Free SOP Templates for Microsoft Word
Free SOP templates you can use in Microsoft Word — standard operating procedures with steps, roles, checklists, and KPIs. Clone one into Glyde and export a clean, editable document in seconds.
Every template below is a ready-to-edit standard operating procedure: purpose, scope, roles, numbered steps, a completion checklist, and KPIs. Clone one into Glyde, tailor the steps to your team, and export a polished document — no more wrestling a blank Word file into shape. Prefer a version that stays current when your tools change? Record your real workflow over the template and Glyde keeps it up to date.
171 templates
Change Management
Free change management SOP template for agencies. Step-by-step scope change requests, client approvals, timeline adjustments, and contract amendments.
Download Word (.docx) ↓Change Management
Free change management SOP for construction. Covers change order requests, pricing review, and schedule impact analysis.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Change Management
Free change management SOP template for financial services. Covers change requests, risk assessment, CAB review, rollback plans, and regulatory compliance.
Download Word (.docx) ↓Change Management
Free change management SOP template for healthcare operations teams. Covers clinical protocol updates, EHR workflow changes, staff communication, and regulatory impact assessment.
Download Word (.docx) ↓Change Management
Free change management SOP for insurance agencies. Covers policy endorsements, system migrations, and carrier changes.
Download Word (.docx) ↓Change Management
Free change management SOP for law firms. Covers system changes, policy updates, and practice group restructuring procedures.
Download Word (.docx) ↓Change Management
Free change management SOP template for manufacturing operations. Covers engineering change orders, BOM updates in SAP, qualification runs, and ISO document control.
Download Word (.docx) ↓Change Management
Free change management SOP for nonprofits. Covers program modifications, grant scope changes, and stakeholder communication.
Download Word (.docx) ↓Change Management
Free change management SOP template for SaaS product teams. RFC process, impact assessment, stakeholder sign-off, and phased rollout.
Download Word (.docx) ↓Change Management
Free change management SOP template for startups. Change requests, impact assessment, approval workflows, and rollback plans for fast-moving product teams.
Download Word (.docx) ↓Client Onboarding
Free Client Onboarding SOP template designed for Accounting & Bookkeeping Operations teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓Client Onboarding
Free client onboarding SOP template for agencies. Step-by-step with kickoff call agenda, Asana project setup, and first deliverable timeline.
Download Word (.docx) ↓Client Onboarding
Free client onboarding SOP template for legal operations teams. Step-by-step intake, conflict checks, and engagement letters.
Download Word (.docx) ↓Client Onboarding
Free client onboarding SOP for nonprofits. Covers intake assessment, eligibility verification, and service enrollment.
Download Word (.docx) ↓Client Onboarding
Free client onboarding SOP for real estate teams. Covers listing setup, buyer consultations, and transaction coordination.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Compliance Audit Preparation
Free compliance audit SOP for construction. Covers OSHA recordkeeping, permit verification, and regulatory inspection readiness.
Download Word (.docx) ↓Compliance Audit Preparation
Free compliance audit SOP template for education institutions. Step-by-step procedures for FERPA, Title IX, and accreditation audit preparation.
Download Word (.docx) ↓Compliance Audit Preparation
Free compliance audit SOP template for financial services. Covers SOX, FINRA, AML/BSA prep, evidence gathering, gap analysis, and remediation tracking.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Compliance Audit Preparation
Free compliance audit preparation SOP template designed for Insurance Compliance & Legal teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓Compliance Audit Preparation
Free compliance audit SOP template for law firms. Covers document gathering, gap analysis, and bar association audit readiness.
Download Word (.docx) ↓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.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Compliance Audit Preparation
Free compliance audit SOP for nonprofits. Covers grant compliance, IRS reporting, and funder requirement verification.
Download Word (.docx) ↓Compliance Audit Preparation
Free compliance audit SOP for real estate brokerages. Covers license audits, transaction file reviews, and Fair Housing compliance.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Content Publishing
Free content publishing SOP template for agencies. Step-by-step client content calendar, approval workflow, brand voice compliance, and multi-channel publishing.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Content Publishing
Free content publishing SOP template designed for Nonprofits Marketing teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓Content Publishing
Free content publishing SOP for startup marketing teams. Covers editorial workflow, approval process, and multi-channel distribution.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Customer Onboarding
Free customer onboarding SOP template for financial services. Covers KYC, CDD, account opening, AML screening, and regulatory documentation requirements.
