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Risk Assessment Template

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Risk Assessment Template

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In a business where there are profits and losses, there are risks involved too. But some risks can harm your business and business organization and that you want to avoid at all cost. A smart business manager is the one who assesses the risks beforehand and keeps a plan all set in case a contingency arises. As an owner and a business manager, you must:

Identify what can be the cause of any illness for your business? (hazard)
How dangerous the situation can be, and whether can someone be harmed? (risk)
What can be the precautions that you can take to avoid these? (control)
There can be different types of risks in a business, and managing all of them individually and taking control of them can get too overwhelming. For this, a risk assessment template is a perfect solution for you. You can record information like what type of risk you can face, who will be in charge of it, what can be done, what will be required, etc., all at one template. You can have the details of what, whom, and when required to facilitate risk management available in a single location with the Risk Assessment Template.

What are the Steps needed to Manage the Risk?

Here are the steps every organization should follow to keep the risks at bay:

1. Identify hazards

You need to look around your organization and see what kind of work people are doing? What time are they doing the work? Is anyone exposed to harmful chemicals? Does anyone feel uncomfortable or threatened? Do your employees/workers need any protective gear for some particular type of work? Etc. Also, look at your records for any past mishaps.

2. Assessment of risk

Now you need to ask yourself whether someone would be harmed from all those risks or not. If yes, what kind of harm can be done and to whom, what will be done in that condition and who will be responsible for taking the corrective measures?

3. Control the risks

Now is the time to take corrective precautions to avoid the risks as much as possible. You need to think of how to execute the planning for controlling the risks. If required, you may have to change some policies or redesign your working structure to protect your business and your employees also who are also a part of the organization.

4. Record the findings

After executing controlling measures and redesigning the framework, you should record all the changes brought with the measures and note down your findings for future use. You can use a risk assessment form or template for this to avoid confusion.

5. Review the findings

Finally, review & analyze what was done, and if the results are not up to the mark, think about any other work that could have been done and start planning again.
Have your own free risk assessment template with Stackby and be free from the work of managing every little information regarding risk assessment.

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Press Release Request Management Template By Stackby Templates

Press Release Request Management

Public Relations has gained momentum these days. Bloggers, brands and almost every other online business wants to expand their PR outreach and find new platforms to showcase themselves. This is why PR agencies get numerous requests every day and sometimes managing these requests can become a real hassle. Stackby has now made organizing and managing PR requests much easier with our easy-to-use Press Release Request Management template because if you are not organized, you might miss many potential clients. Collect, review, organize and prioritize all your PR requests in no time Add data to your stack automatically using Stackby forms Track all press requests converting into press releases Manage all your PR contacts in one place Time is of the essence for PR professionals and our Press Release Request Management template helps you record, track, understand, and respond to every request as soon as possible. If you have your whole PR team at your disposal, you can share this template with them and all of them can work upon press release requests from time to time. What’s included in Stackby’s Press Release Request Management Template? Our PR Request Management Template includes three separate tables that will help you organize and monitor your PR requests, Press Releases, and PR Contacts respectively. Our template also includes different views that will help you visualize your PR requests based on the subject status, subjects type, and published by status. The template comes with a pre-built PR request form that you can share anywhere on your website, blogs, or via a direct link. The template also includes different views for visualizing the press release list based on status and date of publishing. Who can use Stackby’s Press Release Request Management Template?  Stackby’s press release request management template is useful for PR agencies or marketing agencies who are handling the public relations of different clients. How will Stackby’s Press Release Request Management Template help you?  Our press release request management template will help you bring all your team together and manage the PR request process in real-time. It will make the whole workflow of PR request management much easier for you. With this template, you will be able to do the following: Manage all the PR requests from different channels in one place Track the status of the press release requests (Due, Approved, Pending, Rejected, etc) Record the contact name for every PR request Record the press release date for every PR request you receive Store the description of the press release request Track the type of PR requests you receive (Event, Daily News, Hiring Updates, etc) Track the details of the press release for every request that you receive Track the press release associated with every contact Keep a record of the publication website Store details of PR contacts (Photograph, Phone Number, Email, PR request send, Number of requests sent, Number of press releases approved, Number of press releases pending, etc) Take your organizational skills a step further by incorporating various automation, security, and privacy features that Stackby has to offer to you and smoothen your workflow even more. Use our Press release request management template right away and enhance your productivity.

