Template Gallery

Explore our SOP & Process Template Gallery

Blank page, meet template. Whale’s library covers the SOPs, processes, and policies most teams need to document. Start documenting how your business actually works and get your team up to speed faster.

Move from chaos to clarity with our comprehensive selection of playbooks

Adoption Leave Policy Template

Free adoption leave policy template. Covers eligibility, leave options, notification procedure. Copy, edit and roll out.

PTO Policy Template (Paid Time Off)

A free PTO policy template covering accrual, carryover caps, request procedures, and payout at termination.

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 2026

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.