An operations manual can be a wonderful document, centralizing information on processes, procedures, company hierarchy, important business policies, and the like.
However, operation manuals can also be useless if they're not written, managed, and used properly.
Therefore, you need to audit your operations manual to ensure it's the best it can be.
That's why the team at Process Street - which is state-of-the-art BPM software - created this Internal Audit Procedure for an Operations Manual. This audit procedure is best practice and made in line with ISO 9001 and the broader ISO annex L framework.
Here's how it works.
First, you'll enter the basic details of the audit program manager and auditee. Then, the audit will be prepared for and the auditing team will be defined and assigned to their tasks.
Once that's out of the way, the audit procedure will get into full flow, and specific sections such as leadership, planning, support, operations, and performance will be assessed.
The audit findings will then be reviewed, a report prepared, and a meeting held. Any changes that should be made can then be.
It's as easy as that.
The team at Process Street recommends auditing an operations manual regularly. This could be every 3-6 months, given the ever-changing nature of business operations, business processes, and business procedures.
For best results, users are encouraged to edit the checklist and modify the contents to best suit their use cases, as this procedure cannot provide specific guidance on the particular risks and controls applicable to every situation.
By using Process Street as your tool for creating, auditing, and improving your processes, procedures, and overall operations, you're:
1. Creating a culture of processes in your company
2. Iterating and improve processes quickly (seeing as live processes are updated for all members immediately whenever process changes are made)
3. Tracking progress and pull integral data incredibly easily, especially with features such as the checklist dashboard
To boot, this very checklist template has had superpowered thanks to Process Street's in-built features. These include (but aren't limited to):
- Stop tasks ✋
- Conditional logic
- Dynamic due dates ⏱
- Task permissions
- Task assignments
- Role assignments
- Embed widget
- Approvals ✅
To use this checklist template, get access to Process Street's other free templates, and create your own processes, sign up today.