{"id":17640,"date":"2019-05-17T17:48:53","date_gmt":"2019-05-17T17:48:53","guid":{"rendered":"https:\/\/www.process.st\/templates\/iso-14001-ems-mini-manual-procedures\/"},"modified":"2024-02-28T22:53:52","modified_gmt":"2024-02-28T22:53:52","slug":"iso-14001-ems-mini-manual-procedures","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/iso-14001-ems-mini-manual-procedures\/","title":{"rendered":"ISO 14001 EMS Mini-Manual Procedures"},"content":{"rendered":"<section id=\"how-to-use-this-template\">\n<h2>How to use this template<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ghAbDhDDvEgf3190jglGCw.png\" alt=\"How to use this template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ghAbDhDDvEgf3190jglGCw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>This template is an <strong>example of a fully fleshed-out mini-manual of<\/strong>&nbsp;<strong><a href=\"https:\/\/www.process.st\/writing-standard-operating-procedures\/\" rel=\"nofollow noopener\" target=\"_blank\">standard operating procedures&nbsp;<\/a>which adhere to ISO 14001:2015 <\/strong>requirements for an environmental management system (EMS) for the fictional construction company Black Mesa Construction.<\/p>\n<p>Add this template to your organization in Process Street and you can select \"<a href=\"https:\/\/www.process.st\/help\/docs\/editing-templates\/\" rel=\"nofollow noopener\" target=\"_blank\">edit template<\/a>\" to change the text within each section, and then&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/exporting-templates\/\" rel=\"nofollow noopener\" target=\"_blank\">export it as a PDF<\/a> once you have completed it.<\/p>\n<p>You can find the structure version of this template without the example copy here:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/iso-14001-ems-structure-template\" rel=\"nofollow noopener\" target=\"_blank\">ISO 14001 EMS Structure Template<\/a><\/li>\n<\/ul>\n<p>You are able to add new text, images, and sub-checklists into this template by using the <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">form field<\/a> widgets on the right-hand side of the editing screen.<\/p>\n<p>This EMS mini-manual containing policies and procedures can be utilized by organizations of any size. This mini-manual is designed to work for companies which need to be adherent to ISO as well as for those which don't.<\/p>\n<p>The ISO 14001:2015 requirements can vary between industries. If you need to view the specific standards and differences between industries, check this page of the<span>&nbsp;<\/span><a href=\"https:\/\/www.iso.org\/iso-14001-environmental-management.html\" rel=\"nofollow noopener\" target=\"_blank\">ISO website<\/a>.<\/p>\n<p>More detailed information on how to work with ISO 14001:2015 can be found<span>&nbsp;<\/span><a href=\"https:\/\/www.iso.org\/obp\/ui\/#iso:std:iso:14001:ed-3:v1:en\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a>.<\/p>\n<p class=\"style-warning\"><em>Once you\u2019ve started work on your own mini-manual, you can delete this section.<\/em><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"text-content\">\n<h4>Welcome<\/h4>\n<p><span>Environmental management and principles of corporate social responsibility (CSR) are increasingly regarded by contemporary business leaders as strategically relevant aspects of business process management.<\/span><\/p>\n<p><span>An environmental management system, or EMS, provides the means to meet environmental compliance and regulatory legislation, and offers financial, economic, and reputational benefit as well as the obvious environmental benefit.<\/span><\/p>\n<p><span>Black Mesa Construction has developed and implemented this EMS&nbsp;(Environmental&nbsp;Management System) mini-manual in order to document the company\u2019s standard operating procedures, improve management in the company in a general capacity, and to uphold and exceed the expectations of its customers and other interested parties, in line with the requirements of ISO 14001:2015.<\/span><\/p>\n<p><span>Whether standing alone or integrated together with another management system, such as ISO 9001 (for quality management systems) or ISO 50001 (for energy management systems), the ISO 14001:2015 standard provides guidance and direction on how an organization should manage and mitigate its impact on the environment.<\/span><\/p>\n<p><span>Understanding how to properly utilize the standard in-line with leading methods of business process management can bring many benefits to organizations of all sizes.<\/span><\/p>\n<p><span>This EMS mini-manual is designed to help relevant interested parties involved to understand the full implications and responsibilities involved with establishing and maintaining an EMS within their respective organizations. <\/span><\/p>\n<p><span>Each clause pertaining to Annex SL management system standards will be explained in parallel to ISO 14001:2015 International Standard clauses.<\/span><\/p>\n<p><span>Links to supplementary learning materials and online resources will also be provided.<\/span><\/p>\n<p><span>The EMS mini-manual is approved by an executive management representative.<\/span><\/p>\n<h3>Black Mesa Construction EMS Mini-Manual<\/h3>\n<h5><span>Revision:&nbsp;04<\/span><\/h5>\n<h5><span>Date: 05\/16\/2019<\/span><\/h5>\n<h5><span>Doc Number: 1<\/span><\/h5>\n<p><span>Conforms to ISO 14001:2015<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"amendments\">\n<h2>Amendments:<\/h2>\n<div class=\"text-content\">\n<h4>Revision and Approval<\/h4>\n<p>Revision 01 - 01\/02\/2019 - outlined initial scope - approved by Oliver Peterson<br \/>Revision 02 - 02\/09\/2019 - added procedures - approved by Oliver Peterson<br \/>Revision 03 - 02\/19\/2019 - added SWOT analysis - approved by Oliver Peterson<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"scope\">\n<h2>Scope:<\/h2>\n<div class=\"text-content\">\n<p>The organization&nbsp;is through its Environmental Sustainability Policy committed to the operation<br \/>of an Environmental Management System (EMS).<\/p>\n<p>The intended outcomes of the EMS are:<\/p>\n<ul>\n<li>Enhance environmental performance<\/li>\n<li>Fulfil compliance obligations<\/li>\n<li>Achieve environmental objectives<\/li>\n<\/ul>\n<p>The organization, as an educational establishment, is also committed to supporting programmes and initiatives aimed at improving the awareness of environmental sustainability with staff and students primarily through the informal curricula but also through the taught curricula and research activities.<\/p>\n<p>Therefore, the intended outcomes of the EMS are extended to include:<\/p>\n<ul>\n<li>Embed a culture of sustainability<\/li>\n<\/ul>\n<p>Certification to the international standard ISO14001:2015 will help achieve these intended<br \/>outcomes and demonstrates that the EMS is effective, providing value for the environment,<br \/>the organization&nbsp;and interested parties.