SOP Templates

Free SOP templates for every team

Interactive, industry-specific standard operating procedures. Use them as-is or record your own version with Glyde.

A good SOP keeps your team consistent without turning every process into a guessing game. Each template below includes step-by-step procedures, a completion checklist, defined roles, and measurable KPIs — built for a specific industry so the content is relevant from day one.

Need help writing your own? How to Write an SOP covers the fundamentals. SOP Template Downloads by Department and SOP Templates by Role and Use Case go deeper on adapting templates to your team.

171 templates across 19 industries

Accounting & Bookkeeping

Operations·9 steps

Client Onboarding

Free Client Onboarding SOP template designed for Accounting & Bookkeeping Operations teams. Includes step-by-step procedures, checklist, roles, and KPIs.

Compliance & Legal·10 steps

Compliance Audit Preparation

Free Compliance Audit Preparation SOP template designed for Accounting & Bookkeeping Compliance & Legal teams. Includes step-by-step procedures, checklist, roles, and KPIs.

IT & DevOps·9 steps

Data Backup & Recovery

Free Data Backup & Recovery SOP template designed for Accounting & Bookkeeping IT teams. Includes step-by-step procedures, checklist, roles, and KPIs.

Human Resources·10 steps

Employee Onboarding

Free Employee Onboarding SOP template designed for Accounting & Bookkeeping HR teams. Includes step-by-step procedures, checklist, roles, and KPIs.

Finance & Accounting·11 steps

Month-End Close

Free Month-End Close SOP template designed for Accounting & Bookkeeping Finance & Accounting teams. Includes step-by-step procedures, checklist, roles, and KPIs.

Human Resources·6 steps

Employee Offboarding

Free employee offboarding SOP template designed for Accounting & Bookkeeping Human Resources teams. Includes step-by-step procedures, checklist, roles, and KPIs

Operations·9 steps

Procurement

Free Procurement SOP template designed for Accounting & Bookkeeping Operations teams. Includes step-by-step procedures, checklist, roles, and KPIs.

Operations·9 steps

Quality Assurance

Free Quality Assurance SOP template designed for Accounting & Bookkeeping Operations teams. Includes step-by-step procedures, checklist, roles, and KPIs.

Human Resources·10 steps

Training Delivery

Free Training Delivery SOP template designed for Accounting & Bookkeeping HR teams. Includes step-by-step procedures, checklist, roles, and KPIs.

Operations·8 steps

Vendor Management

Free Vendor Management SOP template designed for Accounting & Bookkeeping Operations teams. Includes step-by-step procedures, checklist, roles, and KPIs.

Agencies & Consultancies

Operations·8 steps

Change Management

Free change management SOP template for agencies. Step-by-step scope change requests, client approvals, timeline adjustments, and contract amendments.

Operations·9 steps

Client Onboarding

Free client onboarding SOP template for agencies. Step-by-step with kickoff call agenda, Asana project setup, and first deliverable timeline.

Marketing·9 steps

Content Publishing

Free content publishing SOP template for agencies. Step-by-step client content calendar, approval workflow, brand voice compliance, and multi-channel publishing.

Human Resources·10 steps

Employee Onboarding

Free employee onboarding SOP template for agencies. Step-by-step with tool access setup, client portfolio intro, and agency process training.

Finance & Accounting·8 steps

Month-End Close

Free month-end close SOP template for agencies. Step-by-step billable hours reconciliation, retainer tracking, project profitability review, and contractor invoicing.

Human Resources·9 steps

Employee Offboarding

Free employee offboarding SOP template for agencies. Step-by-step client handoff, knowledge transfer, tool access revocation, and portfolio documentation.

ops·8 steps

Procurement

Free procurement SOP template for agencies. Step-by-step process for requesting, approving, and purchasing software, contractor services, and production materials.

Operations·8 steps

Quality Assurance

Free quality assurance SOP template for agencies. Step-by-step deliverable review, creative QA, client feedback incorporation, and pre-delivery checks.

Human Resources·9 steps

Training Delivery

Free training delivery SOP template for agencies. Step-by-step guide covering session planning, material prep, delivery, skill assessments, and post-training follow-up.

Operations·8 steps

Vendor Management

Free vendor management SOP template for agencies. Step-by-step freelancer vetting, subcontractor agreements, NDA management, and invoice processing.

