Templates
Checklists, standard operating procedures and onboarding plans for the routines every small business repeats. Each one is shown in full on its own page. Download it as a PDF to print or a Word document to edit, or import a checklist’s CSV into Wikidoc to assign it, schedule it and keep a record of every run.
61 templates · Free to use, don’t resell
Document
A 30-60-90 day plan sets out what a new hire will learn, do and achieve in their first three months, in three stages: learning the role, contributing, then working on their own.
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SOP
A cash handling procedure sets out how staff take, count, store and bank cash, so every dollar can be accounted for and errors and theft are caught quickly.
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SOP
A complaint handling procedure sets out how a business receives, records, investigates and resolves customer complaints, with timeframes and who is responsible at each step.
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Document
An employee handover document records what someone knows about their job so the next person can carry on: work in progress, recurring tasks and deadlines, key contacts, systems and where things are kept, open risks, and the know-how that isn’t written anywhere.
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Onboarding checklist
An employee offboarding checklist lists what has to happen between someone resigning and their last day: confirming dates, handing over their work and knowledge, collecting equipment, removing every login, processing final pay, and the exit interview.
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Onboarding checklist
A health and safety induction checklist covers what every new employee, contractor or volunteer must know before they start work: emergency exits and procedures, first aid, hazards in their work and how they’re controlled, protective equipment, how to report an incident, and who to ask.
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Onboarding checklist
A new hire onboarding checklist lists everything a manager, a buddy and the new starter need to do from the offer to the end of probation: paperwork, accounts and equipment, the first day, training in the role, and check-ins.
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Document
An operations manual is the written record of how a business runs day to day: who does what, the routines, how customers, suppliers, staff and money are handled, and what to do when things go wrong.
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SOP
An SOP template gives every standard operating procedure in your business the same structure: who owns it and when it’s reviewed, why it exists, who it applies to, who does what, the steps in order, and the records it produces.
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Document
A training manual template gives your training one structure: who it’s for, what they’ll be able to do, the modules in order, the step-by-step procedures, practice tasks, how understanding is checked, and sign-off.
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Onboarding checklist
A fitness instructor induction checklist covers what a new instructor or personal trainer needs before they run a class alone: current certifications, the emergency procedures, every piece of equipment, your class standard and member systems.
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Checklist
A gym cleaning checklist splits the cleaning a fitness center needs into daily, weekly and monthly tasks, so the high-touch equipment is wiped every day and the deep cleans don’t get forgotten.
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Checklist
A gym equipment inspection checklist is the weekly check staff make on every machine, rack and piece of free equipment: cables, pins, belts, bolts and upholstery.
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SOP
A gym incident report procedure tells staff what to do when a member, guest or staff member is hurt or something unsafe happens: respond and give first aid, call for help, make the area safe, record the facts while they’re fresh, and follow up.
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Checklist
A gym opening and closing checklist lists the checks staff make before the first member arrives and after the last one leaves: security, equipment, amenities, cash and safety.
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Log
A food temperature log is the sheet staff use to record fridge, freezer and hot-holding temperatures at set times each day, with what they did when a reading was out of range.
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Checklist
A kitchen cleaning checklist sets out what a commercial kitchen cleans after every service, every week and every month, station by station.
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Onboarding checklist
A kitchen staff induction checklist covers what a new cook, chef or kitchen hand needs before they work a service: food safety and hygiene rules, allergens, safe use of knives and equipment, the cleaning schedule and their station.
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SOP
A restaurant allergen handling procedure sets out how front-of-house and kitchen staff keep a guest with a food allergy safe: knowing what is in every dish, taking the order carefully, preparing it without cross-contact, serving it to the right person, and acting fast if a guest has a reaction.
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Checklist
A restaurant opening and closing checklist lists what the kitchen and front-of-house team check before the first guest arrives and after the last one leaves: temperatures, stock, equipment, cleaning, cash and lock-up.
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All salon and beauty templates →
SOP
A salon consultation and patch test procedure sets out how stylists and therapists check a client is suitable for a treatment before they start: the consultation questions, the reasons not to go ahead, when and how to patch test, and how to record the result and the client’s consent.
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Checklist
A salon hygiene and sanitation checklist lists the infection-control steps every stylist, nail technician and therapist follows between clients and through the day: clean hands, disinfected tools, fresh linen, single-use items thrown away, and what to do after a cut.