<\/p>\n<p>The EMS considers the environmental aspects and impacts associated with its activities,<br \/>products and services to determine the greatest risks and opportunities to the organisation.<\/p>\n<p>The risks and opportunities associated with the particular context in which the organization&nbsp;<br \/>operates as well as the needs and expectations of stakeholders are also considered in line<br \/>with ISO14001:2015 requirements.<\/p>\n<p>This manual has been developed to help anyone navigate their way through the organization's&nbsp;EMS and acts as a signposting document to indicate how each of the clauses in ISO14001:2015 are addressed.<\/p>\n<p>Each clause is audited internally once over the three year certification period to check compliance with the requirements of ISO14001:2015<\/p>\n<h5>Locations<\/h5>\n<p><span><strong>Brightstar Miami:&nbsp;<\/strong><\/span><span>355 Lincoln Road,&nbsp;<\/span><span>33189,&nbsp;<\/span><span>FL,&nbsp;<\/span><span>USA<\/span><br \/><span><strong>Brightstar London:&nbsp;<\/strong><\/span><span>43 Rivington Street,&nbsp;<\/span><span>London, Greater London,&nbsp;<\/span><span>EC4B 2BU,&nbsp;<\/span><span>UK<\/span><\/p>\n<h5>Exclusion<\/h5>\n<p><span><strong>Factors outside of EMS scope<\/strong><\/span><span><strong><\/strong><\/span><\/p>\n<ul>\n<li><span>Additional accounting services outsourced to Highstreet Accounting &amp; Daughters<\/span><\/li>\n<li><span>CRM, inbound marketing and sales managed with Hubspot<\/span><span><\/span><\/li>\n<\/ul>\n<p><span><strong>Procedure exclusion<\/strong><\/span><\/p>\n<p><span>New processes are often constructed collaboratively, in-line with the spirit of our EMS and policy assurances. When these processes become regular, recurring events, we perform a Failure Modes and Effects Analysis&nbsp;<\/span><span><\/span><span>(FMEA)<\/span><span>&nbsp;and formalize them into set procedures which can then be added to the database of documented procedures in our EMS mini-manual.<\/span><\/p>\n<p><span>This approach allows us to deploy processes rapidly and engenders a standard of fault-tolerance in the process of designing new processes. It also ensures that all of our SOPs that are ultimately formalized are guaranteed to be working, actionable processes.<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"normative-references\">\n<h2>Normative references:<\/h2>\n<div class=\"text-content\">\n<p>There are no normative references.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"terms-and-definitions\">\n<h2>Terms and definitions:<\/h2>\n<div class=\"text-content\">\n<h4>Process<\/h4>\n<p>Can be defined as a series of activities and actions that can be repeated consistently to produce a transformation to a product or service from a series of inputs to a defined output.<\/p>\n<h4>Process approach<\/h4>\n<p>Environmental systems, similarly to other management systems, use a combination of sequences and interactions to produce a desired output.<\/p>\n<p>When all activities and actions are managed together with consideration towards each other and the end result, this method is known as the \u201cprocess approach.\u201d<\/p>\n<p>A process approach will also specify responsibility towards process owners, for example, as opposed to being considered as generic.<\/p>\n<p>Therefore, when a company has an EMS that is considered an active and fluid system, taking into account all variables and their effects on the objectives, this is considered a process approach.<\/p>\n<h4>Inputs<\/h4>\n<p>The collection of elements that may be required to feed a process, for example \u2013 resources, raw material, and machinery.<\/p>\n<h4>Outputs<\/h4>\n<p>The result of a process, whether goods or services or undesirable outputs, such as wastage or pollution. It should be noted that an output is not always a final element, but may only be the input into the next process in a chain.<\/p>\n<h4>The Plan-Do-Check-Act cycle<\/h4>\n<p>The \u201cPlan-Do-Check-Act\u201d cycle (PDCA) is critical to the operation of the Environmental Management System as specified by ISO 14001:2015, in terms of achievement against set objectives and continual improvement.<\/p>\n<p>It can be described as follows:<\/p>\n<p><strong>Plan<\/strong>: the establishment of objectives, and processes that may deliver them, in harmony with the<br \/>environmental policy established by the organization<\/p>\n<p><strong>Do<\/strong>: the implementation of the planned processes<\/p>\n<p><strong>Check<\/strong>: the monitoring and measuring of results versus the environmental policy, including all<br \/>commitments, objectives, and criteria, and the reporting of them<\/p>\n<p><strong>Act<\/strong>: the consequent actions taken to ensure continual improvement<\/p>\n<p>It should be noted that the PDCA cycle is a recognized management system methodology that is used across various business management systems, but its use is both compulsory and highly beneficial within ISO 14001:2015.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"context-of-the-organization\">\n<h2>Context of the organization:<\/h2>\n<div class=\"text-content\">\n<p>The organization shall determine external and internal issues that are relevant to its <br \/>purpose and that affect its ability to achieve the intended outcomes of its environmental <br \/>management system.<\/p>\n<p>Such issues shall include environmental conditions being affected by or capable of affecting the organization.<\/p>\n<h4>Understanding the Organization and its Context<\/h4>\n<p><span>In accordance with the first step of implementing ISO 9001 requirements, the purpose of this section is to thoughtfully align the business objectives of Brightstar Marketing with the QMS.<\/span><\/p>\n<p><span>To fully understand the organization and its context, Brightstar Marketing determined the external&nbsp;<\/span><span>and internal issues that are relevant and that affect its ability to achieve intended results.<\/span><\/p>\n<p><span>Profit margins have exceeded milestones this previous quarter, and a survey of workplace happiness has yielded a worker satisfaction ratio of above 80%.<\/span><\/p>\n<p><span>Brightstar is the longest-running marketing agency in the local area. Strong internal processes are reflected in the Net Promoter Score<\/span><span>&nbsp;<\/span><span>(NPS),<\/span><span>&nbsp;and a high level of proprietary data gathered as a result of our consensual data gathering initiative over the past year positions us advantageously to potential upcoming GDPR regulation affecting EU data gathering.<\/span><\/p>\n<p><span>However, unresolved compliance issues and a number of dated internal procedures pose potential risks in the face of upcoming GDPR regulation. It has also been noted that more of our clients are opting to insource for certain compliance-related needs. <\/span><\/p>\n<p><span>In response to this, recent SWOT analysis suggests budgeting for GDPR consultant and movement towards international compliance in order to position ourselves ahead of new internal teams.