Cleaning & Janitorial Services

Construction

Operations·6 steps

Change Management

Free change management SOP for construction. Covers change order requests, pricing review, and schedule impact analysis.

Compliance & Legal·6 steps

Compliance Audit Preparation

Free compliance audit SOP for construction. Covers OSHA recordkeeping, permit verification, and regulatory inspection readiness.

Human Resources·6 steps

Employee Onboarding

Free employee onboarding SOP for construction companies. Covers OSHA training, PPE issuance, and safety orientation.

Facilities & Safety·6 steps

Equipment Maintenance

Free equipment maintenance SOP for construction. Covers heavy equipment inspections, preventive maintenance, and operator pre-shift checks.

Human Resources·6 steps

Employee Offboarding

Free offboarding SOP for construction. Covers equipment return, safety credential revocation, and final payroll processing.

Operations·6 steps

Procurement

Free procurement SOP for construction teams. Covers material takeoffs, purchase orders, delivery scheduling, and cost tracking.

Operations·6 steps

Quality Assurance

Free quality assurance SOP for construction projects. Covers inspection holds, defect tracking, and punch list management.

Facilities & Safety·6 steps

Safety Inspection

Free safety inspection SOP for construction sites. Covers OSHA compliance, hazard identification, and daily site walkthroughs.

Human Resources·5 steps

Training Delivery

Free training delivery SOP template designed for Construction Human Resources teams. Includes step-by-step procedures, checklist, roles, and KPIs.

Operations·6 steps

Vendor Management

Free vendor management SOP for construction. Covers subcontractor prequalification, performance tracking, and payment processing.

E-Commerce

Marketing·8 steps

Content Publishing

Free content publishing SOP template for e-commerce marketing teams. Step-by-step with checklist, roles, and KPIs for product descriptions, SEO, and Shopify CMS.

Customer Support·8 steps

Customer Onboarding

Free customer onboarding SOP template for e-commerce support teams. Step-by-step with checklist, roles, and KPIs for welcome emails, account setup, and loyalty enrollment.

Human Resources·10 steps

Employee Onboarding

Free employee onboarding SOP template for e-commerce teams. Step-by-step with checklist, roles, and KPIs for Shopify, ShipStation, and warehouse operations.

Operations·9 steps

Inventory Management

Free e-commerce inventory management SOP template. Covers cycle counting, reorder points, Shopify sync, SKU organization, and dead stock.

Finance & Accounting·8 steps

Month-End Close

Free month-end close SOP template for e-commerce finance teams. Step-by-step with checklist, roles, and KPIs for Shopify revenue reconciliation, shipping accruals, and marketplace payouts.

Operations·9 steps

Procurement

Free procurement SOP template for e-commerce operations teams. Step-by-step with checklist, roles, and KPIs for purchase orders, MOQ negotiation, and reorder triggers.

Operations·8 steps

Quality Assurance

Free quality assurance SOP template for e-commerce operations teams. Step-by-step with checklist, roles, and KPIs for receiving inspection, listing accuracy, and return analysis.

Operations·9 steps

Returns & Refunds

Free e-commerce returns and refunds SOP template. Covers RMA workflow, Shopify returns, condition grading, refund processing, and compliance.

Customer Support·8 steps

Ticket Escalation

Free ticket escalation SOP template for e-commerce customer support teams. Step-by-step with checklist, roles, and KPIs.

Operations·8 steps

Vendor Management

Free vendor management SOP template for e-commerce operations teams. Step-by-step with checklist, roles, and KPIs for supplier evaluation and dropship onboarding.

Education

Operations·9 steps

Change Management

Free change management SOP template for education operations teams. Step-by-step procedures for managing system and process changes at schools and universities.

Compliance & Legal·10 steps

Compliance Audit Preparation

Free compliance audit SOP template for education institutions. Step-by-step procedures for FERPA, Title IX, and accreditation audit preparation.

IT & DevOps·8 steps

Data Backup & Recovery

Free data backup and recovery SOP template for education IT teams. Step-by-step procedures for backing up student records, LMS data, and campus systems.

Human Resources·10 steps

Employee Onboarding

Free employee onboarding SOP template for education HR teams. Step-by-step with checklist, roles, and KPIs for schools and universities.

Facilities & Safety·8 steps

Equipment Maintenance

Free equipment maintenance SOP template for education facilities teams. Step-by-step procedures for maintaining campus equipment at schools and universities.