Minutes of the Meeting template for tracking agendas, decisions, and action items in Stackby Templates

Minutes of the Meeting

Meetings are a core part of every organization, but without proper documentation, they often fail to deliver lasting impact. Important decisions get lost, action items are forgotten, and accountability fades. To avoid these challenges, you need a reliable system to record and track what happens during meetings. That’s exactly what the Minutes of the Meeting Template is designed to do. This ready-to-use template helps teams and organizations capture key points, assign responsibilities, and track follow-ups from every meeting. Whether it’s a weekly team sync, client call, board meeting, or project discussion, this template ensures nothing falls through the cracks. Features of the Minutes of the Meeting Template Meeting Details Record essential meeting metadata: date, time, attendees, meeting type, and facilitator. Maintain a consistent log of all meetings in one centralized database Agenda Tracking Capture agenda items ahead of time so participants are prepared. Ensure discussions stay on track and aligned with meeting goals. 2 Discussion Notes Log key talking points, debates, and concerns raised during the meeting. Keep a transparent record that team members can refer back to. 3 Decisions Made Document resolutions and outcomes clearly. Provide a reference point to avoid confusion or miscommunication later. 4 Action Items & Responsibilities Assign tasks to team members with deadlines directly from the meeting minutes. Ensure accountability and follow-through on agreed actions. 5 Follow-Up Tracking Monitor the progress of action items across meetings. Close the loop by reviewing outcomes in subsequent sessions. Benefits of Using the Minutes of the Meeting Template Clarity & Transparency: Everyone leaves the meeting with a clear understanding of decisions, tasks, and next steps. Improved Accountability: By assigning responsibilities, team members are more likely to complete their tasks. Time Savings: Standardized fields eliminate the need to reformat notes after each meeting. Organized Records: Create a searchable archive of all meetings for quick reference. Better Follow-Through: Action items are tracked and reviewed, reducing the risk of missed deadlines or forgotten commitments. Use Cases Team MeetingsDocument weekly or daily standups, ensuring all updates and blockers are recorded and resolved. Client MeetingsTrack agreements, deliverables, and next steps to maintain transparency and professionalism with clients. Board MeetingsRecord high-level strategic discussions, key resolutions, and action plans for organizational governance. Project DiscussionsKeep project teams aligned by capturing milestones, risks, and task assignments. One-on-One SessionsRecord goals, feedback, and follow-up tasks during employee-manager check-ins. Why Choose This Template? Unlike scattered notes or disconnected documents, this template provides a structured and centralized system for capturing and organizing meeting information. It ensures consistency across all meetings, making it easier to track progress over time. The customizable structure means you can add fields specific to your team’s needs, such as priority level, department, or meeting category. With linked fields and automated reminders, you can also streamline follow-ups and task tracking. For remote or distributed teams, the template doubles as a shared workspace, ensuring that all stakeholders have access to the same information, regardless of location. Conclusion Meetings should move your organization forward—not waste time. The Minutes of the Meeting Template ensures that every meeting produces clear outcomes, documented decisions, and actionable next steps. By providing a structured approach to capturing minutes, this template helps teams stay organized, accountable, and productive. Start using this free-to-use template today to turn every meeting into a driver of progress and clarity. 