<\/span><\/p>\n<p><span>Capacity for video marketing and a campaign targeting upcoming ISO standard revisions as well as promising keywords will allow us to stave competition and maintain a local market share advantage.<\/span><\/p>\n<p><span>Strategies for Knowledge Graph ranking have also been proposed, due to certain keywords being demoted by Google\u2019s preference for SERP Knowledge Graphs.<\/span><\/p>\n<p><span>Complete SWOT breakdown can be found in the SWOT analysis section below.<\/span><\/p>\n<p><span><strong>Internal issues<\/strong><\/span><span>:<\/span><\/p>\n<ul>\n<li><span>New multi-million contract just signed<\/span><\/li>\n<li><span>New hire: &nbsp;Environmental Manager<\/span><\/li>\n<li><span>Unresolved compliance issues<\/span><\/li>\n<li><span>Certain procedures yet to be updated<\/span><\/li>\n<\/ul>\n<p><span><strong>External issues<\/strong><\/span><span>:<\/span><\/p>\n<ul>\n<li><span>Competitor bidding for same contract<\/span><\/li>\n<li><span>Supply chain optimization<\/span><span><\/span><\/li>\n<li><span>Poor brand image<\/span><\/li>\n<li><span>Pound Sterling weakening post-Brexit<\/span><\/li>\n<li><span>On-site regulation<\/span><\/li>\n<\/ul>\n<h4><span>Needs and Expectations of Interested Parties<\/span><\/h4>\n<p><strong>Interested Parties<\/strong><\/p>\n<p><span>Interested parties may be customers, owners, suppliers, unions, bankers, etc. and to understand their needs and expectations, you must:&nbsp;<\/span><\/p>\n<ul>\n<li><span>Identify the relevant interested parties<\/span><\/li>\n<li><span>Determine, monitor, and review their requirements that are Relevant to the QMS<\/span><\/li>\n<li><span>Consider their expectations and needs and the impact on the ability to consistently provide products and services that meet customer, statutory, and regulatory requirements<\/span><\/li>\n<\/ul>\n<p><span><strong>List of interested parties<\/strong><\/span><span>:<\/span><\/p>\n<ul>\n<li><span>Jill Catalan, CEO at Isla Villa Construction<\/span><\/li>\n<li><span>James Ford, Founder &amp; CTO at Looper<\/span><\/li>\n<li>Black Mesa Corporation (biggest customer)<\/li>\n<li><span>Process Street<\/span><span>&nbsp;<\/span><span>(used<\/span><span>&nbsp;internally for workflow management and automation)<\/span><\/li>\n<li><span>Lond &amp; Sons<\/span><span>&nbsp;<\/span><span>(outsourced<\/span><span>&nbsp;accounting, tax, and finance consulting)<\/span><\/li>\n<li><span>Hubspot<\/span><span>&nbsp;<\/span><span>(used<\/span><span>&nbsp;internally for CRM, inbound marketing and sales)<\/span><\/li>\n<li><span>Toro Construction Company<\/span><span>&nbsp;<\/span><span>(biggest<\/span><span>&nbsp;local competitor)<\/span><\/li>\n<\/ul>\n<h4><span>Determining the Scope of the Environmental Management System<\/span><\/h4>\n<p><span>During the establishment of the context of the organization, all members of top and middle management were gathered together and the management requirements for the standard, as well as how these requirements affected the EMS, were explained.<\/span><\/p>\n<ul>\n<li><strong>Planning &amp; Management<\/strong><span><\/span><\/li>\n<li>\n<ul>\n<li><span>Daily Standup Meeting Checklist<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;07)<\/span><\/li>\n<li><span>Sprint Turnover Process<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;11)<\/span><\/li>\n<li><span>Sprint Retrospective Process<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;12)<\/span><\/li>\n<li><span>Sprint Planning<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;13)<\/span><span><\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Branding &amp; Style Guides<\/strong>\n<ul>\n<li><span>Brand Identity Design<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;14)<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Content Creation<\/strong>\n<ul>\n<li><span>Blog Pre-Publish Checklist<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;18)<\/span><\/li>\n<li><span>Content Promotion Checklist<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;19)<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Graphic Design<\/strong>\n<ul>\n<li><span>Graphic Design Process<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;15)<\/span><\/li>\n<li><span>Logo Design Process<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;17)<\/span><span><\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Digital Marketing &amp; SEO<\/strong>\n<ul>\n<li><span>PPC Audit Checklist<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;01)<\/span><\/li>\n<li><span>PPC Daily Campaign Review Checklist<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;02)<\/span><\/li>\n<li><span>PPC Weekly Campaign Review Checklist<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;03)<\/span><\/li>\n<li><span>PPC Monthly Campaign Review Checklist<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;04)<\/span><\/li>\n<li><span>Performance Marketing<\/span><span>&nbsp;<\/span><span>(PPC)<\/span><span>&nbsp;Keyword Competition Analysis Checklist<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;05)<\/span><\/li>\n<li><span>New Facebook Ads Creation Checklist<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;06)<\/span><\/li>\n<li><span>SEO Checklist: The Keyword Research Process<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;08)<\/span><\/li>\n<li><span>Google Analytics Audit<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;09)<\/span><\/li>\n<li><span>Technical SEO Audit<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;10)<\/span><\/li>\n<li><span>New Affiliate Onboarding<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;20)<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Process Optimization<\/strong>\n<ul>\n<li><span>Intro to FMEA Template: Failure Mode and Effects Analysis<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;21)<\/span><\/li>\n<li><span>Process for Improving a Process<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;22)<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Accounting &amp; Finances<\/strong>\n<ul>\n<li><span>Creating an Invoice<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;16)<\/span><\/li>\n<li><span>Accounting Onboarding Procedures<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;23)<\/span><\/li>\n<li><span>Expense Management Process<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;24)<\/span><\/li>\n<li><span>Accounts Receivable Process<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;25)<\/span><\/li>\n<li><span>Accounts Payable Process<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;26)<\/span><\/li>\n<li><span>Income<\/span><span>&nbsp;<\/span><span>(Profit<\/span><span>&nbsp;and Loss) Statement Process<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;27)<\/span><\/li>\n<li><span>Cash Flow Report<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;28)<\/span><\/li>\n<li><span>Balance Sheet Statement Preparation Checklist<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;29)<\/span><\/li>\n<li><span>Business Tax Preparation Checklist<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;30)<\/span><\/li>\n<li><span>Annual Financial Report Template<\/span><span>&nbsp;<\/span><span>(PR.