IT & DevOps·9 steps

Incident Response

Free incident response SOP template for education IT teams. Step-by-step procedures for handling system outages and security incidents at schools and universities.

Human Resources·8 steps

Employee Offboarding

Free employee offboarding SOP template for education HR teams. Step-by-step procedures for handling departing faculty and staff at schools and universities.

Operations·8 steps

Procurement

Free procurement SOP template for education operations teams. Step-by-step procedures for purchasing goods and services at schools and universities.

Facilities & Safety·9 steps

Safety Inspection

Free safety inspection SOP template for education facilities teams. Step-by-step procedures for campus safety audits at schools and universities.

Human Resources·9 steps

Training Delivery

Free training delivery SOP template for education HR teams. Step-by-step procedures for faculty development, staff training, and compliance training at schools and universities.

Financial Services

Operations·9 steps

Change Management

Free change management SOP template for financial services. Covers change requests, risk assessment, CAB review, rollback plans, and regulatory compliance.

Compliance & Legal·10 steps

Compliance Audit Preparation

Free compliance audit SOP template for financial services. Covers SOX, FINRA, AML/BSA prep, evidence gathering, gap analysis, and remediation tracking.

Customer Support·9 steps

Customer Onboarding

Free customer onboarding SOP template for financial services. Covers KYC, CDD, account opening, AML screening, and regulatory documentation requirements.

IT & DevOps·8 steps

Data Backup & Recovery

Free data backup SOP template for financial services. Covers core banking backups, GLBA data protection, backup verification, disaster recovery drills, and audit evidence.

Human Resources·9 steps

Employee Onboarding

Free employee onboarding SOP template for financial services. Covers FINRA registration, compliance training, system access, and 30-60-90 day milestones.

IT & DevOps·10 steps

Incident Response

Free incident response SOP template for financial services. Covers detection, triage, escalation, regulatory notification, recovery, and post-incident review.

Finance & Accounting·10 steps

Month-End Close

Free month-end close SOP template for financial services. Covers reconciliation, journal entries, accruals, regulatory reporting, and SOX control documentation.

Human Resources·9 steps

Employee Offboarding

Free employee offboarding SOP template for financial services. Covers access revocation, FINRA U5 filing, knowledge transfer, compliance holds, and audit trail preservation.

Human Resources·9 steps

Training Delivery

Free training delivery SOP template for financial services. Covers compliance training, BSA/AML education, FINRA CE, session facilitation, and completion tracking.

Operations·8 steps

Vendor Management

Free vendor management SOP template for financial services. Covers vendor due diligence, risk assessment, contract review, ongoing monitoring, and regulatory compliance.

Healthcare

Operations·8 steps

Change Management

Free change management SOP template for healthcare operations teams. Covers clinical protocol updates, EHR workflow changes, staff communication, and regulatory impact assessment.

Compliance & Legal·9 steps

Compliance Audit Preparation

Free compliance audit preparation SOP template for healthcare organizations. Step-by-step Joint Commission and HIPAA audit readiness with checklist, roles, and KPIs.

IT & DevOps·8 steps

Data Backup & Recovery

Free data backup and recovery SOP template for healthcare IT teams. Covers EHR backup schedules, HIPAA data retention, disaster recovery for patient records, and ePHI encryption.

Human Resources·10 steps

Employee Onboarding

Free employee onboarding SOP template for healthcare HR teams. Covers credentialing, occupational health clearance, EHR provisioning, HIPAA training, and clinical orientation.

Facilities & Safety·8 steps

Equipment Maintenance

Free equipment maintenance SOP template for healthcare facilities. Covers biomedical PM schedules, calibration records, FDA device requirements, and vendor service contracts.

IT & DevOps·9 steps

Incident Response

Free incident response SOP template for healthcare IT teams. Covers EHR downtime, HIPAA breach notification, backup activation, and clinical workflow continuity.

Human Resources·8 steps

Employee Offboarding

Free employee offboarding SOP template for healthcare HR teams. Covers EHR access revocation, HIPAA exit attestation, credentialing updates, and controlled substance access removal.

Operations·8 steps

Quality Assurance

Free quality assurance SOP template for healthcare operations teams. Covers clinical quality metrics, patient safety rounding, chart audits, PDSA cycles, and Joint Commission readiness.

