Templates

The Axiom catalogue

Six premium bundles and seventy-six best-in-class single templates across quality, safety, operations, compliance and HR, all designed as one family by a practitioner. Every template is live on Etsy - instant download, no subscription, yours forever.

Flagship bundle

The Problem-Solving Pack

Everything you need to take a problem from symptom to verified, permanent fix - to a standard that stands up in front of a customer or auditor.

8D Report (7-tab working doc)5 WhysFishboneA3DMAIC tracker
Instant download · Microsoft Excel
Buy on Etsy Read the 8D guide

Also available on Payhip.

AXIOMQuality
8D Problem-Solving Report
Live dashboard · IS/IS-NOT · separated root causes · action tracker
DashboardD0-D8Action trackerRoot-cause workspaceA3 summaryWorked example
The complete QMS

The ISO 9001 Complete Pack

A full quality management system in one download: 65 professionally written documents covering every clause - quality manual, 14 procedures with flowcharts, 32 forms and registers, and 8 fully worked examples.

Quality manual14 procedures32 forms & registersProcess flowcharts8 worked examples
Instant download · Word, Excel & PowerPoint
Buy on Etsy Read the ISO 9001 guide
AXIOMQuality
ISO 9001:2015 QMS Template Package
65 documents · clause-mapped · audit-ready
Quality manualProcedures QP01-14Forms QF01-32FlowchartsAudit & risk toolsWorked examples
Axiom Quality · single templates

Best-in-class single templates

One tool, done properly. Each of the twenty-two Axiom Quality singles is a deeply researched working document - dropdowns, live dashboards and a fully worked example - not a headers-and-boxes grid. The Axiom Safety line follows below.

FMEA, APQP and production quality

FMEA to control plan to measurement to approval - built as one coherent set around the same worked example, so you can see the documents feeding each other the way PPAP reviewers expect.

Process FMEA (PFMEA)

The only template at this price that calculates the modern AIAG-VDA Action Priority as well as RPN - S/O/D dropdowns, colour-coded, with a live dashboard.

Design FMEA (DFMEA)

The design-risk sibling of the PFMEA: full DFMEA column set with auto RPN and AIAG-VDA Action Priority, worded for design engineers.

Control Plan

The genuine AIAG column set - nothing stripped out - with a phase dropdown, colour-coded special characteristics and red completeness flags.

Gauge R&R (MSA)

A real AIAG average-and-range study: correct constants, visible maths, %GRR and ndc, and an automatic colour-coded verdict.

SPC Control Charts

X-bar & R and I-MR charts with auto limits, automatic run rules (beyond limits, run of 7, trend of 7) and a Cp/Cpk capability tab.

PPAP Checklist

All 18 AIAG elements with the published level 1-5 submit/retain matrix baked in - pick your level and every element's requirement fills itself in, with an honest readiness %.

First Article Inspection

The AS9102-style three-form FAI with separate + and - tolerances, automatic per-characteristic pass/fail and an overall verdict that flows to the cover form by formula.

Risk, action and project tracking

Registers and trackers that run themselves - status columns that compute, heatmaps that count, clocks that flag late on their own, and nothing left to go quietly stale.

Risk Register

Scores every risk twice - inherent and residual - with a live 5x5 heatmap, an automatic top-10 exposure list and overdue-review alerts.

RAID Log

Four true registers - risks scored L x I, actions with self-computing Open / Overdue / Done, issues, decisions with a Superseded audit trail - plus one dashboard across the lot.

CAPA Tracker

Status is a formula, never an opinion: Open, Overdue, Closed, Effectiveness check due and Reopened all compute from the dates you enter.

NCR Log + Report

The register for the trends plus a printable one-page NCR form for the part - in one file, with automatic aging and a defect Pareto.

Customer Complaint Log

Two SLA clocks on every complaint - acknowledge and close - with automatic LATE flags including still-open breaches, a printable complaint form and a justified % dashboard.

RACI Matrix

The matrix that checks itself: no Accountable, two Accountables or no Responsible flag red the moment they happen, with per-role workload counts.

Audit and quality system

The machinery of a QMS that runs itself: audit programmes with linked findings, layered shop-floor checks, calibration that counts down and KPIs with honest maths.

Internal Audit Schedule

Programme, printable ISO 9001 checklist and findings log linked as one system - audit statuses compute and every finding counts itself back to its audit automatically.

Layered Process Audit

The genuine three-layer method with the compliance maths built in: a 25-question editable bank, live scoring, same-day containment and done-vs-target per layer.

Calibration Log

Automatic next-due dates with a live days-left countdown - and the out-of-tolerance impact log for ISO 9001 7.1.5.2 that most registers have nowhere to put.

Quality KPI Dashboard

Ten pre-built quality KPIs with direction-aware RAG - lower-is-better metrics colour correctly - a YTD that knows sums from averages, a 12-month heat strip and three trend charts.

