Lightweight, leadership-ready templates

Tools that make financial clarity repeatable

The Holidaclub Toolkit is a curated library of practical templates designed for founders, GMs, and department leads who need fast answers — not sprawling spreadsheets. Each tool focuses on decisions you might make this quarter: hiring pace, pricing moves, marketing efficiency, supplier terms, or a shift in product mix.

We intentionally keep models compact. The goal is to surface the real levers, document assumptions, and help your team align on a shared view of risk and opportunity. These templates sit alongside your accountant’s work and give leadership a clearer, more confident vantage point.

Small-model discipline
Less noise
Built-in stress toggles
Fast testing
Team-friendly outputs
Shared language
Toolkit snapshot
Toolkit overview illustration
Runway & resilience
Core

A calm view of “how long we can operate” under realistic volatility, separating temporary dips from structural risk.

Margin map
Core

A simple contribution lens that highlights where pricing, delivery, or product mix is quietly eroding profitability.

Three-driver forecast
Fast cadence

A compact forecasting sheet that keeps leadership focused on the three variables that move outcomes most, with clear assumption notes.

Toolkit library

The library is organised around the most common leadership questions. Each template is intentionally short, with a “how to interpret” guide and a list of decisions it supports.

Cash Runway & Resilience Sheet

A fast answer to the uncomfortable question: “What happens if sales soften next month?” You can model realistic dips and cost responses without turning the exercise into a multi-day project.

  • Runway + burn nuance
  • Revenue band scenarios
  • Cost response playbook

Profit Leak Scanner

A structured framework to separate strategic investment from silent waste. It helps leaders identify recurring cost drift, unclear ownership, and operational habits that slowly erode margin.

  • Cost ownership map
  • Leak severity tags
  • 90-day fix priorities

Contribution Margin Map

A concise way to understand what truly earns money when fixed costs, discounts, delivery complexity, and product mix change. Particularly useful for multi-offer and service-heavy businesses.

  • Offer-by-offer clarity
  • Discount pressure test
  • Mix optimisation cues

Pricing Stress Mini-Model

A three-variable model that tests your pricing position against volume elasticity, cost movement, and competitor pressure. It gives leaders a clean view of downside before committing to changes.

  • Elasticity assumptions
  • Cost volatility guardrails
  • Confidence bands

Unit Economics Snapshot

A lightweight sheet for LTV, CAC, payback, and churn impact. It helps marketing and finance align on a shared definition of “healthy growth” without bending metrics to fit ambition.

  • Payback clarity
  • Cohort discipline
  • Churn cost visibility

Three-Driver Forecast

A forecasting template designed for leadership cadence. You can update it quickly, document assumption changes, and use it as a stable reference during volatile quarters.

  • Single-screen structure
  • Assumption notes
  • Base / upside / defensive bands
What you’ll get with each template
Included guidance
  • A short setup guide with leadership-friendly language
  • Typical assumption traps and how to avoid them
  • Interpretation prompts for team discussions
  • Suggested actions for different result patterns
Why we keep them intentionally simple
Design choice

Complex models can be useful, but they often create a single point of dependency: one person becomes the translator. Our tools are designed to be shared, discussed, and updated by the broader leadership team.

  • Faster alignment across functions
  • More honest conversations about trade-offs
  • Less risk of “spreadsheet theatre”

How the toolkit connects to learning

Templates are most powerful when the team understands the signals behind them. The toolkit is mapped directly to the curriculum so you can move from concept to execution without gaps.

Cash & working capital

Pair the Runway & Resilience Sheet with modules on receivables reality, inventory tension, and supplier leverage to build a clear weekly cash rhythm.

Margin & pricing

Use the Contribution Map and Pricing Stress Model after learning fixed vs variable clarity and discount pressure patterns.

Growth control

The Unit Economics Snapshot is designed to sit inside leadership planning, helping teams protect payback and avoid growth illusions.

Request the Holidaclub template pack

Tell us what you want to strengthen first: cash stability, margin discipline, growth efficiency, or board readiness. We’ll guide you toward the most relevant tools and learning modules. This form is a client-side demo and does not send data to a server.