Templates

The working documents behind the work.

Six templates built on paid client work — grant budgets, logic models, support letters, SOPs, competitor analysis, and SEO audits. Free to download, adapt, and run on your own projects.

Marketing Plan

Free

Turn audience evidence, positioning, objectives, channels, campaigns, content, budget, experiments, and a 90-day roadmap into a decision-ready plan.

Pairs with the Content Plan skill

Social Media Report

Free

Import post-level data; summarize platforms, formats, campaigns, and trends; document insights and actions; review a two-chart dashboard.

Business Plan

Free

Connect customer evidence, offer, market, operating model, acquisition, capacity, economics, capital, milestones, and risk.

Risk Assessment

Free

Document scope, scenarios, evidence, inherent and residual ratings, controls, treatments, appetite, escalation, and a residual-risk dashboard.

Statement of Work

Free

Define objective, scope, deliverables, acceptance, schedule, responsibilities, assumptions, changes, fees, data and security, and closeout.

Pairs with the RFP Response skill

Expense Report

Free

Record expenses, exchange rates, mileage, allocations, receipts, policy decisions, settlement, and category totals.

Business Continuity Plan

Free

Prepare activation, essential-function, dependency, communications, technology and data, vendor, restoration, exercise, and maintenance controls.

Donation Acknowledgment Letter

Free

Issue compliant, donor-ready acknowledgment letters that document gifts for tax purposes.

Fiscal Sponsorship Agreement

Free

Draft a fiscal sponsorship agreement defining the sponsor relationship, responsibilities, and fees.

LLC Operating Agreement

Free

Draft an LLC operating agreement covering ownership, management, contributions, distributions, and dissolution.

Nonprofit Bylaws

Free

Draft nonprofit bylaws covering governance, board, officers, meetings, amendments, and dissolution.

Conflict of Interest Policy

Free

Draft a nonprofit conflict-of-interest policy with disclosure, recusal, and review procedures.

Memorandum of Understanding

Free

Draft an MOU defining a partnership’s shared intent, roles, and expectations.

Budget vs. Actual

Free

Track budget against actuals by month and category, with variance analysis.

Cash Flow Forecast

Free

Project cash inflows and outflows to spot shortfalls before they happen.

KPI Dashboard

Free

Track key performance indicators with targets and status in a single dashboard.

Profit & Loss Statement

Free

Build a monthly profit-and-loss statement with revenue, costs, and net income.

How you can use these

You may download, copy, and adapt these templates for your own personal or organizational use, and share completed documents created from them. You may not sell, sublicense, or redistribute the original or substantially unchanged SSC-branded template files as a competing template product without written permission.

These resources are general planning and communication tools, provided without warranties or guarantees. They are not legal, tax, accounting, certification, financial, cybersecurity, accessibility-conformance, or professional engineering advice. Review final materials with the appropriate qualified professional.

Green-tinted cells and bracketed text are for your input; blue-gray cells contain guidance or formulas. Preserve an untouched master copy of each file before you start editing.

Want these templates applied to your specific situation?

Templates are a starting point. The judgment that makes them fit your funder, your market, and your evidence — that is the work.

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