How to use the Operations Manual Template:

Operations Manual Template
What is this Operations Manual Template 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. 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.

What should happen after creating the operations manual?

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

Why?

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.

Introduction:

Edit this template to change the text in this section

[Business name]'s Operations Manual

Revision: [Revision number goes here]
Date: [Date goes here]

Created with Process Street

Amendments:

Edit this template to change the text in this section

Revisions and Approval

  • [Revision number] - [date] - [nature of changes] - [approved by]
  • [Revision number] - [date] - [nature of changes] - [approved by]
  • [Revision number] - [date] - [nature of changes] - [approved by]
  • [Revision number] - [date] - [nature of changes] - [approved by]

Manual purpose:

Edit this template to change the text in this section

Welcome

[Include welcome text here]

Manual Purpose

[Write down what the purpose of this manual is here]

Manual Location

[Write down the different locations/places/folders/sites where the manual can be found and read]

Business policies:

Edit this template to change the text in this section

Business Policies

[Policy area 1 - e.g. performance review policies]

[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]

[Policy area 2]

[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]

[Policy area 3]

[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.

Company hierarchy:

Edit this template to change the text in this section

Company Hierarchy

[Upload a tree diagram or flow chart for your company's hierarchy if you have one. If you don't, alternatively use text]

Contact information:

Edit this template to change the text in this section

Contact Information

General Contact Points

[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]

Departmental Contact Points

[Department 1 name]

[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]

[Department 2 name]

[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.

Business processes & procedures:

Edit this template to change the text in this section

Business Processes & Procedures

[Explain what business processes and procedures are, why they're important, why you require employees to follow them, and so on]

Procedure 1 [rename section title in relation to procedure]

This is an example procedure. Edit this template to change the text in this section

Summary
  • [Explanation of what the procedure is used for]
  • [Explanation of who's responsible for the undertaking and/or management of this procedure]
Revision and Approval
  • [Revision number] - [date] - [nature of changes] - [approved by]
Procedure Steps
  • [Step 1]
  • [Step 2]
  • [Step 3]
    1. [Subtask 1]
    2. [Subtask 2]
    3. [Subtask 3]
  • [Step 4]

[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]

Procedure 2 [rename section title in relation to procedure]

This is an example procedure. Edit this template to change the text in this section

Summary
  • [Explanation of what the procedure is used for]
  • [Explanation of who's responsible for the undertaking and/or management of this procedure]
Revision and Approval
  • [Revision number] - [date] - [nature of changes] - [approved by]
Procedure Steps
  • [Step 1]
  • [Step 2]
  • [Step 3]
    1. [Subtask 1]
    2. [Subtask 2]
    3. [Subtask 3]
  • [Step 4]

[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]

Procedure 3 [rename section title in relation to procedure]

This is an example procedure. Edit this template to change the text in this section

Summary
  • [Explanation of what the procedure is used for]
  • [Explanation of who's responsible for the undertaking and/or management of this procedure]
Revision and Approval
  • [Revision number] - [date] - [nature of changes] - [approved by]
Procedure Steps
  • [Step 1]
  • [Step 2]
  • [Step 3]
    1. [Subtask 1]
    2. [Subtask 2]
    3. [Subtask 3]
  • [Step 4]

[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]

Business processes & procedures overview:

Business Processes & Procedures Sequence

[Upload a process diagram or flow chart if you have one]

Emergency processes & procedures:

Edit this template to change the text in this section

Emergency Processes & Procedures

[Explain how emergency processes & procedures differ from 'regular' business processes & procedures]

Procedure 1 [rename section title in relation to procedure]

This is an example procedure. Edit this template to change the text in this section

Summary
  • [Explanation of what the emergency procedure is used for]
  • [Explanation of when this emergency procedure should be undertaken]
Revision and Approval
  • [Revision number] - [date] - [nature of changes] - [approved by]
Procedure Steps
  • [Step 1]
  • [Step 2]
  • [Step 3]
    1. [Subtask 1]
    2. [Subtask 2]
    3. [Subtask 3]
  • [Step 4]

[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]

Procedure 2 [rename section title in relation to procedure]

This is an example procedure. Edit this template to change the text in this section

Summary
  • [Explanation of what the emergency procedure is used for]
  • [Explanation of when this emergency procedure should be undertaken]
Revision and Approval
  • [Revision number] - [date] - [nature of changes] - [approved by]
Procedure Steps
  • [Step 1]
  • [Step 2]
  • [Step 3]
    1. [Subtask 1]
    2. [Subtask 2]
    3. [Subtask 3]
  • [Step 4]

[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]

Procedure 3 [rename section title in relation to procedure]

This is an example procedure. Edit this template to change the text in this section

Summary
  • [Explanation of what the emergency procedure is used for]
  • [Explanation of when this emergency procedure should be undertaken]
Revision and Approval
  • [Revision number] - [date] - [nature of changes] - [approved by]
Procedure Steps
  • [Step 1]
  • [Step 2]
  • [Step 3]
    1. [Subtask 1]
    2. [Subtask 2]
    3. [Subtask 3]
  • [Step 4]

[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]

Emergency processes & procedures overview:

Emergency Processes & Procedures Sequence

[Upload a process diagram or flow chart if you have one]

Sources:

Sign up for a FREE account and
search thousands of checklists in our library.

Sign up for a FREE account and search thousands of checklists in our library.