Notion is a business management and organisation tool designed for start-ups and small to medium businesses of all types. It is optimised for use on computers, tablets, and smartphones and contains over 25+ internal templates to help improve business efficiency, manage staff, and enable businesses to scale. This template has been designed and built over two years using real-world testing and iteration on a business that has gone from a $1.4 million turnover to a projected $2 million turnover in the current financial year.
The template contains two dashboard areas:
Main Dashboard: Designed for top-level access and should be restricted to management and owners only. Use the templates in this area to store important information (e.g. company details, subscription information, and insurance documents), manage and track high-level projects with smaller task breakdowns and linked tables, access a full product and supplier linked database, track turnover, and keep up to date with the business calendar.
Staff Dashboard: Designed for staff and management to use on a day-to-day and week-to-week basis. Allocate tasks to individuals and attach printable documents for extra instruction. Track incoming stock orders and allow staff to request stock when it runs low. Track staff competency levels across every area of the business, and provide them with all the tools and information they need to operate independently in the staff information centre. Create internal filterable databases, categorise products for easy navigation, and attach important information to each item (e.g. costings, ingredients lists, and notes). Manage projects from start to finish with complete transparency, controlling due dates and scheduling production time. Finally, the HR department allows you to communicate policies with staff (e.g. time off and sick days).
Bonus: As a bonus, I have included a list of low-cost supporting apps/software programs that I personally use to manage and continue to grow my business. These recommendations are perfect for small to medium businesses that don’t want to spend a fortune on an over the top business management system.
Leave a Reply