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How to Create an Operations Manual




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An operations manual can act as a tool for training employees and empowers them to your business running smoothly when you are out of the office. Though it may seem like a lot of work, the effort put into your operations manual can save you money that could otherwise be wasted on mishandled procedures and employee training time.

Every operations manual is different so yours should be tailored to your specific business needs. You may want to create separate manuals for each department or job description in your company. Your operations manual should grow and change with your business so make sure to update the contents often. Store the manual in a sturdy binder with dividers to keep it organized, making it easy to update the contents and replace pages when processes change.

The following is a suggested list of topics to address in your manual:

Company Overview & History

Mission Statement

Opening Procedures

Closing Procedures

Cash Handling

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Daily Tasks

Alarm System Operations

Safe Opening and Closing Procedures

Contact Numbers for Emergencies or Information

Employee Shift Coverage

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Website Procedures

Customer Service Procedures

Sales Procedures

Sales Quotas

Commission Payments

Order Processing

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Credit Card Processing

Refunds and Returns

Gift Certificates

Special Orders

Shipping & Receiving

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Equipment Handling

Equipment Maintenance (replacing printer cartridges, receipt tape, etc.)

Security Procedures

Emergency Procedures

Product Pricing and Discounts

Other Miscellaneous Procedures and Anything Specific to the Way
Your Business Operates

Dont forget to use your operations manual as a training tool for new hires. To make sure the information is accurate and valuable, ask your employees for feedback on the contents. Ask if they have questions about the topics covered and if the instructions are clear and easy to understand. Remember that this is a valuable business tool for you and your staff so keeping it current should be an important priority for your business.

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