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Resources:  

Free resources for small businesses

Practical checklists, guides, and templates you can use straight away; written from years of doing the work, not just writing about it.

Smallbizbod

Office Handover Pack

FEATURED FREE DOWNLOAD

The Office Handover Pack

If you weren't here tomorrow, could someone else keep your business running? This fill-in template captures your key contacts, systems, deadlines, and processes in one place.

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Bookkeeping

Smallbizbod

Month-end Bookkeeping Checklist

PDF, 2 pages

Month-end Bookkeeping Checklist

Tick off every month-end task, from bank reconciliations to VAT.

Operations and Admin

Smallbizbod

Office Handover Pack

Word, 5 pages

Office Handover Pack

Everything someone needs to keep your business running if you weren't there.

Smallbizbod

Business Continuity and Disaster Recovery Checklist

PDF, 2 pages

Business Continuity and Disaster Recovery Checklist

Keep trading through IT failure, illness, flood, or lost premises.

Compliance

Smallbizbod

ISO 9001 vs 14001 vs 45001

PDF, 2 pages

ISO 9001 vs 14001 vs 45001

A plain-English comparison of the three most requested ISO standards.

Smallbizbod

Common Assessment Standard Checklist

PDF, 2 pages

Common Assessment Standard Checklist

The documents most SSIP schemes and buyers ask to see.

Smallbizbod

SSIP Scheme Comparison

PDF, 2 pages

SSIP Scheme Comparison

How CHAS, SMAS, Constructionline, and Achilles compare.

Smallbizbod

Health and Safety Policy Essentials

PDF, 1 page

Health and Safety Policy Essentials

What your policy needs to cover as your business grows.
 

Smallbizbod

GDPR Compliance Basics

PDF, 2 pages

GDPR Compliance Basics

A practical starting checklist for handling personal data.

Bids and Tenders

The Bid Zone

Procurement Glossary

PDF, 2 pages

Procurement Glossary

The tender terms and acronyms you will meet most, explained simply.

Get new resources first

WANT TO GO FURTHER?

The Bidders' Handbook

A step-by-step guide to navigating the tender process, now in its expanded Second Edition, with an optional toolkit of ready-to-use templates.

Need more than a template?

I can put the systems, policies, and processes in place for you.
Book a free, no-obligation chat to talk it through.

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