Ever feel like your team’s working hard but not quite together? Deadlines slip, tasks get lost, and everyone’s out of sync. That’s what happens without a clear game plan.
An effective business playbook template helps you fix that.
It gives your team structure, keeps everyone aligned, and brings focus to the frenzy, whether you’re building a sales strategy or streamlining your entire workflow.
Startups, growing teams, even established businesses—everyone benefits.
Ready to run a tighter ship? Grab these free business playbook templates from and start building a more organized, efficient business today.
Free Business Playbook Templates to Streamline Operations
What Are Business Playbook Templates?
A business playbook template is the foundation for creating a company playbook that defines how different departments operate. For business leaders focused on improving their business strategy, these templates offer frameworks that document essential standard operating procedures across teams.
Corporate playbook templates reduce training time, eliminate guesswork, and help teams stay focused on key performance indicators (KPIs).
They make scaling easier and keep your business strategy on track.
What Makes a Good Business Playbook Template?
A successful business playbook is clear, organized, and built to grow with your company vision. It documents how each department functions—sales, operations, HR, or marketing—providing teams with a reliable blueprint for alignment and execution.
The right structure ensures clarity, consistency, and adaptability across every stage of growth. Here’s what to look for:
- Clear goals and objectives that set direction for every team
- Defined team roles and responsibilities to eliminate confusion and overlaps
- Step-by-step SOPs (standard operating procedures) to streamline daily tasks
- Tools and tech stacks used across departments for smooth execution
- Key performance indicators (KPIs) to track progress and optimize outcomes
20 Business Playbook Templates
1. The Project Management Playbook Template
The Project Management Playbook Template is an essential framework for business leaders managing complex projects. This template helps streamline operations by providing a structured system to organize tasks, define job responsibilities, and track progress in one centralized location.
By documenting workflows, you create repeatable processes that ensure new team members can quickly adapt to your company’s approach to project management. With features that help visualize timelines and priorities, teams can stay aligned with the broader business strategy and company objectives.
It also includes custom statuses and fields for budgets, deliverables, and the like, making it easier to manage job responsibilities and key performance indicators (KPIs) at a glance.
💡 How it helps you scale:
- Creates a repeatable system for managing complex projects
- Reduces miscommunication across departments and stakeholders
- Speeds up onboarding for new employees with clear task flows
- Keeps teams aligned with timelines, priorities, and project objectives
- Enhances visibility into progress using dashboards and timeline views
📌 Ideal for: Business owners and team leads managing multi-phase projects who want a scalable, repeatable project execution process.
2. The Implementation Playbook Template
The Implementation Playbook Template is designed to simplify and streamline the process of launching new products, systems, or initiatives. From outlining goals to assigning roles and tracking execution, this template provides a clear roadmap to guide teams through every implementation step.
Business owners and managers can use this playbook to eliminate manual processes, standardize task execution, and align cross-functional teams. With built-in Docs, Gantt Charts, and Dashboards, you get complete visibility into what needs to be done, who’s responsible, and how progress is tracking.
It also comes with customizable fields and views, allowing you to tailor automated workflows for customer onboarding, internal launches, or new system rollouts.
💡 How it helps you scale:
- Offers centralized implementation steps for repeatable, efficient rollouts
- Makes it easy to assign responsibilities and track timelines
- Improves collaboration between departments and stakeholders
- Reduces delays with real-time progress tracking and task alerts
- Helps identify risks and resource needs before they become bottlenecks
📌 Ideal for: Team leads and operations managers handling product launches, customer onboarding, or internal system rollouts who need a clear and scalable implementation framework.
3. The Standard Operating Procedures Template
Instead of starting from scratch, use the Standard Operating Procedures Template, which provides a solid framework for SOP creation, review, and ongoing updates.
Managers and team leads can use this playbook to standardize critical business functions. Document step-by-step instructions for recurring tasks and workflows, making it easier to maintain consistency, improve efficiency, and train new employees.
