This template is designed to help you easily build a solid operations manual for your business's employees.
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. This is mainly done by filling in the blanks (signified by square brackets []). To make any changes, you'll need to click the "Edit Template" button.
If you'd like to add more text, images, or subchecklists, that's possible via the "Content" widget on the right-hand side of the editing screen. If you need to add more procedures & processes, there's a "Task" button in the bottom left-hand corner of the editing screen.
Once you're happy with the manual's content, you can export the fully-written manual to Word and/or save it as a PDF file to share with your team(s). Alternatively, you can host your operations manual inside Process Street itself thanks to its templates, checklists, and folders.
To build the best operations manual possible, consider using our Checklist for Writing an Operations Manual alongside this Operations Manual Template.
Your team(s) can use the operations manual you create as a procedure manual and an overview of different processes. But for this to work best, your business should also have each procedure that's listed in the manual existing independently as a checklist in a folder inside your Process Street account.
Because you can delegate these procedures as checklists for your employees to work through. By using checklists, you'll ensure that human error is reduced and employees follow processes and procedures correctly. Process Street's workflow automation features — such as stop tasks, conditional logic, dynamic due dates, task assignments, and approvals — make completing recurring tasks efficient and effective.
Here's to showing your employees what they need to do, why, and when — properly.
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Created with Process Street
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[Include welcome text here]
[Write down what the purpose of this manual is here]
[Write down the different locations/places/folders/sites where the manual can be found and read]
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[Business policy 1]
[Text describing what to do and what not to do]
[Business policy 2]
[Text describing what to do and what not to do]
[Business policy 3]
[Text describing what to do and what not to do]
[Business policy 4]
[Text describing what to do and what not to do]
[Business policy 5]
[Text describing what to do and what not to do]
[Business policy 1]
[Text describing what to do and what not to do]
[Business policy 2]
[Text describing what to do and what not to do]
[Business policy 3]
[Text describing what to do and what not to do]
[Business policy 4]
[Text describing what to do and what not to do]
[Business policy 5]
[Text describing what to do and what not to do]
[Business policy 1]
[Text describing what to do and what not to do]
[Business policy 2]
[Text describing what to do and what not to do]
[Business policy 3]
[Text describing what to do and what not to do]
[Business policy 4]
[Text describing what to do and what not to do]
[Business policy 5]
[Text describing what to do and what not to do]
Continue with the above format until all the policy areas and the relevant policies have been written about.
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[Upload a tree diagram or flow chart for your company's hierarchy if you have one. If you don't, alternatively use text]
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[Contact point name] - [contact point email] - [contact point phone number]
[Contact point name] - [contact point email] - [contact point phone number]
[Contact point name] - [contact point email] - [contact point phone number]
[Person's job title] - [job description] - [person's name] - [person's email] - [person's phone number]
[Person's job title] - [job description] - [person's name] - [person's email] - [person's phone number]
[Person's job title] - [job description] - [person's name] - [person's email] - [person's phone number]
[Person's job title] - [job description] - [person's name] - [person's email] - [person's phone number]
[Person's job title] - [job description] - [person's name] - [person's email] - [person's phone number]
[Person's job title] - [job description] - [person's name] - [person's email] - [person's phone number]
[Person's job title] - [job description] - [person's name] - [person's email] - [person's phone number]
[Person's job title] - [job description] - [person's name] - [person's email] - [person's phone number]
Continue with the above format until all the departments and employees have had their work contact information listed.
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[Explain what business processes and procedures are, why they're important, why you require employees to follow them, and so on]
This is an example procedure. Edit this template to change the text in this section.
[Explain here where readers can find the documented process/procedure — e.g. where they have to navigate to in Process Street to find and follow it]
This is an example procedure. Edit this template to change the text in this section.
[Explain here where readers can find the documented process/procedure — e.g. where they have to navigate to in Process Street to find and follow it]
This is an example procedure. Edit this template to change the text in this section.
[Explain here where readers can find the documented process/procedure — e.g. where they have to navigate to in Process Street to find and follow it]
[Upload a process diagram or flow chart if you have one]
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[Explain how emergency processes & procedures differ from 'regular' business processes & procedures]
This is an example procedure. Edit this template to change the text in this section.
[Explain here where readers can find the documented emergency process/procedure — e.g. where they have to navigate to in Process Street to find and follow it]
This is an example procedure. Edit this template to change the text in this section.
[Explain here where readers can find the documented emergency process/procedure — e.g. where they have to navigate to in Process Street to find and follow it]
This is an example procedure. Edit this template to change the text in this section.
[Explain here where readers can find the documented emergency process/procedure — e.g. where they have to navigate to in Process Street to find and follow it]
[Upload a process diagram or flow chart if you have one]
