The RMS Resource Library
Organized by what you are working on.
The four guides above are free to download with your name and email. The wider RMS library — templates, checklists, worksheets, and SOP starters — lives inside the member vault and is included with the RMS Business Success Club.
Startup & Formation
Free- Georgia Business Startup Checklist (PDF)
- Name search and reservation walkthrough
- Entity selection comparison guide
Nonprofit Tools
Free- Georgia Nonprofit Startup Guide (PDF)
- 501(c)(3) document checklist
- Board governance starter outline
Compliance & Records
Members only- Annual compliance calendar template
- Records retention schedule
- Corporate records and minutes starter
Funding Readiness
Members only- Lender document checklist
- Grant narrative outline
- Use-of-funds budget worksheet
Operations & SOPs
Members only- SOP writing template
- Hiring and onboarding checklist
- Vendor and contractor file checklist
Financial Planning
Members only- Monthly close checklist
- Cash-flow projection worksheet
- Pricing and margin calculator
Leadership & Training
Members only- RMS Academy course library
- Team development planning worksheet
- Performance conversation guide
Growth Assessment
Free- RMS Quick Growth Worksheet (PDF)
- RMS Trust Organization Checklist™
- RMS Business Success Index™ (100-question assessment)
Member vault access
Vault materials are members-only and stay behind sign-in. Join the RMS Business Success Club for the full library, monthly coaching, and unlimited email support.