Product Roadmap Template for tracking product development milestones in Stackby. Templates

Product Roadmap

In this ever-changing world, new and creative products are entering the market every day. To keep up with the current trends and maximize their revenue and profit, companies need to continuously adjust and adapt their products and services according to customers’ requirements and demands everywhere. Companies design and develop new products with added features to attract new customers and retain potential customers. So, the question arises. How do companies do that? The answer lies in product planning. Product planning is the process of searching and developing new ideas for a product, sorting out the best and profitable ideas, planning their development, converting them into actual products, and introducing them in the market after extensive marketing campaigns. This means creating a product roadmap to follow. What is product roadmap & planning? Product planning is not the sole responsibility of one person. It requires intricate planning and seamless coordination between multiple departments of the company. The process of product planning is a continuous and dynamic one. Therefore, the process requires a tool that can keep up with the task and our Product Roadmap template is ideally equipped for the job. During the initial stages, each step is carefully planned and allocated to different teams according to the company’s overall goal and objective. From research and development to customer service, the success of a product is dependent on the proper functioning of each department. To plan and create a product, a company formulates an overall high-level strategy called a theme. To execute this plan, it is broken down into multiple additional steps or epics, which are small strategic plans themselves. Each epic is further broken down into user stories, representing a small unit of development work that allows a user to complete a task or goal in the product. Epics, themes, and stories are used to classify the amount of work in a product planning endeavor. A particular epic has one common objective. It could be a feature, business requirement, or customer request. In other words, it is a placeholder for a required feature. An epic takes more than one sprint to complete. If there are multiple user stories with the same focus area, product planners create an epic and attach the stories to a particular epic. All of this is recorded via a product roadmap. Who can use a Product Roadmap template? This template is ideal for entrepreneurs, product managers, business managers, strategic heads, marketing managers and more to keep track of company's product roadmap, goals and milestones. Things to consider when using Product Roadmap Template Product Roadmap template is inspired from Agile Software Development Process where the product development is managed across sprints, features, epics, stories and releases. This template ensures how your features/stories and sprints are moving and making sure your product releases are on track and product goals are being on time for other stakeholders in your team to act. Why use a product roadmap template? Keeping track of the multiple stages of product development is a time-consuming and challenging task. Looking for a product roadmap template to make your job easier? Well, don’t worry! Stackby is here to your rescue. We have created a state-of-the-art Product Roadmap Template to assist you with your product plan. With this product roadmap template, product development will now seem like a walk in the park. Using Stackby’s product roadmap template, you will be able to: Track your product planning roadmap and milestones on a single interface. Record each epic created and attach a description and the corresponding story. Track each story and attach an ID to the same. You can also track its current status. Monitor the start date and end date of each sprint in the product development stages and its current status. Use the template’s in-built calendar to monitor the releases. Record the planned and actual release date. Monitor and update all the details of your product planning process with this product roadmap template. Some Stackby's Product Related Templates: Agile Product Planning Template  Sprint Planning  Product Planning Template   Bug Tracker  User Research 

