Plan and Prepare

Set yourself up for success, with this practical and flexible business toolkit,
all designed with Microsoft 365!

Every business needs a document toolkit, that has the essentials set up and ready to use at a moment's notice. But where to start, and how to make sure you can actually use what you have??

It's easy, with a Thriving Toolkit!

Thrive's Plan and Prepare toolkit is a comprehensive suite of templates, resources and step by step tutorials, so that you can confidently and professionally handle enquiries, project work and request payment - all from with Microsoft 365 apps, and without wasting your valuable time faffing about with formatting!

You, and your clients, deserve practical and professional documents that:

  • clearly demonstrate your professionalism
  • are consistent and on-brand, so that clients recognise your content on sight
  • are easy to edit and update, as your business grows and evolves
  • let your expertise shine!

This toolkit gives you all of the documents you need to manage your business, that are also easy for you to tailor to your style and expertise! Work smarter, with confidence in your business, with the Plan and Prepare Thriving Toolkit

Thriving Toolkits are a combination of Thrive's DIY Templates and Resources. Plan and Prepare has been designed to give you a comprehensive suite of practical documents that are easy to use, and professional - all from within Microsoft 365!

Simply add your logo, fonts and colours, and they are ready to use!

Your Toolkit includes:  

 

Professional Profile

DIY Microsoft Word Template

Let your expertise shine with this first opportunity to impress potential clients

Proposal
DIY Microsoft Word Template

A quality proposal reassures potential clients that you are the professional they need

Service Agreement
DIY Microsoft Word Template

There's no reason this important document can't also be stylish and on-brand

Report
DIY Microsoft Word Template

Prepare and send expert content in a layout that will wow your clients

Business Income Tracker
Microsoft Excel Workbook

A practical and clear way to track and manage your business income

Budget & Forecasting
Microsoft Excel Workbook

Test different pricing options and sales volumes to be able to meet your business goals

Invoice
DIY Microsoft Word Template

Request payment from clients with confidence
(GST and no-GST options)

  • Thrive Admin Services

    “Marianne is professional, knowledgeable and an absolute dream to work with. This one document template is now going to be used over and over again and I'm going to look a whole lot more professional!”

    Gemma Wilson Cherry Blossom Social Media

    Cherry Blossom Social Media

  • Thrive Admin Services

    “Marianne is by far the most experienced administrator I have ever had the pleasure of working with. She makes it all seem so easy - it really is like she can see what I have pictured in my mind!”

    Rochelle Courtenay

    Share the Dignity

  • Thrive Admin Services

    “Our ongoing dealings with Marianne and Thrive have been superb. The quality of work, timeliness, proactivity and breadth of skillset has been of enormous support to our young and growing business.”

    O'NEILL Peter

    De Motu Cordis

  • Thrive Admin Services

    “Finding someone like Marianne who is at a 'expert' level of experience not only with actual MS Word document formatting technical skills but also exemplary customer service has been amazing for me, likened to striking gold! I would highly recommend Marianne's services to anyone.”

    DOHERTY-Lee-edited

    Admin & Co

  • Thrive Admin Services

    “Thank you so much, I found the session extremely useful and I really appreciate the notes and the recording. The way you explain things makes it so easy to understand.”

    Juliette_Virtually Driven

    Virtually Driven

Still not sure? 

The Sat it with Style Thriving Toolkit is designed to help you manage your business with the tools and skills you already have! No extra subscriptions or programs, no jargon or tech-speak. Just practical solutions that you can implement straight away!

If you still aren't sure, then maybe these top tips will help you decide if it's right for you:

I use Microsoft on the web - will this be an issue?

All of Thrive's templates and resources are designed to be used with Microsoft 365, and will work on both the web and desktop versions (Mac and PC too!).

You may experience some issues updating headers and footers in Word on the web. It is possible, but will take a little bit more patience to complete. None of the Excel resources require editing of the headers or footers.

Can I build my own customised toolkit?

Not at this time. The toolkit has been put together specifically for helping you to manage your business finances, using the resources available from Thrive. 

If you are interested in putting together a specific set of Thrive products, please get in touch here, and we can see how we can help.

Do I have to be an expert in Word to use the template?

Short answer - no.

All of Thrive's DIY Templates are designed with all of the hard work (formatting, tables, sections, etc) done for you - you just need to add your logo, and change the colour and style of the fonts, and you will have most of what you need to get started.

If you want a little bit more help, your toolkit includes the step-by-step video tutorials, with unlimited access. You can take your time, and use the tutorials to help step you through the process!

Marianne Close (with stamp)

Hi there - I'm Marianne

In case we haven't already connected, I am the owner and Microsoft Magician at Thrive Admin Services, a specialist Microsoft 365 training and support service. I have worked in corporate administration roles for over 20 years, covering every stage of administration from reception to finance to C-Suite 1:1 EA work. 

I love solving problems, and being the 'make it happen' person when it comes to documents, spreadsheets, presentations and business systems. My experience has shown me that that it's possible to do some incredible things within the Microsoft 365 suite of products. I know that with a little know-how, you can confidently manage your business and wow your clients using the tools you already have at your fingertips with Microsoft 365!