Business Operations - Free Forms and Templates

To operate a business properly, you need to plan, organize, control, and manage the resources of the company with the help of numerous documents, statements, and agreements. They will become the foundation for your business decisions and will allow you to record and later analyze every business operation you have been a part of. You will be able to set the goals of your entity and keep the records in order to demonstrate the legitimacy of all transactions to your shareholders and appropriate authorities. Our guide will introduce you to documentation essential for the business operations of any organization.

Business Operations: Contracts

  1. Business Contract. Whenever two entities enter into an agreement to exchange items or services for a certain sum of money, it is required to sign this kind of document to establish the main obligations of the partners.
  2. Business Purchase Agreement. If you have finalized negotiations for a sale and purchase of a business, complete this contract to govern the transfer of ownership from the seller to the buyer.
  3. Assignment Agreement. If you want to delegate transfer your rights and responsibilities under an agreement, you can find a party that wants to become an assignee and delegate all contractual obligations to them, once you obtain the consent of your original counterpart.
  4. License Agreement. See our library of templates to establish terms and conditions of a license under which one party grants another permission to use the property in exchange for a fee.
  5. Novation Agreement. This document is signed when an agreement between two parties is transferred to a new person or group. It confirms that the new party agrees to the stipulations of the original contract.
  6. Cooperation Agreement. A Cooperation (or "Corporative") Agreement is signed by two parties interested in working on a business opportunity or project together.
  7. Business Associate Agreement. This agreement defines what types of Protected Health Information (PHI) the organization will be managing, what it is given access to, and procedures to enact should a data hack occur.

Business Operations: Internal Processes

  1. Appointment of Representative. Draft this document to allow a particular individual to represent the interests of your company when dealing with customers and business partners.
  2. Invention Disclosure Form. This document will be useful for companies involved in science and engineering to create evidence of their invention and later submit this proof for patent protection.
  3. Meeting Agenda. Use this template to prepare for a conference or briefing session with your team and know in advance which issues to discuss.
  4. Meeting Minutes. When you have an official hearing or meeting, compose a written record of everything that was said during the event.
  5. Board Resolution. Whether you just start your business or welcome a new member to your board, create this statement to define the roles of every corporate officer and list topics on which you need to vote as a board.
  6. Letter of Intent. Compose it to outline your intentions related to a certain business proposal.
  7. Certificate of Incumbency. This form identifies all individuals who are allowed to represent the company and specifies their responsibilities.
  8. Annual Report. It provides information about the company's financial status and business activities to its shareholders and other concerned parties.

Business Operations: Miscellaneous

    1. Use Business Cards to introduce your business to new clients, advertise your services, and stay in contact with potential associates.
    2. A Press Release is prepared by the business with the intention to make an official news media announcement about new products or major company-related changes.
    3. A Change of Address Form is completed when a company obtains a new physical or mailing address to notify its business partners and various government agencies.
    4. A Notice of Closure is a sign created to tell the customers and counterparts that the store or office is going to close in the near future.
    5. A Business License Application contains a request to the appropriate authorities for a permit or license needed for the commercial activity of a company.
    6. Use a Memorandum of Understanding to list preliminary terms and conditions of the agreement between yourself and the party you're looking to work on a project with.
    7. A Contract Termination Letter will allow you to outline the conditions of the contract cancellation whether you have provided for certain courses of action in the original agreement or not.

Check out these related topics:

ADVERTISEMENT

Documents:

150

  • Default
  • Name
  • Form number
  • Size

This document is a template for tracking the inventory of trucks. It can be used by companies like Pestech to keep track of their truck inventory.

This document is a template for creating a daily production report. It helps track the progress and production activities on a daily basis.

This type of document is a template that can be used to create a notice of a meeting. It provides a format and structure for informing participants about the details of an upcoming meeting.

This document is used for assessing the potential impact of a disruption on a business and developing strategies to mitigate the impact. It helps businesses identify critical functions, prioritize recovery efforts, and ensure resilience in the face of disruptions.

This form is used for submitting a request for a sanitation inspection in the state of California. It allows individuals to request an inspection of a food establishment or other public facility to ensure compliance with cleanliness and sanitation regulations.

This document is used for tracking inventory of goods that are sold off-premises in the state of Oregon.

This form is used for reporting the cost of food service in Arizona. It helps to track and analyze expenses related to food service operations.

This is a type of bond required in Utah for third party administrators. It provides a financial guarantee to protect clients from financial loss resulting from the actions of the administrator.

This form is used for notifying the government of Yukon, Canada about any changes in operations of a business or organization. It helps ensure compliance with regulations and keeps the government updated on important changes.

This document provides a template for business operators in Nova Scotia, Canada to create a contingency plan specifically for pesticide spills with a concentration of 25 L/Kg or less. It outlines the necessary steps and procedures to effectively handle and mitigate such spills.

This document provides a contingency plan template specifically designed for pesticide approvals and for business operators storing more than 25 L/Kg in Nova Scotia, Canada. It outlines the necessary steps and actions to be taken in case of emergencies or incidents related to pesticide storage.

You may use this document to provide relevant information about your business to news media outlets.

You may use this Board Resolution template to express a decision made by a board of directors of a corporation at their regular meeting.

This is a document that should be completed by a scientist or a group of scientists to document an invention.

A EULA is signed by an individual or entity that buys, downloads, or installs software, and the licensor or owner of the software in question.

This legal contract outlines the assignment of rights and responsibilities under an original contract from one party to another.

Under this agreement, the licensor is legally bound to grant the licensee the right to produce and sell goods or provide services under the brand name or trademark the licensor owns.

This type of document is a typed or handwritten notice that informs recipients that a business has indicated in writing it is about to close soon.

This is a contract signed by a photo owner (usually, a photographer) and an individual or company that wishes to license the use of their work.

This is a legally binding contract signed by two parties looking to exchange goods or services for a certain consideration, typically money.

This is a document that records and contains information about decisions and actions taken by shareholders during a business meeting.

Loading Icon