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SCOTT'TASK LIST

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Use cases

About

The SCOTT'TASK LIST mind map template organizes 52 tasks across four core business functions: Finance, Tech, Sales/Marketing, and Operations. Designed for startup founders and operations managers, it covers actionable items from 'Biz Plan' (including 'Proforma' and 'Presentation') to 'Affiliate Portal' development and 'Flood Revenue' decision trees. This template serves as a centralized cheat sheet for tracking milestones, investor outreach, and daily standups. Key nodes like 'Burn Sheet' under Budget and 'Dress Up 101 Course' under CE highlight the mix of financial planning and marketing initiatives. The structure is a four-branch radial layout, making it easy to scan priorities at a glance.

Terms and Conditions

When to use this template

Startup founders and team leads

Weekly startup standup meetings to review progress across finance, tech, sales, and operations.

Founders and CFOs

Preparing investor pitch materials and tracking outreach to specific investors like Hirschbiel or Patten.

Marketing managers and partnership teams

Launching an affiliate referral program and need to document fee structure, agreement, and marketing assets.

How to use this template

Step 1

Launch and Explore Core Departments

Open the template in Xmind to navigate the four main branches covering Finance, Tech, Sales/Marketing, and Operations.

Step 2

Customize Tasks and Node Content

Click on any node to edit placeholder text with your specific investor names, task details, or financial planning data.

Step 3

Expand List and Track Progress

Add new sub-nodes to grow your task list and use the Operations branch to manage daily standups and meeting actions.

Frequently asked questions

The template includes 52 nodes organized under Finance, Tech, Sales/Marketing, and Operations. It covers business planning, investor contacts, tech development tasks, marketing programs, and operational needs like equipment and hiring.

Open the .xmind file in Xmind, then expand each branch (e.g., Finance > Biz Plan) to review and update tasks. Replace placeholder names (e.g., investor names) with your own contacts and adjust deadlines as needed.

Yes, the template is fully editable in Xmind (desktop or web). You can add, remove, or reorder nodes. To print, export as PDF or image from Xmind.

Absolutely. The Tech branch's 'Affiliate Portal' includes sub-nodes like 'Referral Type' (Affiliate, Former Client, Flood Only Button) — you can modify these options or add new referral types to match your program.

The 'Burn Sheet' under Finance > Budget tracks monthly cash burn rate and runway. It helps startups monitor spending and ensure they have enough capital to reach key milestones.

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