<\/span><span>&nbsp;31)<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>It was determined that the first step towards establishing the requirements for the EMS would be to conduct a SWOT analysis.<\/p>\n<p>All relevant parties from middle and top management conducted the SWOT analysis individually, and results were consolidated into a final master analysis.<\/p>\n<p>Below is the final SWOT analysis:<\/p>\n<h5>SWOT analysis<span><\/span><\/h5>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pfWZ5ZCRiqHEL-r9-5VDcA.png\" alt=\"Context of the organization:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pfWZ5ZCRiqHEL-r9-5VDcA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4><span>Environmental Management System<\/span><\/h4>\n<p><span>The EMS has been established at the organization since October 2018 and has been<br \/>maintained to the international standard ISO 14001:2015 since this time. <\/span><\/p>\n<p><span>Continuous improvement has been achieved via a Plan, Do, Check, Act framework. <\/span><\/p>\n<p><span>An environmental review is conducted 1 year ahead of re-certification to determine any changes to the organization which may affect the intended outcomes of the EMS. <\/span><\/p>\n<p><span>The review will include an assessment to determine any changes to the internal and external context in which it operates and the changing needs and expectations of interested parties.<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"leadership\">\n<h2>Leadership:<\/h2>\n<div class=\"text-content\">\n<h4>Leadership and Commitment<\/h4>\n<p>Black Mesa Construction has taken great lengths to ensure that our environmental policy and objectives are strongly aligned with one another, and with the overall strategic direction of the business.<\/p>\n<p>Ample provisions have been made to ensure that all resources of the EMS are allocated efficiently, and that all staff have received adequate training in accordance with their assigned responsibilities.<\/p>\n<p>The Chief Operating Officer is the Executive Team member designated as the lead for<br \/>Sustainable Development.<\/p>\n<p>It is the responsibility of the Chief Operating Officer to ensure that&nbsp;the Environmental Manager and the Board of Sustainable Development&nbsp;are involved in the decision making process so that adequate resources are made available to ensure compliance with the Environmental Sustainability Policy.<\/p>\n<p>All members of the Business Executive Team also have responsibility for ensuring that<br \/>within their individual areas of responsibility the Environmental Sustainability Policy is<br \/>implemented.<\/p>\n<p>They are also responsible for ensuring that any identified risks to the environment are<br \/>eliminated or reduced at source to as low as reasonably practicable and that the organization's<br \/>strategic development does not compromise the intended outcomes of the Environmental<br \/>Management System.<\/p>\n<p>Specifically members of the Executive Team have responsibility for ensuring that staff under<br \/>their line management work within the requirements of the organization's environmental<br \/>management procedures.<\/p>\n<p>This ensures that the organization&nbsp;meets its legal and other compliance obligations and ensures continual improvement. The Executive Team are responsible for:<\/p>\n<ul>\n<li>Ensuring staff are provided with, and kept up-to-date with training as identified in<br \/>SHE training records;<\/li>\n<li>Ensure that the Policy is embedded into the day to day actions of staff and that<br \/>any new projects meet the Policy commitments;<\/li>\n<li>Enforce the use of relevant EMS documentation; adhering to environmental<br \/>management operating procedures and record keeping relevant to their job roles;<\/li>\n<li>Comply with the procedure for reporting Environmental Incidents\/ Near Misses\/<br \/>Non Conformities;<\/li>\n<li>Take reasonable care for the environment and co-operate with supervisory or<br \/>senior staff to enable them to follow the organization's environmental management<br \/>procedures;<\/li>\n<li>Provide resources and the support necessary for identified staff to carry out their<br \/>specific environmental management responsibilities as identified in this<br \/>document.<\/li>\n<\/ul>\n<p><strong>Communication Methods &amp; Frequency<\/strong>:<\/p>\n<ul>\n<li>Weekly EMS-related updates via email (all staff),<\/li>\n<li>Daily departmental meetings for EMS strategy,<\/li>\n<li>Twice-weekly mid-management boardroom meetings for EMS strategy,<\/li>\n<li>Weekly top-management meeting for EMS strategy,<\/li>\n<li>Monthly on-site all hands (inclusive of all departments) for EMS orientation and feedback<\/li>\n<\/ul>\n<h4>Organizational Roles, Responsibilities and Authorities<\/h4>\n<ul>\n<li><span>Bill Banderton<\/span><span>&nbsp;<\/span><span>(Environmental&nbsp;<\/span><span>Manager)<\/span><\/li>\n<li><span>Sunni Clarke<\/span><span>&nbsp;<\/span><span>(CEO<\/span><span>)<\/span><\/li>\n<li><span>Barry Spinoza<\/span><span>&nbsp;<\/span><span>(HR Manager<\/span><span>)<\/span><\/li>\n<li><span>Jordan Pederson&nbsp;<\/span><span>(Construction&nbsp;<\/span><span>Manager)<\/span><\/li>\n<li><span>Sarah Collins<\/span><span>&nbsp;<\/span><span>(On-Site&nbsp;<\/span><span>Manager)<\/span><\/li>\n<li><span>Sebastian van Rijswijk (Construction Expeditor<\/span><span>)<\/span><\/li>\n<li><span>Garth Edgeton<\/span><span>&nbsp;<\/span><span>(Lead Architect<\/span><span>)<\/span><\/li>\n<li><span>Anne Greene&nbsp;<\/span><span>(Supervisor<\/span><span>)&nbsp;<\/span><\/li>\n<\/ul>\n<p>Management (as listed above) retains responsibility for the performance of all internal and external performance factors at all times.<\/p>\n<h4>Environmental Policy<\/h4>\n<p>The Sustainable Development&nbsp;Team have defined the organization's Environmental Sustainability<br \/>Policy.<\/p>\n<p>The policy is made available to interested parties on the organization's website.<\/p>\n<p>The Policy includes the following commitments:<\/p>\n<ol>\n<li>Continue to resource our Environmental Management System (EMS) to meet the<br \/>standards of ISO14001 certification;<\/li>\n<li>Meet or exceed our compliance obligations including legal and other sector requirements<br \/>as applicable to our environmental aspects;<\/li>\n<li>Implement and audit control measures to effectively manage and mitigate the 6<br \/>significant environmental aspects;<\/li>\n<li>Drive continual improvement and report progress against the following objectives as set<br \/>in the Environmental Management Plan;<\/li>\n<li>Support initiatives and programmes aimed at improving awareness of sustainability and<br \/>engaging the organization&nbsp;community through both taught and informal curricula and<br \/>research activities;<\/li>\n<li>Continue to work in partnership with the Preston community and other stakeholders to<br \/>improve the local environment and ensure that organization&nbsp;operations do not have a<br \/>detrimental effect on that community.