Facilities & Safety·9 steps

Safety Inspection

Free safety inspection SOP template for healthcare facilities. Step-by-step fire safety, medication storage, biohazard handling, and OSHA compliance with checklist and KPIs.

Human Resources·7 steps

Training Delivery

Free training delivery SOP template for healthcare HR teams. Covers HIPAA recertification, BLS/CPR tracking, EHR system training, and competency assessments.

Hospitality & Hotels

Insurance

Operations·6 steps

Change Management

Free change management SOP for insurance agencies. Covers policy endorsements, system migrations, and carrier changes.

Compliance & Legal·6 steps

Compliance Audit Preparation

Free compliance audit preparation SOP template designed for Insurance Compliance & Legal teams. Includes step-by-step procedures, checklist, roles, and KPIs.

Customer Support·6 steps

Customer Onboarding

Free customer onboarding SOP for insurance. Covers policy review, coverage explanation, and client portal setup.

IT & DevOps·6 steps

Data Backup & Recovery

Free data backup SOP for insurance agencies. Covers AMS backup, client data protection, and disaster recovery procedures.

Human Resources·6 steps

Employee Onboarding

Free employee onboarding SOP for insurance agencies. Covers licensing verification, carrier appointments, and compliance training.

Human Resources·6 steps

Employee Offboarding

Free offboarding SOP for insurance agencies. Covers book transfer, carrier notification, and client communication.

Operations·6 steps

Quality Assurance

Free quality assurance SOP for insurance. Covers policy checking, documentation audits, and E&O prevention procedures.

Human Resources·6 steps

Training Delivery

Free training delivery SOP for insurance agencies. Covers CE requirements, carrier product training, and E&O prevention education.

Operations·6 steps

Vendor Management

Free vendor management SOP for insurance agencies. Covers carrier relationship management, technology vendor evaluation, and contract renewals.

Legal

Operations·7 steps

Change Management

Free change management SOP for law firms. Covers system changes, policy updates, and practice group restructuring procedures.

Operations·9 steps

Client Onboarding

Free client onboarding SOP template for legal operations teams. Step-by-step intake, conflict checks, and engagement letters.

Compliance & Legal·8 steps

Compliance Audit Preparation

Free compliance audit SOP template for law firms. Covers document gathering, gap analysis, and bar association audit readiness.

IT & DevOps·6 steps

Data Backup & Recovery

Free data backup SOP template for law firms. Covers client file protection, Clio backups, and disaster recovery compliance.

Human Resources·8 steps

Employee Onboarding

Free employee onboarding SOP for law firms. Covers bar verification, system access, conflict training, and first-week setup.

Finance & Accounting·8 steps

Month-End Close

Free month-end close SOP for law firms. Covers trust reconciliation, billing review, and financial reporting procedures.

Human Resources·7 steps

Employee Offboarding

Free employee offboarding SOP for law firms. Covers access revocation, matter reassignment, and client notification procedures.

Operations·6 steps

Procurement

Free procurement SOP for law firms. Covers purchase approvals, vendor selection, and expense management for legal operations.

Human Resources·6 steps

Training Delivery

Free training delivery SOP for law firms. Covers CLE tracking, conflict training, and skills development for attorneys and staff.

Operations·6 steps

Vendor Management

Free vendor management SOP for law firms. Covers vendor evaluation, confidentiality agreements, and contract management.

Logistics & Warehousing

Compliance & Legal·8 steps

Compliance Audit Preparation

Free compliance audit SOP template for logistics operations. Covers DOT, FMCSA, OSHA, C-TPAT, and FDA audit preparation, evidence gathering, gap analysis, and remediation tracking.

Human Resources·9 steps

Employee Onboarding

Free employee onboarding SOP template for logistics and warehousing. Covers new hire orientation, WMS training, forklift certification, safety training, and 30-60-90 day milestones.

Facilities & Safety·8 steps

Equipment Maintenance

Free equipment maintenance SOP template for logistics facilities. Covers forklift PM schedules, conveyor maintenance, dock equipment servicing, and CMMS work order management.

IT & DevOps·7 steps

Incident Response

Free incident response SOP template for logistics IT operations. Covers WMS outages, TMS failures, EDI disruptions, carrier system issues, and recovery procedures for distribution centers.

Operations·9 steps

Inventory Management

Free inventory management SOP template for logistics operations. Covers warehouse receiving, put-away, cycle counting, WMS transactions, and stock accuracy for distribution centers.

