Skip to content
Kayley HartThe Small Team Builder

Tools & Templates Library

Every tool shows its method, gives you a result you can act on this week, and never requires an email address to see that result. Tools inform decisions; they do not make them for you. Use the templates online or print a copy for your team.

First Hire Readiness Assessment

Live

A short assessment across demand, definition, money, management capacity and systems. Produces a readiness score, the gaps that matter most and a printable action plan.

Takes about 4 minutes

Use the First Hire Readiness Assessment

Employee Cost Calculator UK 2026/27

Live

Models cash employment cost using centrally managed UK tax-year variables: employer NI, pension, equipment, cash break-even revenue, a reserve range and a separate ramp-up productivity gap.

Takes about 3 minutes

Use the Employee Cost Calculator UK 2026/27

Employee vs Freelancer Decision Tool

Live

Organises the factors — control, continuity, integration, equipment, risk and cost profile — without making an employment-status determination.

Takes about 4 minutes

Use the Employee vs Freelancer Decision Tool

What Should I Delegate? Tool

Live

List the work that fills your week, rate each item, and get a ranked delegation order with a suggested handover route for each task.

Takes about 5 minutes

Use the What Should I Delegate? Tool

Delegation Ladder Builder

Live

Sets the authority level for each task, from 'do exactly this' to 'decide and act, tell me quarterly'.

Takes about 4 minutes

Use the Delegation Ladder Builder

Delegation Brief Generator

Live

Produces a one-page brief: outcome, definition of done, constraints, budget authority, deadline and review point.

Takes about 5 minutes

Use the Delegation Brief Generator

Founder Bottleneck Assessment

Live

Finds where the business queues behind you across decisions, money, knowledge, customer relationships, systems and absence — and what to move first.

Takes about 4 minutes

Use the Founder Bottleneck Assessment

Team Spending Controls Builder

Live

Builds your spending policy first — roles, thresholds, approval routes, evidence rules and leaver controls — and only then discusses mechanisms.

Takes about 6 minutes

Use the Team Spending Controls Builder

Purchasing Approval Matrix Builder

Live

Turns value bands and roles into a printable approval matrix with evidence requirements.

Takes about 4 minutes

Use the Purchasing Approval Matrix Builder

Employee Card Comparison Tool

Live

Compares reimbursement, debit expense cards, prepaid cards and business credit cards against your structure, spending pattern and cash position — including the disadvantages.

Takes about 4 minutes

Use the Employee Card Comparison Tool

Cashback vs Interest Calculator

Live

Shows how quickly interest costs overtake cashback when a balance is not cleared in full.

Takes about 2 minutes

Use the Cashback vs Interest Calculator

SOP Builder

Live

Guides you through writing a single-screen standard operating procedure someone will actually use.

Takes about 6 minutes

Use the SOP Builder

Team Access Register

Live

Records systems, access levels, owners, review dates and leaver actions, including financial access.

Takes about 5 minutes

Use the Team Access Register

Founder Absence Planner

Live

Plans cover for decisions, payments, customers and emergencies while you are away.

Takes about 5 minutes

Use the Founder Absence Planner

One-to-One Meeting Builder

Live

Builds a repeatable one-to-one agenda and a record of agreed actions.

Takes about 3 minutes

Use the One-to-One Meeting Builder