Business Management & Organisation Tool


By Carlo Quiligotti

This Notion template is designed as a wholistic management solution to use when starting a business from idea/inception and scaling up to a small to medium size company with multiple employees. Use the templates inside for day to day task creation and allocation, information storage, key metric tracking & much much more.

I have also included bonus content where i offer my advice for integrating other low cost/free apps with this system in order to be able to manage every element of your business to its highest potential. These are all apps that i currently use with my business and i am in no way affiliated with them.

This template is the exact template i have used to scale a business from start up phase, to over $1.4 million in annual turnover (last financial year), and has been subject to countless iterations over 2 years until i am now finally happy with the finished product.

Good luck with your business, i hope this template serves you well!

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Notion business organisation tool designed for any small to medium size business. Over 25+ internal templates designed to improve your business efficiency, manage your staff and enable your business to scale with ease.
Optimised for your computer, tablet or smartphone. This Notion planner contains everything you will need in order to start and scale your business. Designed and built over 2 years using real world testing and iteration on a business that has scaled up to $1.4 million turnover in the last financial year.
The template contains 2 dashboard areas; the main dashboard and the staff dashboard. Main Dashboard – Designed for top level access and should be restricted to management and owners only. Use the templates in this area to store important information (company details, insurance documents etc), manage and track high level projects, access your full product and supplier linked databases, track turnover and keep up to date with your business calendar.
Staff Dashboard – Designed for staff and management to use on a day to day, week to week basis.
Allocate tasks to individuals and attach printable documents for extra instruction.
Track incoming stock orders and allow staff to request stock to be ordered when they notice it’s running low.
Track staff competency levels in detail across every area of your business, and provide them with all the tools and information they need in the information bank.
Create filterable databases, categorise products for easy navigation and attach important information to each item, such as costings, product lists and notes etc.
Manage projects from start to finish, controlling due dates and scheduling production time.
Finally your HR department allows you to communicate policies with staff such as time off and sick days.
Bonus – As a bonus i have also included a list of supporting apps/software programs i personally use to manage and continue to grow my business. These recommendations are perfect for small to medium businesses that don’t want to spend a fortune on an over the top business management system.