Operations Manual Checklist

State:
Multi-State
Control #:
US-7-03-STP
Format:
Word; 
Rich Text
Instant download

Description

This form is a Suggested Operations Manual Checklist. The form includes the following sections: Introduction, General Standards, Financial Reporting Requirements, Advertising and Marketing, Administrative and Operating Policies, Franchise Operations, Field Inspections, Legal and Safety Requirements, and Employee Relations and Training.
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FAQ

Step 1: Begin with the end in mind. Step 2: Choose a format. Step 3: Ask for input. Step 4: Define the scope. Step 5: Identify your audience. Step 6: Write the SOP. Step 7: Review, test, edit, repeat.

Keep it simple ! Simplicity and efficiency often run together in the industry world. Write clear and accurate documents. Clarity and precision. Go Paperless ! Make the work instructions one of the company quality system pillars. Put yourself in the user's shoes.

Write the intro. Give context to the project, identify owners of the project, and clearly document the task or job at hand. Describe how to do the job. Validate information. Format for easy reading. Simplify and rewrite, if necessary. Test it out. Save and share.

Start your manual with an outline. Use your job description and any documentation from recent reviews to pull out your core responsibilities. Separate any policies you need to document from any procedures you need to document.

Processes & Procedures. Business Policies Note that these are business-specific, not social policies. Not accepting checks is a business policy, while vacation, benefits, etc. are social. Hierarchy & Roles. Contact Details & Job Descriptions. Emergency Procedures.

A standard operating procedure manual is a handbook that lists all the written instructions for an organization's essential tasks. An SOP manual houses all an organization's individual SOPs in one place.Employees can reference the SOP manual to answer any questions they may have about proper procedures.

Structure your work instructions in a clear, step-by-step instruction hierarchy. (guide - topic - instruction - step). Use an active tone of voice when writing instructions. Keep it short and to the point. Use a clear visual to illustrate the step. Split up a task in several different sub-tasks.

Processes & Procedures. Business Policies Note that these are business-specific, not social policies. Not accepting checks is a business policy, while vacation, benefits, etc. are social. Hierarchy & Roles. Contact Details & Job Descriptions. Emergency Procedures.

Use short sentences and short paragraphs. Arrange your points in logical order. Make your statements specific. Use the imperative mood. Put the most important item in each sentence at the beginning. Say one thing in each sentence.

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Operations Manual Checklist