People, workplace and improvement

The quiet foundations: competent people, an organised workplace, maintained machines, measured suppliers and an improvement pipeline that keeps its promises.

5S Audit Checklist

25 guided questions with strict 0-4 scoring, a native radar chart showing where 5S is weak and an audit-over-audit trend showing whether it is improving.

Skills Matrix

Red gap flags against required levels, 60-day training expiry alerts, and automatic single-point-of-failure hunting across your whole team.

Supplier Scorecard

Five weighted criteria, automatic 0-100 scores and A/B/C grades, a panel ranking and a 12-month heat matrix where the colour row is the trend.

Preventive Maintenance Log

Intervals in days so weekly tasks actually work, automatic next-due countdowns, downtime ranked by asset and the PM ratio that shows who really sets the agenda.

Kaizen Tracker

Impact/effort scores place every idea in its quadrant automatically - Quick win to Low priority - with a 7-stage lifecycle, an 8-wastes Pareto and verified-not-promised savings.

Axiom Safety · single templates

The Axiom Safety line

The same best-in-class standard, now for health and safety. Ten deeply researched working documents - scored assessments, self-watching review dates, linked findings and live dashboards - for factories, workshops, sites and any workplace that has to prove it manages risk.

Risk assessment and safe systems of work

Score the risk before and after your controls, task by task or job by job, and put the safe method in writing - the documents a client or an auditor asks to see first.

Risk Assessment

Scores every activity twice - before and after your controls - on a 5x5 matrix, flags who could be harmed and watches every review date, with a printable form and a live dashboard.

Job Safety Analysis (JSA)

The task-level, step-by-step sibling of the risk assessment: break a job into its steps and score each one initial and residual. Carries both the JSA and JHA names.

Method Statement (RAMS)

A complete 13-section RAMS document in editable Word - sequence, plant, PPE, permits and a built-in risk summary - with auto-numbered steps and a briefing register the crew signs.

Fire Risk Assessment

The five-step assessment on one sheet with a 24-point evaluation, self-calculating compliance, a priority-rated action plan and a review countdown. For straightforward premises, supporting a competent person.

Inspections, substances and briefings

The regular, on-the-ground safety work - scored inspections that trend, a COSHH register that stays current, and a year of toolbox talks that keep score.

Safety Inspection Checklist

30 points across six areas scored 0-4 (with an N/A that stays out of the maths), a linked findings log where each item owns its status, and a trend chart that proves the workplace is getting safer.

COSHH Assessment

Every substance classified from its own safety data sheet, the SDS tracked, GHS hazard classes and exposure routes captured, and review dates that flag themselves - with a printable assessment form.

Toolbox Talk Kit

25 talks already written, a 52-slot planner that flags a missed talk on its own, and a printable attendance record that proves the briefing happened - not an empty box with a title.

Records, metrics and policy

The paper trail that proves it: incidents investigated and closed, EHS metrics that colour the right way, and the three-part policy every business is expected to have.

Accident & Incident Log

Linked incident and near-miss registers, an investigation status that computes itself, a near-miss ratio and days-since-last-lost-time counter, and a printable form that records the role, not the name.

Safety KPI Dashboard

Ten leading and lagging EHS metrics with direction-aware RAG - so rising near-miss reports show green - a built-in incident frequency rate and twelve months of trend.

Health & Safety Policy

The classic three parts done properly - a signed Statement of Intent, an Organisation part that names who is responsible, and 14 practical Arrangements sections - in original Word wording, with a worked example.

Axiom Operations · project & ops management

The Axiom Operations line

The same best-in-class standard, now for running projects and operations. Seventeen deeply built working documents - trackers that update their own status, schedules that draw themselves from your dates, real burndowns and live dashboards - plus the complete toolkit that ties the whole project lifecycle together.

Flagship bundle

The Complete Project Management Toolkit

Run a project from kickoff to handover in one download: 19 deliverables covering the whole lifecycle - tracker, Gantt, budget, status reporting, RAID and RACI - all built as one coherent family around a single worked project.

Project trackerGantt chartBudget & forecastRAID & RACIStatus report
Instant download · Microsoft Excel & PowerPoint
Buy on Etsy Read the guide
AXIOMOperations
Complete Project Management Toolkit
19 deliverables · the whole project lifecycle
Project trackerGantt chartBudgetStatus reportRAID & RACIHandover

Plan and schedule

Lay out the work and the calendar - bars and milestones that draw themselves from your dates, capacity you can see before you commit, and a cadence for keeping everyone in the loop.

Gantt Chart

Bars that draw themselves from your dates, a % complete overlay and a current-week marker - no manual shading, ever.

Project Timeline

A milestone plan that marks itself on a 12-month quarter view, with automatic slip flags the moment a date moves.

