Entrepreneurship Templates


Keep your business running smoothly by using these templates. A great way to start your process to success.


Energy Audit Board

The Energy Audit (or Enjoyment Audit) can be useful in coaching and for self-assessing your productivity and happiness with your work. This is a great tool for insuring against burnout. An Energy Audit can be useful in discovering the “highest and best use of your time”, and then thinking about what types of work you are doing that might be best for you to delegate to other people on your team. If gives/takes energy doesn’t resonate with you, you can think of this dimension as “enjoy” and “don’t enjoy”. 

To use this tool, you would first add a card with every type of task work that you do. Then, you will rank the task according to the two dimensions from -5 (takes a lot of energy, or really bad at) to 0 (neutral) to +5 (gives a lot of energy or really good at).  You might want to think about each dimension separately, placing each card initially along one axis, and then moving them into the right number of the other axis once you have all the cards placed on either the energy or capability axis.

We recommend less than 25% of your tasks should be within the “good at, don’t enjoy/no energy” quadrant and 0% should be in the “bad at, takes energy” quadrant. Meaning 75% or more should be in the gives energy half. By looking to delegation to align your graph with this ideal, you will be less likely to become burnt out at work.


Use the multi-select tool (hold down shift key and then click or draw a box around multiple cards) and the left card menu in order to delete the sample cards that are.    

Cardsmith Pro-tip: Use the Zoom Slider Bar to make the background image larger or smaller in order to fit your screen. 

ansoff matrix template example cardsmith

Ansoff Matrix Board

The Ansoff Matrix is a strategic tool often used by senior management teams to brainstorm, categorize, discuss and decide on the best strategy for future growth.

A team might already know they want to apply one of the growth strategies:  Market Penetration, Market Development, Product Development or Diversification, or they may want to explore a few of these strategies.  Cards with different ideas can be placed into each of the four boxes of the Ansoff Matrix: For example:  Placing a “Decrease the price of a loss leader” card under Market Penetration.

A key feature of this model is that as you move up and to the right, the strategies take on higher risk which will need to be mitigated and managed.

For more information, here’s the Wikipedia entry about this framework.

Cardsmith Pro-tip: Use the Zoom Slider Bar to make the Ansoff Matrix background image larger or smaller in order to fit your screen.    

social media calendar example

Social Media Calendar Board

Modify this board to fit your social media strategy and then use it to be prepared for frequent posts. This format is a clever combination of a Monday-Friday Calendar plus a Kanban to keep your social media channels full of valuable content for your followers.

For process geeks:  Note that we’ve created a hybrid of a Monday-Friday calendar with a Kanban approach by putting the Ideas/Backlog/Do Next/Doing and Ready process steps vertically from bottom up.  Think of this like your best ideas bubbling up to the top.

knowledge management example board

Knowledge Tracker Board

Example of a Knowledge Management board for cataloging your favorite “just about anything”:

This example has a variety of resources useful to startups, in particular those in Portland, Oregon. Some resources are available globally.

book outline template

Book Outline Board

This template helps you structure and begin to write a business book.

Use it to outline topics by chapter, note your thoughts and main points, and even track research articles and links.

monkey mind brainstorm template

Monkey Mind Brainstorming Board

Use this 3 step exercise to calm and focus your mind, while getting control of your to-do list.

Do you have a Monkey Mind? Does your mind move from one idea, to another, to another – perhaps in a state of overwhelm?

When we get busy, or stressed, or disorganized, our brains try to take care of us by reminding us about all that they are worried about. “Don’t forget this task” your brain says, only to be quickly followed up with “Don’t forget what you told Sam you’d do for him before the next meeting”, only to quickly fly off to “I’m worried about not having time to complete my project”, and then to “I’m feeling overwhelmed by it all!”.

You feel out of control and anxious about what seems like a pile of things on your plate. Like a computer without enough memory, your brain is thrashing — jumping back and forth between multiple jobs. You can’t feel productive because you don’t really know what to work on next. When this happens is a great time to just hit pause, and do a little exercise that will both calm your brain and be a great first step into getting back on track and working on what truly matters most.

Read more here about how to do our 3 step mind taming exercise using a board like this one.  

or Watch this short video of the process here.  

Here’s what creating a Kanban Board can do for your team:

  1. Clarify priorities for management so they may better support your team.
  2. Improve project delivery speed and quality.
  3. Alignment of the team around the high priority work so more gets done faster.
  4. Improve team accountability and trust.
  5. Improve team morale by reducing stress and uncertainty.

Kanban is a visual tool from Lean. It is used by teams to improve the flow of work and keep the team focused on a limited number of tasks, features, or projects at a time.

This is a basic Kanban board. You can customize the columns which are steps in the process from Idea to delivery to be whatever process steps you and your team need. Simply add, delete or rename columns.

We’ve also set up this board with Grid Totals (from the Board’s main menu) to make sure our Work In Process does not get too large.

Pro Tip:  if you add fields to a card and want to always have those fields on new cards select Set Default Card from the card menu (see the lower right menu on this card)

Follow this link to learn more about how to design a customized kanban board that will best support your team.


If you need to sell the idea of using Kanban to your management or team, this video on finding your WHY for implementing Kanban in this youtube video:  https://www.youtube.com/watch?v=sHBPua6qLG4

freelance writer article tracker example

Freelance Writer Article Tracker Board

This board is for freelance writers to keep track of pitches, strategy, and to be published/invoiced pieces.

social media ad tracker example

Social Media Ad Tracker Board

Visualize and communicate social ads CTR (or other metric) by audience, message and time.

Our marketing co-founder created this board as a way to review Facebook ads with her freelance clients. They can easily see metrics related to various ad message/image/audience combinations.

team roles and biography example board

Team Roles And Bio Board

Use this team roles and bio board so that you and your team can:

  1. quickly see who else is on the team and what their role is.
  2. If you need a Bio for someone who is speaking, or authoring an article, you can quickly find it.

Keeping this board up to date takes only seconds every time you add a new team member, and it pays off because everyone will have this information at their fingertips.

Simple Consulting CRM

Consulting Sales Pipeline Board

A simple CRM to track leads, opportunities, speaking gigs and referral sources.

This board was provided by founding user Jerry Vieira from The QMP Group. Jerry is one of the few management consultants never wanting for work. It is because he works this board religiously to move forward with prospective clients and keep his referral network active.

The cards in this board have different fields appropriate to each column. Because Cardsmith currently has one “Default Card” per board, you should use the “Copy Card” function to create a new empty card with the relevant fields.

cardsmith master dashboard example

Dashboard Linking Board

Did you know you can link Cardsmith Boards together in a Master Dashboard?  

Every board, and every card for that matter, has a unique URL that can be used to link to and open another board.  

This board is an example of how one might use the text or link fields in Cardsmith to link a lot of different boards together. 

For example, if you have a project where there is a stakeholder register, a project milestone board, a project to company strategy board, and a kanban board, you can bring those all together for the convenience of your team and stakeholders.  

business roadmap template example

Company Roadmap Board

Keep your team focused on the most important goals by month and business area.

This example was designed by our CEO and is a typical roadmap for an early or launch stage startup.