<\/li>\n<\/ol>\n<p>Although the activities contained with the Policy are centrally coordinated from Facilities<br \/>Management the success of the Policy relies on the participation of everyone.<\/p>\n<p>The Policy aims are embedded into organization&nbsp;processes via the following:<\/p>\n<ul>\n<li>New staff are directed to undertake the \u2018highly recommended\u2019 training \u2018Environmental<br \/>Management at UCLan \u2013 An Introduction\u2019 from the HR Induction Checklist.<\/li>\n<li>Contractors undertake the mandatory site induction which includes Environmental<br \/>Management at UCLan.<\/li>\n<li>New versions of the Policy are communicated to staff via the global email system \u2018AU<br \/>Lookout\u2019<\/li>\n<li>New versions of the Policy are communicated direct to Executive Deans, Directors, Heads of Schools and Services by the Director of Facilities Management.<\/li>\n<\/ul>\n<p>The Policy is reviewed annually as part of the EMS Management Review.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"planning\">\n<h2>Planning:<\/h2>\n<div class=\"text-content\">\n<h4>Actions to address risks and opportunities<\/h4>\n<p>An externally facilitated workshop was conducted in June 2016 to determine the particular<br \/>context in which the organization operates and the needs and expectations of stakeholders<br \/>including compliance obligations.<\/p>\n<p>The outputs of this workshop have been used been used to determine the risks and opportunities that need to be addressed by the organisation in order to meet the intended outcomes of the EMS.<\/p>\n<p>There are risks and&nbsp;opportunities associated with the following:<\/p>\n<ul>\n<li>Environmental Aspects<\/li>\n<li>Compliance Obligations<\/li>\n<li>Organizational Context - Internal and External Issues<\/li>\n<\/ul>\n<h5><span>Strategies for dealing with weaknesses<\/span><\/h5>\n<ul>\n<li><span>Inefficient, obsolete equipment:&nbsp;<\/span><\/li>\n<li><span>Lack of physical labor:&nbsp;<\/span><\/li>\n<li><span>ISO 14001 certificate outdated (2004):&nbsp;<\/span><\/li>\n<li><span>Waste disposal too expensive:&nbsp;<\/span><\/li>\n<\/ul>\n<h5><span>Strategies for dealing with threats<\/span><\/h5>\n<ul>\n<li>Losing contracts to local competition:&nbsp;<\/li>\n<li>Failing to meet deadlines for projects<br \/>due to insufficient physical labor: Increase&nbsp;<\/li>\n<li>Failing ISO 14001:2015 certification:<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kWxNDaRCi0M_INlAwNdGXQ.png\" alt=\"Planning:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kWxNDaRCi0M_INlAwNdGXQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4><span>Environmental Objectives and Planning to Achieve Them<\/span><span><\/span><\/h4>\n<p><span>An Environmental Management Plan is in place to manage and monitor&nbsp;continual improvement. <\/span><\/p>\n<p><span>Details of the Environment Management Plan Progress Reports are available to the public on request from the SHE Section.<\/span><\/p>\n<p><span>The Environmental Management Plan is used to facilitate delivery of the continual improvement framework laid out in the organization's Environmental Sustainability Policy. <\/span><\/p>\n<p><span>The Environmental Management Plan is driven by the organization's identified significant environmental aspects and the associated risks and opportunities. <\/span><\/p>\n<p><span>It sets out eight overall Objectives, SMART Targets and Actions for the following:<\/span><\/p>\n<ul>\n<li><span>Energy\/Carbon Reduction<br \/><\/span><\/li>\n<li><span>Potable Water Reduction<br \/><\/span><\/li>\n<li><span>Land Development &amp; Refurbishments (including Biodiversity)<br \/><\/span><\/li>\n<li><span>Pollution Prevention<br \/><\/span><\/li>\n<li><span>Waste Management<br \/><\/span><\/li>\n<li><span>Sustainable Procurement<br \/><\/span><\/li>\n<li><span>Commuting and Business Travel<br \/><\/span><\/li>\n<li><span>Environmental Management System<\/span><\/li>\n<\/ul>\n<p><span>The plan is a three year plan which is updated annually by the Environment &amp; Sustainability<br \/>Manager in agreement with the assigned Objective Lead<\/span><\/p>\n<p><span>Updates include any newly agreed actions arising which can help meet the Objective. Monitoring performance is achieved via reporting against the SMART Target by Objective Leads to the Environmental Management Review twice per year.<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"support\">\n<h2>Support:<\/h2>\n<div class=\"text-content\">\n<h4><span>Resources<\/span><\/h4>\n<p><span><strong>Grant<\/strong>: Ford Foundation Fellowships Program<\/span><span><\/span><\/p>\n<p><span><strong>Amount<\/strong>: $10m<\/span><\/p>\n<p><span><strong>Qualifications<\/strong>: Various<\/span><\/p>\n<h4><span>Competence<\/span><\/h4>\n<p>The EMS Training Needs Analysis (TNA) is integrated in the Safety, Health and Environment TNA and identifies the training needs associated with the organization's EMS and identified significant environmental aspects.<\/p>\n<p>The following training courses are currently available and these are mandatory for those persons performing tasks for or on the behalf of the organization&nbsp;that have the potential to cause a significant environmental impact(s):<\/p>\n<ul>\n<li>An on-line training course \u2018Environmental Management in Labs\u2019 is available and is mandatory\u2019 for postgraduate researchers working unsupervised in laboratories as well as LIS laboratory technicians. This training is required immediately following COSHH training, delivered as a classroom session by the SHE Adviser with responsibility for COSHH, with refresher training due every three years.\n<\/li>\n<li>An on-line site induction has been created for contractors which provides essential environmental management information that main contractors must be aware of when working on site. The FM Development, Maintenance &amp; Estates Section are responsible for both ensuring that their main contractors on site receive this training annually, and checking that their main contractors have management systems or processes in place to ensure that any of their sub-contractors, whose work has the potential to cause a significant environmental impact, comply with both the organization's seven.<\/li>\n<li>Environmental Pollution (Spill Containment) training is delivered as a practical classroom session to staff who handle or are likely to encounter hazardous materials&nbsp;or spills including oils and chemicals, with refresher training due every three years.<\/li>\n<\/ul>\n<p>Training records will be maintained by the SHE Section with reminders for refresher training sent out as necessary.