Employee Directory Template - Stackby Templates

Employee Directory

Employees form the biggest and most important asset of any company. Since they are responsible for all the work, the success of your company is on their shoulders. They are the building blocks that workday in and day out to construct your company from the ground up. In an increasingly competitive market, hiring and retaining the best talent is essential for your business. How are you supposed to keep track of all your employees and their information in the best possible way? This is where an employee directory comes in! What is an Employee Directory Template? Put in simple words; an employee directory is the central repository of every single detail about each employee in the company. Starting from the date of birth, contact details to the name of their supervisor, it stores and regularly updates all employee-related information. 5 Steps to Follow Employee Directory Template? Customise Your Directory Tailor the template to fit your organisation's specific needs by adding or removing fields as necessary. Include essential information such as employee names, contact details, department, position, and any other pertinent details. Streamline Your Data Entry with Forms  Utilise forms to simplify data entry. This can help ensure consistency and accuracy in the information collected. Forms can also be used to update existing information, making it easier to keep the directory current. Customise Directory Access for Better Access and Privacy  Implement access controls to ensure that only authorised individuals can view and edit specific sections of the directory. Balance transparency with privacy considerations, making sure sensitive information is protected. Automate Important Reminders Set up automated reminders for key events, such as employee birthdays, work anniversaries, or certification renewals.  Automation can help ensure that important dates are not overlooked and that the directory stays up-to-date. Integration with Project Managers  Integrate the employee directory with project management tools to enhance collaboration and streamline communication within teams. This integration can facilitate the assignment of tasks, tracking of project progress, and overall project management efficiency.  Why is it essential to create and maintain an employee directory? Is it worth dedicating your time and resources towards the upkeep of an employee directory? Yes! Here’s why! Updated contact details of employees ensure seamless communication and can help prevent future communication gaps. Medical and emergency contact details can prove to be useful, especially in emergencies. Department wise segregation allows you to monitor the current strength of each department. Details of the supervisor of each employee increase accountability in the company. The duration of stay of each employee allows you to analyze overall employee satisfaction. Keep track of employee appraisal. You can add more benefits to this list! As an owner or manager, it is your responsibility to record and regularly update all the requisite details of employees of each department. Are you facing difficulty managing all the details? Stackby is here to your rescue! With our Employee Directory Template, keep track of your employee list and information on a single platform! Why should your business adopt an employee directory template? Efficient Information Management: Helps in centralising and organising employee information, making it easily accessible and reducing the time spent searching for details. Improved Communication: Facilitates communication within the organisation by providing quick access to contact information, which is crucial for collaboration. Enhanced Privacy and Security: Allows for customization of access controls, ensuring that sensitive information is protected and only accessible to authorised personnel. Streamlined HR Processes: Simplifies HR processes such as onboarding, tracking employee progress, and managing personnel changes. Automation for Time-Saving: Automating reminders and updates saves time and ensures that the directory is always current. Tips & Tricks of using Employee Directory Template Regularly update the directory to reflect any changes in employee information. Encourage employees to review and update their own information regularly. Provide training on using the directory to ensure widespread adoption. How to use the Employee Directory Template by Stackby? Stackby is a collaborative workspace tool that combines the flexibility of spreadsheets with the power of databases. Create a new "Employee Directory" stack and customise it according to your needs. Use different column types for various information (text, date, dropdown, etc.). Leverage Stackby's features like forms, automation, and integrations for a seamless employee directory management experience.  Using Stackby’s Employee Directory Template, you can: Record the list of employees in the entire company or organization. Divide the employee into a different department on the same interface. Store the current job title of each employee. Record the date of joining and the total number of years in the company. Record the current supervising officer of each employee. Track the last and next appraisal date. Store relevant medical information including, but not limited to, blood group, disclosed allergies, emergency contact person, and relation to the given contact. Store a photo of each employee. Record the educational qualifications of your employees. Store updated contact information, including phone number, residential address, and email address used. Record the benefits available to each employee, such as EPF, gratuity, paid leave, group insurance, dental, and conveyance. Monitor and regularly update all information as and when necessary. Our directory template will help you manage your employee information most efficiently with minimal effort and hard work. If you're tracking your job applicants, check out this easy to adopt Applicant Tracker template. Check out Related Templates: Agency Talent Management Template Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Performance Management Employee Feedback Form 