Download Word (.docx) ↓Customer Onboarding
Free customer onboarding SOP template designed for Hospitality & Hotels Customer Support teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓Customer Onboarding
Free customer onboarding SOP for insurance. Covers policy review, coverage explanation, and client portal setup.
Download Word (.docx) ↓Customer Onboarding
Free customer onboarding SOP template for SaaS teams. Trial-to-paid handoff, kickoff calls, health scoring, and success milestones.
Download Word (.docx) ↓Customer Onboarding
Free customer onboarding SOP template for startups. Welcome sequences, account setup, activation milestones, and handoff to support for early-stage teams.
Download Word (.docx) ↓Data Backup & Recovery
Free Data Backup & Recovery SOP template designed for Accounting & Bookkeeping IT teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓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.
Download Word (.docx) ↓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.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Data Backup & Recovery
Free data backup SOP for insurance agencies. Covers AMS backup, client data protection, and disaster recovery procedures.
Download Word (.docx) ↓Data Backup & Recovery
Free data backup SOP template for law firms. Covers client file protection, Clio backups, and disaster recovery compliance.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Software Deployment
Free software deployment SOP template for SaaS teams. CI/CD pipeline steps, feature flags, rollback procedures, and post-deploy monitoring.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Employee Onboarding
Free Employee Onboarding SOP template designed for Accounting & Bookkeeping HR teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓Employee Onboarding
Free employee onboarding SOP template for agencies. Step-by-step with tool access setup, client portfolio intro, and agency process training.
Download Word (.docx) ↓Employee Onboarding
Free employee onboarding SOP for construction companies. Covers OSHA training, PPE issuance, and safety orientation.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Employee Onboarding
Free employee onboarding SOP template for education HR teams. Step-by-step with checklist, roles, and KPIs for schools and universities.
Download Word (.docx) ↓Employee Onboarding
Free employee onboarding SOP template for financial services. Covers FINRA registration, compliance training, system access, and 30-60-90 day milestones.
Download Word (.docx) ↓Employee Onboarding
Free employee onboarding SOP template for healthcare HR teams. Covers credentialing, occupational health clearance, EHR provisioning, HIPAA training, and clinical orientation.
Download Word (.docx) ↓Employee Onboarding
Free employee onboarding SOP for insurance agencies. Covers licensing verification, carrier appointments, and compliance training.
Download Word (.docx) ↓Employee Onboarding
Free employee onboarding SOP for law firms. Covers bar verification, system access, conflict training, and first-week setup.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Employee Onboarding
Free employee onboarding SOP template for manufacturing plants. Covers safety orientation, PPE fitting, machine-specific training, ERP access, and shift assignment.
Download Word (.docx) ↓Employee Onboarding
Free employee onboarding SOP for nonprofits. Covers mission orientation, grant compliance training, and volunteer coordination setup.
Download Word (.docx) ↓Employee Onboarding
Free employee onboarding SOP for real estate brokerages. Covers license verification, MLS setup, and agent training.
Download Word (.docx) ↓Employee Onboarding
Free employee onboarding SOP template for restaurant teams. Covers ServSafe certification, POS training, food allergen awareness, and station training.
Download Word (.docx) ↓Employee Onboarding
Free employee onboarding SOP template for retail stores. Covers POS training, loss prevention, store layout, customer service standards, and first-week scheduling.
Download Word (.docx) ↓Employee Onboarding
Free employee onboarding SOP template for SaaS HR teams. Step-by-step with checklist, roles, and KPIs.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Equipment Maintenance
Free equipment maintenance SOP for construction. Covers heavy equipment inspections, preventive maintenance, and operator pre-shift checks.
Download Word (.docx) ↓Equipment Maintenance
Free equipment maintenance SOP template for education facilities teams. Step-by-step procedures for maintaining campus equipment at schools and universities.
Download Word (.docx) ↓Equipment Maintenance
Free equipment maintenance SOP template for healthcare facilities. Covers biomedical PM schedules, calibration records, FDA device requirements, and vendor service contracts.