Operations·8 steps

Procurement

Free procurement SOP template for logistics. Covers purchase requisitions, vendor selection, PO management, goods receipt, and spend tracking.

Operations·8 steps

Quality Assurance

Free quality assurance SOP template for logistics operations. Covers shipment inspection, damage rate tracking, order accuracy audits, and carrier performance monitoring.

Facilities & Safety·8 steps

Safety Inspection

Free safety inspection SOP template for logistics facilities. Covers warehouse walkthrough, dock safety, forklift inspection, rack integrity, and OSHA compliance documentation.

Human Resources·7 steps

Training Delivery

Free training delivery SOP template for logistics and warehousing. Covers WMS training, forklift certification programs, safety refreshers, and skills assessment for warehouse teams.

Operations·8 steps

Vendor Management

Free vendor management SOP template for logistics operations. Covers carrier selection, 3PL vendor evaluation, contract management, performance scorecards, and vendor compliance monitoring.

Manufacturing

Operations·9 steps

Change Management

Free change management SOP template for manufacturing operations. Covers engineering change orders, BOM updates in SAP, qualification runs, and ISO document control.

Compliance & Legal·8 steps

Compliance Audit Preparation

Free compliance audit SOP template for manufacturing plants. Covers ISO 9001 internal audit scheduling, audit checklists, finding classification, corrective actions, and management review.

Human Resources·8 steps

Employee Onboarding

Free employee onboarding SOP template for manufacturing plants. Covers safety orientation, PPE fitting, machine-specific training, ERP access, and shift assignment.

Facilities & Safety·8 steps

Equipment Maintenance

Free equipment maintenance SOP template for manufacturing plants. Covers preventive maintenance in SAP, work orders, spare parts management, OEE tracking, and breakdown response.

Operations·9 steps

Inventory Management

Free inventory management SOP template for manufacturing operations. Covers raw material receiving, WIP tracking, SAP inventory transactions, cycle counting, and FIFO enforcement.

ops·10 steps

Procurement

Free procurement SOP template for manufacturing. Covers SAP MM purchase requisitions, AVL vendor selection, three-quote policy, PO approvals, and invoicing.

Operations·8 steps

Quality Assurance

Free quality assurance SOP template for manufacturing teams. Covers incoming inspection, AQL sampling, non-conformance reports, and CAPA with ISO 9001 alignment.

Facilities & Safety·8 steps

Safety Inspection

Free safety inspection SOP template for manufacturing facilities. Covers OSHA walkthroughs, lockout/tagout verification, PPE compliance, and near-miss reporting.

Human Resources·10 steps

Training Delivery

Free training delivery SOP template for manufacturing. Covers machine certification, OSHA training logs, competency matrices, OJT sign-off, and recertification.

Operations·8 steps

Vendor Management

Free vendor management SOP template for manufacturing operations. Covers approved vendor lists, supplier scorecards, incoming quality tracking, and ISO 9001 supplier requirements.

Nonprofits

Operations·6 steps

Change Management

Free change management SOP for nonprofits. Covers program modifications, grant scope changes, and stakeholder communication.

Operations·6 steps

Client Onboarding

Free client onboarding SOP for nonprofits. Covers intake assessment, eligibility verification, and service enrollment.

Compliance & Legal·6 steps

Compliance Audit Preparation

Free compliance audit SOP for nonprofits. Covers grant compliance, IRS reporting, and funder requirement verification.

Marketing·6 steps

Content Publishing

Free content publishing SOP template designed for Nonprofits Marketing teams. Includes step-by-step procedures, checklist, roles, and KPIs.

Human Resources·6 steps

Employee Onboarding

Free employee onboarding SOP for nonprofits. Covers mission orientation, grant compliance training, and volunteer coordination setup.

Finance & Accounting·6 steps

Month-End Close

Free month-end close SOP for nonprofits. Covers grant expense reconciliation, fund accounting, and funder reporting preparation.

Human Resources·6 steps

Employee Offboarding

Free offboarding SOP for nonprofits. Covers grant reassignment, donor relationship handoff, and system access revocation.

Operations·5 steps

Procurement

Free procurement SOP for nonprofits. Covers federal procurement thresholds, competitive bidding, and grant-compliant purchasing.

Human Resources·6 steps

Training Delivery

Free training delivery SOP for nonprofits. Covers staff development, grant-funded training requirements, and volunteer training programs.

