Download Small Business Templates, Spreadsheets, and Forms for Microsoft Excel®. Klariti.com offers over 500 business templates for small businesses. Save time and frustration by starting a project with these royalty-free templates.
Start your business today with high quality, easy to modify spreadsheets, forms, and checklists. Download, customize, and print MS Excel spreadsheets, checklists, forms, and templates. Royalty free MS Excel templates for sales, marketing, software development, and QA projects.
Screenshots + Download Links
|Acquisition Plan Template
You can use this Acquisition Plan template (16 pages MS Word and 3 MS Excel spreadsheets) when managing software projects that involve acquiring software and bringing products and services in-house.
Example of 5 year acquisition plan with color coding and conditional formattingArrows indication changes in cash outlays, inflow, and cash flows
This Action Plan template pack includes a 14 page Word template and 7 Excel spreadsheets to organize your planning activities.
|5 Year Action Plan|
|Action item Log
Use this template to create a plan of action with free templates for Excel and Word. Find excel templates for business, school, home office and more.
|Action Item Log|
If your Marketing Plan needs an Audience Analysis template, then use this MS Excel spreadsheet with 130 entries to get started.
|Audience Analysis Worksheet|
|Bill of Materials
Download this Bill of Materials (BOM) template pack (MS Word & Excel) to list the parts for building a product, including software application, infrastructure equipment and physical buildings.
Download this Business Continuity Plan Template (48-page Word + 12 Excel spreadsheets), and get the free Business Impact Analysis, and Damage Assessment Report templates to recover quickly and effectively from an unforeseen disaster or emergency.
|Recovery Point Objective excel spreadsheet
System Profiles spreadsheet with Critical column for sorting low, medium and high runs
The Business Plan Excel template pack includes spreadsheets for:
Download these Business Process Design templates (MS Word, Excel + Visio) to capture the procedures that govern how your business works from technical and operational levels.
Use this process map template to capture and visualize business process requirements. Specify process steps and connections in a structured format.
Use this Business Requirements Specification template to capture the current and future needs of your business.
Download this business requirements document template, also called a BRD, to document requirements for a business or IT project.
|Business Requirements specification|
Download these Business Rules Templates (MS Word/Excel) to clarify the appropriate action (i.e. rule) that needs to be taken and remove any ambiguity regarding the correct course of action that must be followed.
|Change Request form
Download this Excel spreadsheet with conditional formatting rules applied.
|Change Request form Excel spreadsheet with conditional formatting rules applied|
|Change Management Plan
Use this Change Management Plan template to address changes which may be encountered during the project lifecycle. Typical areas of change occur in the scope, schedule, budget, and resources.
|Change Request form Excel spreadsheet with dynamic columns|
|Change Management Tracking Log|
Download these MS Word and Excel Communication Plan templates to increase, enhance, and improve communications among project stakeholders.
|Capital Funding spreadsheet||Acquisition Plan Excel Template: Capital Funding|
Use these Concept Proposal templates to create the first documents in the Software Development Life Cycle.
|Cost Benefit Analysis template
Analyze, evaluate, and cost potential solutions to meet your organization’s needs.
|5 Year Cost Benefit Analysis|
|Cost Benefit Analysis spreadsheet|
|Data Model template
This Database Design Document template includes a free Data Model spreadsheet which you can modify for your next project. It comes with sample data to help you get started.
|Disaster Recovery Matrix spreadsheet|
|Hardware Inventory||Hardware inventory excel spreadsheet with Count of Results chart|
|Inspection Report spreadsheets||Inspection Report spreadsheets|
|Recovery Tests||Recovery Tests|
|Desktop Inventory||Desktop Inventory|
|Disaster Recovery Plan|
|Expression of Interest||
Expression of Interest Evaluation spreadsheet
|Grant Proposal||Grant application – Project Costs|
You can use this Maintenance Plan template to provide Tech Support personnel with the information necessary to maintain IT systems effectively.
This Market Research Template pack includes 19 templates (5 Word + 14 Excel). You can use these templates, forms, checklists, and questionnaires to gather, record, and analyze data so you have the information you need to drive your Business Plan and Marketing strategies forward. This template pack includes:
|Screenshots of the Excel market research templates.|
|Marketing Plan template
The template pack includes the following documents:
Marketing Plan: 10 Free Excel Templates
|Needs Statement||You can use this Statement of Needs (aka Needs Statement) template to describe a business need or a deficiency in your organization, justify the exploration of an alternative solutions to resolve this need, and then provide estimated costs for these actions.|
|Policy Manual||Excel spreadsheets for Document Control and managing the Policy team.|
|Project Plan excel templates
Use this Project Plan template pack (37 page MS Word & 10 MS Excel) to develop your Work Breakdown Structure, Action Item Log, Deliverables List, Gantt Chart, Issue Log, Project Costs, Project Plan (Excel), Project Requirements Checklist, Risk Log, and Roles and Responsibilities matrix.
