Free Templates Library
Board meeting minutes, RFPs, SOWs, investor updates, vendor scorecards, QBRs — and more. Word, Excel, PDF, and Google Doc formats.
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Bundles — multiple templates, one download
Curated kits for fundraising, board operations, agency work, and more.
Kit · 4Fundraising Kit
Everything you need to open a data room and start your next round — in one download.
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Kit · 5Board Operating Kit
The four templates every board needs — agenda through report.
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Kit · 4Agency Starter Kit
Lock the scope. Brief the team. Start clean.
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Kit · 4Vendor Management Kit
Run a defensible procurement process without buying a procurement suite.
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Kit · 5Nonprofit Board Kit
Templates built for nonprofit boards under $5M budget.
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Kit · 3Customer Success Kit
Run better QBRs, build success plans that prove value, score health honestly.
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Kit · 5Executive Suite Kit
Five dashboards. One leadership team. Monthly review built in.
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DashboardsAgency Utilization Dashboard Template
An agency utilization dashboard template tracking what agency owners actually run the business on — billable utilization by person, capacity vs. demand, revenue per FTE, and project margin — in a weekly format that surfaces under-utilization before payroll does.
BoardBoard Meeting Agenda Template
A board meeting agenda template gives you a fight-tested running order — timing, owners, decision flags, and a consent agenda — so the meeting runs to the clock, decisions get made, and directors leave knowing exactly what they approved.
BoardBoard Meeting Minutes Template
A board meeting minutes template gives you a tested structure for capturing attendance, motions, votes, and action items — so your minutes hold up to legal review, satisfy your corporate secretary, and don't take three hours to write up after the meeting.
BoardBoard Report Template
A board report template structured around what directors actually want to read in the meeting — headline metrics on a single page, a narrative section per function, the specific asks of the board, and a forward-look — instead of the 40-page slide deck nobody pre-reads.
DashboardsBoard Reporting Dashboard Template
A board reporting dashboard template designed to live in the board pack — headline metrics on a single page, financial summary, KPI tracking, and quarter-over-quarter trends — in print-ready format that holds up to scrutiny.
BoardBoard Resolution Template
A board resolution template gives you the format directors and corporate counsel expect — a recital block that explains why the resolution is being taken, the resolved language itself, and signature lines for written consent — so corporate actions between meetings hold up to legal review.
FundraisingCap Table Template
A cap table template that tracks founders, employees, SAFEs, convertible notes, and priced rounds — and calculates fully-diluted ownership automatically. Built for founders raising pre-seed through Series A.
Agency / ClientClient Onboarding Checklist Template
A client onboarding checklist covering the first 30 days of every engagement — contract execution, kickoff prep, system access, communication setup, and the first-deliverable review that sets quality expectations. The most-skipped, highest-leverage 30 days in any client relationship.
BoardConflict of Interest Policy Template
A conflict of interest policy template aligned to IRS Form 990 expectations — annual director disclosure, recusal process, and the documentation trail your auditor will ask for. Works for both nonprofit and small-corporate boards.
Agency / ClientCreative Brief Template
A creative brief template aligns the client, the strategist, and the creative team on the one or two things that have to be true for the work to be successful — before anyone starts designing.
Customer SuccessCustomer Health Score Template
A customer health score template that combines adoption, sentiment, commercial, and engagement signals into a single 1-5 score per account — so renewal-risk shows up in weekly reviews instead of three months before the renewal date.
Customer SuccessCustomer Success Dashboard Template
A customer success dashboard template that tracks what CS leaders actually run the team against — health score distribution, net and gross retention, expansion pipeline, at-risk accounts, and CSM book of business — in a weekly review format.
Customer SuccessCustomer Success Plan Template
A customer success plan template anchored to the customer's desired outcome, not your product roadmap. Six months of goals, milestones, and owners — the document that makes your QBR a value review instead of a status update.
FundraisingDue Diligence Checklist Template
A due diligence checklist gives founders the punch list investors and acquirers actually run — corporate, financial, IP, HR, commercial, and tech — so you can stage the data room before a term sheet lands instead of during.
DashboardsEcommerce Dashboard Template
An ecommerce dashboard template covering the metrics DTC operators actually run on — revenue, AOV, conversion rate, cart abandonment, channel mix, and cohort retention — laid out as a one-page daily/weekly view.
DashboardsExecutive Dashboard Template
An executive dashboard template gives leaders a one-page view of what actually matters — revenue, runway, headcount, and customer health — with the formulas and chart structure already built so you spend zero time formatting and all your time on the conversation.
DashboardsFinancial Dashboard Template
A financial dashboard template that summarizes the P&L, cash flow, balance sheet, and key ratios in one page — built for the monthly finance review, ready to drop into a board pack, and small enough that a non-finance executive can actually read it.
NonprofitFundraising Plan Template
A nonprofit fundraising plan template that breaks the year into addressable revenue lines — individual giving, major gifts, grants, events, and earned revenue — with quarterly targets and ownership so the plan survives contact with reality.
