Meetings Audit Tool
The Meeting Matrix template is a free download for busy leaders who are trying to wrangle their team and their time.
Assess which meetings are necessary and which are not, define the who and how around facilitation, and map how each team member’s time is being used on a regular basis.
KPIs and metrics are an important part of productive meetings. Are you measuring, assessing, and discussing your company’s data when making decisions? Does everyone know how they contribute to the bottom line? Read more about it on our blog.
Select Download Now -> Use Template to get your very own copy of this Google Sheet template. The copy will be your own to edit, customize, and deploy.
Need more?
Leadership is an important part of business stability and security but you need someone who can create policies, communicate expectations, guide processes, and hold people accountable.
A Fractional COO is an embedded operations leader in your growing business at a part-time commitment. They help you scale and streamline your business and people processes in order to secure your future growth and success. Your relationship with a Fractional COO is based on the scope of your needs and the size of your team so you don’t have to hire someone full-time before you’re ready.
A Fractional COO helps with process improvement, strategy development, metrics reporting, pricing strategy, team development, project management, and more - but at a fraction of the cost of a full-time person. By choosing a Fractional COO, you’re getting experience and support with more flexibility and objectivity.
Lead Scoring Tool
The Lead Scoring Template is a free download to guide you to a more effective sales team. By defining the criteria, assigning points to each criterion, and setting thresholds, teams can identify and prioritize leads based on their level of engagement and likelihood to convert. This results in a more efficient and aligned team - and a better bottom line for your business.
Read more about Lead Scoring, how it helps, and how to implement it on our blog.
Select Download Now -> Use Template to get your very own copy of this Google Sheet template. The copy will be your own to edit, customize, and deploy.
Need Some extra help?
Are you considering a new CRM? Or you have one but you know you’re not using it enough? Our Sales and Marketing Spark Solution can help.
We’ll look at your goals for your business and identify places to improve how you benefit from lead scoring and your CRM.
Spark Sessions are low-risk and high-impact working sessions with Nerd Hat Solutions. They’re commonly used to solve an acute operational challenge in your business while also trying out the Nerd experience.
Sessions are typically 2 hours long and you walk away with actual work done and real solutions ready to be implemented.
To add this solution to your cart, select “LET’S DO THIS.”
Job Posting Template
The Job Description Template is a free download to help you attract the right candidates for your next round of interviews.
By casting a compelling vision, outlining a clear area of ownership, and defining what success looks like, you can make sure you’re hiring the right person for your team and business - the first time.
Read more about Lead Scoring, how it helps, and how to implement it on our blog.
Select Download Now -> Use Template to get your very own copy of this Google Docs template. The copy will be your own to edit, customize, and deploy.
Need Some extra help?
Are you preparing to hire your next high-performer but you’re not sure where to begin? Our Team & Hiring Spark Solution can help.
Prepare to hire your best contributors yet with a custom hiring blueprint. We’ll sharpen what you’re looking for in the role, optimize language and strategy for marketing, and prepare your templates and processes for finding your next hire.
Spark Sessions are low-risk and high-impact working sessions with Nerd Hat Solutions. They’re commonly used to solve an acute operational challenge in your business while also trying out the Nerd experience.
Sessions are typically 2 hours long and you walk away with actual work done and real solutions ready to be implemented.
To add this solution to your cart, select “LET’S DO THIS.”
The Cybersecurity Policy worksheet is a free download to help you identify weak points, create a proactive plan, and respond quickly.
By assessing and preparing now, you can protect your data and resources and minimize exposure. Plan in the good times, equip your team, and steward your digital assets responsibly.
Read more about Cybersecurity and why it matters on our blog.
Select Download Now -> Use Template to get your very own copy of this Google Docs template. The copy will be your own to edit, customize, and deploy.
Need more?
Leadership is an important part of business stability and security but you need someone who can create policies, communicate expectations, guide processes, and hold people accountable.
A Fractional COO is an embedded operations leader in your growing business at a part-time commitment. They help you scale and streamline your business and people processes in order to secure your future growth and success. Your relationship with a Fractional COO is based on the scope of your needs and the size of your team so you don’t have to hire someone full-time before you’re ready.
