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Template Gallery

Explore our SOP & Process Template Gallery

Never start from scratch again!

Take a dive into Whale’s SOP, process and policy templates! You’ll find all the fundamental how-do-we-do-thats you need to document your business’s procedures and train your team.

Discover our templates
A woman sits at a desk with a notebook and pen, smiling at a seated cartoon figure holding a puzzle piece. There are books stacked in front of the cartoon figure, illustrating the steps involved in employee training and onboarding.

Move from chaos to clarity with our comprehensive selection of playbooks

Template Gallerys

Employee Handbook Template: How to Get Your Team Aligned In 2025

Create an effective employee handbook to build a strong culture and stay compliant as your business grows.

Daily Standup Meeting Template: An Essential Tool in 2025

Run structured daily standups to keep your team aligned, remove blockers, and maintain focus.

The Ultimate Action Plan Template

Learn how to create a clear action plan to streamline strategy and accelerate business growth.

B2B Sales Process Template: Unlocking Growth for Scaling Businesses

Streamline your sales process to improve customer interactions and drive consistent growth.

The No. 1 Brand Activation Template

Understand brand activation, choose the right strategy, and measure success to unlock growth.

A Meeting Minutes Template: How to Supercharge Your Meetings

Capture key takeaways and action items to make meetings more productive and results-driven.

Communication Plan Template for Scaling Businesses

Learn what a communication plan is, why it matters, and how to create one with the essential components for scaling teams.

Free Executive Summary Template [PDF + Masterful Examples]

Craft a compelling executive summary that clearly presents your vision and wins buy-in from investors, partners, and stakeholders.

Employee Goal Setting Template: Set Your Team Up For Success

Set clear goals that align your team and business, helping you stay focused, avoid detours, and drive consistent results.

The Ultimate One-on-One Meetings Template

A complete guide to running effective one-on-one meetings, helping you build stronger relationships and drive team performance.

30-60-90 Day Onboarding Plan: A Complete Template

Structure your onboarding process to boost productivity, engagement, and alignment from the first months of a new hire.

Onboarding Checklist for Managers Template

Streamline hiring and onboarding with a clear checklist that sets new team members up for success from day one.