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Business operations templates

180 templates

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Write down how the business runs

Operations templates turn recurring work, such as meetings, handovers and reviews, into a routine that takes less effort each time.

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Work that lives in one person's head stops when that person is away. Operations templates turn routine work into written procedures, checklists and reports that anyone on the team can pick up and follow.

This category holds 180 templates for Google Docs, Microsoft Word, n8n, Google Slides, Microsoft PowerPoint, Google Sheets, and Microsoft Excel, 1 to 16 pages long.

Questions

What is the difference between a process and a procedure?

A process describes what happens and who is involved. A procedure gives the exact steps for one task, in order. Most teams need both.

How much detail should an SOP have?

Enough that a new team member can finish the task without asking. If a step needs judgement, say what to check and who to ask.

Are these business operations templates free?

All 180 templates are free, with no account or email needed.

Which tools do the business operations templates work in?

They work in Google Docs, Microsoft Word, n8n, Google Slides, Microsoft PowerPoint, Google Sheets, and Microsoft Excel. Open any template to see whether it copies to your Google account, downloads as a file, or both.

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