Download Word (.docx) ↓Equipment Maintenance
Free equipment maintenance SOP template for logistics facilities. Covers forklift PM schedules, conveyor maintenance, dock equipment servicing, and CMMS work order management.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Equipment Maintenance
Free equipment maintenance SOP for property management. Covers HVAC, elevator, pool, and building systems preventive maintenance.
Download Word (.docx) ↓Equipment Maintenance
Free equipment maintenance SOP template for restaurant teams. Covers oven and fryer cleaning, refrigeration monitoring, exhaust hood maintenance, and ice machine sanitization.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Incident Response
Free incident response SOP template for financial services. Covers detection, triage, escalation, regulatory notification, recovery, and post-incident review.
Download Word (.docx) ↓Incident Response
Free incident response SOP template for healthcare IT teams. Covers EHR downtime, HIPAA breach notification, backup activation, and clinical workflow continuity.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Incident Response
Free incident response SOP template for SaaS teams. P1-P4 severity levels, on-call rotation, status page updates, and post-mortem process.
Download Word (.docx) ↓Incident Response
Free incident response SOP template for startups. Severity classification, on-call rotation, Slack-based triage, post-mortem process for small engineering teams.
Download Word (.docx) ↓Inventory Management
Free e-commerce inventory management SOP template. Covers cycle counting, reorder points, Shopify sync, SKU organization, and dead stock.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Inventory Management
Free inventory management SOP template for manufacturing operations. Covers raw material receiving, WIP tracking, SAP inventory transactions, cycle counting, and FIFO enforcement.
Download Word (.docx) ↓Inventory Management
Free inventory management SOP template for restaurant teams. Covers daily prep counts, FIFO rotation, waste tracking, vendor receiving, and food cost calculation.
Download Word (.docx) ↓Inventory Management
Free inventory management SOP template for retail stores. Covers cycle counts, stock replenishment, shrinkage tracking, POS inventory sync, and reorder triggers.
Download Word (.docx) ↓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.
Download Word (.docx) ↓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.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Month-End Close
Free month-end close SOP template for financial services. Covers reconciliation, journal entries, accruals, regulatory reporting, and SOX control documentation.
Download Word (.docx) ↓Month-End Close
Free month-end close SOP for law firms. Covers trust reconciliation, billing review, and financial reporting procedures.
Download Word (.docx) ↓Month-End Close
Free month-end close SOP for nonprofits. Covers grant expense reconciliation, fund accounting, and funder reporting preparation.
Download Word (.docx) ↓Month-End Close
Free month-end close SOP for real estate brokerages. Covers commission reconciliation, trust account balancing, and financial reporting.
Download Word (.docx) ↓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.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Employee Offboarding
Free employee offboarding SOP template designed for Accounting & Bookkeeping Human Resources teams. Includes step-by-step procedures, checklist, roles, and KPIs
Download Word (.docx) ↓Employee Offboarding
Free employee offboarding SOP template for agencies. Step-by-step client handoff, knowledge transfer, tool access revocation, and portfolio documentation.
Download Word (.docx) ↓Employee Offboarding
Free offboarding SOP for construction. Covers equipment return, safety credential revocation, and final payroll processing.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Employee Offboarding
Free employee offboarding SOP template for financial services. Covers access revocation, FINRA U5 filing, knowledge transfer, compliance holds, and audit trail preservation.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Employee Offboarding
Free employee offboarding SOP template designed for Hospitality & Hotels Human Resources teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓Employee Offboarding
Free offboarding SOP for insurance agencies. Covers book transfer, carrier notification, and client communication.
Download Word (.docx) ↓Employee Offboarding
Free employee offboarding SOP for law firms. Covers access revocation, matter reassignment, and client notification procedures.
Download Word (.docx) ↓Employee Offboarding
Free offboarding SOP for nonprofits. Covers grant reassignment, donor relationship handoff, and system access revocation.
Download Word (.docx) ↓Employee Offboarding
Free employee offboarding SOP for real estate brokerages. Covers license transfer, client reassignment, and system access revocation.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Employee Offboarding
Free employee offboarding SOP template for retail stores. Covers POS access removal, key collection, final pay, knowledge transfer, and exit documentation.
Download Word (.docx) ↓Employee Offboarding
Free SaaS employee offboarding SOP template. Access revocation checklist, knowledge transfer, SOC 2 evidence, and exit process.
Download Word (.docx) ↓Employee Offboarding
Free employee offboarding SOP template for startups. Access revocation, knowledge transfer, equipment return, and exit process for fast-growing teams.
