15 Templates Every Scaling Team Should Have in 2025

Onboarding & Structure

New hires don’t just need access. They need clarity.

These templates help your team start strong, every time.

1. 30-Day Onboarding Plan
From Mini Pack 1: Business Kickstart
A week-by-week structure that builds momentum fast, even without a full HR team.

2. Organisation & Team Structure Chart
Also from Mini Pack 1: Business Kickstart
Simple, editable team map. Helps new hires and leadership understand who does what — and where gaps exist.

3. New Hire Checklist
From Core Pack 1: Business Essentials
A step-by-step checklist to cover everything from day 0 access to first-week expectations.

4. Team Operating Guide
From Core Pack 2: Operational Clarity
Capture how your team works, from tools and rituals to communication styles. Aligns new hires fast.

Related Reads: 
How We Designed the Core Packs

Task Management & Delegation

Scaling teams break down when it’s unclear who owns what. These templates fix that.

5. Task Tracker & Delegation Sheet
From Core Pack 1: Business Essentials
Track ownership across tasks, projects, and priorities. Perfect for async teams and managers who need visibility.

6. Roles & Responsibilities Map
From Mini Pack 3: Clarity & Roles
Avoid overlap, finger-pointing, and “I thought they were doing that.” Clarity in one clean visual.

7. Handover Checklist
From Core Pack 2: Operational Clarity
Protect continuity during time off or exits. Keeps tasks and context moving, even if someone steps out.

8. Delegation & Oversight Tracker
From Mini Pack 4: Leadership Toolkit
Assign, follow up, and review delegated work without micromanaging.

Related Read:
Why Most Teams Fail at Delegation

Meetings & Reviews

Meetings shouldn’t be where work goes to die.

These templates make them productive and action-oriented.

9. Meeting Agenda & Minutes
From Core Pack 1: Business Essentials
Structure every meeting with purpose, clarity, and follow-up.

10. Performance Review Template
From Core Pack 3: Performance & Reviews
Consistent, fair, and growth-focused reviews. Removes bias and builds trust.

11. 1-to-1 Feedback Planner
From Mini Pack 4: Leadership Toolkit
A structure for meaningful conversations between managers and direct reports.

12. Win Log (Recognition Tracker)
From Core Pack 3: Performance & Reviews
Capture team wins, shoutouts, and milestones. Builds morale and makes performance reviews easier.

Related Read: 
Best Meeting Templates for Teams

Project Execution & Planning

More projects, more chances to miss deadlines. These templates help teams deliver — without the chaos.

13. Project Launch Planner
Also Core Pack 4: Project Execution
A checklist to launch projects cleanly. Aligns scope, owners, and deliverables before work begins.

14. Gantt View Timeline Template
Also Core Pack 4: Project Execution
Visualise timelines without needing new software. Helps set deadlines and track progress.

15. Status Update Template
Also Core Pack 4: Project Execution
Quick updates, no fluff. Great for stakeholder reports and avoiding pointless meetings.

Related Reads:
Systemise Once, Use Forever
The Business Case for Operational Discipline