Every resource you need to run effective teams
In-depth guides, ready-to-use templates and practical articles: everything you need to run better meetings, follow up your action plans and move towards operational excellence.
The big topics of operational management
Six complete guides to read online, bringing together definitions, methods, examples and templates.
Meeting minutes
Structure your meetings, write clear minutes and save time with AI.
Action plans and task follow-up
Build an action plan, track responsibilities, meet deadlines.
Operational excellence
The pillars, the methods and a culture of improvement within teams.
Continuous improvement
Kaizen, PDCA, problem solving and tools for lasting progress.
Project management
Phases, methods and tools to steer projects through to the last action.
RACI matrix
Clarify roles, responsibilities and who decides what.
Templates ready to use
RACI and Eisenhower matrices, meeting minutes, action plans: pick the format that suits you.
RACI matrix templates
Excel, Word, PowerPoint and PDF, plus the RASCI and RACI-VS variants.
Eisenhower matrix templates
A matrix to sort your tasks, in several formats.
Meeting minutes template
The form, the steps and useful phrases.
Action plan template with 5W1H
Six questions to write a complete action.
Read in a few minutes
A selection of practical, up-to-date articles that answer the most common questions.
Executive committee minutes: a full example
A written example and the method to reproduce it.
Meeting minutes with AI
Summary, rewording and action extraction: what AI does, and its limits.
Writing an effective action plan
What separates a plan that gets followed from one that gets forgotten.
How to use the Eisenhower matrix
The four-quadrant method, with an example.
9 tips to manage your priorities
Simple habits to decide what to do first.
Lean management
Principles, waste and Lean tools.
RACI, RASCI or RACI-VS?
Which variant of the matrix suits your context.
Measuring mental health at work
Questionnaires, indicators and how to use them.
Collaborative work
From silo working to augmented collaboration.
Ready to move from theory to practice?
Try Perfony for free and apply these methods with your team: meetings, minutes and action plans in one tool.
Frequently asked questions
Are Perfony's guides and templates free?
Yes. The guides can be read online for free, and the RACI and Eisenhower templates can be downloaded free of charge from their pages.
Which templates can you download?
The RACI matrix with its RASCI and RACI-VS variants, and the Eisenhower matrix, in several formats including Excel, Word, PowerPoint and PDF.
Where can you find help on using Perfony?
In the Perfony Academy, the knowledge base that describes every feature.