<\/p>\n<h4><span>Awareness<\/span><\/h4>\n<p>In order that all staff at the organization&nbsp;have a good knowledge and awareness of the environmental management system, the Universities environmental aspects and to promote<br \/>behaviour to support the Environmental Management Policy an on-line training course<br \/>\u2018Environmental Management at UCLan \u2013 An Introduction\u2019 has been developed.<\/p>\n<p>This training is \u2018highly recommended\u2019 to all new staff and as a refresher to existing staff every three years. Training records are maintained by the SHE Section in the SHE TNA. The Environment &amp; Sustainability Manager is responsible for the content of this training.<\/p>\n<p>Those staff whose work is directly related to the organization's environmental aspects must<br \/>also understand their particular responsibility and accountability within the EMS.<\/p>\n<p>The SHE Training Needs Analysis lists the relevant Environmental Management Operational<br \/>procedure(s) against staff roles and it is the responsibility of line managers to ensure that<br \/>staff are familiar with the operational procedures through induction and the annual appraisal<br \/>process.<\/p>\n<p>Staff are also encouraged to undertake personal and professional development with plans<br \/>reviewed on an annual basis at individual annual performance appraisals undertaken by line<br \/>management.<\/p>\n<p>It is a requirement for line managers to refer to the SHE training needs analysis during this appraisal to identify any gaps and\/or any refresher training which may be due. These should then be added to the personal and professional development plans for the following year.<\/p>\n<h4><span>Communication<\/span><\/h4>\n<p>A high percentage of Sustainable Development related communications are related to<br \/>specific environmental aspects or have been identified as stakeholder requirements and<br \/>therefore become the organization's compliance obligations.<\/p>\n<p>A Communications Plan has been developed to ensure that communications meet these compliance&nbsp;obligations and that communications are appropriately tailored to different audiences to maximise the chances of success.<\/p>\n<p>The plan sets out the process of what to communicate, when to communicate, and methods of communications relevant to the different stakeholder requirements.<\/p>\n<p>The Facilities Management Service has a Green Team which is made up of the following<br \/>principal staff:<\/p>\n<ul>\n<li>Energy &amp; Carbon Management Officer<\/li>\n<li>Environment &amp; Sustainability Manager<\/li>\n<li>Environment &amp; Sustainability Coordinator<\/li>\n<li>Sustainable Travel Coordinator<\/li>\n<\/ul>\n<h4><span>Documented Information<\/span><\/h4>\n<p>A comprehensive list of EMS documentation is listed in the EMS index, and<br \/>includes both hard and electronic copies.<\/p>\n<p>The EMS\u2019s central documentation includes; the Environmental Sustainability Policy (FMENV002), Environmental Aspects Register (FMENV004), Environmental Management Plan (FMENV020) and the Legal Register (NewGround Legislative Update Service). The main elements of the EMS are described and relevant documentation signposted from this Manual.<\/p>\n<p>An Overview of UCLan\u2019s EMS (FMENVREC024) has been developed in diagrammatic<br \/>format to highlight the main elements of the EMS and their interaction including links to<br \/>related documentation.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"operation\">\n<h2>Operation:<\/h2>\n<div class=\"text-content\">\n<h4>Process Management Methodology<\/h4>\n<p>For business process management we utilize Process Street as a workflow management powerhouse.<\/p>\n<p>From here, we build, manage, deploy, update, collaborate, and automate processes in the form of<span>&nbsp;<\/span><a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\" rel=\"nofollow\">checklists<\/a> and<span>&nbsp;<\/span><a href=\"https:\/\/www.process.st\/help\/docs\/templates\/\" rel=\"nofollow\">templates<\/a>.<\/p>\n<p>Process Street's<span>&nbsp;<\/span><a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow\">Template Overview<\/a><span>&nbsp;<\/span>feature allows a high-level overview of work done, combined with the<span>&nbsp;<\/span><a href=\"https:\/\/www.process.st\/help\/docs\/inbox\/\" rel=\"nofollow\">Inbox<\/a><span>&nbsp;<\/span>for streamlined task and checklist assignment.<\/p>\n<h4>Top Level Processes<\/h4>\n<ul>\n<li>PR. 01: PPC Audit Checklist<\/li>\n<li>PR. 02: PPC Daily Campaign Review Checklist<\/li>\n<li>PR. 03: PPC Weekly Campaign Review Checklist<\/li>\n<li>PR. 04: PPC Monthly Campaign Review Checklist<\/li>\n<li>PR. 05: Performance Marketing (PPC) Keyword Competition Analysis Checklist<\/li>\n<li>PR. 06: New Facebook Ads Creation Checklist<\/li>\n<li>PR. 07: Daily Standup Meeting Checklist<\/li>\n<li>PR. 08: SEO Checklist: The Keyword Research Process<\/li>\n<li>PR. 09: Google Analytics Audit<\/li>\n<li>PR. 10: Technical SEO Audit<\/li>\n<li>PR. 11: Sprint Turnover Process<\/li>\n<li>PR. 12: Sprint Retrospective Process<\/li>\n<li>PR. 13: Sprint Planning<\/li>\n<li>PR. 14: Brand Identity Design<\/li>\n<li>PR. 15: Graphic Design Process<\/li>\n<li>PR. 16: Creating an Invoice<\/li>\n<li>PR. 17: Logo Design Process<\/li>\n<li>PR. 18: Blog Pre-Publish Checklist<\/li>\n<li>PR. 19: Content Promotion Checklist<\/li>\n<li>PR. 20 New Affiliate Onboarding<\/li>\n<li>PR. 21: Intro to FMEA Template: Failure Mode and Effects Analysis<\/li>\n<li>PR. 22: Process for Improving a Process<\/li>\n<li>PR. 23: Accounting Onboarding Procedures<\/li>\n<li>PR. 24: Expense Management Process<\/li>\n<li>PR. 25: Accounts Receivable Process<\/li>\n<li>PR. 26: Accounts Payable Process<\/li>\n<li>PR. 27: Income (Profit and Loss) Statement Process<\/li>\n<li>PR. 28: Cash Flow Report<\/li>\n<li>PR. 29: Balance Sheet Statement Preparation Checklist<\/li>\n<li>PR. 30: Business Tax Preparation Checklist<\/li>\n<li>PR. 31: Annual Financial Report Template<\/li>\n<\/ul>\n<h4>Complete Company Procedures<\/h4>\n<\/p><\/div>\n<\/section>\n<section id=\"pr-01-construction-proposal-template\">\n<h2>PR. 01: Construction Proposal Template<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for bidding for a large construction contract.<\/span><\/p>\n<p><span>The Construction Manager&nbsp;<\/span><span>is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/construction-proposal-template\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction to the Construction Proposal Template:<\/strong><\/li>\n<li>Client Details<\/li>\n<li>Company Details<\/li>\n<li>Overview of the Project<\/li>\n<li>Our Company<\/li>\n<li>Our Portfolio<\/li>\n<li><strong>Project Scope and Proposal:<\/strong><\/li>\n<li>All Work to be Complete<\/li>\n<li>Details of Materials Required<\/li>\n<li>Our Project Management Approach<\/li>\n<li>Our Expectations of our Clients<\/li>\n<li>Proposed Project Schedule<\/li>\n<li>Necessary Permits<\/li>\n<li>Logistics Strategy Overview<\/li>\n<li>Our Budget Overview<\/li>\n<li>Generate report<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-02-construction-progress-report\">\n<h2>PR. 02: Construction Progress Report<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for updating a client on the status of an ongoing project<\/span><span>.