Operations Manual Template Better Business Outcomes

Operations manual template better business outcomes

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Summary

Operations Manual
To operate efficiently, every business, no matter what size, should have their operational procedures
and policies documented in an operations manual. This forms the blue print of what your business is,
and provides a clear way of dealing with the various operational aspects of your business for your
staff. Aspects of your operations manual will also be useful for your induction manual for new staff,
and help ensure your business continues to operate effectively if you or key staff are not there

Operations manuals differ, so there is no specific formula to follow. What you do however want to
achieve is documentation of how things are done within your business. For example, how do you like
customers greeted when they come in the door, or what day of the month do you order supplies, or
what is the process for following up debts?
Some procedures manuals contain all information about the business – i.e. company’s mission
statement, products and services on offer, goals, organisational chart etc. Before you start you need
to consider the purpose of your operations manual – is it to develop a comprehensive manual for
purpose of franchising for example, or is it purely to document your how to procedures, business-
related policies and important contacts? This will determine how in-depth and sensitive the
information that is put within the manual

As a business grows, some companies split their manuals into different departments, divisions or
functions

The key to getting started is to think about everything the business does on a daily basis and put this
into a category, providing very specific instructions that anyone can understand – e.g

 Organisation – covering everything that is involved in your daily operations, from who is
opening up the business, and how this should be done, to answering the phone, greeting
customers and making a sale, through to closing the business at the end of the day

 Marketing/sales – information on where and how often you order business cards, brochures
and marketing materials through to lead generation, customer details, follow up and
customer service

 People – everything relating to your staff, from positions, job descriptions, to recording staff
details, recruitment, staff policies etc

 Technology – outlining policies relating to use, instructions on how to use, servicing
procedures, and training staff on their use

 Capital – details relating to financing operations, setting budgets, invoicing and debt
procedures, price setting, payroll, building and equipment policies and processes etc

The type of areas your operational manual might include:
 An introduction, including the purpose of the manual
 Company vision, philosophy and goals
 Contents page
 Administrative processes
o Reception & customer protocol – face to face and telephone
Operations Manual
PAGE 2 of 4
o Ordering supplies - consider collaboration with like businesses for resources
o Delivery and processing of orders
o Storage
o Mail handling & security
o Computer systems
 Software
 Security – including logins
 Support
o Contacts list
 Accounting procedures
o Invoice handling
 Operational aspects of payment
 Handling unusual situations
 Filing
o Debtors processes
 Credit application
 Terms and conditions
 Registration of property/security
 Credit checking
 Granting credit
 Operational aspects of billing
 Handling unusual situations
 Debt monitoring
 Debt collection
 Refunds
 Handling complaints
 Opening/start of day processes
o Opening up
o Mail collection/delivery
o Security alarm
 Closing/end of day processes
o Clean up
o Banking/tills
o Locking up
 Stock control
o Ordering
o Receipt of delivery
o Inventory
o Security
o Stock take
o Year to date process
o Vendor list
 Marketing/promotion
o Standards/style guide – use of logos, fonts, marketing material, newsletters etc

o Decor
o Product/service ‘how to’ guides
Operations Manual
PAGE 3 of 4
o Dealing with the media
o Contacts lists
 Human resources
o Organisational chart
o Recruiting procedure
o Internal policies
o Performance reviews – including goals and KPI’s
o Holidays
o Warnings and dismissal
o Applying for leave/sick leave
o Expense claims
o Accident reporting
o Dress standards
o Culture
o Training
o Staff and emergency contact lists
 Pricing
o Structure – including separate pricing for exports
o Quotes
o Discounts
o Reviews
o Market research on competition
 Client
o Database management
o Handling and recording client enquiries
o Processing client orders/purchases
o How to deal with difficult clients
o Follow up
 Security
o Maintaining security
o Process for dealing with break-ins/robbery
o Cash handling
o Contacts list
 Health and safety
o Policies
o Accident reporting
o Hazard register
o Handling health and safety processes
Operations Manual
PAGE 4 of 4
o Emergencies
 Handling
 Training
 Contacts
o Specific instructions for handling equipment and carrying out tasks
 Cleaning and maintenance
o Equipment
 Operations
 Cleaning roster
 Maintenance
 Recycling
 Contacts list
o Building
 Cleaning
 Maintenance processes
 Contacts list
 Appendix – include forms/template document
© Canterbury Employers’ Chamber of Commerce, November 2012
This document and any accompanying information is subject to copyright and has been provided for the sole be nefit of the recipient member on the condition
that it may not be reproduced or distributed in any form to other parties. In the case of ‘template’ or ‘sample’ documents, their reproduction or distribution
must be confined to use within the member’s own business and not made available to third parties whether in payment of a fee or otherwise. IMPORTANT –
DISCLAIMER – The Canterbury Employers’ Chamber of Commerce accepts no liability for any action taken, or consequences arising from any use of the
material or any reliance made on the material

