Tools

I’m posting documents here that might be helpful to others. All documents are in Microsoft Office formats. I will never embed macros in these.

Please let me know if you see any errors or omissions! If you wish to reciprocate and help others, please send me your document(s), and I will gladly give you credit if published.

Though I believe these forms to be good, I make no warranty, express or implied, regarding their accuracy, fitness for use, or legal sufficiency. Do your homework and make your own judgments.

I recognize these are paper-based tools in a supposedly paperless world. Read my blog post which addresses this topic in more depth.

Cheers!

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File	Size	Description
Attendance Sheet.xlsx	40KB	Track attendance at meetings and training events
Bill of Sale.xlsx	40KB	Create a record when selling organization assets with residual value to others.
Calendar.xlsx	165KB	One page 2025 calendar in Excel w/ US Federal holidays, and 52 workweeks numbered in accordance with the ISO-8601 standard.
Housekeeping Checklist.xlsx	41KB	Use this tool to help ensure your workplace is clean, organized, and safe for employees. This is a mash up of OSHA, 5S, and Kaizen thought.
Invoice.xlsx	49KB	Bill your clients using this professional invoice form.
Meeting Rules.docx	44KB	Helpful for conducting a meeting. I can’t claim authorship but don’t know who can. Let me know if you know the author
Purchase Order.xlsx	56KB	Formalize quantities, prices, and terms when you order goods and services from sellers
Red Tag.xlsx	72KB	Use these hi-viz tags to identify items that need to be repaired, relocated, recycled, sold, or thrown away. Print on heavy stock, cut out the 6 tags per page, punch a hole in the tags, attach a string, wire, or zip tie through the hole.
Transmittal Letter.xlsx	49KB	Provide your client context for documents and materials sent them and give yourself a record of having sent the item.

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