Business templates, forms, letters and policies
Download free business templates, forms, letters and policies that you can save and adapt for your business
We have a number of templates that you can use for your business to help you save time. They are easy to download and you can save them to your computer or print them off.
Finance
- Cashflow projection spreadsheet (XLS, 29K)
- Cashflow forecast spreadsheet (XLS, 38K)
- Basic balance sheet for limited companies to use and adapt (XLS, 14K)
- Spreadsheet containing cashflow forecast, profit and loss forecast and sales forecast templates (XLS, 21K)
- Personal budget spreadsheet template (XLS, 13K)
- Joint venture agreement template (PDF, 17K)
Marketing
Business planning
Contract of employment
Dealing with poor staff performance
- Sample letter of notice of performance improvement meeting (DOC, 13K)
- Sample letter of recorded verbal warning due to poor performance (DOC, 14K)
- Sample letter of first written warning due to poor performance (DOC, 14K)
- Sample letter of final written warning due to poor performance (DOC, 14K)
- Sample letter of dismissal or disciplinary action due to poor performance (DOC, 14K)
- Sample letter of outcome of appeal following disciplinary action due to poor performance (DOC, 14K)
Design brief
Discipline and dismissal
- Sample dismissal procedure (DOC, 14K)
- Sample disciplinary rules and procedures for misconduct (DOC, 29K)
- Sample notice of the disciplinary meeting (DOC, 11K)
- Sample notice of the recorded disciplinary warning (DOC, 14K)
- Sample notice of the appeal meeting against the disciplinary warning (DOC, 14K)
- Sample notice of the result of the appeal against the disciplinary warning (DOC, 14K)
- Sample notice of dismissal or disciplinary action to be taken (DOC, 14K)
- Sample notice of the appeal meeting against dismissal or disciplinary action (DOC, 14K)
- Sample notice of the result of the appeal against the dismissal or disciplinary action (DOC, 13K)
- Sample letter to be sent by the employer after the disciplinary meeting (DOC, 15K)
Employee engagement
Employee health
Employment policies
- Sample sickness/absence notification and pay procedure (DOC, 14K)
- Sample alcohol and drug policy (DOC, 17K)
- Return to work interview format (DOC, 15K)
- Example letter to employee seeking consent to GP medical report (DOC, 14K)
- Consent form for access to medical reports (DOC, 13K)
- Request to employee's GP for medical assessment (DOC, 15K)
- Sample letter to an occupational health doctor requesting opinion on fitness for work (DOC, 14K)
Environment
Grievance
Induction
International trade
Interviewing candidates
IT
- Sample internet copyright notice (DOC, 23K)
- Sample business email disclaimer (DOC, 22K)
- Sample website disclaimer (DOC, 23K)
- Sample internet acceptable use policy (DOC, 29K)
- Sample business acceptable email use policy (DOC, 26K)
- Sample terms and conditions of website usage (DOC, 26K)
- Sample privacy notice (DOC, 19K)
- Sample social media, internet and email security policy guidelines (DOC, 24K)
- Social media, internet and email policy and guidance checklist (DOC, 13K)
- Sample social media policy (DOC, 20K)
Job offers
Maternity, paternity, adoption and shared parental leave
- Model letter for employers to acknowledge notification of maternity leave (DOC, 14K)
- Model letter for employers to acknowledge notification of adoption leave (DOC, 14K)
- Model adoption leave acknowledgement letter (DOC, 136K)
- Sample employee application form for parental leave (DOC, 14K)
- Sample letter to employee of notification of postponement of parental leave (DOC, 13K)
- Sample shared parental leave (birth) policy (DOC, 39K)
- Sample shared parental leave (adoption) policy (DOC, 38K)
- Sample confirmation of entitlement to shared parental leave (DOC, 27K)
- Sample confirmation of shared parental leave booking (DOC, 27K)
- Sample shared parental leave request to discuss leave booking (DOC, 27K)
- Sample shared parental leave refusal of a discontinuous leave booking (DOC, 27K)
Performance management
Performance reviews
Project management
Record-keeping
Recruitment
Redundancy
- Redundancy ready reckoner table (DOC, 1MB)
- Sample redundancy selection matrix (DOC, 17K)
- Sample letter for provisional selection for redundancy (DOC 14K)
- Sample letter for invitation to final consultation (DOC, 14K)
- Sample letter for confirmation of redundancy (DOC, 16K)
- Sample letter of offer of alternative role (DOC, 14K)
- Sample letter for result of appeal (DOC, 14K)
- Advance notification of redundancies form (DOC, 21K)
Shortlisting candidates
Sunday working
- Prescribed form of the opting-out explanatory statement, which you must issue to your workers if you require or ask them to work on a Sunday (DOC, 25K)
- Prescribed form of the opting-out explanatory statement for Sunday betting work, which you must issue to your workers if you require or ask them to work on a Sunday (DOC, 12K)
Training and development
Working time opt-out
Primary parent