That it may not be reproduced or distributed in any form to other parties. In the case of ‘template’ or ‘sample’ documents, their reproduction or distribution must be confined to use within the member’s own business and not made available to third parties whether in payment of a fee or otherwise. IMPORTANT –

Uses of Operations Manual Templates Documenting the operations of your company could be a long-term lifesaver for your company. When you do this, your successor will be able to take over your operations and build on your success. The operations manual can be used for several things in an organization, some of which are: Liability Reduction

An operations manual (also known as an operating manual or a procedure manual) is a document that contains key information about a business and how it operates. The manual is created specifically for its employees, providing them with a resource to refer to when in doubt about who to contact, how to go about a task, or a certain business policy.

Typically an Operations Manual takes a significant amount of time, effort and energy to create. Using a template is going to simplify this process and allow you to create your Operations Manual immediately. Operations Manual Template This operations manual template includes 7 common ‘pillars’ typically required to operate any business.

Modern operation manual tools provide ready-to-use templates that give you the right starting point for building the online manual. Once you have a template, start writing content. You can either use our online editor or import existing files directly to the manual. Step 3: …

‘Operations’ or the ‘ Operations Manual ‘ is the system that achieves this. Creating and developing this important aspect of your business will determine the direction of your organization, improve the way your team work together, improve moral, improve profit and importantly provide for your family, your team and suppliers.

Below are additional benefits of having an operations manual in place. It: Increases efficiency of processes. Helps save money by avoiding costly mistakes. Makes it easy for your business to scale. Makes it easy to assign and delegate tasks. Boosts accountability since everyone is responsible for their work.

Some benefits of an operations manual are, It helps train new employees as it reduces the learning curve It allows you to record and preserve the knowledge that is limited to a few experts in the company It helps improve and standardize processes It lets you quickly identify the suitable personnel when it comes to assigning or delegating tasks

Operations Manual Template – 23Bug Media This is a method to denote which specific Partners are dealing with various Key Activities for you. Speed up workflows by building enterprise apps and automations. Use AppSheet to build custom applications on prime of Sheets, with out writing code. sample business operations manual – PDF Free Download

Business Professional manual Professional manual Use this professional manual template to create a user's manual, work instructions, operations manual, or employee handbook. Easily transform this manual into a company training manual template, or work instruction template.

Frequently Asked Questions

What is an operations manual and how to write one?

It can come in the form of a printed small booklet or an online resource like a company wiki. The operations manual outlines the processes that are necessary to achieve business goals, documents on how to do them, and who is responsible for carrying them out. A company can have more than one operations manual.

What is the operations manual template used for?

This template is designed to help you easily build a solid operations manual for your business's employees. How is the Operations Manual Template used? First, add this template to your account in Process Street. Then go through each section, following Process Street's concise instructions to write your operations manual.

What are the benefits of having an operations manual?

Reduced training periods, fewer costly human errors, standardized tasks, increased employee productivity, and retention are just some of the numerous benefits that result from having a well-written operations manual.

Is your company operations manual helping or hurting your scale?

But the actual process of growing in size and stature as a company – known as scaling – can be the downfall of many startups, SMBS, and even larger enterprise-level businesses. But having – and, when necessary, updating – a company operations manual means the nightmare of scaling can be a dream.

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