EVO-001Manufacturing P&L TemplateFinancial Planning
Financial Templates
Manufacturing P&L Template
Professional P&L model for manufacturing businesses with cost structure, contribution margin, break-even, and visual dashboard.
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EVO-002Service Business P&L TemplateFinancial Planning
Financial Templates
Service Business P&L Template
P&L template built for service businesses — retainers, projects, day rates. Includes revenue mix and margin analysis.
View resourceEVO-003Projects & Programmes P&L TemplateFinancial Planning
Financial Templates
Projects & Programmes P&L Template
Project-based P&L with milestone billing, resource cost tracking, and programme-level aggregation.
View resourceEVO-004Financial Model — ManufacturingFinancial Planning
Financial Templates
Financial Model — Manufacturing
Full financial model for manufacturing: P&L, cashflow, break-even, scenario planning, and executive dashboard.
EVO-005Financial Model — Service BusinessFinancial Planning
Financial Templates
Financial Model — Service Business
Comprehensive service business financial model: recurring revenue, pipeline, salary cost waterfall, take-home planner.
EVO-006Financial Model — ProjectsFinancial Planning
Financial Templates
Financial Model — Projects
End-to-end project financial model with resource scheduling, cost tracking, and profitability by project.
EVO-007Manufacturing Launch ToolkitLaunch & Transformation
Launch Management
Manufacturing Launch Toolkit
Full new product launch management toolkit for manufacturing — gate reviews, timing plans, supplier readiness, risk.
View resourceEVO-008Service Launch ToolkitLaunch & Transformation
Launch Management
Service Launch Toolkit
Service business launch toolkit — service design, go-to-market, client readiness, pricing, and launch monitoring.
View resourceEVO-009Project Launch ToolkitLaunch & Transformation
Launch Management
Project Launch Toolkit
Project launch toolkit — kickoff, stakeholder map, RACI, risk register, milestone plan, status reporting.
View resourceEVO-010Spare Parts Score SheetOperations & Business Templates
Operations
Spare Parts Score Sheet
Maintenance spare parts criticality scoring tool — prioritise stock decisions using risk and usage data.
View resourceEVO-011Meeting Minutes TemplateOperations & Business Templates
Operations Templates
Meeting Minutes Template
Professional branded meeting minutes with attendee log, action tracker, decisions table, and parking lot. Word + OneNote formats included.
View resourceEVO-012Job Description TemplateOperations & Business Templates
HR & People
Job Description Template
Comprehensive job description template with role details, person specification matrix, benefits section, and internal approval panel.
View resourceEVO-013Standard Day PlannerOperations & Business Templates
Productivity
Standard Day Planner
Hourly schedule, top 3 priorities, task list, meeting log, and end-of-day review — in both Word and Excel with weekly view tab.
View resourceEVO-014Meeting Agenda TemplateOperations & Business Templates
Operations Templates
Meeting Agenda Template
Structured meeting agenda with time allocation, pre-meeting checklist, item notes, and action capture. Three formats included.
View resourceEVO-015Standard Operating Procedure (SOP)Operations & Business Templates
Operations Templates
Standard Operating Procedure (SOP)
End-to-end SOP template with document control, step-by-step procedure table, error handling, KPIs, and sign-off block.
View resourceEVO-016Weekly Team Update TemplateOperations & Business Templates
Operations Templates
Weekly Team Update Template
RAG status dashboard, wins and challenges tables, decisions-needed log, next-week priorities, and KPI metrics table.
View resourceEVO-0171-to-1 Meeting RecordOperations & Business Templates
HR & People
1-to-1 Meeting Record
Structured one-to-one template covering check-in, action review, five discussion topics, action log, and wellbeing check-out.
View resourceEVO-018Project Risk RegisterOperations & Business Templates
Project Management
Project Risk Register
L×I risk scoring matrix, 12-row risk log with RAG, category codes, mitigation actions, and review log.
