These are some spreadsheets I put together over the years. If any of them are useful to you, cheers! Download them, fork them, send me a better version.
The weekly Level 10 meeting and accountability template I use, inspired by Gino Wickman's Traction. An EOS flavored leadership cadence for keeping teams aligned and accountable.
Download .xlsx →A five year operating budget and ROI model for standing up a new clinical site, with scenario toggles.
Download .xlsx →The household budget I actually use, built for people who want categories without ceremony.
Download .xlsx →Cap rate, cash on cash, and a sanity check on whether the deal pencils.
Download .xlsx →A model that compares card portfolios on annual fees, redemption value, and benefit utilization. Stops the "this card pays for itself" argument cold.
Download .xlsx →Put this together for my equestrian girlfriend. Horse costs are astronomical, but hey, if it helps someone else then cheers.
Download .xlsx →