The template library

Process templates

A clear starting point for the work your team does every day. Flowcharts, procedures and owners, already connected.

YesNoInputs receivedRequest receivedRequest coordinatorCheck requirementsRequest coordinatorInputs complete?Request coordinatorRequest missing inputsRequest coordinatorComplete the workOperatorReview the resultReviewerClose and notifyRequest coordinator
Operations

Standard operating procedure template

Give a recurring operational request a consistent path from intake to completion, including the exception that sends incomplete work back for clarification.

7 stepsFlowchart + procedure
YesNoReworkDefine the requestProcess ownerGather inputsCoordinatorProduce the deliverableDelivery teamMeets acceptance criteria?ReviewerResolve the gapsDelivery teamHand off the resultCoordinatorCapture improvementsProcess owner
Operations

Process map template

Map a cross-team delivery process so each input, ownership handoff and decision is explicit.

7 stepsFlowchart + procedure
YesNoPlan recordedConfirm the departureHR coordinatorPlan the handoverLine managerRevoke accessIT administratorAll equipment returned?IT administratorTrack outstanding assetsHR coordinatorComplete final checksHR coordinatorClose the offboardingHR coordinator
HR

Employee offboarding process template

Coordinate HR, the manager and IT when an employee leaves. Adapt access-removal timing and employment obligations to your organization and jurisdiction.

7 stepsFlowchart + procedure
NoYesDetect and logOn-call responderAssess impact and severityIncident leadMajor incident?Incident leadEscalate and communicateIncident leadContain and mitigateResponse teamVerify recoveryOn-call responderReview and follow upIncident lead
IT

Incident response runbook template

Give an on-call team a clear coordination path for a service incident. Replace the generic actions with your service-specific diagnostics, escalation contacts and recovery checks.

7 stepsFlowchart + procedure