Opticks. Templates
We've pulled all of our operations templates together that we use with our clients and in our own business and put them underneath, all for free.
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We're adding new ones all the time, so check back, check LinkedIn or we'll ping you on our newsletter.
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Some are documents.
Some are Google Docs/Sheets.
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Go forth and use them wisely.
Strategic Planning & Management
Business Plan Template
Got a great idea but no structure to shape it?
This business plan template helps you define the problem, pitch your solution, and spell out how you’ll deliver value. From team credentials to key milestones, it’s got all the building blocks.
Project Charter Template
Kicking off a project but need a solid foundation?
This project charter template helps you align your team from the start. Clarify the purpose, scope, stakeholders, and key milestones—so everyone knows what success looks like and how you’ll get there.
Resource Planning Template
Not sure who's doing what or when?
Our resource planning template helps you assign the right people to the right tasks at the right time. With phase-based planning and clear timelines, it maintains workloads and keeps your project moving forward.
Change Management Plan Template
Facing change but unsure how to steer it?
This change management template helps you map out what’s shifting, who’s involved, and how to bring everyone on board. It's your playbook for navigating change with confidence.
Project Timeline Template
Struggling to keep dates and deliverables aligned?
This project timeline template makes it easy to map out tasks, phases, and key milestones on a week-by-week basis. With a clear, visual Gantt-style layout, you’ll keep your team on track and your deadlines in sight.
Operations & Process Improvement
Process Mapping Template
Need to untangle a complex process?
This process mapping template helps you visualise every step, input, and decision along the way. Whether it’s a straight path or a branching workflow, it brings clarity so you can streamline with confidence.
Inventory Management Template
Losing track of what’s in stock?
This inventory management template helps you stay on top of what’s coming in and going out. From tracking stock levels to setting reorder points, it brings order to your inventory, so nothing slips through the cracks.
Process Prioritisation Worksheet
Too many projects, and unsure where to focus?
This process prioritisation template helps you evaluate what matters most. Score processes against key criteria to highlight the high-impact work, so you can focus on where it counts.
Quality Control Checklist Template
Need to keep quality from slipping through the cracks?
This quality control template helps you inspect what matters, step by step. From tracking criteria to recording outcomes and actions, it ensures every process meets your standards every time.
Human Resources & People Management
Employee Handbook Template
Welcoming new hires but missing the rulebook?
This employee handbook template sets the tone and lays the ground rules. From your mission and culture to policies on conduct, benefits, and more, it’s everything your team needs to understand how work works here.
Incident Report Template
Do you need a clear record when things go wrong?
This incident report template helps you capture the facts fast. From who, what, and where to follow-up actions, it ensures every workplace incident is documented properly and professionally.
Meetings & Communication
Meeting Agenda and Minutes Template
Running meetings without a paper trail?
This meeting agenda and minutes template helps you plan your sessions and capture what matters. From attendees and updates to action items and next steps, it keeps your meetings focused and follow-through clear.
We are Opticks.
Opticks. is a trading name of The Langley Group Europe Ltd. Registered company number: 14205669
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