Guides & templates for UK operations teams.
Free practical guides and downloadable templates for UK operations, sales, food-safety and asset teams — commercial use allowed, no signup required.
Practical reading for ops, transport & compliance leaders.
Right to Work Checks: A Complete UK Employer Guide
Every employer in the UK must carry out a prescribed right to work check before employment begins. Completing that check correctly, and keeping the evidence, creates a statutory e…
Invoice Approval Workflow: A Practical Guide for AP Teams
An invoice approval workflow is the rules-based path an invoice follows from receipt to authorized payment, defining who reviews it, in what order, and under what conditions. Befo…
How to prepare for an O-Licence audit (without losing a week)
A practical, week-by-week plan for UK transport managers preparing for a Traffic Commissioner O-Licence audit, with the records you must produce.
The demurrage recovery playbook for UK importers
How importers identify, evidence and recover demurrage and detention charges from ocean carriers — with realistic recovery rates and timelines.
A transport manager's week — and where the hours actually go
Time-tracking data from UK transport managers shows where their 45-hour week disappears, and which tasks generate the highest compliance risk.
The ROI of preventative fleet maintenance (with numbers)
How preventative maintenance compounds across a UK commercial fleet — downtime, parts cost, insurance and resale value, with realistic UK figures.
FORS Silver accreditation — what auditors actually check
A practical breakdown of the FORS Silver audit for UK commercial operators, written by people who have prepared fleets for it.
Driver walk-around checks — what 'good' looks like in 2026
Modern walk-around check best practice for UK commercial operators, including digital evidence, defect categorisation and roadside-stop posture.
Designing approval workflows that don't slow your team down
How to design approval chains that catch the right risk without bottlenecking every decision — with rules of thumb by spend band and project type.
Modernising your expense policy for hybrid teams
What to change in your expense policy now that teams are hybrid — mileage, home office, software subs, working-from-anywhere and per diems.
Project budget discipline without project pain
How to keep small and mid-sized projects on budget using simple committed-vs-actual tracking and weekly burn reviews.
Hybrid desk booking — what to roll out, what to skip
A practical guide to rolling out desk booking for hybrid teams without turning the office into a tax return.
Office capacity planning for hybrid teams
How to size your office for a hybrid workforce — peak-day vs average, desk-sharing ratios, parking and meeting-room demand.
The workplace utilisation KPIs that actually matter
Four workplace utilisation KPIs that drive better property and people decisions — and the vanity metrics to ignore.
TOIL vs overtime — what UK employers actually need to track
The practical differences between time off in lieu and paid overtime, with the records UK employers must keep under the Working Time Regulations.
Writing an attendance policy people actually follow
What to put in a modern attendance policy — and what to leave out — for UK SMEs running shift, hybrid or mixed workforces.
Working Time Regulations in 2026 — what changed and what didn't
A 2026 refresher on the UK Working Time Regulations after recent case law and HMRC guidance, written for HR and ops leaders.
Duty of Care for UK businesses — the plain-English guide
What the waste Duty of Care is, what records you must keep, and the penalties for getting it wrong, under EPA 1990 §34.
Waste Transfer Note retention — what to keep, for how long, and where
How long you must retain Waste Transfer Notes, Hazardous Waste Consignment Notes and related records under UK law, plus practical storage guidance.
EPA Section 34 — the penalty bands explained
The Environmental Protection Act Section 34 penalty bands for waste compliance breaches in the UK, with worked examples by severity.
Designing helpdesk SLAs your team can actually hit
How to design helpdesk SLAs that drive the right behaviour without burning out the team, with realistic targets by ticket type.
Case management vs ticketing — pick the right model
When to use simple ticketing and when to step up to case management, with examples from regulated industries.
Helpdesk staffing — the formulas that actually predict load
Erlang-C, AHT and ticket-driven staffing formulas explained for small-team helpdesks, with worked examples.
The five-minute weekly ritual that keeps a B2B pipeline honest
A short, repeatable weekly routine to keep your B2B sales pipeline realistic — stage discipline, exit criteria, and the questions that cut wishful thinking.
