Procedure Documentation

Last Updated: February 29, 2024

Procedure Documentation

Every thriving company, whether it is a startup or a corporation, needs to develop procedures to lessen, if not altogether avoid, the unwanted incidents in the workplace for many crucial reasons. Namely, these procedures will maintain the company’s integrity and reputation by describing who, what, where, when, and why you implement a policy. These systems will also serve as your employees’ guide in fulfilling their duties correctly.

10+ Procedure Documentation Templates & Examples

If you are a procedure document control manager who is looking for templates and examples that you can use for procedure documentation, you are on the right page! Just go over the list below for you to try and download the ones that you need.

1. Telephone Answering Procedure Template

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  • MS Word
  • Apple Pages
  • Google Docs

Size: A4 & US Letter

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Customer service plays a vital role in maintaining a businesses’ brand. By providing excellent customer service before and after the purchase, you will gain an edge over your competitors. Usually, you can offer these services over the phone. With this in mind, it is essential to create a telephone answering procedure for your employees to follow. It will ensure that your team can answer and assist all the incoming calls from the customers accordingly. With our Telephone Answering Procedure Template, you can create a clear procedure for the customer service department of your organization.

2. Employee Acknowledgement of Receiving Procedure Template

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  • MS Word
  • Apple Pages
  • Google Docs

Size: A4 & US Letter

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If your company involves receiving delivery of goods from the suppliers, it is possible to have lost, overage, and incorrectly labeled items if there is no standard procedure for the process. That is why it is essential to maintain a receiving acknowledgment procedure that your staff members can follow. Make sure to receive the delivery of supplies correctly by creating a receiving acknowledgment procedure with our Employee Acknowledgement of Receiving Procedure Template.

3. Board Resolution Authorizing a Check Approval Procedure Template

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  • MS Word
  • Apple Pages
  • Google Docs

Size: A4 & US Letter

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If your company accepts checks as payments from the customers, you must obtain a board resolution authorizing a check approval procedure. Providing excellent customer satisfaction can help maintain your brand. However, it is still the cash flow coming into your company that will make your business strive. Thus, accepting payments through other mediums such as credit cards and checks will be a significant advancement that your company can gain. Provide your employees with a check approval procedure that will ensure seamless transactions through this template.

4. Free Standard Operating Procedure Template

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  • MS Word
  • Editable PDF
  • MS Excel
  • Apple Numbers
  • Apple Pages

Size: A4 & US Letter

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Specific departments of your company may have to execute complex operations. With that said, it is essential to provide training for your employees about the proper execution of individual processes. Quality will, then, have to be regularly checked to maintain the integrity and consistency of their work. To do that, you will have to obtain a standard operating procedure(SOP) that your workers can use as a guide in perfecting the operation. Create a productive operation method with our Free Standard Operating Procedure Template.

5. Flexible Workplace Policy and Procedure Template

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File Format
  • MS Word
  • Apple Pages
  • Google Docs

Size: A4 & US Letter

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One of the best ways to retain your employees is by maintaining a healthy and sound relationship with them. To do that, you have to make them feel secure and essential in making your company prosper and not just an expendable part of a big machine. You can also maintain a flexible workplace policy and procedure that will allow the employees to maintain a work-life balance. Set your employees’ expectations by creating a flexible workplace policy and process with our Flexible Workplace Policy and Procedure Template.

6. Free Hotel Guest Luggage Handling SOP Template

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  • MS Word
  • Apple Pages
  • Google Docs
  • Editable PDF

Size: A4 & US Letter

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Imagine that you could have the best hotel service in the city except that your doorman happened to forget to offer your guest on taking care of his heavy luggage. The guest would, then, get the impression that the employees of the hotel are not polite. It is despite the other good things that your hotel can provide. Thus, it is essential to obtain a standard guest luggage operating procedure for your hotel to leave a good impression on your guests. With our template, you can get this type of approach for free!

7. Free Warehouse Standard Operating Procedure Template

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File Format
  • Editable PDF
  • Apple Pages
  • MS Word

Size: A4 & US Letter

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A warehouse standard operating procedure is worth it to have. This system will ensure that the warehouse department is implementing the best warehouse practices. These best practices include receiving the shipment correctly, handling returned items, and complying with the warehouse safety procedures and regulations. Avoid any warehouse malpractice by using our Free Warehouse Standard Operating Procedure Template.

8. Free Laboratory Standard Operating Procedure Template

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  • Editable PDF
  • Apple Pages
  • MS Word

Size: A4 & US Letter

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As a laboratory supervisor, it is your responsibility to implement a standard operating procedure to maintain the safety and effectiveness of executing the processes and experiments in your workroom. When developing this type of system, it is vital to make your instructions as detailed as possible. Your instructions should also be in a writing style where the team can clearly understand. Make your procedure document more understandable with our Free Laboratory Standard Operating Procedure Template.

9. Free Help Desk Standard Operating Procedure Template

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  • Editable PDF
  • Apple Pages
  • MS Word

Size: A4 & US Letter

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We mentioned earlier that providing excellent customer service will help you with the company’s branding. For this purpose, it is essential to generate a standard operating procedure for your help desk team. It will help the team in handling the customers’ queries properly. In turn, customer satisfaction will increase, which will result in more possible sales in the future. Ensure customer satisfaction by creating a help desk standard operating procedure with our Free Help Desk Standard Operating Procedure Template.

10. Free Standard Operating Procedure Example

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File Format
  • MS Word
  • Editable PDF
  • MS Excel
  • Apple Numbers
  • Apple Pages

Size: A4 & US Letter

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Whether you are leading a software firm, import and export business, surgical team, or project-based organization, it is crucial to maintain a documented standard operating procedure that your employees can follow to keep the effectivity of their work. As a result, it will make your business succeed. Hence, start designing your conventional working system with our universal Free Standard Operating Procedure Example.

11. Procedure Document Template Sample

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  • DOCX

Size: 49 KB

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Statista posted that in 2017, a total of 5,147 workers died due to fatal work injuries across the United States. Four thousand sixty-nine of these employees were working in a salary based job, while the remaining 1,078 were self-employed. If you are running a business, be practical, and start learning on developing a procedure document. This example consists of an outline and instructions to create a procedure that you can apply to your business. What are you waiting for? Download it now!

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