The built-in Docs, Custom Fields, and workflows ensure every team member understands their roles and responsibilities. You can also assign tasks, gather feedback, and monitor SOP effectiveness with visual progress tracking and automation tools in .
💡 How it helps you scale:
- Ensures consistency in task execution across departments
- Reduces onboarding time with clear, reusable SOPs
- Minimizes errors by outlining step-by-step instructions
- Improves collaboration with shared workflows and team feedback
- Makes it easier to update processes as your business evolves
📌 Ideal for: Operations managers, HR leads, and team supervisors who want to document workflows and maintain high-quality standards as the business grows.
4. The Non-Profit SOP Template
The Non-Profit SOP Template is built to help nonprofit teams stay organized, compliant, and aligned, especially when juggling multiple programs, partners, and volunteers.
From donor management to volunteer onboarding and grant reporting, this template lets you map out procedures step by step, add task ownership, and collaborate across teams. You’ll also get access to ’s Docs, Boards, custom views, and time-saving automation tools.
💡 How it helps you scale:
- Streamlines nonprofit operations with ready-to-use SOP checklists
- Improves training for new volunteers and staff
- Ensures consistent execution of tasks across programs
- Reduces confusion and errors through clear documentation
- Helps maintain compliance and audit readiness
📌 Ideal for: Non-profit managers, program directors, and operations leads who need a reliable, repeatable way to document and manage everyday procedures.
💡 Pro Tip: Using any of these free SOP templates can help your team create consistent, scalable workflows without starting from scratch. It’s a smart way to save time and stay audit-ready while focusing on what matters most: your mission.
5. The HR SOP Template
The HR SOP Template is a complete solution for HR teams looking to standardize operations and stay compliant. Whether you’re managing onboarding, recruitment, training, or offboarding, this template provides a central hub to document and execute every HR process clearly and consistently.
It helps you build a repeatable framework for all HR functions, cutting down on training time, improving team coordination, and ensuring regulatory compliance. With ’s built-in Docs, Automations, Gantt charts, and Dashboards, your HR department can run like clockwork.
💡 How it helps you scale:
- Creates a centralized space for all HR SOPs
- Tracks recruitment, onboarding, training, and evaluations in one workflow
- Enhances visibility and accountability with task assignments and status updates
- Helps ensure policy compliance and a consistent employee experience
- Saves time on repetitive HR tasks with automation and reminders
📌 Ideal for: HR managers, operations leads, and people teams that need structured, scalable HR processes.
6. The Sales Strategy Guide Template
The Sales Strategy Guide Template gives your team the structure to craft a winning sales game plan from the ground up.
Whether you’re launching a new product, entering a new market, or just tightening up your current efforts, this sales playbook template helps you set goals, define your process, and track every move with precision.
From mapping your ideal customer to assigning action items and tracking KPIs, this all-in-one Doc-based workflow keeps your team focused and aligned, so you can spend less time planning and more time closing.
💡 How it helps you scale:
- Outlines every stage of your sales strategy from targeting to execution
- Helps identify goals, set timelines, and define success metrics
- Organizes best practices and tactics in a centralized, editable document
- Keeps teams accountable with task assignments, updates, and real-time tracking
- Offers full visibility into performance with dashboards and goal tracking
📌 Ideal for: Sales managers, business development leads, and founders building a scalable sales process.
📮 Insight: found that 47% of meetings last an hour or more. But is all that time truly necessary? Only 12% of our respondents rate their meetings as highly effective.
Tracking metrics like action items generated, follow-through rates, and outcomes can reveal whether longer meetings truly deliver value.
’s meeting management tools can help here! Easily capture action items during discussions with AI Notetaker, convert them into trackable tasks, and monitor completion rates—all in one unified workspace. See which meetings actually drive results and which ones are just stealing time from your team’s day!