Operations·6 steps

Vendor Management

Free vendor management SOP for nonprofits. Covers grant-compliant procurement, vendor selection, and contract management.

Real Estate

Operations·6 steps

Client Onboarding

Free client onboarding SOP for real estate teams. Covers listing setup, buyer consultations, and transaction coordination.

Compliance & Legal·7 steps

Compliance Audit Preparation

Free compliance audit SOP for real estate brokerages. Covers license audits, transaction file reviews, and Fair Housing compliance.

Human Resources·6 steps

Employee Onboarding

Free employee onboarding SOP for real estate brokerages. Covers license verification, MLS setup, and agent training.

Facilities & Safety·6 steps

Equipment Maintenance

Free equipment maintenance SOP for property management. Covers HVAC, elevator, pool, and building systems preventive maintenance.

Finance & Accounting·6 steps

Month-End Close

Free month-end close SOP for real estate brokerages. Covers commission reconciliation, trust account balancing, and financial reporting.

Human Resources·7 steps

Employee Offboarding

Free employee offboarding SOP for real estate brokerages. Covers license transfer, client reassignment, and system access revocation.

Operations·5 steps

Procurement

Free procurement SOP template designed for Real Estate Operations teams. Includes step-by-step procedures, checklist, roles, and KPIs.

Facilities & Safety·6 steps

Safety Inspection

Free safety inspection SOP for real estate property managers. Covers property walkthroughs, hazard reporting, and maintenance follow-up.

Human Resources·5 steps

Training Delivery

Free training delivery SOP for real estate brokerages. Covers CE tracking, Fair Housing refreshers, and agent skill development.

Operations·6 steps

Vendor Management

Free vendor management SOP template designed for Real Estate Operations teams. Includes step-by-step procedures, checklist, roles, and KPIs.

Restaurants & Food Service

Compliance & Legal·8 steps

Compliance Audit Preparation

Free compliance audit SOP template for restaurant teams. Covers health inspection prep, FDA Food Code self-audit, HACCP documentation, and allergen program review.

Human Resources·9 steps

Employee Onboarding

Free employee onboarding SOP template for restaurant teams. Covers ServSafe certification, POS training, food allergen awareness, and station training.

Facilities & Safety·8 steps

Equipment Maintenance

Free equipment maintenance SOP template for restaurant teams. Covers oven and fryer cleaning, refrigeration monitoring, exhaust hood maintenance, and ice machine sanitization.

Operations·8 steps

Inventory Management

Free inventory management SOP template for restaurant teams. Covers daily prep counts, FIFO rotation, waste tracking, vendor receiving, and food cost calculation.

Human Resources·8 steps

Employee Offboarding

Free employee offboarding SOP template for restaurant teams. Covers key return, POS access removal, final pay, food safety credential transfer, and exit tasks.

Operations·8 steps

Procurement

Free procurement SOP template for restaurants. Covers vendor selection, purchase orders, food cost tracking, delivery verification, and inventory replenishment.

Operations·8 steps

Quality Assurance

Free quality assurance SOP template for restaurant teams. Covers food quality checks, plating standards, temperature logs, and health department compliance.

Facilities & Safety·8 steps

Safety Inspection

Free safety inspection SOP template for restaurant teams. Covers kitchen fire suppression, walk-in cooler logs, hand washing stations, and health code compliance.

Human Resources·7 steps

Training Delivery

Free training delivery SOP template for restaurant teams. Covers station rotation training, ServSafe recertification, POS updates, and cross-training programs.

Operations·8 steps

Vendor Management

Free vendor management SOP template for restaurant teams. Covers food supplier evaluation, delivery quality checks, price comparison, and allergen documentation.

Retail

Human Resources·9 steps

Employee Onboarding

Free employee onboarding SOP template for retail stores. Covers POS training, loss prevention, store layout, customer service standards, and first-week scheduling.

Operations·8 steps

Inventory Management

Free inventory management SOP template for retail stores. Covers cycle counts, stock replenishment, shrinkage tracking, POS inventory sync, and reorder triggers.

Finance & Accounting·8 steps

Month-End Close

Free month-end close SOP template for retail stores. Covers sales reconciliation, inventory valuation, AP/AR review, cash handling audit, and financial reporting.