Sprint Planner

Capacity versus commitment with an over-commit flag, an ideal-versus-actual burndown chart and automatic carry-over.

Resource Capacity Planner

An over-allocation heatmap that colours the moment someone is booked past capacity, plus utilisation and coverage at a glance.

Communication Plan

Cadence measured in days so weekly updates actually work, with an automatic next-due date and overdue flags on every audience.

Track and control

Run the work once it is moving - status that computes itself, WIP limits and SLA clocks that flag on their own, budgets that forecast, and stakeholders mapped by power and interest.

Project Tracker

Automatic status and a dependency check, with a live dashboard built from the dates you enter - the anchor of the whole line.

Kanban Board

A working Kanban in Excel with WIP-limit breach flags, automatic cycle time and aging on every card.

Action Item Tracker

Automatic status and aging, a per-owner workload count and a source Pareto - so actions actually close instead of drifting.

Issue Tracker

An SLA clock on every open issue, with automatic aging and breach flags so nothing slow-burns unnoticed.

Project Budget Tracker

Planned versus committed versus actual with automatic variance, % consumed and a forecast at completion - budgets that predict, not just record.

Stakeholder Register

Every stakeholder placed on a power/interest quadrant automatically, with an engagement gap that shows who needs more attention.

Report, run and operate

Turn the work into something you can show and run the business around it - one-page status, minutes that become actions, controlled SOPs, honest KPIs, and the day-to-day of stock and staffing.

Project Status Report

A one-page RAG status in Excel plus a matching PowerPoint one-pager, with an overall status that takes the worst of its parts.

Meeting Minutes

Agenda to minutes to a rolling cross-meeting action log - so decisions and owners carry forward instead of getting lost.

SOP Register

Review-due countdowns and linked revision counts keep every procedure controlled - the Excel register rivals leave as a flat Word list.

Business KPI Dashboard

Ten general-business KPIs with direction-aware RAG - lower-is-better metrics colour correctly - a YTD that knows sums from averages and native trend charts.

Inventory Management

Reorder-point alerts, live stock valuation and dead-stock flags - a genuine small-business inventory workbook, not a bare parts list.

Employee Shift Roster

Automatic hours and cost, with coverage-gap and leave-clash flags that catch a hole in the rota before the shift does.

Axiom Compliance · single templates

The Axiom Compliance line

The same best-in-class standard, now for compliance, data protection and information security. Thirteen deeply built working documents - registers that count down their own renewals, dashboards that run the statutory clocks and risk scoring mapped to ISO 27001 Annex A - plus two complete packs: the GDPR essentials and a full ISO 27001 ISMS.

Flagship pack

The ISO 27001 ISMS Toolkit

The whole information security management system in one download: 65 documents - core ISMS docs, 14 topic policies, 10 procedures, 13 registers, 8 forms and the Statement of Applicability across all 93 Annex A controls.

Core ISMS docs14 policies10 procedures13 registersStatement of Applicability
Instant download · Word & Excel
Buy on Etsy Read the guide
AXIOMCompliance
ISO 27001:2022 ISMS Template Toolkit
65 documents · all 93 Annex A controls · audit-ready
Core ISMS docs14 policies10 procedures13 registersStatement of ApplicabilityWorked examples
Flagship pack

The GDPR Compliance Pack

Everything a small organisation needs to run UK GDPR: the two core policies plus the six working registers behind it - RoPA, DSAR, breach, DPIA and retention - all built as one coherent family.

Data protection policyPrivacy noticeRoPADSAR & breachDPIA & retention
Instant download · Word & Excel
Buy on Etsy Read the guide
AXIOMCompliance
GDPR / UK Data Protection Pack
8 documents · 2 policies + 6 working registers
Data protection policyPrivacy noticeRoPADSAR logBreach registerDPIA & retention

Information security and audit

Score information security risk the way an ISO 27001 auditor expects - asset by asset, before and after your controls, mapped to the Annex A controls that treat each one.

ISO 27001 Risk Register

Asset-based risk with inherent versus residual scoring and Annex A mapping - the register at the heart of a working ISMS, not a bare threat list.

Data protection and GDPR

The registers and dashboards that carry UK GDPR - each one running its own statutory clock, so DSARs, breaches, retention and impact assessments are recorded defensibly and never quietly slip.

GDPR Compliance Tracker

DSARs, breaches and retention on one honest dashboard - direction-aware RAG that will not paint a problem green.

RoPA Register

Your Article 30 record of processing activities, with completeness flags - the register every controller and processor must be able to produce.

DSAR Log

The one-month statutory clock with automatic overdue flags, so no subject access request runs past its deadline unnoticed.

Data Breach Register

The 72-hour ICO notification decision, recorded defensibly - a report-by deadline computed from detection, counting down live, with a printable incident form.