7. The Accounting SOP Template
The Accounting SOP Template gives your finance team a solid, repeatable system to manage every process—from invoicing and payroll to audits and compliance. Instead of juggling spreadsheets, checklists, and scattered notes, you get a centralized workflow that keeps everything clean, clear, and accountable.
As one of the most practical SOP generators available, this template makes it easy to map out financial procedures, assign tasks, and update your team in real time, so you’re always audit-ready.
💡 How it helps you scale:
- Lays out financial procedures with clarity and consistency
- Keeps everyone aligned with real-time updates and automations
- Reduces time spent on repetitive tasks with standardized workflows
- Provides a complete audit trail for compliance and reporting
- Customizes to fit processes like tax filing, payroll, billing, and reconciliation
📌 Ideal for: Accountants, bookkeepers, finance leads, and operations managers who want to streamline SOP documentation.
8. The Restaurant SOP Template
The Restaurant SOP Template is your go-to tool for running a smooth, efficient restaurant where consistency is the secret ingredient. Whether you’re managing front-of-house service or kitchen operations, this template helps standardize every task, so your staff always knows exactly what to do and how to do it.
From onboarding new team members to ensuring food safety and top-notch customer service, this template keeps your operations tight and your team aligned.
💡 How it helps you scale:
- Centralizes all procedures in one easy-to-access document
- Helps maintain service consistency across shifts and locations
- Reduces errors and miscommunication with clear instructions
- Boosts customer satisfaction by streamlining every touchpoint
- Offers built-in tools to track tasks, assign roles, and monitor quality
📌 Ideal for: Restaurant managers, owners, and operations leads who want to scale success with repeatable, reliable processes.
9. The Plan of Record Template
The Plan of Record Template is a powerful way to align your entire team around one shared project vision. It’s perfect for documenting key goals, setting timelines, and keeping everyone on the same page no matter how complex your project gets.
As part of a broader process documentation strategy, this template helps teams capture critical workflows, clarify responsibilities, and create a reliable source of truth that evolves with your project.
From identifying priorities to tracking milestones and adjusting in real time, it gives you everything you need to plan smart and stay accountable.
💡 How it helps you scale:
- Creates a clear, centralized roadmap everyone can follow
- Helps prevent delays by outlining responsibilities and deadlines
- Makes it easy to communicate updates with stakeholders
- Customizable fields, views, and automations for complete visibility
📌 Ideal for: Project managers, cross-functional teams, and startup founders who need a clear direction and a reliable system to track execution.
10. The Company Process Template
The Company Process Template is your go-to tool for documenting, organizing, and standardizing internal workflows. Whether you’re onboarding new hires, refining team procedures, or simply trying to create consistency across departments, this ready-to-use doc makes it easy to centralize all your processes.
💡 How it helps you scale:
- Keeps all process documentation in one place
- Streamlines onboarding with checklists and templates
- Makes updating and sharing procedures effortless
- Offers custom views, automations, and real-time collaboration
- Ideal for operations teams, HR, and department heads
📌 Ideal for: Companies looking to build a strong internal knowledge base and reduce operational guesswork.
11. The Marketing Team Process Template
The Marketing Team Process Template helps you create a centralized hub for your marketing efforts. It allows you to visualize workflows, align your team, and confidently hit your deadlines.
While it’s designed for marketing operations, the same structured approach can be valuable when managing IT policies and procedures, where clarity and consistency matter.
💡 How it helps you scale:
- Organizes all marketing processes and SOPs in one streamlined doc
- Helps with team onboarding and knowledge transfer
- Simplifies collaboration across content, design, SEO, and PPC teams
- Includes custom views, dashboards, automations, and task dependencies
📌 Ideal for: Marketing teams that want to run like a well-oiled machine without losing creative flexibility.
12. The Internal Control Checklist Template
Internal controls are the backbone of a reliable, compliant, and well-run organization. Whether you’re mitigating financial risks, staying audit-ready, or improving accountability, a structured approach is non-negotiable.
