Free templates for agencies

Timesheets, statements of work, briefs, incident reports, onboarding, budgets, capacity and rates, with a worked example on every page. The spreadsheets open in Excel, Google Sheets and LibreOffice, and the forms print or save as a PDF. Download what you need: no email, no sign-up.

Time and timesheets

Weekly and fortnightly timesheet

Start and finish times, unpaid breaks and leave for one or two weeks. Hours worked, overtime and the sign-off page are worked out for you.

  • XLSX
  • CSV
  • AU
  • UK
  • US
  • No email needed

Last reviewed 4 October 2026

Agency billable timesheet

One log for the whole team. Hours roll up by client, project and week, with billable hours, billable % and billable value.

  • XLSX
  • CSV
  • No email needed

Last reviewed 4 October 2026

New staff

New employee onboarding checklist

25 steps from the welcome email to the 30-day check-in, each with a suggested owner and a due date worked out from the first day. Time tracking, client work and client access are all in the first week.

  • XLSX
  • Print or PDF
  • No email needed

Last reviewed 4 October 2026

Clients and projects

Client onboarding checklist

33 steps from the signed proposal to the 30-day review, with owners, due dates worked out from your kickoff date and progress by stage.

  • XLSX
  • CSV
  • Print or PDF
  • No email needed

Last reviewed 4 October 2026

SOW outline and change requests

The sections a statement of work needs, with a prompt under each, plus a change request form and a change log that adds approved changes to the budget and the end date.

  • XLSX
  • Print or PDF
  • No email needed

Last reviewed 4 October 2026

Creative and project brief

Two briefs with a prompt under every heading: a creative brief for campaigns and design work, and a project brief for builds and other projects.

  • Print or PDF
  • No email needed

Last reviewed 4 October 2026

Project budget and retainer tracker

Log time once. See what each project has used, what's left, its monthly burn and where it will land, plus month-by-month retainer hours with rollover.

  • XLSX
  • No email needed

Last reviewed 4 October 2026

Client incident report

A report for the client after a site or app goes down: what happened, who was affected, how long it lasted, what fixed it, and what you will do so it doesn't happen again.

  • Print or PDF
  • No email needed

Last reviewed 4 October 2026

Planning and money

Leave-aware capacity planner

Twelve weeks of available hours per person, after leave and public holidays, against the hours you've planned. Over-booked weeks turn red.

  • XLSX
  • No email needed

Last reviewed 4 October 2026

Agency rate card and calculator

Work out what each role costs per billable hour, the lowest rate that still makes your margin, and a blended rate for a typical project.

  • XLSX
  • No email needed

Last reviewed 4 October 2026

Rather work it out in your browser?

The timesheet calculator adds up hours and exports a CSV, the working days calculator counts working days across Australia, the UK and the US, and the 2027 leave planner finds the best days to take off around public holidays. See all free tools.

Free to use and change in your own business. Please don't resell the files or publish them as your own. Templates that touch employment law carry a "Last reviewed" date and links to the official sources.