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Checklist
A salon opening and closing checklist lists the jobs that get a hair or beauty salon ready for the first client and close it down after the last: bookings, stations, clean tools, the color bar, the cash-up and lock-up.
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Onboarding checklist
A salon staff induction checklist covers what a new stylist, nail technician or beauty therapist needs before they take their own clients: licenses and insurance, hygiene and patch test rules, the booking and payment systems, your service standard and retail.
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Onboarding checklist
A dental assistant onboarding checklist covers what a new assistant needs before they work chairside on their own: registration and immunizations, infection control, instrument reprocessing, the practice software, chairside routines, radiation safety and medical emergencies.
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SOP
A dental instrument reprocessing procedure sets out how used instruments are made safe to use again: carried from the operatory, cleaned, inspected, packaged, sterilized, checked and stored, with every load traceable.
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Log
A dental sterilization log is the record of every sterilizer cycle: what was in the load, whether the cycle reached its parameters, whether the indicators passed, and who released it.
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Checklist
A dental office opening and closing checklist lists what the team does before the first patient and after the last: starting and shutting down equipment, flushing waterlines, testing the sterilizer, preparing operatories, checking the emergency kit and locking up.
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Onboarding checklist
A new practitioner induction checklist covers what a physiotherapist or allied health practitioner needs before seeing patients on their own: registration and insurance, the clinic’s consent and notes standards, infection control, the booking and billing systems, and the clinic’s clinical approach.
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Checklist
A physiotherapy clinic cleaning and hygiene checklist lists the infection-control steps between every patient and the cleaning done each day and each week: hands, couches, shared exercise equipment, electrotherapy heads, the rehab gym and reception.
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Checklist
A physiotherapy clinic opening and closing checklist lists what reception and clinicians do before the first patient and after the last: the day’s appointments, treatment rooms, the rehab gym and equipment, hand hygiene supplies, payments and lock-up.
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SOP
A physiotherapy patient consent procedure sets out how practitioners get valid, informed consent before assessing and treating a patient: explaining what they’ll do, the risks and the options, checking the patient understands and agrees, and recording it.
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Checklist
A vet clinic opening and closing checklist lists the checks before the first consult and after the last: in-patient care and handover, anesthetic and emergency equipment, fridges, controlled drugs, theatre, consult rooms and reception.
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Onboarding checklist
A vet nurse induction checklist covers what a new veterinary nurse or technician needs before working on their own: registration, safe animal handling, radiation and chemical safety, anesthesia monitoring, controlled drugs, in-patient care and the practice software.
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SOP
A veterinary controlled drug register procedure sets out how a clinic receives, stores, records, checks and disposes of controlled drugs, so every dose can be accounted for.
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Checklist
A veterinary surgical safety checklist is worked through for every surgical patient, with the team pausing at set points: admission, before anesthesia, before the first incision, and before the patient leaves theatre.
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All aged and home care templates →
SOP
An aged care incident management procedure sets out what staff do when something goes wrong or nearly goes wrong: make the person safe, report it, record it, notify families and the regulator when required, investigate, and change what caused it.
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Checklist
An aged care shift handover checklist makes sure the outgoing team passes on everything the next shift needs to know: changes in each resident’s or client’s condition, incidents, medication, care tasks due, appointments and family contact.
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Checklist
A home visit safety checklist is the risk assessment a coordinator or worker completes at a client’s home before regular visits start, and again when things change: access and parking, people and pets, hazards inside and outside, equipment, and how lone workers stay in contact.
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Onboarding checklist
A support worker induction checklist covers what a new aged care, home care or disability support worker needs before they support a client alone: screening checks, client rights and privacy, safe practice, incident reporting, each client’s care plan and buddy shifts.
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SOP
A childcare arrival and departure procedure sets out how every child is signed in, handed over to an educator, and released only to an authorized person at the end of the day.
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Checklist
A childcare center cleaning checklist lists what is cleaned, and how, every day and every week: tables before meals, mouthed toys, bathrooms, the diaper area, bedding and outdoor equipment.
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Checklist
A childcare daily safety checklist is the walk-through an educator does before children arrive and before they play outside, checking for hazards such as broken equipment, open gates, choking risks and unsafe ground.