View resourceEVO-019Business Review / Board PackOperations & Business Templates
Executive Reporting
Business Review / Board Pack
Executive summary, RAG performance dashboard, commercial/ops/people sections, project status, decisions table, next period focus.
View resourceEVO-0205S Workplace Audit TemplateOperations & Business Templates
Operations
5S Workplace Audit Template
Practical 5S workplace audit and scoring tool to identify gaps and prioritise improvement actions.
View resourceEVO-021Action & Transformation TrackerLaunch & Transformation
Transformation
Action & Transformation Tracker
Structured action and transformation tracker for ownership, priorities, RAG status, milestones and delivery progress.
View resourceEVO-022Engineering Change DocumentOperations & Business Templates
Engineering & Quality
Engineering Change Document
Engineering change pack with controlled change request, impact assessment, implementation, validation, approvals and change log.
View resourceEVO-023Project Change RequestOperations & Business Templates
Project Management
Project Change Request
Controlled project change request pack covering scope, timing, cost, justification, approvals and customer authorisation.
View resourceEVO-024Deviation / Concession RequestOperations & Business Templates
Quality & Compliance
Deviation / Concession Request
Deviation and concession control pack with non-conformance detail, technical justification, risk, containment, approvals and deviation log.
View resourceEVO-025Production Shift ReportOperations & Business Templates
Production Operations
Production Shift Report
Structured shift reporting pack covering production performance, safety, downtime, quality, people, handover and weekly summary.
View resourceEVO-026Manufacturing Build BookOperations & Business Templates
Manufacturing & Production
Manufacturing Build Book
Complete manufacturing build record covering identification, as-built BOM, operation history, process parameters, inspection, non-conformance and sign-off.
View resourceEVO-027Practical Problem Solving (PPS)Operations & Business Templates
Continuous Improvement
Practical Problem Solving (PPS)
Practical problem-solving workbook with structured problem definition, 5-Why analysis, fishbone analysis, root cause and corrective-action workflow.
View resourceEVO-0288D Problem SolvingOperations & Business Templates
Quality & Continuous Improvement
8D Problem Solving
8D problem-solving workbook and tracker covering team formation, containment, root cause, corrective action, prevention and closure.
View resourceEVO-029Team Skills MatrixOperations & Business Templates
HR & People
Team Skills Matrix
Team skills matrix with capability scoring, individual profiles, gap visibility and training-plan tracking.
View resourceBUN-001Finance Essentials PackEVORENTIS Bundle
BUNDLE
Finance Essentials Pack
EVO-001 Mfg P&L + EVO-002 Service P&L + EVO-003 Projects P&L
View bundleBUN-002Financial Models PackEVORENTIS Bundle
BUNDLE
Financial Models Pack
EVO-004 Mfg Model + EVO-005 Service Model + EVO-006 Projects Model
BUN-003Launch Toolkit PackEVORENTIS Bundle
BUNDLE
Launch Toolkit Pack
EVO-007 Mfg Launch + EVO-008 Service Launch + EVO-009 Project Launch
View bundleBUN-004Operations Templates BundleEVORENTIS Bundle
BUNDLE
Operations Templates Bundle
EVO-011 + EVO-014 + EVO-015 + EVO-016 + EVO-020 + EVO-021
View bundleBUN-005People & HR PackEVORENTIS Bundle
BUN-006Project Management PackEVORENTIS Bundle
BUN-007Small Business Starter KitEVORENTIS Bundle
BUNDLE
Small Business Starter Kit
EVO-011 + EVO-012 + EVO-013 + EVO-014 + EVO-015 + EVO-016 + EVO-017
View bundleBUN-008Complete Evorentis CollectionEVORENTIS Bundle
BUN-009Engineering Change & Quality PackEVORENTIS Bundle
BUN-010Problem Solving PackEVORENTIS Bundle
BUN-011Production Control PackEVORENTIS Bundle
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