A Fractional COO helps with process improvement, strategy development, metrics reporting, pricing strategy, team development, project management, and more - but at a fraction of the cost of a full-time person. By choosing a Fractional COO, you’re getting experience and support with more flexibility and objectivity.
Stop letting everyone else make decisions about your time. Build the week you want and level up your productivity with our Ideal Week Template.
It’s easy to get caught up in life’s fire drills, pushing the important aside for the urgent. We get it. But imagine a life where you never let people down and stop feeling like you’re behind at everything.
Included in this tool is a template to build your own Ideal Week, instructions on how to do it, and an example plan to give you an idea of what it looks like to own your time.
Learn more
…. about managing your team’s time - and why it matters - on our blog. Meetings are a common part of business operations, but they can easily become a source of frustration, wasted time, and unproductive communication. When done correctly, meetings are a powerful tool but too many teams have lost control of their own meetings. Does your meeting rhythm need a tune up?
Join us
… for a guided workshop on time management, your ideal week, and taking control of your own schedule. We’ve got tips and best practices to guide you. You have insights about yourself that no one else does. With our powers combined, your ideal lifestyle is just around the corner.
Power your growth with experienced and scalable leadership.
Nerd Hat Solutions © 2023
Select Download Now -> Use Template to get your very own copy of this Google Sheet template. The copy will be your own to edit, customize, and deploy.
Learn more
…. about managing your team’s time - and why it matters - on our blog. Meetings are a common part of business operations, but they can easily become a source of frustration, wasted time, and unproductive communication. When done correctly, meetings are a powerful tool but too many teams have lost control of their own meetings. Does your meeting rhythm need a tune up?
Join us
… for a guided workshop on time management, your ideal week, and taking control of your own schedule. We’ve got tips and best practices to guide you. You have insights about yourself that no one else does. With our powers combined, your ideal lifestyle is just around the corner.
Need more?
Leadership is an important part of business stability and security but you need someone who can create policies, communicate expectations, guide processes, and hold people accountable.
A Fractional COO is an embedded operations leader in your growing business at a part-time commitment. They help you scale and streamline your business and people processes in order to secure your future growth and success. Your relationship with a Fractional COO is based on the scope of your needs and the size of your team so you don’t have to hire someone full-time before you’re ready.
A Fractional COO helps with process improvement, strategy development, metrics reporting, pricing strategy, team development, project management, and more - but at a fraction of the cost of a full-time person. By choosing a Fractional COO, you’re getting experience and support with more flexibility and objectivity.
Let the robots help.
Technology and software helps your team do more with what you’ve got. Be intentional to choose tools that are right for your people, goals, and budget.
Our resource includes recommended tools for common tasks in small and growing businesses. Are you using the right tool for the job?
Remote teams especially need the right tools in place. Considering flexible work? Check out our blog post on why leading a remote team is a win-win for everyone involved.
Select Download Now -> Use Template to get your very own copy of this Google Doc template. The copy will be your own to edit, customize, and deploy.
Need more?
Leadership is an important part of business stability and security but you need someone who can create policies, communicate expectations, guide processes, and hold people accountable.
A Fractional COO is an embedded operations leader in your growing business at a part-time commitment. They help you scale and streamline your business and people processes in order to secure your future growth and success. Your relationship with a Fractional COO is based on the scope of your needs and the size of your team so you don’t have to hire someone full-time before you’re ready.
A Fractional COO helps with process improvement, strategy development, metrics reporting, pricing strategy, team development, project management, and more - but at a fraction of the cost of a full-time person. By choosing a Fractional COO, you’re getting experience and support with more flexibility and objectivity.
Fractional COO Example Engagement
Curious what it could look like to tackle your operations? Here’s a picture of what it could look like with us.
Check out a sample Fractional COO engagement plan and peek at what the next 12 months could look like in your own business.
Invest the time to find the right Fractional COO for your team. We’ve got a step-by-step guide for how to find a right fit.
Select Download Now -> Use Template to get your very own copy of this Google Doc template. The copy will be your own to edit, customize, and deploy.
Ready?
Leadership is an important part of business stability and security but you need someone who can create policies, communicate expectations, guide processes, and hold people accountable.
