Keel & Charter makes spreadsheet templates that hold up in real use.

Each template is designed by a consultant who builds business systems professionally. We start with the job the file needs to do, plan how information flows between tabs, and then build the dashboards, dropdowns and automatic calculations on top. The result is a template that is easy to start with and solid enough to rely on.

The shop began with data governance templates for teams that need to document, own and measure their data. It now covers everyday needs too: small business finances, project planning with a Gantt timeline, vendor and contract renewals, personal budgeting, debt payoff, wedding planning and inventory.

A keel keeps a boat steady. A charter sets the course. That is what we want every template to give you: a steady structure and a clear plan.

All products are digital downloads delivered instantly after purchase. Templates are built for Excel and Google Sheets. Questions or template ideas are always welcome through the contact link on this page.