Document examples
Documents written out in full
Proposals, agreements, invoices, policies and reports, each written the way the trade writes them and laid out on real A4 pages. Nothing is summarised, so you can judge the wording before you use it.
271 examples, page 2 of 12
Business growth plan template with levers and targets
A business growth plan has to show where new revenue will come from, how it builds year by year, what it costs in people and equipment, and what could knock it off course. This five page plan for a landscaping company doubling revenue from $2.4 million to $4.8 million sets five growth levers, targets by year, $780,000 of investment, a hiring plan and risks with warning signs.
Business introduction letter with three services and one proof point
A new business introducing itself has no reputation to lean on, so the only thing that carries weight is a number it is willing to publish. This one page letter from a courier lists three services with their cut offs and prices, then states that 1,389 of 1,412 pilot deliveries arrived before 5pm, and says the figure is published monthly whether it is good or not.
Business plan template a bank manager will actually read
A business plan is a set of numbers with enough words to make them believable, and most templates get that ratio backwards. This one is a plan for a 40 seat cafe with the ask on page one, the market in figures, the competitors in a table, a three year profit and loss, the start up costs and a cash flow chart that shows the month the overdraft peaks.
Business proposal template with the fixed fee on page one
A business proposal template should put the price, the problem and the plan in the order a buyer reads them, and this one does. Northshore Digital pitches a new website to Verity Dental Group for a fixed $48,600 including GST, delivered in 14 weeks with a 12 month warranty. The four pages open with the fee and three headline tiles, then play back the client's own figures (7,400 monthly visitors, a 1.8 per cent enquiry rate, a 6.2 second load time and four separate booking systems), then set out the approach, the timeline and a priced investment table.
BYOD policy template that draws a line around work data
A bring your own device policy has to let staff use their own phones for work while protecting client data, and it only works if staff trust what the employer can and cannot do to their device. This three page policy for a real estate agency sets eligible devices, five enrolment steps, a can see and cannot see table, and wipe rights limited to work data.
Capability statement template with past performance in numbers
A capability statement is read by a procurement officer with forty of them, in about ninety seconds, looking for the numbers that let them shortlist. This one is four pages for a cleaning company chasing council work: the six number snapshot up front, three past contracts with values and outcomes, and the certifications and insurances in a table they can check.
Caravan sale agreement with the compliance plates recorded
A caravan is a trailer, a gas installation and a 240 volt circuit in one object, and each of those carries its own paperwork. This agreement records all three, puts the safety certificate where the law puts it, on the seller, and gives the buyer a window to have a gas fitter and an electrician look before the balance moves.
Cash handling procedure template with floats, counts and banking steps
A cash handling procedure has to make every till start with the right float, close with an honest count, and get takings to the bank safely, so losses are caught early and staff are never blamed without evidence. This three page procedure for a cafe with two tills does that with float breakdowns of $200 and $150, six count steps, a four level discrepancy rule and a three day banking schedule.
Casual employment agreement
A retail assistant is paid $34.00 an hour, which is a base of $27.20 plus a twenty five per cent loading. The agreement shows how every other rate is built from that base, and what the loading is paid instead of.
Catering contract template with a menu table and a guest numbers lock
Catering is priced per head and delivered per plate, which is why the two clauses that matter most are the one that locks the number and the one that says who gets what. This contract prices six courses per head, freezes numbers 14 days out, and puts every dietary requirement in a matrix with the main and the dessert each guest is served.
Cease and desist letter template that names the right, the conduct and the deadline
A cease and desist letter has to tell the other side exactly what they are doing, which right it infringes, and what must stop by a fixed date. This two page example from a bakery whose wheat sheaf logo was copied by a shop 600 metres away does all three, then asks for a signed undertaking so the matter can end without court.
Change of business address letter with the old and new rooms side by side
A relocation letter fails when the reader finishes it still wondering whether their booking, their phone number or their parking has changed. This one answers all three in a two column table, names the last day at the old rooms and the first at the new, and closes the gap in between.
Change of ownership letter template that promises continuity, then proves it
When a business changes hands the customer has one question, which is whether anything they rely on is about to break. This letter answers it in three numbered promises about records, staff and hours, hands the new owner a paragraph of her own, and gives a number to call.
Character reference letter template built on two things the writer saw
A character reference is only worth reading when the writer says how they know the person, for how long, and what they actually watched them do. This one gives seven years as a next door neighbour, states there is no family tie and no interest in the outcome, and then describes two dated incidents.
Cleaning services agreement template with a room by room scope table
Almost every argument about commercial cleaning is an argument about what was in the scope, so this agreement puts the scope in a table with a room, a task list and a frequency on every line. It then settles what a dental practice worries about: who holds the keys, who has been police checked, and what the consumables cost.
Co-ownership agreement template for shares, costs and exit
A co-ownership agreement is what two people write before they buy together, not after something goes wrong. This one covers a $780,000 unit held 60/40 as tenants in common, with tables for who paid what at settlement, who pays what each month, and how either of them gets out.
Coaching agreement template that sets the sessions, the scope and the boundaries
The clause that makes a coaching agreement worth signing is the one that says what coaching is not. This three page example for a business coach and a founder sells twelve sessions for $3,600, maps them to four blocks of work, and states in clause 2.2 that the coach is not a psychologist, counsellor, accountant, lawyer or financial adviser.
Code of conduct template with a do and do not list for each standard
A code of conduct is read once at induction and again when something goes wrong, and it has to work both times. This one keeps eight standards, gives each a short list of what to do and what not to do, sets the gift threshold and the conflict declaration as numbers and tables, and ends with how to raise a concern and what follows a breach.
Collaboration agreement template with an even ownership split
Two people starting something together agree on everything except the day one of them wants to stop. This four page collaboration agreement for a podcast splits ownership and money evenly, then spends its last section on the part that actually gets tested: 60 days notice, $2,500 for the name, and an archive both people keep a copy of for seven years.
Commercial lease agreement template with outgoings and fit out terms
A retail lease is decided by three numbers and two clauses: the rent, the review, the outgoings, the fit out contribution and the make good. This 12 page Victorian lease sets all five out in the open, including the outgoings the landlord is not allowed to recover at all.
Commission statement
A representative earns $5,294.50 in August and banks $3,294.50. The gap is a $2,000 draw being recovered, and the statement is built so that difference is explained on the page rather than in an email.
Communication plan template with audience, message and channel
A communication plan has to make sure each group affected by a change hears the right message, at the right time, from someone they trust, and that their questions come back to the people running it. This four page plan for a hospital clinical records upgrade does that with seven audiences, five key messages, nine channels with owners and a feedback loop with response times.
Company policy template, built out as an information security policy
A company policy template needs a document control block, a purpose and scope, numbered rules people can be held to, a table of who does what, and the consequences of a breach. This example shows that structure filled in as one complete policy: Talbot & Vance, a professional services firm, publishes its information security policy as version 3.1, owned and approved by the Chief Operating Officer and due for review in August 2027. Twelve numbered clauses run from acceptable use to compliance across 15 pages, with a four level classification table, a 30 minute incident reporting rule and a responsibilities table by role.
Company vehicle policy template for work vans, with private use limits
A company vehicle policy has to say who can drive, how far private use can go, who pays fines and what happens after a crash, and in Australia the private use rules decide whether fringe benefits tax applies. This four page Australian policy for a plumbing business with 12 vans does that with five driver conditions, the ATO's 1,000 km and 200 km limits, a logbook and a six step accident procedure.
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