The Internal Control Checklist Template helps simplify the complexity by giving you a ready-to-use framework to identify risks, assign responsibilities, and monitor progress all in one place. This template brings peace of mind across departments—from finance and HR to operations and compliance.
💡 How it helps you scale:
- Breaks down complex control systems into manageable tasks
- Tracks risk areas, progress, and accountability in real time
- Provides complete visibility with Custom Fields, statuses, and reports
- Automates regular reviews with built-in reminders and workflows
- Supports audit teams, compliance officers, and operations leads with tailored tools
📌 Ideal for: Organizations that want to strengthen accountability, reduce risk, and maintain a consistent standard of control across all functions.
13. The Process and Procedures Template
Standardized processes are the backbone of efficient teams. Clear procedures keep everyone aligned and productive, whether you’re onboarding new hires, launching products, or handling customer support.
The Process and Procedures Template is your all-in-one solution for documenting, managing, and refining team workflows. It helps teams define every step of a process, assign responsibilities, and track progress all within a visual, easy-to-use workspace.
This template is especially useful for growing teams, remote-first organizations, or anyone tired of chasing process documents buried in email threads or drive folders.
💡 How it helps you scale:
- Centralizes all processes and step-by-step instructions in one place
- Keeps teams aligned with visual tools like Kanban boards and flowcharts
- Reduces training time with built-in Getting Started guides
- Includes Custom Fields and statuses to track completion, reviews, and approvals
- Keeps everything organized by stage, priority, or stakeholder involvement
📌 Ideal for: Ops teams, HR departments, managers, or anyone building repeatable workflows that scale.
14. The Employee Handbook Policies and Procedures Template
The Employee Handbook, Policies & Procedures Template helps HR teams and business owners draft, update, and manage comprehensive documentation—all in one collaborative space.
From outlining benefits to setting behavior guidelines, this template ensures your policies are clear, compliant, and easy to access. This template keeps everything centralized and version-controlled, so your team always has the most up-to-date information.
💡 How it helps you scale:
- Organizes all key HR documents in one searchable, centralized location
- Enables real-time writing, editing, and collaboration with built-in Docs
- Maintains consistency and compliance with recurring policy review tasks
- Tracks progress, approvals, and updates using custom statuses and fields
- Supports brainstorming, legal research, and writing workflows in one place
📌 Ideal for: HR managers, operations leaders, small business owners, or any team building out their people ops infrastructure.
15. The Onboarding Checklist Template
Welcoming new hires doesn’t have to feel overwhelming. Whether you’re onboarding one person or an entire team, the Onboarding Checklist Template helps you simplify the process while ensuring no detail is missed.
This ready-to-use template guides you through every step from IT setup to team introductions, so new employees feel supported and set up for success from day one. Assign tasks, track progress, and keep everything centralized in one clean workspace.
💡 How it helps you scale:
- Provides a built-in checklist to ensure a consistent experience for every role
- Includes assignable tasks with timelines to keep teams organized and on schedule
- Uses Custom Fields to capture key details like job title, start date, and department
- Offers visual progress tracking with Calendar, Board, and List views
- Enables easy collaboration between HR, IT, and department leads
📌 Ideal for: HR teams, hiring managers, remote teams, or fast-growing startups looking to scale their onboarding processes without the chaos.
16. The Project Checklist Template
No matter the size of your project, a detailed checklist is your best friend for staying on track and avoiding last-minute scrambles. The Project Checklist Template gives you a ready-to-use structure for organizing tasks, setting deadlines, assigning owners, and keeping your entire team aligned—start to finish.
Just like company policy templates help maintain consistency across departments, this checklist ensures every task gets the attention it needs without anything slipping through the cracks. This template is especially handy for project managers juggling multiple deliverables or teams that want to stay agile while hitting their goals.
