Downloads & Templates
Free, ready-to-use templates and tools for managing technical debt. Executive decks, ROI calculators, KPI dashboards, sprint planners, and assessment checklists - organized by role.
10 Resources, 4 Roles, Zero Cost
Every template is free and customizable. PDFs are ready to share or print. Excel workbooks have unlocked cells for your data. Start with the Assessment Checklist to understand where your debt is, then pick the resources that match your role and goals.
For Executives
Board-ready materials to communicate technical debt as a business risk. Make the case for investment with data and clear ROI projections.
Executive Deck
PDF8-slide presentation template covering the problem, the risk, the opportunity, a phased remediation plan, resource allocation, success metrics, and recommended next steps. Ready to customize with your company's data.
Download PDFROI Calculator
XLSXExcel workbook that calculates the return on investment for tech debt remediation. Input your team size, average salary, estimated debt burden, and get projected savings over 6, 12, and 24 months with charts ready for presentations.
Download XLSXFor Managers
Track team health, measure progress, and build the case for debt reduction. Dashboards, guides, and policy templates for engineering managers.
KPI Dashboard
XLSX5-sheet Excel workbook with DORA metrics tracking, debt backlog dashboard, team health surveys, AI code quality metrics, and an executive summary view with auto-generated charts.
Download XLSXManagement Guide
PDFComplete PDF guide covering business case building, pitch templates, objection handling, and tactical tips for getting buy-in from executives and stakeholders on debt reduction initiatives.
Download PDFPolicy Template
PDFA ready-to-adopt technical debt policy document defining debt categories, severity levels, tracking requirements, escalation paths, and sprint allocation guidelines for your engineering organization.
Download PDFFor Tech Leads
Hands-on planning tools for sprint work, technical assessments, and migration projects. Everything a tech lead needs to turn strategy into action.
Sprint Planning Template
XLSXExcel workbook for planning and tracking debt sprints. Includes backlog prioritization matrix, effort estimation, dependency mapping, progress tracking, and retrospective templates.
Download XLSXAssessment Checklist
PDF6-page checklist covering code quality, architecture health, dependency freshness, testing coverage, documentation completeness, infrastructure maturity, and process efficiency. Score each area to find your biggest risks.
Download PDFMigration Playbook
PDFStep-by-step guide for planning and executing technology migrations. Covers assessment, risk analysis, phased rollout, rollback planning, testing strategy, and communication templates for stakeholders.
Download PDFFor Developers
Practical checklists and guides for daily development work. Keep code quality high and help new team members get productive fast.
Code Review Checklist
PDFA structured checklist for code reviews that catches common debt patterns: duplicated logic, missing tests, hardcoded values, poor naming, security gaps, and AI-generated code quality issues. Print it, pin it, use it daily.
Download PDFOnboarding Guide
PDF6-page guide for new team members covering the current debt landscape, first-30-days checklist, team processes and tools, coding standards, and a quick-reference decision tree for when to refactor vs when to ship.
Download PDFAll Downloads at a Glance
| Resource | Format | Best For | Use When... |
|---|---|---|---|
| Executive Deck | Executives | Presenting tech debt to the board or C-suite | |
| ROI Calculator | XLSX | Executives | Quantifying the cost of debt and returns from remediation |
| KPI Dashboard | XLSX | Managers | Tracking DORA metrics, debt trends, and team health |
| Management Guide | Managers | Building the business case and getting stakeholder buy-in | |
| Policy Template | Managers | Establishing formal debt tracking and governance processes | |
| Sprint Planning Template | XLSX | Tech Leads | Planning and running dedicated debt reduction sprints |
| Assessment Checklist | Tech Leads | Running a full audit of codebase health and debt severity | |
| Migration Playbook | Tech Leads | Planning a framework, database, or platform migration | |
| Code Review Checklist | Developers | Catching debt patterns during daily code reviews | |
| Onboarding Guide | Developers | Getting new team members up to speed on debt practices |
Frequently Asked Questions
Yes. All templates and tools are completely free to download and use within your organization. You can customize them, add your company logo, and adapt the content to your specific processes. Attribution is appreciated but not required. We built these because every team deserves good tools for managing tech debt, not just the ones with big budgets.
Absolutely. The PDF templates are designed as starting points that you can adapt. The Excel workbooks include unlocked cells where you enter your own data, and the formulas adjust automatically. Rename sheets, add columns, change color schemes, swap out the terminology to match what your team uses. These are frameworks, not rigid forms.
Start with the Assessment Checklist to understand where your debt is and how severe it is. That gives you the data foundation. Then use the KPI Dashboard to track trends over time. If you need executive buy-in before you can start remediation work, grab the Executive Deck and ROI Calculator to make the business case with real numbers. For day-to-day improvement, the Code Review Checklist is the most immediately actionable tool.
They work for any team size. A 3-person startup and a 300-person enterprise both need to understand, track, and communicate their tech debt. The difference is scale, not need. Small teams can skip sections that do not apply and focus on what matters most. In fact, small teams often benefit more because every hour lost to workarounds is a bigger percentage of total capacity.
Update DORA metrics weekly or at the end of each sprint. Review dependency freshness and code coverage scores monthly. Run the full assessment checklist quarterly to track bigger trends. The most important thing is consistency - any cadence is better than none, and trends over time are more valuable than any single data point. Set a recurring calendar reminder so it becomes a habit.
Documents, checklists, and guides are in PDF format for easy sharing, printing, and viewing on any device. Calculators, dashboards, and planning tools are in Excel XLSX format so you can enter your own data, customize formulas, and integrate with your existing spreadsheets. Both formats work on Windows, macOS, and Linux. The Excel files are also compatible with Google Sheets if you prefer cloud-based tools.
Find the Guide for Your Role
These templates work best alongside our role-specific guides. Get the context, strategy, and talking points that match your position.