Top Process Guidelines Templates for Business Operations

Streamlining business operations requires clear, accessible guidelines that every team member can follow. Process Guidelines Notion templates organize procedures, expectations, and roles within a company, ensuring consistency and efficiency in everyday tasks. They act as a roadmap for both new and existing employees, clarifying tasks and reducing the time needed for training and supervision.

Before diving into creating your own Process Guidelines template, explore these ready-to-use Process Guidelines below to simplify the process.

1Product Launch OS

Product Launch OS is a lean SOP (Standard Operating Procedure) that helps individuals and teams better launch their products, including 5 databases:

- Pre-launch checklist

- Launch content

- CRM for users during the launch day

- Feedback tracking during the launch day

- Post-launch checklist

Eine Vorlagenvorschau für Product Launch OS

2Simplify Business Process

This template combines the most important findings on process management from theory and practice! Create a common understanding of your business processes by providing your team with important information, responsibilities and documents in an easily understandable way. This will finally make your workflows tangible and everyone will know what needs to be done.

The template is deliberately kept very simple at first. If you need a smart version with databases, automation and more, please get in touch!

Eine Vorlagenvorschau für Simplify Business Process

3Role expectations

The template helps companies identify what are they looking for in order to fill the role. It helps teams focusing on the most important parts of defining a role. It provides guidelines and clarity for the individuals that need to fulfil the role.

Eine Vorlagenvorschau für Role expectations

4Standard Operating Procedures (SOPs)

Use this template to create your company SOPs (Standard Operating Procedures) in Notion. A standard operating procedure is a step-by-step set of instructions that helps employees perform their tasks in an efficient manner.

Eine Vorlagenvorschau für Standard Operating Procedures (SOPs)

5Automated Inspection System

Through automation, it can enhance efficiency, reduce human errors, and enable continuous monitoring and inspection.

Eine Vorlagenvorschau für Automated Inspection System

6AECOS

IM, in its essence is all about communication and collaboration. Projects often lack a common, even internal, platform. "Where is that file?", "Did you get my mail?" are questions that resemble this. I know many small business and individuals that can't afford complex ERP + PM solutions, so i made AECOS.

Eine Vorlagenvorschau für AECOS

7Business Operations Kit

Business Operations Kit helps business owners freelancers plan and manage the actual running of their business. Build a team directory, manage products and services, outline organizational structure, define workflows and procedures, set long-term business objectives, and manage risk and mitigation.

Eine Vorlagenvorschau für Business Operations Kit

8Standard operating procedure (SOP)

Developing standard operating procedures allows you and your team to carry out business processes faster and more accurately. Use this template to make working asynchronously easier and have a searchable record of procedures ready for your next new-hire.

Eine Vorlagenvorschau für Standard operating procedure (SOP)

9Developer Portal Product Plan

This is a template that you can use to build a plan to create and launch your developer portal! 🚢
The template includes the following views:
1 - “User stories”: a table of “user stories” to implement in the developer portal with their sprint, dates, status, impact, and owner
2 - “Workplan”: a timeline which you can use to track and manage the project

Eine Vorlagenvorschau für Developer Portal Product Plan

10Logo Design Process

As a logo designer, you know the importance of a smooth creative process. But it's easy to dive headfirst into the design phase, only to realise that you've missed crucial steps along the way. This can lead to confusion, frustration, and a hit to your confidence.

I've been there, and that's why I created this Notion dashboard to help me streamline my logo design process. While you don't need a dashboard, having a system to help you track your process and maintain clarity can significantly reduce stress and anxiety.

With this process kit, you'll be able to:
- Guide clients through your clear, efficient process.
- Stay on track with step-by-step checkboxes.
- Store client info, project research, questionnaires, and notes all in one place.

The Process Tracker is the core system of the process kit. It’s essentially a Notion database that uses a step-by-step template containing everything you might need while navigating through your process.

Eine Vorlagenvorschau für Logo Design Process

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