Available Downloads
1. Minute Taking & Board Meeting Tools
- Board Meeting Agenda Template (MS Word)
- Minute Taking Template (MS Word)
- Post-Meeting Action Tracker (Excel)
- Board Resolution Template (MS Word)
2. Compliance & Governance
- Annual Compliance Calendar Template (Excel)
- CIPC Filing Checklist (PDF)
- Director Appointment Form – Sample Format (PDF)
- Statutory Registers Template (Excel)
3. Startup & Company Formation
- Company Registration Checklist (PDF)
- Shareholder Agreement Outline (MS Word)
- Bank Account Opening Support Letter (Word)
- Business Plan Outline for SMMEs (Word/PDF)
4. HR & Project Management
- Employee Onboarding Checklist (PDF)
- Leave Register Template (Excel)
- Project Timeline Planner (Excel)
- Client Briefing Form Template (Word)
5. Finance Tools
- Monthly Expense Tracker (Excel)
- Payroll Input Sheet (Excel)
- Invoice Template (Word or Excel)
- SARS Tax Return Prep Checklist (PDF)
Who Can Use These Resources?
- Business owners
- Executive assistants
- Governance professionals
- HR coordinators
- Startup founders
- Virtual assistants
Whether you’re running a board meeting, preparing for tax season, or hiring your first employee, these tools will help you stay compliant and organized.