Download Word (.docx) ↓Procurement
Free Procurement SOP template designed for Accounting & Bookkeeping Operations teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓Procurement
Free procurement SOP template for agencies. Step-by-step process for requesting, approving, and purchasing software, contractor services, and production materials.
Download Word (.docx) ↓Procurement
Free procurement SOP for construction teams. Covers material takeoffs, purchase orders, delivery scheduling, and cost tracking.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Procurement
Free procurement SOP template for education operations teams. Step-by-step procedures for purchasing goods and services at schools and universities.
Download Word (.docx) ↓Procurement
Free procurement SOP for law firms. Covers purchase approvals, vendor selection, and expense management for legal operations.
Download Word (.docx) ↓Procurement
Free procurement SOP template for logistics. Covers purchase requisitions, vendor selection, PO management, goods receipt, and spend tracking.
Download Word (.docx) ↓Procurement
Free procurement SOP template for manufacturing. Covers SAP MM purchase requisitions, AVL vendor selection, three-quote policy, PO approvals, and invoicing.
Download Word (.docx) ↓Procurement
Free procurement SOP for nonprofits. Covers federal procurement thresholds, competitive bidding, and grant-compliant purchasing.
Download Word (.docx) ↓Procurement
Free procurement SOP template designed for Real Estate Operations teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓Procurement
Free procurement SOP template for restaurants. Covers vendor selection, purchase orders, food cost tracking, delivery verification, and inventory replenishment.
Download Word (.docx) ↓Procurement
Free procurement SOP template for retail stores. Covers purchase order creation, vendor ordering, budget approval, receiving verification, and cost tracking.
Download Word (.docx) ↓Quality Assurance
Free Quality Assurance SOP template designed for Accounting & Bookkeeping Operations teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓Quality Assurance
Free quality assurance SOP template for agencies. Step-by-step deliverable review, creative QA, client feedback incorporation, and pre-delivery checks.
Download Word (.docx) ↓Quality Assurance
Free quality assurance SOP template designed for Cleaning & Janitorial Services Operations teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓Quality Assurance
Free quality assurance SOP for construction projects. Covers inspection holds, defect tracking, and punch list management.
Download Word (.docx) ↓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.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Quality Assurance
Free quality assurance SOP for insurance. Covers policy checking, documentation audits, and E&O prevention procedures.
Download Word (.docx) ↓Quality Assurance
Free quality assurance SOP template for logistics operations. Covers shipment inspection, damage rate tracking, order accuracy audits, and carrier performance monitoring.
Download Word (.docx) ↓Quality Assurance
Free quality assurance SOP template for manufacturing teams. Covers incoming inspection, AQL sampling, non-conformance reports, and CAPA with ISO 9001 alignment.
Download Word (.docx) ↓Quality Assurance
Free quality assurance SOP template for restaurant teams. Covers food quality checks, plating standards, temperature logs, and health department compliance.
Download Word (.docx) ↓Quality Assurance
Free quality assurance SOP template for retail stores. Covers merchandise inspection, visual merchandising standards, customer experience audits, and corrective actions.
Download Word (.docx) ↓Returns & Refunds
Free e-commerce returns and refunds SOP template. Covers RMA workflow, Shopify returns, condition grading, refund processing, and compliance.
Download Word (.docx) ↓Returns & Refunds
Free returns processing SOP template for retail stores. Covers return eligibility, refund methods, exchange handling, fraud prevention, and restocking procedures.
Download Word (.docx) ↓Safety Inspection
Free safety inspection SOP for construction sites. Covers OSHA compliance, hazard identification, and daily site walkthroughs.
Download Word (.docx) ↓Safety Inspection
Free safety inspection SOP template for education facilities teams. Step-by-step procedures for campus safety audits at schools and universities.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Safety Inspection
Free safety inspection SOP template for logistics facilities. Covers warehouse walkthrough, dock safety, forklift inspection, rack integrity, and OSHA compliance documentation.
Download Word (.docx) ↓Safety Inspection
Free safety inspection SOP template for manufacturing facilities. Covers OSHA walkthroughs, lockout/tagout verification, PPE compliance, and near-miss reporting.