<\/span><\/p>\n<p><span>The Construction Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/construction-progress-report\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Introduction to Construction Progress Report:<\/strong><\/span><\/li>\n<li><span>Project Details<\/span><\/li>\n<li><span>Current vs Expected Progress<\/span><\/li>\n<li><span>Potential Causes for Concern<\/span><\/li>\n<li><span>Progress Photo Gallery<\/span><\/li>\n<li><span>Progress by Key Performance Indicators<\/span><\/li>\n<li><span>Current Quality Overview<\/span><\/li>\n<li><span>Weather Impact Review<\/span><\/li>\n<li><span>Ongoing Health and Safety Report<\/span><\/li>\n<li><span>External Factors for Consideration<\/span><\/li>\n<li><span>Earned Value Analysis<\/span><\/li>\n<li><span>Potential Obstacle Review<\/span><\/li>\n<li><span>Requested Feedback on Progress Report<\/span><\/li>\n<li><span>Considerations for Following Progress Report<\/span><\/li>\n<li><span>Generate report<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-03-inventory-management-process\">\n<h2>PR. 03: Inventory Management Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for ordering new items, such as computers or projectors.<\/span><span>.<\/span><\/p>\n<p><span>The Purchasing Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/inventory-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><strong>Organizing your order:<\/strong><\/li>\n<li>Review your budget<\/li>\n<li>Make a preliminary order list<\/li>\n<li>Check the current stock inventory<\/li>\n<li>Update order list<\/li>\n<li><strong>Placing the order:<\/strong><\/li>\n<li>Receive approval for the order<\/li>\n<li>Place the order<\/li>\n<li>Record order tracking details<\/li>\n<li><strong>Order arrivals and itinerary updates:<\/strong><\/li>\n<li>Make note of the order upon arrival<\/li>\n<li>Check everything arrived accordingly<\/li>\n<li>Follow up with your supplier<\/li>\n<li>Test new items<\/li>\n<li>Return faulty or damaged items<\/li>\n<li>Ensure new stock goes to the right department<\/li>\n<li>Ensure new equipment is set up correctly<\/li>\n<li>Update inventory management system<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-04-iso-container-inspection-checklist\">\n<h2>PR. 04: ISO Container Inspection Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for making sure your shipping containers are in good condition<\/span><span>.<\/span><\/p>\n<p><span>The Construction Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/iso-container-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction<\/strong><\/li>\n<li><span><strong>Preparation:<\/strong><\/span><\/li>\n<li><span>Note container identification<\/span><\/li>\n<li><span>Record ISO container inspection checklist details<\/span><\/li>\n<li><span>Make sure the container is empty<\/span><\/li>\n<li><span><strong>Exterior checks:<\/strong><\/span><\/li>\n<li><span>Check the doors<\/span><\/li>\n<li><span>Inspect the roadside of the container<\/span><\/li>\n<li><span>Examine the front<\/span><\/li>\n<li><span>Investigate the curbside of the container<\/span><\/li>\n<li><span>Survey the roof<\/span><\/li>\n<li><span>Review the bottom<\/span><\/li>\n<li><span><strong>Interior checks:<\/strong><\/span><\/li>\n<li><span>Check the container's floor<\/span><\/li>\n<li><span>Inspect the roof<\/span><\/li>\n<li><span>Examine the roadside<\/span><\/li>\n<li><span>Investigate the front<\/span><\/li>\n<li><span>Review the curbside<\/span><\/li>\n<li><span><strong>Summary:<\/strong><\/span><\/li>\n<li><span>Give your final verdict<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-05-order-fulfilment-checklist\">\n<h2>PR. 05: Order Fulfilment Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for successfully preparing and deliver any items your customers order<\/span><span>.<\/span><\/p>\n<p><span>The Construction Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/order-fulfillment-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><span><strong>Receiving an order:<\/strong><\/span><\/li>\n<li><span>Record order details<\/span><\/li>\n<li><span>Confirm that payment has been received<\/span><\/li>\n<li><span><strong>Retrieving products from your inventory:<\/strong><\/span><\/li>\n<li><span>Check that the products are in stock<\/span><\/li>\n<li><span>Request the ordered products from your inventory<\/span><\/li>\n<li><span>Record which products were taken from storage<\/span><\/li>\n<li><span>Perform quality checks<\/span><\/li>\n<li><span><strong>Packaging products:<\/strong><\/span><\/li>\n<li><span>Print packing slip<\/span><\/li>\n<li><span>Print invoice<\/span><\/li>\n<li><span>Package the items securely<\/span><\/li>\n<li><span>Weigh and measure products<\/span><\/li>\n<li><span>Attach the shipping label to the packaging<\/span><\/li>\n<li><span><strong>Dispatching the products:<\/strong><\/span><\/li>\n<li><span>Examine your other orders for delivery overlaps<\/span><\/li>\n<li><span>Arrange the delivery<\/span><\/li>\n<li><span>Load items into the delivery vehicle<\/span><\/li>\n<li><span><strong>Post-dispatch:<\/strong><\/span><\/li>\n<li><span>Send a confirmation email to the customer<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-06-order-processing-checklist\">\n<h2>PR. 06: Order Processing Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for ensuring the successful completion of a transaction<\/span><span>.<\/span><\/p>\n<p><span>The Construction Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/order-processing-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Introduction:<\/strong><\/span><\/li>\n<li><span>Record product and client details<\/span><\/li>\n<li><span>Record which salesperson made the sale<\/span><\/li>\n<li><span>Check product Is in stock<\/span><\/li>\n<li><span>Ensure payment has been successfully made<\/span><\/li>\n<li><span>Review delivery method<\/span><\/li>\n<li><span>Note appropriate time and date for delivery<\/span><\/li>\n<li><span>Contact delivery company<\/span><\/li>\n<li><span>Notify warehouse of date and time of pickup<\/span><\/li>\n<li><span>Notify customer of delivery confirmation<\/span><\/li>\n<li><span>Record completed delivery in CRM<\/span><\/li>\n<li><span>Assign a follow up to check customer satisfaction<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-07-vehicle-inspection-checklist\">\n<h2>PR. 07: Vehicle Inspection Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for performing a yearly vehicle inspection<\/span><span>.