Competitor analysis Template - Stackby Templates

Competitor Analysis

Knowing your competitors is essential for success in any business. By understanding their strengths and weaknesses, you can identify opportunities to improve your own product or service and gain a competitive advantage. Stackby's Competitor Analysis Template is a powerful tool to help you track and measure key information about your competitors. It includes everything you need to understand your competitive landscape and make informed decisions about your business. What is competitor analysis? Competitor analysis is the process of learning about your competitors so you can improve your own business. This includes looking at their products or services, marketing strategies, and target market. Why conduct competitor analysis? Competitor analysis is important because it can help you: Understand your competitors' strengths and weaknesses. Identify opportunities to improve your own business. Make better decisions about your product or service, marketing strategies, and pricing. Anticipate potential threats and challenges. How to Use Stackby's Competitor Analysis Template? Stackby's Competitor Analysis Template is easy to use and customize. Simply add your competitors' information to the tables and views, and you'll be able to compare them across a variety of metrics. You can also use the template to track trends in the market and identify opportunities to improve your business. Benefits of Using Stackby's Competitor Analysis Template Save time and money: Stackby's Competitor Analysis Template centralizes your competitor information and makes it easy to track and compare your competitors. This can save you a lot of time and money. Gain a competitive advantage: By understanding your competitive landscape, you can identify opportunities to improve your product or service and gain a competitive advantage. Make better decisions: The data you collect from your competitor analysis can help you make better decisions about your own product or service, marketing strategies, and pricing. Who is Stackby's Competitor Analysis Template for? Stackby's Competitor Analysis Template is for any business that wants to gain a competitive advantage. It is especially useful for businesses that are new to the market or that are facing increased competition. Customize your competitor analysis template Create a stack and add tables to track competitor information, such as company name, website, products or services, target market, pricing, marketing strategies, etc. Customize tables and views to meet your specific needs. Collect competitor information from a variety of sources, such as their websites, social media pages, and customer reviews. Track and compare competitors using the tables and views you created in your stack. Identify trends by tracking and comparing competitors over time. Use the data you collect to make informed decisions about your own product or service, marketing strategies, and pricing. Here are some additional tips for customizing your competitor analysis template: Add custom fields to track unique data points that are relevant to your industry or business. Automate workflows to streamline processes and set up automated reminders for data updates. Create personalized reports and views to cater to the preferences of different stakeholders. Aggregate data from various sources to gain deeper insights. Are you ready to take your business to the next level? Sign up for Stackby today and start using our competitor analysis template to gain a competitive advantage and make better decisions about your business.

Stackby User Research Template for collecting and analyzing user insights. Templates

User Research

How's Stackby User Research Template will help you ? For a company, managing its users’ experience is a very crucial task. To satisfy the users is the primary goal of any company to generate profit and keep the goodwill intact. Managing the users’ experience is essential for a company to take the product to the next level. Our User Research Template can help you out with that! A user research template is an answer for effectively managing all the data and research done by the company to know the experience of the consumers. You can manage any qualitative and quantitative data in this user research template by Stackby. All you have to do is copy the data and apply it in the template; that’s it! User research is typically done at the beginning of the project or any product development. It is done to know the perspective of the consumers and for the development of the product. There are two ways research is done: Qualitative: The type of research in which the information such as how a user thinks or feels. It is done to find the user’s opinion, emotions, and experiences. Quantitative: A quantitative data looks into numerical values, which can be read in a statistical form. It is generally used to quantify the opinions of the users. In user research, both qualitative and quantitative data is collected and is analyzed for the research purpose. The study can be used to develop and perform an existing product or apply to a whole new product. The need for user research is to find the answers to your questions. It tells you who your users are; In what context will they be using the product; and what are their expectations from you. Stackby’s user research template helps you manage all your research separately for the individual user and keeps it saved for future purposes. To conduct effective user research, you need to: Take note of what your users do. Set upright questions in the questionnaire to get unbiased answers from the people/users. Think from the user’s perspective and do not make assumptions beforehand. Be ready to get surprised. With Stackby’s User Research Template, you can keep track of all the research and the interview stack, your NPS score, and all those companies which took part in the research. Having a user research template has its advantages. It helps a company manage its research to develop the product or design and a new one. It is always good to know what people think of your company or your company’s products. And this User Research template is there to lend you a helping hand. Checkout Related Templates :Project Planning Agile Product Planning Template Sprint Planning

PR Tracker Template for managing and monitoring public relations campaigns. Templates