💡 How it helps you scale:
- Breaks down complex projects into actionable, trackable steps
- Assigns responsibilities and deadlines to eliminate confusion
- Real-time views and dashboards help monitor progress at a glance
- Built-in task dependencies, custom statuses, and priority labels streamline execution
- Works great with List, Calendar, and Gantt views for flexible planning
📌 Ideal for: Project managers, team leads, cross-functional teams, or anyone who wants to turn a messy to-do list into a well-oiled project plan.
17. The Brand Guidelines Template
Brand consistency is everything when it comes to building trust and recognition. Whether you’re launching a new brand or refreshing your current identity, the Brand Guidelines Template gives you an easy-to-use space to define and organize all your branding elements from logos and fonts to tone of voice and visual styles.
It’s part of a growing category of brand guidelines templates that streamline creative alignment and make it easier to scale brand assets across teams, platforms, and campaigns. With real-time collaboration built in, it’s a smart solution for agencies, marketing departments, or startups ready to build a standout brand.
💡 How it helps you scale:
- Centralizes brand assets and documentation in one accessible place
- Offers a visual layout with drag-and-drop ease using Whiteboards
- Enables real-time feedback, updates, and cross-functional collaboration
- Simplifies sharing with designers, content teams, and external vendors
- Keeps brand elements aligned across channels and campaigns
📌 Ideal for: Marketing teams, brand managers, creative agencies, or any business that needs to keep their brand identity sharp and consistent.
18. The Writing Guidelines Template
Consistency is key in writing, whether you’re drafting blog posts, product copy, or internal documentation. The Writing Guidelines Template helps your team stay aligned by clearly outlining tone, voice, formatting, and grammar rules across all types of content.
This ready-to-use Doc template makes it easy to define and manage your brand’s writing style in one collaborative space. Produce a clean, cohesive copy every time!
💡 How it helps you scale:
- Standardizes tone, language, and formatting across writers
- Offers a shared, editable document for real-time collaboration
- Great for onboarding new writers and freelancers quickly
- Reduces editing rounds by making expectations clear upfront
- Helps build a consistent voice across channels like blogs, social media, and email
📌 Ideal for: Marketing teams, content creators, editors, or anyone responsible for written communication.
19. The Go-To-Market Strategy Template
The Go to Market Strategy Template helps teams build thoughtful, structured, and scalable launch strategies. Whether you’re launching a new SaaS product or a physical product line, this template gives you the tools to organize every part of your rollout.
And just like solid company policy can guide internal decisions, a strong go-to-market plan ensures every external move is aligned with your brand and goals. With built-in views for planning, tracking, and execution, you’ll move from strategy to launch faster, with precision.
💡 How it helps you scale:
- Breaks down GTM plans into manageable, actionable tasks
- Makes collaboration easy with shared timelines and updates
- Ensures alignment between marketing, sales, and product teams
- Helps identify target audiences, channels, and positioning
- Keeps launch goals visible and trackable in real time
📌 Ideal for: Product marketers, startup founders, sales teams, and anyone planning a product launch.
20. The Change Management Plan Template
Managing change in an organization is no small task; it requires careful planning, clear communication, and cross-functional collaboration. The Change Management Plan Template offers a structured workspace to guide your team through every step, from outlining goals to tracking adoption and feedback.
Whether you’re updating internal processes or launching a company-wide transformation, this template helps you align stakeholders, document action plans, and minimize disruption while keeping your change initiative on track.
💡 How it helps you scale:
- Provides a clear roadmap for managing organizational change
- Centralizes plans, documents, and communications in one place
- Helps track key milestones, risks, and stakeholder feedback
- Makes it easy to assign ownership and monitor progress
- Supports faster adoption and smoother transitions with visibility and structure
📌 Ideal for: HR teams, operations managers, project leads, and organizations undergoing process changes or restructuring.
Take Control of Your Operations With ’s Business Playbook Templates
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With ’s ready-to-use templates, you don’t have to start from scratch. Choose from expertly designed business playbook templates for sales, operations, or marketing project management and customize them to fit your team’s needs.
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