Downloadable Operational Templates

Welcome to the operational templates page!

These operational templates were created by Regina Gerbeaux for founders, operators, and the people who keep companies running. Some are built for your team's Notion wiki, like the onboarding and offboarding checklists and action trackers. Others are personal tools for the harder parts of the job, from prioritizing your week to navigating a layoff. Duplicate any of them into your own Notion in one click.

Enjoy!

Note: for the best experience, please open these templates on desktop instead of mobile. They're more user-friendly that way!
Featured from Coaching Founder

The Complete Library

Every template in the Coaching Founder library, at less than half the price of buying them individually.

$249.00

Systems, Process, & Prioritization

Standard Operating Procedure Template

A Notion template for standard operating procedures (SOPs).
$29.00

Product Roadmapping for Startups

Use this product roadmapping template to have an MVP place to save feature ideas.
$39.00

Prioritization Formula Template

A prioritization formula in Notion for operators to prioritize effectively and advance company goals.
$29.00

How-Tos Template

Keep all of your documentation, tutorials, and notes around process in one place.
$19.00

Definition of Done (DOD) Checklist Guide

Use this Notion guide to establish how to complete your projects thoroughly and effectively, and grow as an operator.
$29.00

Delegation Rubric

Download this high-res PNG and PDF version for Execs and EAs to delegate and prioritize, respectively.
$19.00

Decisions Tracker Template

Use this Notion template to track the decisions made over time in your startup or company.
$29.00

Meetings & Comms

Manager to Direct Report 1-1 template

A 1-1 template for managers to run focused, recurring check-ins with their direct reports.
$19.00

Weekly Memo Template

Operators, use this template to share organized weekly updates for project-based work and wrangle people without having to babysit them.
$19.00

Magic Questions for Busy Teams Template

Use Magic Questions (Lite & Lightning versions) to solicit feedback quickly and efficiently.
$19.00

Magic Questions template

A tool to motivate and check in with your team regularly and track progress overtime.
$29.00

Group Meeting Doc Template

Group meetings can sometimes suck, but they don't have to. Use this template to run weekly syncs
$29.00

All Hands Meeting template

The defacto template to use to run your all hands (for teams up to 100 people)
$29.00

Meeting Template for 1-1s

Use 1-1s as an opportunity to manage up and show your manager that you are a hustler and self-directed.
$19.00

Leadership & Operating

Board Meeting Template

A template for you to build your board meeting packets.
$49.00

Chief of Staff Roadmap

Roadmap template or cheat code? This tool helps Chiefs of Staff prioritize, delegate, organize, and stay on top of everything that comes their way.
$49.00

Master Task Board Template

Execs, use this template with your Chief of Staff or EA to keep track of all tasks they're working on at any given time.
$49.00

Notion Company Hub

A Notion template to run and scale your company operations, including meetings, actions, issues, topics, feedback, and more.
$49.00

The Executive Offsite Planning Template

A step-by-step Notion template for planning an executive offsite that actually gets results. Agenda design, facilitation prompts, and logistics, all in one place.
$49.00

Hiring, Onboarding, & Transitions

Onboarding Checklist

Onboard your new teammate with ease to ensure that they're set up for success on day 1.
$19.00

Offboarding Checklist

Offboarding an employee is hard. Make sure the transition is as smooth as possible with this checklist and process.
$19.00

Info Finder Cheatsheet

A cheatsheet to help you locate most info you'll need to get things done on behalf of your exec.
$19.00

30-60-90 Day Template for Chiefs of Staff

A 30-60-90 day template for Chiefs of Staffs to use to onboard themselves.
$29.00

The 30-60-90 Day Template for New Executives

A 30-60-90 day template for New Executives to use to onboard themselves.
$29.00

The Hiring Decision Framework

A Hiring Decision Framework template for executives and teams to use when making a decision on their next hire.
$29.00

Performance & Hard Conversations

Performance Improvement Plan Template

Have a struggling performer? This Performance Improvement Plan template will help you get them back on track and up to speed.
$29.00

Layoffs Done Right Checklist

Use this checklist to be adequately prepared for layoffs and reductions in force (RIFs).
$29.00

Conflict Resolution Kit

This kit gives you everything you need to resolve conflict amicably between co-founders, teams, and across skip levels.
$49.00

Absolute Feedback Template (Engineering)

Absolute feedback can be heavy. Here's an engineering specific template to make sure you're fully prepared.
$29.00

Absolute Feedback Template (General)

Absolute feedback can be heavy. Here's a template to make sure you're fully prepared.
$29.00

Fundraising & Investors

Investment Memo Template

A template for writing the investment memo behind a deal, from thesis to risks to terms.
$29.00

Investor Update Template

A template for sending clear, consistent investor updates that keep your backers informed and engaged.
$19.00

Personal Growth

It Takes a Village! (Community Help for New Parents template)

A template to organize community help for new parents, from meal trains to childcare coverage.
$19.00

Learning How to Feel Worksheet

Discover practical steps in this worksheet to help you identify and experience your emotions.
$19.00

Who’s Regina Gerbeaux?

Founder and operator, turned executive coach.

I was the first Chief of Staff and COO to Matt Mochary, coach to the CEOs at OpenAI, Scale AI, Flexport, Coinbase, Reddit, and more. My operational write-ups are featured in the Mochary Method Curriculum as key resources for every founder ready to scale their company, and used by hundreds of fast-scaling companies.

I work with the Top 1% of Leaders. When we work together, you stop flying blind. Every problem you bring to the table, I pattern-match against decisions I’ve seen decacorn companies make behind closed doors—so you avoid the mistakes they’ve already made. If you’ve ever wished there was a Stack Overflow for scaling company challenges, it exists. It lives in my brain.

Not only will you have the information to make smart decisions, but I’ll also help you understand the psychology behind everyone you work with. Whether it's your leadership team, customers, or board, you’ll become a master communicator, able to bring people into your corner and win.

Write-ups & resources on tactical startup operations

Ready to Unlock Your Edge? Let's Connect.

I take on a small number of new clients each month and frequently have a waiting list. To see if we’re a good fit, please get in touch and I’ll reach out with next steps.