PR Tracker

Public Relations is the management of the communication or the flow of information between an organization or individual and the public so that it reaches the customers the way you want and changes their perception. When you must maintain client information for PR purposes, whether you are doing it for an individual or an organization, the number of tasks you need to do and the plethora of information you must maintain, and the track is too much. Keeping up with every task and remembering every piece of information can be a bit too much. A PR tracker will help you out with this and make you productive by maintaining and keeping track of all the information for you in a single platform. Why do we need a PR Tracker Template? A public relation tracker template is used to keep track and to manage the PR tasks and projects. Whether you must manage multiple clients or a PR manager, a PR tracker will help you monitor all your PR tasks on a single platform. You can include your publication links, keep track of your client's contact details, and organize your information to ensure your PR efforts are as smooth as possible. With a professional PR tracker that keeps all your PR related information stored safely and tasks organized, you will become more efficient and productive. You can also collaborate with other team members by sharing the template so that all of the people responsible for client management are on the same page. You will be able to pull out any information conveniently and analyze it for future use. It is very effective and easy to use with easy accessibility anytime. Who will find PR tracker template useful? This template will be useful for PR agencies, PR managers, marketing teams, business owners & SMEs. How will Stackby’s PR Tracker Template help you? With Stackby's PR tracker template, you will be able to track and organize all the PR information you need to manage in a single platform and save an immense amount of time. With the PR Tracker Template, you will be able to: Track all your targets in one place. Record the phone number and email address in each case. Track the contact person assigned to each target. Track the status of the communication (Reached Out/ Follow Up/ Closing/ Rejected). Record the agenda in each case (Marketing/ Sales/ Advertisements/ Funding/ etc.). Store the details of the pitch for each client. Monitor the date of the initial contact and last catch-up. Track the total targets allotted to each contact person. You can also store their contact details here in the pr tracker template. It is quite easy to update the PR tracker template and add your details manually by your own hands or by uploading an existing excel sheet. You can then categorize it the way you want. Checkout more related Templates : Product Competitor Analysis Applicant Tracker Employee Directory

Bakery Order Form

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Stackby Bug Report Template for tracking and managing software issues efficiently. Templates

Bug Report

While developing a software, app, or website, if there is an issue with the design, coding, or other specifications, it may lead to incorrect or invalid results. Such an issue is termed as a bug. It hampers the usability of your product and has a severe impact on user experience. Consider the following scenario. You have downloaded an app from the Play Store. However, you are not able to log in. The application may not be displaying notifications. These are just a few examples of the glitches one might face. Isn’t there a high probability that you will switch to another app that meets your requirements? The answer is yes. This is why it is imperative for any company producing technology products to identify and fix bug issues at the earliest. Stackby’s Bug Report Template helps companies do this easily. How will efficient bug tracking and fixing help you? Improves the quality of your company’s product and enhances user experience, which, in turn, produces loyal and long-lasting customers. Reduces the cost of development and leads to a high return on investment Increases your customer base and referral rate. People are more likely to refer your product to others if they’ve had a seamless experience using it. Identifies and isolates the areas of your product that report the maximum number of bugs. This will help you concentrate your resources on a particular aspect of the product. A well-planned and executed QA process will uncover almost all the defects of your product so that they can be fixed beforehand. What are the four key steps involved? Bug detection Bug reporting Bug fixing Product testing and Release To ensure that your product is bug-free, you must keep track of each issue from the detection to the final testing phase. This process can be quite tedious and cumbersome. That is why Stackby has a Bug Report Template! Using our bug report template, you will be able to: Keep track of each bug issue from start to finish and maintain a detailed issue log. With the Bug Report Template. Users will be able to: Assign a bug issue ID for better tracking. Record the date and time on which the bug was reported. Track the source of the report (User email/ Internal QA/ Beta user/ Customer Demo). Keep track of the current status of the bug (Not yet started/ WIP/ Completed/ Testing). Add a priority status to each issue (High/ Medium/Low). Assign a lead to every bug issue reported. Record the notification status of the issue. Track the module under which the bug has been reported (Registration/ Login/ User Invitation/ Notification/ Layout). Keep track of your entire team responsible for fixing bug-related issues. With Stackby’s bug report template, you can rest assured that all your bug reports will be analyzed and fixed at the earliest! Talking to your users is most important, if you're managing user research - check out this template as well.   Check out other related Template :Agile Product Planning Template Bug Tracker Project Planning Sprint Planning User Research 