Communication and governance
Mini Vault
Governance and Risk
Managers give different answers, too much income rests on one client, a mistake reaches several customers, or a rumour is going round. Governance and Risk gives you a way through each of those four situations, with two systems apiece, ready to use within a week or two.
Sound familiar?
- Staff ask around until someone tells them yes.
- Two managers gave the same person two different answers last week.
- I know who our biggest client is, but not what we'd do without them.
- We've made a mistake, it's reached several clients, and nobody knows what to say.
- There's a rumour going round and leadership hasn't said a word.
Who it's for: Owners, managers and client leads in businesses of up to about 50 people, usually with nobody whose job is policy, risk or communications.
What you get
8 systems, each ready to use
Each Mini Pack gives you two focused systems for a specific problem, used in a week or two. This Vault holds four of them, across the area.
Each pack also has a Pack Overview that shows where to start, a Set Up with AI prompt, and a Digital Kit to help you set it up in a tool such as ClickUp, Notion or Microsoft 365.
With every system
- Read Me FirstThe guide: what the system solves, how to set it up and how to run it.
- See It Filled InThe worked example, completed for Tamberly Studio, a fictional company, so you can see what good looks like.
- Your SystemThe Word file you fill in and keep.
- Start a New SheetA fresh copy for each new week, project or meeting, on the 7 of 8 systems that repeat.
- Print and Fill by HandThe PDF, if you prefer paper.
Look inside
The real pages, filled in
These are pages from the files you'd download, completed for Tamberly Studio, the fictional company used in every example. Click a page to read it full size.
Everything inside
Every pack and system in Governance and Risk
Pack 1 of 4 · 2 systemsLightweight Policy Kit
Fixes: Managers give different answers to the same question, so staff ask around until they hear yes.
- Mixed Answers Check
- In one week, put the ten questions staff ask most to every manager alone, compare the answers and have one person settle each difference.Includes Start a New Check Sheet
- Manager Rule Card
- Give every manager one page of agreed answers, marked with the policy each comes from or "no policy yet", reissued the day a rule changes.
Pack 2 of 4 · 2 systemsClient Dependency Kit
Fixes: Too much of your income rests on one or two clients, or on one sector.
- Revenue Concentration Check
- Work out how much of the last 12 months' income rests on one client or sector, with notice dates and the months of cover you'd have.Includes Start a New Quarter Sheet
- Client Dependency Reduction Plan
- Run a dated 6 to 12 month plan that looks after the clients you rely on first, then grows the next tier and wins outside your main sector.Includes Start a New Plan Sheet
Pack 3 of 4 · 2 systemsMistake Notice Kit
Fixes: A mistake has reached several clients or customers, and the first message is about to be written in a hurry.
- Affected Customer Notice
- Write one notice in five fixed parts with a plain apology, checked for blame, excuses and guesses before it goes.Includes Start a New Notice Sheet
- Affected Customer Contact Tracker
- List everyone affected from a record and keep each row open until they've replied or been called, so nobody hears it second hand.Includes Start a New Tracker Sheet
Pack 4 of 4 · 2 systemsRumour Response Kit
Fixes: A rumour is spreading and leadership hasn't answered it.
- Rumour Log and Fact Check
- Write down what people are saying without names, check each claim as true, not true or cannot say yet, and name what people are afraid of.Includes Start a New Rumour Sheet
- Rumour Response Brief
- Give every leader the same one page: what we can say, what we can't say yet, what doesn't change and the date of the next update.Includes Start a New Brief Sheet
Area 7: Communication and governance
How this area builds up
Mini and Core do different jobs, and they aren't copies of one another. Masterworks holds both, for every area.
Mini Vault · $75
Focused fixes for specific problems in this area
Governance and Risk
Four Mini Packs of two focused systems, each used in a week or two. 8 systems.
You are here
Core Vault · $299
Run the whole area every month
Communication, Governance and Visibility
Four Core Packs of nine connected systems. 36 systems.
Masterworks
$999
Both, for every area
All 352 systems, with a 90-day plan to roll them out.
Mini and Core in just three areas costs $1,122, more than the whole library.
Questions
Common questions
Is this software?
No. Systems are done-for-you templates in Word and PDF, built from real operating experience. We call them systems because each one is ready to use and connects to the next.
Do I have to change the tools I use?
No. Keep ClickUp, Notion, Microsoft 365 or whatever you use now. Every pack includes a Digital Kit to set it up there.
I've tried templates before and stopped using them. Why would this stick?
Writing it down is only the start. Every system names an owner, a review date and a place in the routine, and each one feeds the next. Files can help a team keep going, but nothing can guarantee it. The running is still up to you.
What happens when I buy?
You pay through Lemon Squeezy, then land on a page with your download buttons. We also email you a download link. There is no account to set up.
Do I get updates?
Yes, you get lifetime updates. When a system you own is updated, we email you, and every change is listed on the update log.
Can I get a refund?
The free pack and the page previews let you see what you are buying first, so we do not offer change-of-mind refunds. UK and EU consumers can cancel within 14 days if nothing has been downloaded. Faulty or wrong files are fixed, or we arrange a refund, and your legal rights are not affected. See the refund policy.
Not ready to buy?
Start with the free pack.
The Business Operating Manual is nine free systems in Word and PDF. It shows how we work, on your own business, before you spend anything.