Free Process and Checklist Templates

Browse our library of 31 free checklist templates for business teams. Categories include HR, Sales, Marketing, IT, Operations, Customer Success, Project Management, Finance, Quality & Compliance, and more.

• Employee Onboarding — Get new team members set up and productive with IT setup, HR paperwork, and first-week goals. (8 tasks, HR)
• Employee Offboarding — Ensure smooth transitions with knowledge transfer, access revocation, equipment collection, and final HR tasks. (6 tasks, HR)
• New Manager Setup — Set up new managers with tools, training, team introductions, and 90-day goals for effective leadership. (6 tasks, HR)
• Performance Review — Structured review process with self-assessment, peer feedback, manager evaluation, and goal-setting. (6 tasks, HR)
• Monthly Close — Reconcile accounts, review financials, and close the books with a structured month-end process. (6 tasks, Operations)
• Vendor Onboarding — Vet and onboard new vendors with due diligence, contracts, and system setup. (6 tasks, Operations)
• Office Move — Plan and execute an office relocation covering logistics, IT, and communications. (7 tasks, Operations)
• SOP Review — Review, update, and distribute standard operating procedures on a regular cycle. (5 tasks, Operations)
• Bug Report Triage — Receive, triage, fix, and verify bug reports with a structured resolution process. (6 tasks, IT)
• New Software Rollout — Evaluate, test, and deploy new software with training and post-launch review. (6 tasks, IT)
• Security Incident Response — Detect, contain, investigate, and resolve security incidents with a structured playbook. (6 tasks, IT)
• Server Maintenance — Schedule, execute, and verify server maintenance with backups, patches, and testing. (5 tasks, IT)
• Content Publishing — End-to-end content workflow from drafting and review to publishing and distribution. (7 tasks, Marketing)
• Social Media Campaign — Plan, create, schedule, and analyze social media campaigns across channels. (6 tasks, Marketing)
• Website Launch — QA, SEO, analytics setup, go-live, and post-launch monitoring for website releases. (7 tasks, Marketing)
• Email Newsletter — Write, design, test, send, and analyze email newsletters for your audience. (5 tasks, Marketing)
• Sales Demo Prep — Prepare for sales demos with research, environment setup, talking points, and follow-up. (6 tasks, Sales)
• Lead Qualification — Research, outreach, discovery, and scoring to qualify new sales leads. (6 tasks, Sales)
• Proposal Process — Draft, review, send, and follow up on sales proposals and quotes. (6 tasks, Sales)
• Client Onboarding — Structured workflow covering kickoff, account setup, training, and handoff for new clients. (7 tasks, Customer Success)
• Customer Feedback — Design, distribute, and analyze customer surveys to drive improvements. (5 tasks, Customer Success)
• Customer Renewal — Health check, outreach, negotiation, and processing for customer renewals. (6 tasks, Customer Success)
• Project Kickoff — Align stakeholders on goals, timeline, risks, and communication for new projects. (6 tasks, Project Management)
• Sprint Planning — Review backlog, assess capacity, set sprint goals, and assign tasks. (5 tasks, Project Management)
• Post-Mortem — Review what went well, what went wrong, and define action items after a project or incident. (5 tasks, Project Management)
• Expense Report — Submit, review, approve, and reimburse employee expense reports. (5 tasks, Finance)
• Invoice Processing — Receive, verify, approve, and pay vendor invoices with proper documentation. (5 tasks, Finance)
• QA Review — Define criteria, inspect, document findings, and track corrective actions. (5 tasks, Quality & Compliance)
• Compliance Audit — Scope, gather evidence, conduct audit, document findings, and remediate. (6 tasks, Quality & Compliance)
• Event Planning — Plan and execute events covering venue, vendors, promotion, logistics, and post-event review. (7 tasks, General)
• Tutorial Process — Quick-start checklist to learn the key features of NextStep. (15 tasks, General)