Use this Project Plan template to guide both project execution and project control, document planning assumptions and decisions, facilitate communication among project stakeholders, and document approved scope, cost, and schedule baselines.
|10 Free Project Plan Excel Templates|
|Proposal Manager Templates|
Download these Proposal Templates (10 MS Word designs + 2 Excel files) to create business proposals that will sell your products and services.
|2 Free Proposal Excel Templates|
|Quality Assurance Plan
This template pack includes a 39-page Quality Assurance Plan Template in MS Word, an Audit checklist and Schedule Forms, and 7 Excel spreadsheets.
You can use this template to write your first QA plan. It includes helpful explanatory text that walks you through the process of setting up your first QA project. You can change everything in the document – text, images, and tables. There are no special plug-ins, macros, or installation files. Just download the templates and get started.
|You also get seven spreadsheets to help track, plan, and monitor the progress of different QA tasks.
Here are some examples of the excel spreadsheets that you get.
Note that the first tab is the Table of Contents. If you click on the links on it, it opens each of the spreadsheets.
You can also click back to the Table of Contents page as well.
This helps you track the QA documentation required for the project.
and here you can further break the tasks out by phase
This identifies the different QA testing tasks and who they’ve been assigned to.
We also show you how to apply conditionally formatting to your spreadsheets, including adding status icons.
|Request for Proposal
Use these MS Word and Excel Request for Proposal (RFP) templates to send invitations to suppliers to submit business proposal for a specific product or service.
The template pack includes a 56-page MS template for sending out an RFP with sample text and instructions. You also get two Excel files: one for organizing RFP Clarifications and the other for Vendor Assessments.
The Excel spreadsheets come with sample pie, bar, and bubble charts to visual the assessments.
|RFP Vendor Assessment Excel Templates
Use the following spreadsheets to assess the responses to your RFP.
Table of Contents in the Vendor Assessment template
Pie charts of vendor assessments
Red, yellow, red arrows applied to Excel spreadsheet to illustrate vendor scores
|Risk Management Plan||5 Free Excel Risk Management Plan Templates|
|Scope of Work
This template pack also includes two free MS Excel spreadsheets to help control the project. These are a very detailed Work Breakdown Structure (with sample data) and the Risk Log.
|Security Plan excel templates
Use this Security Plan template to describe the system’s security requirements, controls, and roles/responsibilities of authorized individuals.
This 25 page Word template and 7 Excel templates including a Threats Matrix, Risk Assessment Controls, Identification and Authentication Controls, Controls Status, Access Control Lists, Contingency Planning Controls, and an Application Inventory Form.
Risk Assessment Controls (10 rows)
|Service Level Agreement (SLA)
You can use this Service Level Agreement template including 2 pre-formatted templates in MS Word for your next project. Each template has 26 pages of sample material including sections on Scope of maintenance, Financials, Reporting, Terms and Conditions, Service Level Agreement, Expected Growth and Change, and Costs.
You also get 3 free Excel spreadsheets for managing the List of Items covered in the SLA, Budget, and a Contract Directory for keeping track of your Service Providers.
|Software Development Templates
Download 60 Software Development Templates, Forms, and Checklists (MS Word, Excel, Visio) for technical writers, software developers, and software testers who need to write guides, plans, tutorials, and other forms of technical documentation.
Save time and money by downloading these 60 SDLC templates today. Our bestselling product includes including 192 MS Word, 95 MS Excel, and 5 MS Visio templates.
Ideal way to help software developers, software testers, and technical writers prepare professional looking technical documentation during the software development lifecycle. Each template includes sample guidelines, tips, and direction on how to write each document.
Use the Responsibility Assignment Matrix to define the roles, authority, responsibility, skills, and capacity requirements for all project tasks needed to complete the project. The agency and contractor responsibilities are addressed in the RAM.
Change Request Form
|Software Requirements Specification|
|Standard Operating Procedures (SOP)
Use these Standard Operating Procedure (SOPs) templates to plan, structure, write, and maintain your procedure documents.
We designed these templates so they are flexible enough to work across business, technical, academic, and other industries. As experienced procedure writers, we’ve used these templates on consultancy projects in the USA, UK, and China for some of the largest IT firms and government agencies.
|These 3 Excel files will help you manage document control, clarifications that arise during the analysis phase and monitoring roles and responsibilities.|
|Statement of Work templates
Use this Statement of Work template (SOW) to describe the deliverables or services required to fulfill a contract, such as:
|System Administration Guide
You can use this System Administrator Guide template to deploy, support, and maintain applications in your organization. Use this template to:
|System Boundary||Free System Boundary Document Excel Template which you can use for Performance Measures.|
|System Design Document|
|Technical Writing Templates|
Download these Training Plan templates to outline the steps required to design, develop and deliver a training program.
The templates, checklists and forms will help you prepare the objectives, needs, strategy, and curriculum to be addressed when training users on a new or enhanced IT system.
This Training Plan Template kit includes a 20 page MS Word template, 14 MS Word/Excel forms, as well as checklists, questionnaires, and spreadsheets to help you capture the scope, requirements, evaluation, delivery method, strategy, dependencies, constraints, limitations, schedule, resources, and training materials.
Identify transition planning strategies. Schedule the transition from rollout to full operational status. Outline tasks required to transition products.