Top 10 Free Operations Templates

Our business plan template provides a comprehensive framework for entrepreneurs to articulate their vision, strategy, and projections. It guides users through key sections such as summary, defining the problem and solution, marketing strategy, operational plan, and financial forecasts, enabling them to present a clear and compelling roadmap for their venture's success. With its user-friendly format and adaptable structure, our template is a valuable resource for both startups and established businesses seeking to refine their strategic planning.

The One-Page Business Plan is a pre-made template that you can fill out and utilize. It assists you in understanding your business better and crafting a plan for the future.

Gain Business Clarity: Create a Vision for Success

A standard operating procedure (SOP) is a detailed document that delineates the step-by-step processes and operational guidelines crucial to your company’s tasks and activities. SOPs, serving as comprehensive procedure templates and process manuals, are invaluable for bolstering consistency and operational efficiency across various functions—from management SOPs to financial SOPs. These documentation standards provide clear, actionable instructions ensuring that all departments uphold quality and compliance in their performance.

Developing standard operating procedures allows you and your team to carry out business processes faster and more accurately. Use this template to make working asynchronously easier and have a searchable record of procedures ready for your next new-hire.

This "Company OKRs" template is a comprehensive strategic tool for aligning and tracking your company's goals. It helps you and your team on track, breaking down broad goals into yearly and quarterly objectives, and monitoring key results for each objective. This template effortlessly boosts team performance and productivity, keeping everyone informed about potential challenges and simplifying problem-solving.

Streamline your team's efficiency with Notion's Standard Operating Procedure (SOP) template. Perfect for creating comprehensive procedure templates, operational guidelines, and process manuals, this tool sets the bar for documentation standards. Whether for performance SOPs, management SOPs, security SOPs, or financial SOPs, it ensures best practices are clearly defined and accessible.

Templates for each team to prefill, a calendar to plan the entire process, and databases to organize your resulting OKRs and link them to company initiatives.

1. Faster than B-plans: The Lean Canvas is the logical first step to deconstruct a startup idea which takes ~20 minutes to make instead of making grand business plans that can take 20+ days.

2. Lightweight: It's a one-page summary of a business model design. Very easy to carry, share and it actually gets read by investors.

3. Dynamic: The Lean Canvas isn't rigid, unlike a B-plan. Users can iterate over their plans quickly, easily adapting to changing market conditions.

The Operations Team in-a-Box template is an essential tool for enhancing the efficiency and effectiveness of your operations. It provides a unified space for tracking key objectives, managing operations projects and tasks, and carrying out annual planning exercises.

With all your resources, including vendor management tools, consolidated in one place, it reduces the time and effort spent on navigating different platforms. By creating a collaborative environment where everyone is informed and involved, this template simplifies your operations management and ensures that your team can focus on what really matters - the smooth running of your business.

The Roadmap Template provides a space for teams to create and visualize a roadmap with multiple initiatives and interdependencies. It also provides a way to manage those projects and tasks associated with executing on the roadmap. This supports a continual reference point for team alignment, activities associated with project management, and the ultimate achievement of functional goals.