Free Toolkit

Three templates for running an arts org that doesn't run you.

Track your partners. Plan your events. Read your year at a glance. Demo data included so you can see how it works before you make it yours.

Pick your format below. Free, no signup required.

Google Sheets
Make a Copy →
Opens our view-only sheet. Click File → Make a Copy to edit your own.
Microsoft Excel
Download .xlsx →
Opens in Excel 365 or 2016+. Native checkboxes work in 365.
Notion
Duplicate Template →
Opens our published template. Hit "Duplicate" top-right to copy into your workspace.
What's Inside

One workbook, three connected views

Built around a simple idea: every program your org runs is either a partnership story or a production story. Track both, and the dashboard does the worrying for you.

01 / Partner Lifecycle Tracker
Track every relationship from prospect to renewal
Sponsors, donors, in-kind partners, media. See who's active, who's overdue for renewal, who you haven't talked to in 30 days, and what you owe each one. Fulfillment percentage updates automatically as you check off the boxes.
02 / Event & Project Planner
A working checklist for every event you produce
Pre-event, production, week-of, and post-event tasks built in. Budget planned vs. actual, attendance, ticket revenue, partners attached. Every event tells you exactly where it is in the cycle and what's next.
03 / Annual Programming Dashboard
Your weekly review, on one page
Auto-rolling summary of what's done, what's coming, where the money sits, and which partner relationships need attention. Update the two source views weekly and the dashboard tells the truth.
See It In Action

Real demo data, ready to replace

Eight partners and eight events of fictional data come pre-loaded. Delete them when you've added your own — the formulas keep working.

Google Sheets · Annual Dashboard
Google Sheets dashboard tab showing programming, financial, and partner health metrics
Notion · Annual Dashboard
Notion dashboard page showing linked views with section subtitles
About

Made because I needed it.

I'm Heath Johnson, Executive Director of The Matthews Opera House & Arts Center in Spearfish, SD — a 120-year-old venue we run with three staff and a calendar that never stops. The only way to make that work is to systematize everything you can.

This toolkit is what I'd hand a peer at the start of a season. It's the same shape we use, scrubbed of our specifics so any arts org can pick it up and run.

If you want help going further — designing systems custom to your org's actual workflows, not just templates — that's the consulting side of what I do.

See what I build →