Tools & Templates

I’ve spent years creating tools for my students to help them save time, simplify their work, and achieve better results. These aren’t just templates—they’re the same tools I use to manage projects, align stakeholders, and bring big ideas to life.

Now, I’m sharing them with you. Whether you’re planning your next project or looking for ways to streamline your workflow, these tools are here to save you time and reduce the overwhelm.

They’ve helped my students and me tackle even the most complex projects—and I know they’ll do the same for you.

👇 Ready to get started? Browse the tools and templates below and find the one that’s right for you!

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PROJECT MANAGEMENT

Project Plan Creator Kit

Transform Ideas into Professional Project Plans

The Project Plan Creator Kit is your ultimate resource for crafting clear, compelling project plans. Designed to simplify the planning process and elevate your presentations, this kit equips you with everything you need to define, structure, and communicate your project effectively.

What’s Inside:

Step-by-Step Google Sheets Templates
Comprehensive Project Planning Slide Deck
Professional Pitch Deck

GET THE PROJECT PLAN CREATOR

STAKEHOLDER MANAGEMENT

STAKEHOLDER PLAYBOOK

Description:
Stay organized and ahead of deadlines with the 2025 Project Calendar. Designed for project leaders, this sleek and functional calendar helps you visualize milestones, set goals, and plan out your year with ease.

Features:

Yearly, monthly, and weekly planning layouts
Digital and printable formats for flexibility
Easy-to-use design for quick updates

Ideal For:
Anyone looking to organize their projects and meet deadlines effortlessly.

GET THE STAKEHOLDER TEMPLATES

TIME MANAGEMENT

2025 Calendar & Planner

Features:

Yearly, monthly, and weekly planning layouts
Digital and printable formats for flexibility
Easy-to-use design for quick updates

Ideal For:
Anyone looking to organize their projects and meet deadlines effortlessly.

GET THE PLANNER

CLIENT MANAGEMENT

Client Vault: Asana CRM Board + Canva Titles & Images

Are you tired of juggling multiple tools and spreadsheets to manage your clients? Client Vault is here to save the day! This all-in-one Asana CRM Board template includes:

✅ Pre-Built Asana CRM Board: Organize leads, onboarding, active clients, and follow-ups in one place.
✅ Customizable Canva Titles & Cover Images: Add a professional touch with sleek, brandable designs.
✅ Step-by-Step PDF Guide: Get up and running quickly with easy-to-follow instructions.

Perfect for coaches, consultants, and service providers, Client Vault helps you stay organized, save time, and focus on what truly matters—delivering exceptional results for your clients.

👉 Get Client Vault Now and Transform Your Workflow!

GET THE CLIENT VAULT CRM

COACHING & CONSULTING MANAGEMENT

EliteFlow: The All-in-One Project Board for Business Consultants

Streamline your consulting projects with EliteFlow, the ultimate Asana board designed for high-performing consultants like you. This ready-to-use template helps you:
✅ Organize client assessments, project milestones, and progress reviews.
✅ Track deliverables, goals, and action plans in one place.
✅ Save hours of setup time with a customizable, all-in-one solution.

Perfect for business consultants, strategy experts, and project managers, EliteFlow ensures you stay organized, deliver exceptional results, and focus on what you do best—helping your clients achieve elite-level success.

👉 Get EliteFlow Now and Transform Your Consulting Business!

Get EliteFlow

PLANNING AND COMMUNICATION

Monday

MONDAY contains all the features you need to schedule tasks and communicate with your team.

I am a huge fan of this powerful tool. Inside my business, we specifically use MONDAY for our tracking the progress , developing new content and cooperate with our clients on documents.

TRY MONDAY

PROJECT MANAGEMENT

ClickUp

ClickUp is a complex project management tool that aims to make your business life easier. ClickUp is a straightforward, user-friendly solution made for any business size and alternative to Monday.

TRY CLICKUP

TASK ASSIGNMENT & PROGRESS TRACKING

ASANA

Asana is a powerful project management tool designed to help teams organize, track, and manage their work seamlessly. It allows users to break projects into tasks, assign responsibilities, set deadlines, and visualize progress using various views such as lists, boards, timelines, and calendars. With automation features and integrations, Asana keeps workflows efficient and collaboration smooth. Ideal for structuring work breakdowns, prioritizing tasks, and ensuring every step is clear, Asana simplifies complex projects while keeping teams aligned and productive.

TRY ASANA

CREATE DOCUMENTS

Excel 365

Investment bankers and accountants sientists, teachers, business owners, graphic designers, rely on organizing data and calculating finances, time and much more.

TRY EXCEL

CREATE DOCUMENTS

Canva

Canva is the ultimate design tool for non-designers. It’s user-friendly and the free version gives you access to most features. Use Canva to create shareable social media images, cover photos, even video thumbnails. In no time, you'll be on your way to building a memorable online brand.

TRY CANVA

WORK BREAKDOWN STRUCTURE

Trello

Trello is a task management app that gives you a visual overview of what is being worked on and who is working on it. It used the Kanban view which was developed in Toyota as a system to keep production levels high and maintain flexibility. It is best represented as a whiteboard filled with post-it notes. Each post-it represents different tasks involved in the project. Perfect for breaking down the work into manageable pieces and can be exported to Monday. app.

TRY TRELLO

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The Project Management Tools to be more productive online

I’ve personally used every tool on this list