Complete Package

With this package you’ll save over $100 off the total cost of purchasing each document individually.

The Complete Package, featuring the comprehensive collection of operational documents from Upstart Operations, is an essential toolkit for businesses looking to lay a strong foundation for their operational framework. This core library encompasses a wide array of documents that cover not only the basics but also several advanced elements crucial for establishing effective work processes.

Beyond laying the groundwork, the Complete Package is also designed to empower your team. As your company evolves and grows, these documents provide a flexible yet robust framework that can be adapted and expanded. This adaptability ensures that your team is not just working with a static set of guidelines but is equipped to continue developing and refining documentation that aligns with the changing needs and scale of your business.

Whether you're establishing new operational standards or enhancing existing ones, this package is a vital resource, offering the clarity and direction needed to foster a productive, organized, and growth-oriented business environment. By investing in the Complete Package, you're not just organizing your current operations, you’re paving the way for sustained growth and continuous improvement as your business evolves.

This is a collection of Microsoft Word and Excel Documents.

Accounting
Accounting documents are crucial for precise accounts management, invoicing, and handling expenses. They streamline processes for managing receivables and payables, payroll, and expense reimbursements, ensuring accuracy and compliance in financial transactions.

• Accounts Receivable SOP (Standard Operating Procedure)
• Accounts Payable SOP (Standard Operating Procedure)
• Invoice Template (Word)***
• Invoice Template (Excel)***
• Payroll SOP (Standard Operating Procedure)
• Reimbursement Form***
• Travel and Business Expense Policy

Business Strategy
These documents focus on strategic growth and planning. They provide methods for conducting comprehensive business analyses and setting structured goals, aligning business activities with strategic objectives and ensuring a clear pathway to achieving key results.

• Business Summary Template**
• Strategic Plan Template**
• SWOT (Strength, Weakness, Opportunity, Threat) Analysis
• Worksheet**
• OKR (Objective and Key Results) Analysis Worksheet**
• SMART (Specific, Measurable, Achievable, Relevant, Time-Bound) Goals Worksheet**

Finance
The finance-related documents offer tools for in-depth financial analysis and policy development. They aid in creating detailed financial reports and devising policies for compensation and credit management, guiding businesses in sustaining financial health and making informed decisions.

• Balance Sheet Template***
• Profit and Loss Template***
• Compensation Policy Outline and Example Policy
• Company Credit Card Policy

General Operations
Documents in this category equip businesses with tools for effective daily management, establishing clear roles and responsibilities, and streamlining communication and decision-making processes. They encompass frameworks for both single and multi-stakeholder operations, as well as templates for efficient meeting management, promoting a smooth operational flow.

• Company Roles and Responsibilities Worksheet
• RACI (Responsible, Accountable, Consulted, Informed) Template**
• Single Stakeholder SOP (Standard Operating Procedure) Template**
• Multi-Stakeholder SOP (Standard Operating Procedure) Template**
• Authority and Approval Matrix*
• Internal Notice Template**
• 1:1 Meeting Agenda Template**
• Weekly Team Meeting Agenda Template**

Information Technology
The IT documents encompass policies and tools for cybersecurity, asset management, and user support, ensuring a robust IT infrastructure and efficient management of technology resources.

• Cybersecurity Policy
• Asset Tracking Sheet***
• User Support Ticket Form**
• User Support Ticket Tracking Sheet***

Office and Facilities
Documents in this part focus on managing office operations and resources efficiently. They include standard operating procedures for office supply management, vendor coordination, and emergency planning, ensuring an organized and safe working environment.

• Office Ordering SOP (Standard Operating Procedure)
• Office Supplies Tracking Sheet***
• Vendor Contact List Sheet***
• Emergency Plan Policy

People Operations
This collection of documents addresses human resources management, covering aspects from recruitment to professional development, and including policies for diversity and inclusion. They ensure a comprehensive approach to employee lifecycle management, fostering a strong and inclusive workplace culture.

• Candidate Interview Template
• Culture Fund Policy
• DEI (Diversity, Equity, Inclusion) Hiring Policy
• Employee Action Plan and Goals**
• Hiring SOP (Standard Operating Procedure)
• Last Day Employee Offboarding Letter
• New Employee Welcome Guide
• Onboarding Checklist
• Offboarding Checklist
• Professional Development Policy
• Time Off Policy

Project Management
These documents provide templates and tools for effective project planning and tracking, aiding in managing projects to align with business goals and ensuring timely delivery.

• Project Tracker Sheet***
• Project Plan Template**
  
  

Important note for add-ons and color themes:
In the list above please note that items marked as:
*are not eligible for custom branding or are not included in a color theme
**are not eligible for implementation services
***are not eligible for either of the above

Color Themes Available
Looking to add some color and style to your documents? Select from one of our preset color themes in the product drop-down!