Actual pages from the Small Business Workflow Toolkit files. Click the large image to enlarge it.
Small Business Workflow Toolkit
An organizational toolkit for documenting recurring workflows, responsibilities, task sequences and routine business operations.
Write down how recurring work gets done, who owns each part and when it's due. Helpful when you're hiring, delegating or simply tired of keeping every process in your head.
- You get9 printable pages, Word files and a spreadsheet, plus a ZIP of everything
- FormatsPDF, DOCX, XLSX
- Paper sizeUS Letter, 8.5 × 11 in (prints on A4 with “fit to page”)
- DeliveryInstant download after payment. Delivery policy
- RefundsFaulty or not as described? We'll fix it or refund you. Refund policy
What's included
- Workflow planning sheet
- Recurring task tracker
- Process documentation worksheet
- Responsibility tracker
- Weekly operations planner
- Task review sheet
9 printable pages in total, with an editable Word version of every page. Here's exactly what's in each file:
WorkNest-Small-Business-Workflow-Toolkit.pdf
- Cover and contentsp. 1
- How to use these templatesp. 2
- Workflow planning sheetp. 3
- Recurring task trackerp. 4
- Process documentation worksheetp. 5–6
- Responsibility trackerp. 7
- Weekly operations plannerp. 8
- Task review sheetp. 9
WorkNest-Small-Business-Workflow-Trackers.xlsx
- Start Here
- Workflow Steps
- Recurring Tasks
- Responsibilities
- Weekly Operations
- Task Review
- Change Log
Who it's for
- Owners of small businesses and small teams
- Office and operations managers
- Anyone handing work over to a new hire or an assistant
Files you'll receive
| File | Format | Size |
|---|---|---|
| WorkNest-Small-Business-Workflow-Toolkit.pdf Small Business Workflow Toolkit: Printable PDF, US Letter, 9 pages | 59 KB | |
| WorkNest-Small-Business-Workflow-Toolkit.docx Small Business Workflow Toolkit: Editable Word document (DOCX) | DOCX | 46 KB |
| WorkNest-Small-Business-Workflow-Trackers.xlsx Editable spreadsheet: workflow steps, recurring tasks with next-due dates, responsibilities, weekly operations, task review and change log | XLSX | 27 KB |
| WorkNest-SmallBusinessWorkflowToolkit.zip All of the above in one ZIP file | ZIP | 114 KB |
Works with
- PDF: Printable PDF on US Letter paper (8.5 × 11 in). Print at home or at a print shop, or write on it with any PDF app that supports annotations.
- DOCX: Editable Word document. Opens in Microsoft Word, Google Docs, Apple Pages and LibreOffice Writer.
- XLSX: Editable spreadsheet with drop-down lists and dates that fill in for you. Opens in Microsoft Excel, Google Sheets, Apple Numbers and LibreOffice Calc.
License and the small print
You can use and edit these templates for your own personal use or inside your business, including for work you do for clients. Please don't resell, share or upload the files for others to download. The full license is in our Terms of Service.
These are organizational templates. They aren't legal, financial, accounting, tax or other professional advice.
Questions before you buy? Email support@decoyclaw.com or call +1 (417) 398-2273.