Free Process Documentation Templates

By Lisa González, Certified EOS Implementer® and co-author of Process! (The EOS Mastery Series). Updated June 14, 2026.

Four free templates to document your core processes and get them followed: a core process worksheet, a one-page SOP template, a process compliance scorecard, and a rollout checklist. Copy any of them below and adapt to your team. No sign-up required.

I'm Lisa González, Certified EOS Implementer® and co-author of Process!. These are the same simple formats I use with leadership teams. They are built to keep documentation short and usable, which is the only kind that gets followed.

1. Core Process Worksheet

Use this to agree on your handful of core processes before you document anything. Most companies have six to ten.

Core process name	Owner	Trigger (starts when)	Result (ends when)	Priority (1-3)
Example: New client onboarding	Ops lead	Signed agreement	Client fully set up	1

2. One-Page SOP Template

Document the major steps only. Aim for one to three pages. Start each step with an action verb.

Process name
Owner
Purpose (why it matters)
When to use it
Steps	1. 2. 3. 4. 5.
Done when
Last reviewed / next review

3. Process Compliance Scorecard

What gets measured gets followed. Track a simple weekly number for each core process.

Process	Owner	Measurable (how you score it)	Goal	This week
Example: Onboarding	Ops lead	% of steps completed on time	95%+

4. Followed By All Rollout Checklist

Documenting a process is step one. Use this to make it stick.

Name an owner for the process.
Store it one click from where the work happens.
Train every person who touches it, and explain why it exists.
Pick one measurable and add it to your scorecard.
Give feedback the first time a step is skipped.
Recognize the team when it is followed well.
Set a review date (annual at the latest).

How to use these templates

Start with the worksheet to pick your top one or two processes. Document each with the SOP template. Add one line per process to the scorecard. Then run the rollout checklist so it actually gets followed. Keep it short. A core process that fits on a page gets used. A manual does not.

Frequently asked questions

How many core processes should we document?

Most businesses run on six to ten. Document the two or three that cause the most pain first, then build out from there.

How long should an SOP be?

One to three pages. Capture the major steps with a few sub-points each. Detail belongs in checklists a level below.

Do these templates require EOS?

No. They follow the EOS Process Component approach, but they work for any small or mid-sized team that wants consistency.

Why are the templates not gated behind a sign-up?

Because the goal is to help you get started today. If you want help applying them with your leadership team, that is what I do.

Want help applying these with your team? I work with leadership teams to get core processes documented, simplified, and followed. Book a discovery call.