Download Word (.docx) ↓Safety Inspection
Free safety inspection SOP for real estate property managers. Covers property walkthroughs, hazard reporting, and maintenance follow-up.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Safety Inspection
Free safety inspection SOP template for retail stores. Covers daily walkthroughs, fire safety, ADA compliance, slip-and-fall prevention, and incident documentation.
Download Word (.docx) ↓Ticket Escalation
Free ticket escalation SOP template for e-commerce customer support teams. Step-by-step with checklist, roles, and KPIs.
Download Word (.docx) ↓Ticket Escalation
Free ticket escalation SOP template for SaaS support teams. Severity classification, SLA targets, and L1-L3 routing rules.
Download Word (.docx) ↓Training Delivery
Free Training Delivery SOP template designed for Accounting & Bookkeeping HR teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Training Delivery
Free training delivery SOP template designed for Cleaning & Janitorial Services Human Resources teams. Includes step-by-step procedures, checklist, roles, an...
Download Word (.docx) ↓Training Delivery
Free training delivery SOP template designed for Construction Human Resources teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Training Delivery
Free training delivery SOP template for financial services. Covers compliance training, BSA/AML education, FINRA CE, session facilitation, and completion tracking.
Download Word (.docx) ↓Training Delivery
Free training delivery SOP template for healthcare HR teams. Covers HIPAA recertification, BLS/CPR tracking, EHR system training, and competency assessments.
Download Word (.docx) ↓Training Delivery
Free training delivery SOP for insurance agencies. Covers CE requirements, carrier product training, and E&O prevention education.
Download Word (.docx) ↓Training Delivery
Free training delivery SOP for law firms. Covers CLE tracking, conflict training, and skills development for attorneys and staff.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Training Delivery
Free training delivery SOP template for manufacturing. Covers machine certification, OSHA training logs, competency matrices, OJT sign-off, and recertification.
Download Word (.docx) ↓Training Delivery
Free training delivery SOP for nonprofits. Covers staff development, grant-funded training requirements, and volunteer training programs.
Download Word (.docx) ↓Training Delivery
Free training delivery SOP for real estate brokerages. Covers CE tracking, Fair Housing refreshers, and agent skill development.
Download Word (.docx) ↓Training Delivery
Free training delivery SOP template for restaurant teams. Covers station rotation training, ServSafe recertification, POS updates, and cross-training programs.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Vendor Management
Free Vendor Management SOP template designed for Accounting & Bookkeeping Operations teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓Vendor Management
Free vendor management SOP template for agencies. Step-by-step freelancer vetting, subcontractor agreements, NDA management, and invoice processing.
Download Word (.docx) ↓Vendor Management
Free vendor management SOP for construction. Covers subcontractor prequalification, performance tracking, and payment processing.
Download Word (.docx) ↓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.
Download Word (.docx) ↓Vendor Management
Free vendor management SOP template for financial services. Covers vendor due diligence, risk assessment, contract review, ongoing monitoring, and regulatory compliance.
Download Word (.docx) ↓Vendor Management
Free vendor management SOP for insurance agencies. Covers carrier relationship management, technology vendor evaluation, and contract renewals.
Download Word (.docx) ↓Vendor Management
Free vendor management SOP for law firms. Covers vendor evaluation, confidentiality agreements, and contract management.
Download Word (.docx) ↓Vendor Management
Free vendor management SOP template for logistics operations. Covers carrier selection, 3PL vendor evaluation, contract management, performance scorecards, and vendor compliance monitoring.
Download Word (.docx) ↓Vendor Management
Free vendor management SOP template for manufacturing operations. Covers approved vendor lists, supplier scorecards, incoming quality tracking, and ISO 9001 supplier requirements.
Download Word (.docx) ↓Vendor Management
Free vendor management SOP for nonprofits. Covers grant-compliant procurement, vendor selection, and contract management.
Download Word (.docx) ↓Vendor Management
Free vendor management SOP template designed for Real Estate Operations teams. Includes step-by-step procedures, checklist, roles, and KPIs.
Download Word (.docx) ↓Vendor Management
Free vendor management SOP template for restaurant teams. Covers food supplier evaluation, delivery quality checks, price comparison, and allergen documentation.
Download Word (.docx) ↓Vendor Management
Free vendor management SOP template for retail stores. Covers vendor evaluation, contract negotiation, delivery performance tracking, and vendor scorecards.
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