Human Resources·7 steps

Employee Offboarding

Free employee offboarding SOP template for retail stores. Covers POS access removal, key collection, final pay, knowledge transfer, and exit documentation.

Operations·7 steps

Procurement

Free procurement SOP template for retail stores. Covers purchase order creation, vendor ordering, budget approval, receiving verification, and cost tracking.

Operations·6 steps

Quality Assurance

Free quality assurance SOP template for retail stores. Covers merchandise inspection, visual merchandising standards, customer experience audits, and corrective actions.

Operations·7 steps

Returns & Refunds

Free returns processing SOP template for retail stores. Covers return eligibility, refund methods, exchange handling, fraud prevention, and restocking procedures.

Facilities & Safety·7 steps

Safety Inspection

Free safety inspection SOP template for retail stores. Covers daily walkthroughs, fire safety, ADA compliance, slip-and-fall prevention, and incident documentation.

Human Resources·7 steps

Training Delivery

Free training delivery SOP template for retail teams. Covers session planning, POS skill-building, product knowledge training, seasonal ramp-up, and training assessment.

Operations·7 steps

Vendor Management

Free vendor management SOP template for retail stores. Covers vendor evaluation, contract negotiation, delivery performance tracking, and vendor scorecards.

SaaS

Product & Engineering·9 steps

Change Management

Free change management SOP template for SaaS product teams. RFC process, impact assessment, stakeholder sign-off, and phased rollout.

Customer Support·9 steps

Customer Onboarding

Free customer onboarding SOP template for SaaS teams. Trial-to-paid handoff, kickoff calls, health scoring, and success milestones.

IT & DevOps·8 steps

Data Backup & Recovery

Free data backup and disaster recovery SOP template for SaaS. Covers RDS snapshots, RPO/RTO targets, backup verification, and SOC 2 evidence.

IT & DevOps·9 steps

Software Deployment

Free software deployment SOP template for SaaS teams. CI/CD pipeline steps, feature flags, rollback procedures, and post-deploy monitoring.

Human Resources·9 steps

Employee Onboarding

Free employee onboarding SOP template for SaaS HR teams. Step-by-step with checklist, roles, and KPIs.

IT & DevOps·9 steps

Incident Response

Free incident response SOP template for SaaS teams. P1-P4 severity levels, on-call rotation, status page updates, and post-mortem process.

Human Resources·10 steps

Employee Offboarding

Free SaaS employee offboarding SOP template. Access revocation checklist, knowledge transfer, SOC 2 evidence, and exit process.

Customer Support·9 steps

Ticket Escalation

Free ticket escalation SOP template for SaaS support teams. Severity classification, SLA targets, and L1-L3 routing rules.

Operations·9 steps

Vendor Management

Free SaaS vendor management SOP template. Covers vendor evaluation, SOC 2 compliance checks, security questionnaires, and renewal workflows.

Startups

Product & Engineering·7 steps

Change Management

Free change management SOP template for startups. Change requests, impact assessment, approval workflows, and rollback plans for fast-moving product teams.

Marketing·6 steps

Content Publishing

Free content publishing SOP for startup marketing teams. Covers editorial workflow, approval process, and multi-channel distribution.

Customer Support·7 steps

Customer Onboarding

Free customer onboarding SOP template for startups. Welcome sequences, account setup, activation milestones, and handoff to support for early-stage teams.

IT & DevOps·7 steps

Software Deployment

Free deployment SOP template for startups. GitHub Actions CI/CD, Vercel and AWS deploy steps, feature flags, rollback procedures for small engineering teams.

Human Resources·9 steps

Employee Onboarding

Free employee onboarding SOP template for startups. First-day setup, tool access, 30-60-90 day plans, and buddy system for teams scaling from 5 to 50.

IT & DevOps·7 steps

Incident Response

Free incident response SOP template for startups. Severity classification, on-call rotation, Slack-based triage, post-mortem process for small engineering teams.

Finance & Accounting·8 steps

Month-End Close

Free month-end close SOP template for startups. Revenue recognition, bank reconciliation, expense review, and investor-ready financials for seed to Series B.

Human Resources·8 steps

Employee Offboarding

Free employee offboarding SOP template for startups. Access revocation, knowledge transfer, equipment return, and exit process for fast-growing teams.

Operations·7 steps

Vendor Management

Free vendor management SOP template for startups. Vendor evaluation, contract review, SaaS tool procurement, and cost tracking for teams watching runway.

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