Why sales teams reject CRMs — and how to run a rollout that sticks
The three reasons CRM rollouts fail and the four decisions that make one stick, based on rollouts across UK SMBs.
Moving HACCP off paper: a 30-day transition plan for hospitality operators
A pragmatic 30-day plan to move HACCP records from paper to digital across a multi-site hospitality operation, including the pitfalls that stall most projects.
What EHO inspectors actually look at (and how to be ready)
A frank rundown of what an Environmental Health Officer checks during a routine inspection, and the records that determine your food hygiene rating.
Asset tagging that survives a real workshop — labels, adhesives, and the QR code standard
A practical guide to durable asset tagging for workshops, warehouses and site fleets, with the label formats that actually last.
Planned maintenance vs reactive — the maths for asset-heavy operations
The economics of planned preventative maintenance vs reactive fix-on-fail for asset-heavy operations, with the tipping points that matter.
The cleaning evidence pack EHOs actually ask for
What a UK Environmental Health Officer wants to see from your cleaning programme — and how to produce it in ten minutes instead of a scramble.
How to build a cleaning rota your team will actually follow
The design decisions that separate a cleaning rota that runs itself from one that quietly collapses after week three.
How often should a hospitality kitchen count stock?
Weekly, daily, spot-check — the cadence that actually controls GP without burning your KP's Saturday morning. UK hospitality benchmarks.
Spotting supplier price creep before it eats your GP
How to detect the 1–3% quarterly price rises that hospitality suppliers slip through — and the negotiation move that resets them.
The opening and closing checklist every venue underestimates
The 90-second checks that separate a smooth service from a Tuesday-morning disaster — refined from UK pub, restaurant and café rollouts.
The three-line shift handover that ends the 'nobody told me' era
Shift handovers are broken in most UK hospitality venues. Here is the three-line format that fixes it in a week.
The first-week onboarding that stops new hires quitting in month three
New hires decide whether to stay in the first ten days. Here is what the first week has to contain — for UK SMBs, not FAANG.
The UK onboarding compliance list nobody keeps up to date
Right-to-work, GDPR, health & safety, and DBS — the four compliance streams every UK onboarding has to cover before day one. Current for 2026.
When to move a facilities issue from helpdesk to PPM
The five signals that a recurring helpdesk ticket has become a planned-maintenance line item — and how to make the switch cleanly.
Facilities SLAs that mean something — and the ones that don't
How to build a facilities SLA tier that occupants trust and the team can actually hit. UK multi-site benchmarks.
Free downloads — commercial use allowed.
CSV, Markdown and HTML templates you can adapt to your own organisation. No watermarks, no signup wall.
Driver Defect Report (digital-ready)
A driver defect report template aligned to DVSA expectations. CSV format for import into any fleet system or printable as a daily form.
Driver CPC Tracker
Spreadsheet-ready tracker for Driver CPC hours, renewal dates and module completion across an HGV fleet. CSV format.
Demurrage Claim Evidence Pack (Markdown)
A standard structure for demurrage and detention claim packs to UK ocean carriers. Markdown — paste into any document or claim portal.
HGV Daily Walkaround Check Checklist
Free DVSA-aligned HGV daily walkaround checklist template. Covers every first-use check a driver must record before a vehicle leaves the yard. CSV format.
Fleet Maintenance Log
CSV maintenance log covering services, inspections, defects and MOT renewals for UK commercial fleets.
Pre-Use Inspection Form (printable HTML)
Printable daily pre-use inspection form for HGV, PSV and LCV drivers. Aligned to DVSA walk-around expectations.
Annual Service Schedule Template
A 12-month rolling service schedule for commercial fleets, with mileage and date triggers.
Hybrid Expense Policy Template
A modern, one-page expense policy template for UK SMEs running hybrid teams. Markdown — paste into your HR handbook.
HMRC Mileage Log
HMRC-compliant business mileage log for employees and self-employed claimants. CSV format.
