Operations Manual


Sample mission statement

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Business trips, vacations, illness or injury, family issues. There are many reasons you might be absent from your business. Whatever the reason, having an operations manual will provide vital information and step-by-step guidance so business can continue without interruption. If you don’t have one, you should.

Begin your operations manual with your mission statement or a brief description of your goals and values. List the products and services you offer. Depending on how large your company is, you may want to create an organizational chart with titles, job descriptions, and employee names. Include complete contact information for key employees, vendors, clients, insurance companies, security, and IT support staff.

To be effective, your operations manual should have step-by-step documentation (best practices) for all business procedures, from unlocking the doors in the morning, to running reports, processing checks, recording sales, and turning the lights off at night. Spell out important policies, especially those applying to such matters as discounts, returns, refunds, and the like.

Once your manual is written, all the details pertinent to running your business will be in one place. Make cross-training your employees a priority. Plan to review and update your manual regularly. Not only will you be able to be absent from your business, it will also help your business run more smoothly and improve profitability.

Maintaining a complete and current operations manual is essential for business prosperity. If you would like to learn more about preparing and maintaining an operations manual, or if want to learn how a part-time, virtual CFO can help transform your business using the Bible as our guide, email me at info@commonsensecfo.com or call Kirk at 402-658-7340.

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2 Comments (+add yours?)

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