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Ready-made tools

Operational trackers.
Download today, use tomorrow.

Every tracker is built in Excel with automatic RAG status, dashboard summaries, and dropdown validations. No setup required — open, add your team, and it works.

Seven trackers covering every operational area

Each tracker includes an Instructions tab, working data tabs, and a Dashboard that auto-updates. No formulas to build. No formatting to do. Open it and go.

Staff Training Tracker

Track training completion for your whole team. RAG status updates automatically — green, amber when due within 30 days, red when overdue.

  • Up to 10 staff members
  • Dashboard with compliance %
  • 21 universal topics pre-loaded
  • Add your own topics

Recruitment Tracker

From application to employment. Pre-hire compliance checks and ongoing employee compliance in one workbook.

  • Right to work, DBS, references
  • Pre-hire and ongoing tabs
  • RAG on all expiry dates
  • Dropdown validations throughout

Equipment Servicing Schedule

Never miss a service or inspection date. 27 universal items pre-loaded with legislation references. Add your own equipment.

  • 27 items pre-populated
  • Auto-calculates next due date
  • Legislation reference column
  • Service record log tab

Servicing Contracts Log

Track every supplier contract, renewal date, and notice deadline. Auto-calculates notice deadlines so you never get caught in an unwanted auto-renewal.

  • Notice deadline auto-formula
  • Auto-renewal flag
  • Total annual spend summary
  • RAG on expiry and notice dates

Performance & Probation Tracker

Manage probation milestones, 1-2-1 meetings, performance objectives and PIPs in one place. Review dates RAG automatically.

  • Probation milestone formulas
  • 1-2-1 meeting log (200 rows)
  • Performance objectives tracker
  • PIP log with outcome tracking

Risk Register

Auto-calculates inherent and residual risk scores. 12 risk categories with examples. Dashboard shows your risk profile at a glance.

  • Likelihood × Impact auto-score
  • Low / Medium / High RAG
  • Auto-generated risk IDs
  • 12 category reference tab

Policy Register

Log every policy, its owner, version, and next review date. 27 core policies pre-listed. Audit-ready from day one.

  • 27 universal policies included
  • Auto-generated policy IDs
  • Review date RAG
  • Owner and approval tracking

Buy related trackers together

If you know you need more than one tracker, the bundles save you money and get you set up faster.

People & HR Bundle

Everything you need to manage your team compliantly — from hiring through to performance and training.

  • Staff Training Tracker
  • Recruitment Tracker
  • Performance & Probation Tracker
Get this bundle →

£147

£99

Save £48

Compliance & Governance Bundle

The toolkit for businesses that need to demonstrate compliance — to regulators, insurers, or clients.

  • Risk Register
  • Policy Register
  • Equipment Servicing Schedule
  • Servicing Contracts Log
Get this bundle →

£196

£129

Save £67

Complete Operations Pack

All seven trackers. Everything Ordena has built. The full operational infrastructure for a small service business.

  • All 7 trackers included
  • People, compliance and equipment covered
  • Lifetime updates for 12 months
Get this bundle →

£343

£249

Save £94

Built in Excel. Works everywhere.

  • 1 Download the file. Delivered instantly on purchase via Gumroad.
  • 2 Add your data. Replace the placeholder names, roles, and dates with your team's information.
  • 3 The dashboard does the rest. RAG colours update automatically. No formulas to touch.

Need something custom?

Not quite the right fit?

If you need a tracker adapted to your specific sector, team size, or process, we can build it as part of a system build engagement.

See system build options

Not sure which tools you need?

Take the free health check first. It will tell you exactly where your operational gaps are — and which tools will fix them.

Take the free health check →

Or get in touch and we'll point you in the right direction.