A Fractional COO is an embedded operations leader in your growing business at a part-time commitment. They help you scale and streamline your business and people processes in order to secure your future growth and success. Your relationship with a Fractional COO is based on the scope of your needs and the size of your team so you don’t have to hire someone full-time before you’re ready.
A Fractional COO helps with process improvement, strategy development, metrics reporting, pricing strategy, team development, project management, and more - but at a fraction of the cost of a full-time person. By choosing a Fractional COO, you’re getting experience and support with more flexibility and objectivity.
Delegation Toolkit
Stop holding your company back by wearing too many hats. You can’t be the leader your team needs if you’re wasting your time on the wrong things.
Our Delegation toolkit will guide you through auditing your tasks, budgeting and planning for delegation, getting the right person in the right seat, and successfully getting things off of your plate.
This is one of our most value-packed and popular resources.
Invest the time to find the right Fractional COO for your team. We’ve got a step-by-step guide for how to find a right fit.
Select Download Now -> Use Template to get your very own copy of this Google Doc template. The copy will be your own to edit, customize, and deploy.
Ready?
Leadership is an important part of business stability and security but you need someone who can create policies, communicate expectations, guide processes, and hold people accountable.
A Fractional COO is an embedded operations leader in your growing business at a part-time commitment. They help you scale and streamline your business and people processes in order to secure your future growth and success. Your relationship with a Fractional COO is based on the scope of your needs and the size of your team so you don’t have to hire someone full-time before you’re ready.
A Fractional COO helps with process improvement, strategy development, metrics reporting, pricing strategy, team development, project management, and more - but at a fraction of the cost of a full-time person. By choosing a Fractional COO, you’re getting experience and support with more flexibility and objectivity.
Holiday Shopping Planner
Holiday shopping can be a lot to project manage. Budgets, tracking numbers, and brainstorming all take brain power to stay on top of.
Our Holiday Shopping Planner will guide you through identifying who you need to shop for, budgeting appropriately, and staying on track with shipping and even wrapping.
Invest time in your hiring process to find the right Fractional COO for your team. We’ve got a step-by-step guide for how to find a right fit.
Select Download Now -> Use Template to get your very own copy of this Google Doc template. The copy will be your own to edit, customize, and deploy.
Need more help?
Leadership is an important part of business stability and security but you need someone who can create policies, communicate expectations, guide processes, and hold people accountable.
A Fractional COO is an embedded operations leader in your growing business at a part-time commitment. They help you scale and streamline your business and people processes in order to secure your future growth and success. Your relationship with a Fractional COO is based on the scope of your needs and the size of your team so you don’t have to hire someone full-time before you’re ready.
A Fractional COO helps with process improvement, strategy development, metrics reporting, pricing strategy, team development, project management, and more - but at a fraction of the cost of a full-time person. By choosing a Fractional COO, you’re getting experience and support with more flexibility and objectivity.
Quarterly Planning Session Agenda
It’s easy to get caught up in the day-to-day tasks, pushing important strategic planning aside. We get it. But imagine a future where your goals are not just aspirations on your someday list but tangible achievements.
Our session framework guides you to facilitate an impactful quarterly planning session so that you’re prepared for your best quarter - yet!
Let us bring the framework, experience, and objectivity to facilitate a quarterly planning session for you so that you’re free to be the leader and contributor that your team needs.
Select Download Now -> Use Template to get your very own copy of this Google Doc template. The copy will be your own to edit, customize, and deploy.
Ready?
Leadership is an important part of business stability and security but you need someone who can create policies, communicate expectations, guide processes, and hold people accountable.
A Fractional COO is an embedded operations leader in your growing business at a part-time commitment. They help you scale and streamline your business and people processes in order to secure your future growth and success. Your relationship with a Fractional COO is based on the scope of your needs and the size of your team so you don’t have to hire someone full-time before you’re ready.
A Fractional COO helps with process improvement, strategy development, metrics reporting, pricing strategy, team development, project management, and more - but at a fraction of the cost of a full-time person. By choosing a Fractional COO, you’re getting experience and support with more flexibility and objectivity.