NonprofitGrant Proposal Template
A grant proposal template that walks a nonprofit through every section funders expect — executive summary, statement of need, program design, logic model, budget narrative, and evaluation plan — so the writing time goes to the actual program, not to figuring out the structure.
DashboardsHR Dashboard Template
An HR dashboard template covering the metrics people leaders actually run their org against — headcount and attrition trends, time-to-hire, comp ratios, and DEI signals — laid out as a one-page monthly review the entire leadership team can read.
DashboardsInventory Dashboard Template
An inventory dashboard template tracking stock-on-hand by SKU, days of cover, turn rate, slow-movers, and dynamic reorder points — so you stop both stocking out on hot SKUs and tying up cash in slow ones.
FundraisingInvestor Update Email Template
A monthly investor update email template you can copy-paste — KPIs, wins, lowlights, asks, runway, hire — in the order investors actually want to read. Built to be sent in under 30 minutes a month, structured to get responses instead of silent reads.
DashboardsKPI Dashboard Template
A KPI dashboard template that separates leading from lagging indicators, shows status against target with traffic-light coloring, and surfaces trends — so the weekly business review answers "is this working?" in under 5 minutes.
DashboardsMarketing Dashboard Template
A marketing dashboard template covering the metrics CMOs actually defend — channel mix, blended CAC, MQL/SQL conversion, marketing-sourced pipeline, and ROI per program — in a one-page weekly review that ties spend to outcomes.
MembershipMembership Renewal Email Template
Membership renewal email templates that don't sound like a billing reminder — a four-message sequence (60-day, 30-day, expiry, grace) that reminds members of value, makes renewing one click, and recovers the ones who almost lapsed.
FundraisingMutual NDA Template
A mutual NDA template you can send to a prospective investor, partner, or vendor in under 60 seconds — balanced two-way confidentiality, standard term, standard exceptions, and no clever clauses that make the other side run it past their lawyer.
NonprofitNonprofit Annual Report Template
A nonprofit annual report template that satisfies three audiences at once — board members who care about governance, donors who care about impact, and grantors who care about financial stewardship — in a 6-to-12-page document that doesn't take three months to write.
NonprofitNonprofit Board Meeting Agenda Template
A nonprofit board meeting agenda template built around the actual cadence of nonprofit governance — ED report, finance review, committee updates, strategic discussion — with a consent agenda that gets routine items out of the way in one vote.
DashboardsOperations Dashboard Template
An operations dashboard template that tracks the levers operators actually pull — throughput, SLA attainment, quality, capacity utilization, and on-time delivery — in a one-page weekly review format.
Agency / ClientProject Kickoff Template
A project kickoff template that turns the first meeting into the one that prevents the most common project failures — unclear scope, missing stakeholders, ambiguous decision rights — instead of just a calendar item that gets through introductions.
DashboardsProject Status Dashboard Template
A project status dashboard template that surfaces what stakeholders actually want to know — milestone progress, RAG status, budget variance, and the top three risks — in a one-page weekly status report that doesn't take an hour to update.
Customer SuccessQBR Template
A QBR template structured around the only question that matters to your customer's exec sponsor: "is this investment paying off?" Not a product update — a value review that your champion will paste into their leadership deck.
VendorRFP Template
An RFP template runs a defensible procurement process without making vendors hate you — clear evaluation criteria, weighted scoring, structured questions, and a timeline that respects everyone's time.
DashboardsSales Dashboard Template
A sales dashboard template covering what sales leaders actually run the team against — pipeline coverage, win rate by stage, sales cycle length, rep-level performance, and forecast accuracy — in a one-page weekly forecast call format.
DashboardsStartup Metrics Dashboard Template
A startup metrics dashboard template covering the SaaS metrics that actually move the needle — MRR/ARR growth, net retention, burn multiple, magic number, runway — in the format investors expect to see in board meetings and updates.
Agency / ClientStatement of Work Template
A Statement of Work template locks scope without scaring the client — clear deliverables, milestones tied to payment, acceptance criteria, and the change-order language you need when scope inevitably moves.
DashboardsSupport Dashboard Template
A support dashboard template covering ticket volume, response and resolution times, CSAT, queue health, and agent performance — in a one-page daily standup format that surfaces SLA risks before they become escalations.
VendorVendor Onboarding Checklist Template
A vendor onboarding checklist covering the legal, security, IT, finance, and procurement gates every new vendor needs to clear — so the first 30 days produce signed contracts, provisioned access, and audit-ready documentation instead of half-finished setup tasks.
VendorVendor Risk Assessment Template
A vendor risk assessment template that scores a vendor across security, financial, operational, and concentration risk — aligned to what SOC 2 and ISO 27001 auditors expect — so vendor due diligence becomes a 30-minute exercise instead of a project.
VendorVendor Scorecard Template
A vendor scorecard template gives you a one-page quarterly performance review covering delivery, quality, responsiveness, cost, and risk — so vendor conversations move from anecdote to evidence and renewal decisions get made on data.
When the template runs out of room
AppDeck turns these templates into live portals — version control, permissions, signatures, and analytics built in.