TEMPLATES & CHECKLISTS
Project Request - If you are just getting started with project requests — or need to revamp your current approach — start here. This template is designed to translate easily into a formal request or intake system.
Team Communication Gaps Checklist - Does it feel like nothing is in sync and information is scattered? Start here to identify where communication breakdowns may be creating friction or rework.
Are you Ready to Start? - Momentum is great — clarity makes it sustainable. This quick checklist helps you evaluate whether your organization is truly prepared to move forward, or if a little alignment now could save time later.
FUNCTIONAL TOOLS
NOTE - these tools may contain Google Scripts / Macros. This provides automated calculations. You'll need to authorize the usage of the script - this is expected, NOT a virus!
Cross Training Matrix - Build your team skills to prevent work stoppage. Pre-filled with data for learning purposes.
FREE USAGE TOOLS WE LIKE
NOTE - the free versions of these tools are enough to get you started - as always, if you want more robust function, they'll want payment
We gain nothing if you choose to try them.
Trello - Can you do PM with Trello? Personally, I think Trello is best for personal organization at the free level ALTHOUGH - there are some really good templates you can pick up out in the wild that add to the free functionality.
ClickUp & Notion - If you are a OneNote user and love the ability to take notes and screen capture, these two might be more for you.
> ClickUp is very AI heavy and wants to write everything for you, which I just don't love. It has a lot of integrations available, including calendar, and has multiple views of each section, but not as much available for free as Notion.
> Notion is rooted in database structure and offers a Gantt view of work in addition to agile style boards with the free version. This might have a slightly higher learning curve, but lots of free templates. There is AI help available.Canva - putting together imagery for presos, ads, lost cats...the possibilities are endless and all beautiful.
Squoosh - need image compression right quick? This is your guy.
If any of these checklists surfaced uncertainty or patterns you want to work through, you’re not alone.
See how a focused Clarity Before Action engagement can help.
Find me on LinkedIn
support@wolfdiversified.com
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