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pocketshelf

Small Office SOP and Onboarding Kit

Six fill-in procedures for a small office team, from onboarding a client to file naming, plus a blank SOP template and a new-hire plan.

ForSmall business

What's inside

Format
Word (DOCX), PDF, Markdown
Contents
6 SOPs · 10-day plan
Version
1.0 · Updated 8 Oct 2026
Licence
Commercial What this means
Checked
Checked before it ships
  • small-office-sop-and-onboarding-kit-letter.docxDOCX · 12 KB
  • small-office-sop-and-onboarding-kit-a4.docxDOCX · 12 KB
  • small-office-sop-and-onboarding-kit-letter.pdfPDF · 48 KB
  • small-office-sop-and-onboarding-kit-a4.pdfPDF · 48 KB
  • small-office-sop-and-onboarding-kit.mdMarkdown · 18 KB
  • LICENSE.txtadded to every download

About this item

Written procedures for a small office, ready to edit into yours. Six example SOPs cover onboarding a client, file naming and storage, and running a client meeting. The other three cover sending an invoice, giving a new starter system access and ending the week. Each has numbered steps, what done looks like and what to do if something goes wrong. The [PLACEHOLDERS] mark the details only your business has. A blank SOP template and a register let you write and keep track of the rest. The new-hire section has a first-day checklist and a day-by-day plan for the first two weeks that points to the right SOP. It also has a handover sheet and questions for a 30-day check-in. It does not include employment policies or safety procedures; add your own where marked. You get a Word document to edit, a PDF and a Markdown file. Commercial licence when you unlock or buy it.

  • Sop
  • Small business
  • Procedures
  • Onboarding
  • Small office

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