Free business templates

Templates for running an established company: the SOPs, plans, registers and finance reports that keep it organised. Each one is a free Word or Excel download with no sign-up, and comes with a guide to filling it in and a worked example.

Operations templates

• SOP templateA standard operating procedure for any recurring process, with a guide to writing one.Word
• Operations manual templateThe one document that explains how your company runs.Word
• Process map templateA swimlane map in Excel: steps, decisions and handoffs.Excel
• Work instruction templateStep-by-step detail for one task, built for training.Word
• Business continuity plan templateHow you keep going through a fire, flood, cyber attack or lost supplier.Word
• Risk register templateScore, own and track the risks to your business.Excel
• Employee onboarding checklistEverything from signed offer to the end of probation.Word

Finance templates

• Profit and loss templateA monthly P&L for the year, with margins worked out for you.Excel
• Cash flow forecast template12-month and 13-week forecasts with a low-cash warning.Excel
• Management accounts templateA monthly pack: P&L vs budget, balance sheet, cash, debtors.Excel
• KPI dashboard templateYour key numbers on one page, with red, amber and green status.Excel
• Board report templateAgenda, CEO report, finances, KPIs, risks and decisions.Word

Who makes these: about Runbooked.