Approval Authority Matrix
Template authority matrix mapping spend bands and project types to approver chains. CSV format.
Desk Booking Policy Template
A short, clear desk booking policy for hybrid offices. Covers booking windows, cancellation rules and no-show handling.
Office Space Audit Workbook
A space audit template for measuring desks, rooms, parking and amenities across a hybrid office.
Hot-Desk Etiquette One-Pager
A printable one-page etiquette guide for hot-desking offices. Covers cleanliness, noise, scheduling and shared kit.
Attendance Policy Template
A modern attendance policy template aligned to ACAS guidance and current UK case law on trigger-based conversations.
Weekly Timesheet Template
A weekly timesheet capturing hours worked, breaks, overtime and TOIL accrual. CSV format.
Shift Rota Template
A 4-week rolling shift rota template for small and medium UK teams.
Waste Transfer Note (printable HTML)
An EPA-1990-compliant Waste Transfer Note in printable HTML. Covers producer, carrier, waste description, EWC code and transfer details.
Duty of Care Declaration
A Duty of Care declaration template confirming that waste has been described accurately and transferred to an authorised person.
Waste Movement Log
CSV log of waste movements by type, quantity, carrier and disposal site. Use alongside WTNs as a master register.
Helpdesk SLA Template
An SLA template for small and medium UK helpdesks. Covers first-response, resolution and escalation targets by ticket type.
Ticket Triage Matrix
A priority × impact triage matrix for helpdesk tickets, with worked examples for IT, facilities and internal-customer ops.
First-Call Resolution Tracker
A spreadsheet for tracking first-call resolution (FCR) rates by category, agent and channel — the single most important helpdesk KPI.
Weekly Sales Pipeline Review Agenda
A 30-minute agenda for a weekly sales pipeline review that filters wishful thinking without turning into a status meeting.
B2B Discovery Call Scorecard
A scorecard for grading B2B discovery calls on economic buyer, pain, decision process, and next customer commitment.
HACCP Check Schedule Template
A per-shift check schedule template covering temperature, delivery receipt, allergen and cleaning checks for a typical hospitality kitchen.
Allergen Matrix Template
A 14-allergen matrix template for menu items, aligned to UK FSA requirements and Natasha's Law.
Asset Register Starter Sheet
A starter asset register with the fields that matter — ID, category, location, custodian, PPM frequency, last inspection, condition.
PPM Schedule Template
A planned preventative maintenance schedule template with intervals, task lists and sign-off columns for common asset classes.
Cleaning Schedule Template
Per-area cleaning schedule with frequencies, method, chemical and sign-off columns. Aligned to EHO expectations.
Cleaning Audit Checklist (Markdown)
A walkable audit checklist a supervisor can use to spot-check cleaning quality across a hospitality or facilities site.
Kitchen Stock Count Sheet
A per-line stock count sheet with opening, delivery, closing and variance columns for hospitality kitchens and bars.
Supplier Price Tracker
Track invoice prices by SKU across suppliers to spot creep. Includes 3-invoice trend flag columns.
Venue Opening Checklist (printable HTML)
The six-line opening checklist for hospitality venues — fridge temps, cellar, till, cleaning, waste, alarm state.
Venue Closing Checklist (printable HTML)
The six-line closing checklist for hospitality venues — fridge state, cellar gas, waste, cash, cleaning, alarm.
New-hire First Week Plan (Markdown)
A day-by-day first-week plan template covering shadow schedule, buddy sessions and the small day-five shippable win.
UK Onboarding Compliance Checklist
A CSV checklist covering right-to-work, GDPR, health & safety and DBS steps for a new UK hire, with owner and due-date columns.
Facilities SLA Template (Markdown)
A three-tier facilities SLA template with working-hours definitions, escalation routes and monthly attainment reporting cadence.
PPM vs Reactive Decision Log
A per-asset decision log capturing when a ticket-generating asset should move from helpdesk to a planned maintenance schedule.