DPIA Template

Guided screening that tells you whether you need one, plus risk scoring before and after mitigation - the assessment high-risk processing requires.

Data Retention Schedule

Retention periods and disposal-due countdowns, so you keep personal data only as long as you should and can prove you dispose of it on time.

Registers and renewals

The controlled registers a business runs on - documents, policies, obligations, contracts, licences and suppliers - each watching its own review and renewal dates so nothing lapses on your watch.

Document Control Register

Version, owner and review-due countdowns on every controlled document - the master list that satisfies clause 7.5 instead of a folder nobody trusts.

Policy Register

The policy lifecycle plus who has read and accepted each one - attestation tracking, so "everyone was briefed" is a fact you can show, not a hope.

Compliance Obligations Register

Obligation to owner to next review, with direction-aware RAG - so you know every requirement you are on the hook for and which are slipping.

Contract Register

Renewal and notice-period countdowns on every contract, so nothing auto-renews by surprise and no notice window closes without you.

Licence and Permit Register

Expiry countdowns and renewal alerts across every licence and permit you hold - the register that stops a lapse becoming a shutdown.

Supplier Compliance Register

Documents on file, audit status and per-supplier risk in one place - onboard a supplier without quietly inheriting their exposure.

Axiom HR · single templates

The Axiom HR line

The same best-in-class standard, now for HR and people management. Fourteen deeply built analytical workbooks - turnover and absence that calculate, a 9-box grid that plots itself, appraisals that calibrate and alerts that watch every probation and right-to-work date - plus the complete toolkit that ties them together. This is the fifth and final line, and it completes the Axiom catalogue.

Flagship pack

The Complete HR / People Toolkit

Fourteen analytical HR workbooks in one download - turnover, 9-box, appraisal, recruitment, leave, onboarding and more - every one a calculating, charted workbook built to a single professional standard, around one worked company.

Turnover analytics9-box gridAppraisal & calibrationRecruitment & payLeave & onboarding
Instant download · Microsoft Excel
Buy on Etsy Read the guide
AXIOMHR
Complete HR / People Toolkit
14 analytical workbooks · the whole employee lifecycle
Turnover9-box gridAppraisalRecruitmentLeaveOnboarding

People analytics and talent

See who is leaving and why, place your people on the grid, calibrate the ratings and know who is ready to step up - the analytics that turn HR data into a decision.

Employee Turnover Analytics

Attrition and tenure buckets, an exit-reason Pareto and the real cost of turnover - the numbers that tell you where your people are going and what it is costing.

9-Box Talent Grid

Enter performance and potential and every name plots itself onto the nine-box grid automatically - succession planning made visible, not argued from memory.

Performance Appraisal Workbook

Weighted competencies, a calibration view across the team and a rating distribution - so appraisals are fair and comparable, not a lottery of managers.

Succession Planning

Key-person risk, successor readiness and a no-successor alarm - so you find out who is irreplaceable before they hand in their notice, not after.

Hiring and pay

From first application to final offer and the pay band behind it - a hiring funnel you can see, interviews scored fairly, and headcount planned against budget.

Recruitment Tracker

A hiring funnel you can actually see, with time-to-hire and cost-per-hire computed automatically - so you know where candidates stall and what a hire really costs.

Interview Scorecard

Weighted scoring against the criteria that matter and a ranked candidate comparison - so the best candidate wins, not the best talker in the room.

Workforce Planning

Headcount and budget planned in the same place - budget versus actual, open roles and a salary roll-up - so growth plans and the pay bill never drift apart.

Salary Band Planner

Compa-ratio on every employee and automatic pay-compression flags - so you can see who sits where in the band and where the next pay problem is forming.

Absence, onboarding and records

The day-to-day record-keeping that has to be right - holiday and absence, onboarding, probation, return-to-work and the document checks that must not quietly lapse.

Leave and Absence Tracker

UK 5.6-week holiday accrual, the Bradford Factor scored automatically and an absence heatmap - so entitlement is right and a pattern shows itself early.

Onboarding 30-60-90 Tracker

Tasks that schedule themselves from the start date across a real 30-60-90 plan - so a new starter's first three months are run, not improvised.

Probation Review Tracker

Automatic end-dates and review-due countdowns - so no probation quietly passes its deadline and turns into a permanent contract by accident.

Return-to-Work and Disciplinary Log

Return-to-work interviews plus a disciplinary case log in one file - the paper trail that pairs with the Bradford Factor and closes the loop on absence.

Employee Records Hub

Headcount in one place, with probation, right-to-work and work-anniversary alerts built in - the master record every other HR job reaches back to.

Right-to-Work Document Tracker

Document-expiry re-check reminders so a follow-up check never slips - record-keeping to support your process, not the legal right-to-work check itself.

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