podcast Dashboard to manage episodes, guest interviews, and content promotion. Ideal for podcasters just getting started OR who want a simple framework to build upon and make their own.

Simple Podcast Dashboard

Use the Idea Management template to collect ideas throughout the year. Then apply the filter to select and rank the ideas that align with your business. This keeps efforts in alignment to move forward, versus chasing shiny objects. 

Idea Management

Calculate the stated and hidden costs of leadership in your business. How much does it cost the business when you have someone underperforming on your team? Enter your estimated costs to determine the value of leadership in your business.

Leadership Cost Analysis

Track your monthly and annual subscriptions with this easy-to-use template. 

Subscription Tracker

Use the Connections dashboard for tracking your business development and networking contacts. Reinforce your relationships with recurring touchpoints.  This mobile-friendly design supports quick access to contacts and upcoming events.

Connections Dashboard

To track inventory and profit with the My Boutique dashboard. Ideal for the fashion stylist or vintage goods curator. It is designed to supplement resale apps or local marketplace purchases.

My Resale Boutique 

The Brand Photoshoot dashboard was created to help you plan and execute your next photoshoot. The dashboard is a place where you can collaborate with your photographer, stylists, and/or brand agency.

Brand Photoshoot Dashboard

People Success was created to support founders in managing personnel details and team development. The dashboard includes contact cards, a calendar, timelines, charts, and more. Provides a central place of resources and tools.

People Success Dashboard

The Executive Support dashboard is ideal for the admin managing the personal details and business projects of a small business owner.
Use the dashboard to manage contacts, meetings, projects, tasks, and more. Quick access to processes and templates supports execution.

Executive Support Dashboard 2.0

The Healthcare Dashboard helps you manage your individual or family medical expenses. The dashboard provides an overview of deductibles and coinsurance YTD for each individual, appointments, and prescription refills. 

Healthcare Dashboard

Ideal for the fashion-conscious individual, stylist, assistant, or fashion influencer. This dashboard shows your upcoming outfits for the week. Track coupon codes, outfits, items, and more.

Capsule Wardrobe

The Hiring Dashboard is for founders starting to grow their team and looking to hire the ideal team member. This dashboard gives visibility on your applicant pipeline, available positions, and upcoming interviews. 

Hiring Dashboard

The Job Description is designed for small businesses to attract great talent. It starts with sharing the vision of your business. Then begins to set expectations for success in the role. 

Job Description

The Director of Content Dashboard supports content planning, collaboration, production, distribution, and promotion. Providing a central place for reporting and tools including a brand guide, blog posts, newsletters, social posts, and videos.

Director of Content Dashboard and Tools

The Weekly Memo provides direction for the week, celebrates team members, and supports accountability.
Recommend publishing this as an internal newsletter on Monday mornings.

Team Weekly Memo

Use the Vendor Management database to support continuity between projects and team members. It provides a centralized place for vendor notes and updates vs remaining in individual inboxes.

BONUS Template: Includes a customizable pdf to welcome your vendor partners.

Vendor Management

The Executive Support dashboard is ideal for the admin who oversees the business and personal details of a small business owner.
A Wardrobe catalog syncs with the Events + Travel calendar to support the fashion-conscious founder who wants to stay on brand.

Executive Support Dashboard

Plan your next vacation, stateside or aboard, with this Travel Planner template. View your itinerary at a glance, preview reservations, plan your outfits, track loyalty numbers, and more.

Travel Planner

The Client Success dashboard supports the oversight of clients, projects, and project tasks. The founder or project manager can quickly view the status of deliverables in relation to each client’s roadmap.  

Client Success Dashboard

Sharing my handbook template with you. It's the first thing I create when setting up a small business OS for clients. The execution of your day-to-day work is supported by the quality of knowledge shared.

Small Business Handbook

Manage your next Interior Design project with this dashboard. Designed to keep your vision at the center of the project. It’s supported with budgets, contacts, lists, and timelines. 

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