Templates to download

Header block with scope and sign-off, the steps in the order they happen, plus tools, safety notes and checkpoints.

The matching guide: Work Instruction Template (Word) & Example

Header block and workflow table: trigger, steps, the role responsible, the systems used and the result at the end.

The matching guide: Process Documentation Template & Sample (Word)

Management, core and support processes on three levels, with a filled-in example map for a company of 50 people.

The matching guide: How to Create a Process Map: Example & Template

A line-and-staff org chart with managing directors, two staff positions and four departments, plus the role overview and the four types of org chart.

The matching guide: How to Create an Org Chart: Online, in Word & Template

Twelve weekly rows in four phases, with columns for responsibility, back-up and status, plus a sheet with notes on filling it in.

The matching guide: Onboarding Plan Template (Excel): The First 90 Days

Five phases from contract to the first feedback conversation, each item with the role responsible, due date and status.

The matching guide: Employee Onboarding Checklist: Process from Day 1 to 90