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:

  1. Step-by-Step Google Sheets Templates
  2. Comprehensive Project Planning Slide Deck
  3. 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

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 PLANNER

BUILD STAKEHOLDER COMMUNITY

Kajabi

Kajabi is where host our  masterclasses and  community. Kajabi contains all the features you need to build a membership and engage with your project  stakeholders.  Kajabi allow so market, and delivers your presentations. Kajabi makes it incredibly easy to turn your knowledge and content into products you can sell, I am a huge fan of this powerful tool. Inside my business, we specifically use Kajabi for our course platforms to highlight and showcase all of our courses, memberships, and use it for managing coaching calls.

TRY KAJABI free 30 Days

WHITE BOARD - ONLINE

Miro

Whether your teams are colocated, distributed, or fully remote, Miro provides an engaging, intuitive, in-person collaboration experience with multiple options for real-time or asynchronous teamwork on an online whiteboard.

TRY MIRO

ONLINE MEETINGS

Zoom

Zoom is a cloud-based video conferencing service you can use to virtually meet with others - either by video or audio-only or both, all while conducting live chats - and it lets you record those sessions to view later.

TRY ZOOM

ONLINE MEETINGS

Slack

Slack is a meeting space, bulletin board and chat for your team. It's a fun tool that you can use on your computer and your phone to stay in touch and keep everyone up to date with the important news. Super for daily standup.

TRY SLACK

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

DOCUMENT STORAGE

Google Drive

Google will give you 15GB of free cloud storage just for signing up, that free space is shared between Google Drive, Google Photos and Gmail. We love Google drive because of the productivity of Google’s  office suite and range of third-party applications. 

TRY GOOGLE DRIVE

FILE ORGANIZATION

Dropbox

In my opinion, the key to minimizing stress in business is staying organized. Dropbox is where I store and systematize my files so that everything has a “home.” You can start using this tool for free and upgrade as your library of digital assets grows.If you look for   security  you are here in the right  place.

TRY DROPBOX

NOTE APP

Evernote

Evernote is an advanced note-taking app that allows you to add text, images, audio, scans, PDFs, and documents to your notes with ease, syncs offline, notes which can be structured and formatted. Great for invoice and image scan storage. It has a personal task management.

TRY EVERNOTE

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

PowerPoint 365

PowerPoint is a complete presentation graphics package. It gives you everything you need to produce a professional-looking presentation. It is easy to control the flow and create pitch documents, status meetings.

TRY POWERPOINT

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

VIDEO CREATION

Loom

Record and share video messages of your screen, camera, or both. Faster than typing an email or meeting live. Free to use on Mac, Windows, Chrome, iOS, online and offline app.

TRY LOOM

SCREEN CAPTURE + SHARING

Snagit

Snagit is a simple-to-use screen capture and screen recording app. Create training for new team members, quickly troubleshoot tech issues by showing the problem -- or reference something visual in an email.

TRY SNAGIT

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