Free operations and quality templates
A standard operating procedure, a risk assessment and an incident report. Fill in how the work is done, or what went wrong, and download a record you can share.
47 templates
- Delivery noteSend goods with a clear list of what is in the delivery and a place for the receiver to sign.
- Work orderGive a job to a person or team: what to do, where, by when, labour, materials and sign-off.
- Allergen and food safety recordOne page for the kitchen: allergens by dish, daily temperature and cleaning checks, and what was done about problems.
- Asset handover and return formRecord equipment given to a person and returned later, with condition and signatures.
- Asset registerList what the business owns: each asset, who has it, where it is, what it is worth and its condition.
- Business continuity planPlan how to keep critical work going through a fire, outage, supplier failure or loss of people.
- Capacity planWork out whether you can meet future demand: current use, expected growth, gaps, options and what to decide.
- Class registerRecord attendance for one class or session, with late and absent names and the reason.
- Cleaning schedulePlan what is cleaned, how often and by whom, with a sign-off by a supervisor.
- Client intake formLearn who a new client is and what they need before work starts: contacts, goals, budget, timing and consent.
- Corrective and preventive action reportRecord a problem, find its root cause, fix it, stop it happening again and check that the fix worked.
- Customer complaints procedureTell customers how to complain, who answers and by when, and what happens if they are not satisfied.
- Daily site reportRecord each day on site: weather, people, work done, deliveries, delays, safety and tomorrow's plan.
- Deviation reportRecord what went against the plan or the standard, the cause, who fixes it and who checked it.
- Environmental policyState your commitments on energy, waste, water and travel, with targets, owners and a yearly review.
- Equipment inspection checklistInspect a machine or tool before use, record faults and decide if it is safe to use.
- Fire drill recordRecord each fire drill: how long it took, what went wrong and what will be fixed.
- Food temperature logRecord the temperatures that keep food safe, with the limits, and what to do when a reading is wrong.
- Incident logKeep one running list of incidents, what was done about each, and which are still open.
- Incident reportRecord an accident, near miss or other incident clearly: facts first, then causes and actions.
- Internal audit planPlan which areas you audit this year, when, by whom, against what, and how results are reported and followed up.
- Maintenance logKeep a dated record of the maintenance done on an asset and when it is next due.
- Management review minutesRecord a management review: what was looked at, what was decided, who does what and by when.
- Menu costing sheetWork out what a dish costs and what it earns: ingredients, portions, cost per portion and margin.
- Mystery shopper reportRecord a secret visit: what happened, scored points for service and cleanliness, and what to improve.
- Near miss reportReport something that nearly caused harm, find the cause and fix it before someone is hurt.
- New patient registration formCollect what a practice needs from a new patient: details, health history, medicines, consent and privacy.
- Patient consent formRecord that a patient was told about a treatment, its risks and options, and agreed freely.
- Proof of deliveryShow that goods arrived: what was delivered, when, in what condition, and who signed for them.
- Purchase requisitionAsk for approval to buy something: what, why, how much, from whom and who must approve.
- Quality audit reportReport what a quality audit checked, what it found, how serious it is and who fixes it by when.
- Risk assessmentFind what could go wrong, score it, decide what to do about it and record who will do it.
- Service level reviewReview a supplier or service against its agreed targets: results, misses, causes and actions for next period.
- Shift schedulePlan who works which shift each day of the week, with the cover you need and the rules everyone follows.
- Site safety inductionBrief every worker and visitor on the site's hazards, rules and emergency plan, and keep a signed record.
- Staff shift handoverPass a shift on without losing anything: guests, bookings, stock, problems and jobs left open.
- Standard operating procedureWrite down how a task is done, step by step, so anyone can do it the same way.
- Stock count sheetCount what is on the shelves, compare it with your records and explain every difference.
- Supplier audit checklistAudit a supplier area by area, record what you saw, and agree what they must fix and by when.
- Supplier evaluationScore a supplier on quality, delivery, price, service and risk, and decide whether to keep, improve or replace it.
- Toolbox talk recordProve a short safety talk was given: the topic, the key points, who was there and what comes next.
- Vehicle inspection checklistCheck a company vehicle before it goes on the road, and record any fault and the decision.
- Vendor onboarding and due diligence formCollect what you need before you pay a new supplier: identity, contacts, bank details, insurance and checks.
- Vendor risk assessmentRate the risks of using a supplier, from data to continuity, and decide whether to approve, with conditions.
- Visitor logRecord who visits your premises, who they met and when they left, for security and safety.
- Waste logRecord what is wasted each day or week, why, and where it went, so you can cut it and show your records.
- Workplace health and safety policySet out how your company keeps people safe at work: duties, risk checks, training, accidents and emergencies.
Templates
Operations and quality templates
Operations run on written steps and honest records. These templates give a procedure, a risk review and an incident report a fixed order, so the next person can follow the work and an auditor can see what you did.
Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are.
Operations and quality
Questions people ask
Are these operations templates free?
- Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.
Do they meet a standard such as ISO 9001?
- They are a practical starting point and certify nothing. Standards and safety laws differ by industry and country, so check what applies to you.
Who should approve a procedure?
- The person who owns the process and a manager who can authorise it. The procedure template has fields for both, and for the review date.
Templates
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