Downloadable Operational Templates

Welcome to the operational templates page!

The templates here have been created by Regina Gerbeaux and are designed for you to add to your company’s internal wiki on Notion. You’ll find everything you need including onboarding and offboarding templates, action trackers, and more.

The templates are available for FREE for anyone to duplicate, read, and share - please just make sure you send the original link.

Enjoy!

Note: for the best experience, please open these templates on desktop instead of mobile. They're more user-friendly that way!

Latest Operational Template

30-60-90 Day Template for Chiefs of Staff

A 30-60-90 day template for Chiefs of Staffs to use to onboard themselves.

Magic Questions for Busy Teams Template

Use Magic Questions (Lite & Lightning versions) to solicit feedback quickly and efficiently.

Delegation Rubric

Download this high-res PNG and PDF version for Execs and EAs to delegate and prioritize, respectively.

Info Finder Cheatsheet

A cheatsheet to help you locate most info you'll need to get things done on behalf of your exec.

Definition of Done (DOD) Checklist Guide

Use this Notion guide to establish how to complete your projects thoroughly and effectively, and grow as an operator.

Decisions Tracker Template

Use this Notion template to track the decisions made over time in your startup or company.

Chief of Staff Roadmap

A tool to help chiefs of staff plan and manage priorities and projects and get on-boarded quickly.

Absolute Feedback Template (Engineering)

Absolute feedback can be heavy. Here's an engineering specific template to make sure you're fully prepared.

Notion Company Hub

A FREE Notion template to run and scale your company operations, including meetings, actions, issues, topics, feedback, and more!

Magic Questions template

A tool to motivate and check in with your team regularly and track progress overtime.

How-Tos Template

Keep all of your documentation, tutorials, and notes around process in one place.

Onboarding Checklist

Onboard your new teammate with ease to ensure that they're set up for success on day 1.

Offboarding Checklist

Offboarding an employee is hard. Make sure the transition is as smooth as possible with this checklist and process.

Absolute Feedback Template (General)

Absolute feedback can be heavy. Here's a template to make sure you're fully prepared.

Regina Gerbeaux

Who’s Regina Gerbeaux?

Regina Gerbeaux (@_rpgbx) is the executive coach to some of the fastest scaling startups in the world. She is also a founder currently interested in the food delivery and logistics space.

Regina was the first person trained by Matt Mochary (executive coach to the CEOs of Coinbase, Brex, and many more) in the Mochary Method Curriculum.

Her tactical templates and operational write-ups have been referenced and used by fast-scaling companies, including BioRender, CoreDB, dYdX, and many more.

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Write-ups & resources on tactical startup operations

In conflict, you're not as rational as you think

All of us have to deal with conflict at work. Here's how to practice better objectivity, find your blind spots, and resolve conflict better on your teams, with your co-founders, and in your life.

How to Build a Relationship with your Executive Assistant

This write-up will teach you how to build a great relationship on the foundation of trust between you and your executive assistant, so they can help you collapse time even further and make you into more of a Superhuman.

Feedback: Leave Nothing Unsaid

Feedback is a gift, but can be tricky if you're trying to manage up as an operator. This write-up covers a no-BS way of receiving feedback from your exec and prying it out of them, and giving THEM feedback to help them improve. If you're an exec and you have teammates that struggle with giving you valuable feedback, read this, then send it to them. That way, they feel like they've been given explicit permission to tell you all of your flaws without fear. Good luck!