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Onboarding checklist
A childcare educator induction checklist covers everything a new educator must know before they’re counted in ratio or left with children: their checks and qualifications, child protection, emergency procedures, each child’s medical needs and the service’s key procedures.
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SOP
A childcare emergency evacuation and lockdown procedure tells every educator what to do when the alarm sounds: who takes charge, how children and babies are moved out, how everyone is counted, and how to lock down when it isn’t safe to leave.
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SOP
A childcare incident, injury, trauma and illness procedure tells educators what to do from the moment a child is hurt or becomes unwell: first aid, supervising the other children, contacting the family, recording what happened and notifying the regulator when an incident is serious.
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SOP
A childcare medication administration procedure sets out how educators receive, store, give and record medication, so each child gets the right medicine, at the right dose and time, only with written authority from the family.
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SOP
A safe sleep and rest procedure sets out how educators prepare sleep areas, settle babies and children to sleep safely, check on them while they sleep, and record those checks.
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SOP
A diaper changing procedure sets out how educators change a child’s diaper (nappy) safely and hygienically, from washing hands and preparing the area to cleaning the change mat and recording the change.
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Checklist
A move-in and move-out condition checklist records the condition of a rental property, room by room, when a tenant moves in and again when they leave.
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Document
A property management procedures manual records how your agency runs each part of the rent roll, from taking on a property to the tenant moving out: who does what, the steps, the forms and the deadlines.
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Onboarding checklist
A property manager onboarding checklist covers what a new property manager needs before they run a portfolio on their own: their license, access to the property and trust accounting systems, a proper handover of the rent roll, the agency’s procedures, and tenancy law.
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Checklist
A routine rental inspection checklist is the room-by-room list a property manager works through at each periodic inspection: the condition of each room, safety items, signs of damage or leaks, and maintenance the owner needs to know about.
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All mortgage broker templates →
Checklist
A broker file audit checklist is the monthly review a compliance manager or senior broker runs on a sample of settled loan files, checking each one holds the disclosures, client identification, needs and objectives, verified documents and the reasons the loan suits the client.
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Onboarding checklist
A credit assistant onboarding checklist covers what a new mortgage broker’s assistant or loan processor needs before working files on their own: background checks and access, the CRM and lender portals, client identification, building a compliant loan file, lodgment and settlement tracking.
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SOP
A mortgage broker client identification procedure, often called KYC (know your client), sets out how brokers verify who each borrower and guarantor is before a loan goes ahead: the documents accepted, how they’re sighted and certified, checks for remote clients, warning signs of fraud, and the records kept.
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Checklist
A mortgage loan file checklist lists what a broker’s file must hold at each stage of a loan, from the first meeting to settlement: the fact find, client identification, the client’s needs and objectives, verified documents, why the product suits them, and the disclosures.
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Onboarding checklist
An accounting client onboarding checklist lists every step from saying yes to a new client to their first piece of work: acceptance and identity checks, the engagement letter, clearance from the previous accountant, access to their software and records, and the kickoff meeting.
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Checklist
A month-end close checklist lists the steps to close a set of books each month: cut-off, reconciling the bank and balance sheet accounts, posting accruals and adjustments, reviewing the results and sending the reports.
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Onboarding checklist
A new accountant onboarding checklist covers what a new accountant, bookkeeper or graduate needs before handling client work: confidentiality and access, the practice management and accounting software, the firm’s workpaper and review standards, time recording, and a first job with close review.
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SOP
A workpaper review procedure sets out how an accounting firm checks a job before it goes to the client: what the preparer checks first, what the reviewer looks at, how review notes are raised and cleared, and who signs off.
PDF · Word
No templates of this type yet.
Yes. Download the PDF or the Word document, and the CSV for checklists, without signing up or giving an email address. Use and adapt them in your business. Please don’t resell them.
Yes. Download the Word version and edit it in Word or Google Docs, or open a checklist’s CSV in Excel or Google Sheets. For procedures, you can also record the task in Wikidoc and let it draft the SOP for you.
For a checklist, create a checklist in Wikidoc and import the CSV, then choose who fills it in, how often it’s due and who signs it off. Each template page shows the steps for its kind of template.
No template can do that on its own. They’re a starting point built on common practice. Check each one against the rules that apply to your business and location, and adapt it to how you work.
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