<\/span><\/p>\n<p><span>The On-Site Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/vehicle-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><span><strong>Inspection details:<\/strong><\/span><\/li>\n<li><span>Record the vehicle inspector's details<\/span><\/li>\n<li><span>Note down the vehicle operator's details<\/span><\/li>\n<li><span>Document the vehicle's details<\/span><\/li>\n<li><span><strong>Brakes:<\/strong><\/span><\/li>\n<li><span>Check the brakes<\/span><\/li>\n<li><span>Test the emergency brake<\/span><\/li>\n<li><span><strong>Bumpers:<\/strong><\/span><\/li>\n<li><span>Check front bumper<\/span><\/li>\n<li><span>Inspect rear bumper<\/span><\/li>\n<li><span><strong>Interior:<\/strong><\/span><\/li>\n<li><span>Check the horn<\/span><\/li>\n<li><span>Inspect the seat belts<\/span><\/li>\n<li><span>Make sure the front and rear defrosters work<\/span><\/li>\n<li><span>Try out the heating<\/span><\/li>\n<li><span>Check for any emergency equipment<\/span><\/li>\n<li><span><strong>License and insurance details:<\/strong><\/span><\/li>\n<li><span>Check the operator's driver's license<\/span><\/li>\n<li><span>Verify that the vehicle\/operator has valid insurance<\/span><\/li>\n<li><span><strong>Lights:<\/strong><\/span><\/li>\n<li><span>Check headlights<\/span><\/li>\n<li><span>Make sure tail lights are okay<\/span><\/li>\n<li><span>Test brake lights<\/span><\/li>\n<li><span>Check turn signals<\/span><\/li>\n<li><span>Check reversing lights<\/span><\/li>\n<li><span>Test four-way flashers<\/span><\/li>\n<li><span>Make sure the license plate light is working<\/span><\/li>\n<li><span><strong>Mirrors:<\/strong><\/span><\/li>\n<li><span>Check outside mirrors<\/span><\/li>\n<li><span>Inspect inside mirror<\/span><\/li>\n<li><span><strong>Tires:<\/strong><\/span><\/li>\n<li><span>Make sure the tires and wheels match<\/span><\/li>\n<li><span>Check tire condition<\/span><\/li>\n<li><span>Check wheel alignment<\/span><\/li>\n<li><span>Make sure the spare tire is in good condition<\/span><\/li>\n<li><span>Check tools for replacing tires<\/span><\/li>\n<li><span><strong>Under the hood:<\/strong><\/span><\/li>\n<li><span>Check the brake fluid level<\/span><\/li>\n<li><span>Measure the windshield washer fluid<\/span><\/li>\n<li><span>Inspect the engine oil level and quality<\/span><\/li>\n<li><span>Examine the battery<\/span><\/li>\n<li><span>Check the power steering fluid level and quality<\/span><\/li>\n<li><span>Inspect any hoses<\/span><\/li>\n<li><span><strong>Windshield and accessories:<\/strong><\/span><\/li>\n<li><span>Check the windshield<\/span><\/li>\n<li><span>Inspect the rear window<\/span><\/li>\n<li><span>Make sure the windows are in good condition<\/span><\/li>\n<li><span>Check the window controls<\/span><\/li>\n<li><span>Inspect the windshield wipers<\/span><\/li>\n<li><span><strong>Final verdict:<\/strong><\/span><\/li>\n<li><span>Give the vehicle inspection verdict<\/span><\/li>\n<li><span>Notify owner the vehicle is ready for collection<\/span><\/li>\n<li><span>Notify owner the vehicle has failed the inspection<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-08-warehouse-safety-checklist\">\n<h2>PR. 08: Warehouse Safety Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for making sure that your warehouse meets safety standards<\/span><span>.<\/span><\/p>\n<p><span>The On-Site Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/warehouse-safety-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><span><strong>Warehouse safety checklist details:<\/strong><\/span><\/li>\n<li><span>Record your details<\/span><\/li>\n<li><span>Record the details of the warehouse safety inspection<\/span><\/li>\n<li><span><strong>General safety checks:<\/strong><\/span><\/li>\n<li><span>Check for damage to surfaces<\/span><\/li>\n<li><span>Make sure there are no obstructions<\/span><\/li>\n<li><span>Inspect cleanliness<\/span><\/li>\n<li><span>Check warehouse lighting<\/span><\/li>\n<li><span>Examine fire precautions<\/span><\/li>\n<li><span>Make sure the warehouse is well ventilated<\/span><\/li>\n<li><span>Ensure that sufficient drainage is installed<\/span><\/li>\n<li><span>Check that all exits are clearly marked<\/span><\/li>\n<li><span>Verify that all hazardous materials are labelled<\/span><\/li>\n<li><span><strong>Aisles:<\/strong><\/span><\/li>\n<li><span>Make sure aisles are marked<\/span><\/li>\n<li><span>Check that all aisles are wide enough<\/span><\/li>\n<li><span><strong>Storage racks:<\/strong><\/span><\/li>\n<li><span>Inspect storage racks for damage<\/span><\/li>\n<li><span>Check that items are stacked safely<\/span><\/li>\n<li><span><strong>Stairs:<\/strong><\/span><\/li>\n<li><span>Examine whether all stairs are uniform<\/span><\/li>\n<li><span>Make sure railings are installed where appropriate<\/span><\/li>\n<li><span><strong>Loading dock:<\/strong><\/span><\/li>\n<li><span>Check vehicle inspections<\/span><\/li>\n<li><span>Inspect dock doors<\/span><\/li>\n<li><span><strong>Equipment:<\/strong><\/span><\/li>\n<li><span>Confirm that hard hats are being used in danger zones<\/span><\/li>\n<li><span>Make sure that all tools are being inspected regularly<\/span><\/li>\n<li><span><strong>Inspection summary:<\/strong><\/span><\/li>\n<li><span>Give a final verdict<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-09-electrical-inspection-checklist\">\n<h2>PR. 09: Electrical Inspection Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for performing an electrical inspection for a residential property.<\/span><\/p>\n<p><span>The On-Site Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/electrical-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Introduction to Electrical Inspection Checklist:<\/strong><\/span><\/li>\n<li><span>Record the details of the inspection<\/span><\/li>\n<li><span>Record your inspector details<\/span><\/li>\n<li><span><strong>Inspector safety checks:<\/strong><\/span><\/li>\n<li><span>Are there exposed energized conductors or circuit parts?<\/span><\/li>\n<li><span>Can the risk of exposure to hazards be justified?<\/span><\/li>\n<li><span>What is the voltage of the equipment?<\/span><\/li>\n<li><span>Where are the approach boundaries for shock protection?<\/span><\/li>\n<li><span>Will the inspection involve crossing those boundaries?<\/span><\/li>\n<li><span>Has an incident energy analysis been performed?<\/span><\/li>\n<li><span>Do you know short-circuit current and clearing times?<\/span><\/li>\n<li><span>Where is the Arc Flash Boundary?<\/span><\/li>\n<li><span>Will any part of the body be within this boundary?<\/span><\/li>\n<li><span>What PPE will be used for Arc Flash protection?<\/span><\/li>\n<li><span>Is the appropriate PPE available?<\/span><\/li>\n<li><span>Is the inspector qualified for this task and risk?<\/span><\/li>\n<li><span><strong>Fundamental residential checks:<\/strong><\/span><\/li>\n<li><span>Check wiring methods for support and suitability<\/span><\/li>\n<li><span>Inspect cable installation<\/span><\/li>\n<li><span>Check boxes for suitability for use<\/span><\/li>\n<li><span>Verify that boxes are installed in suitable locations<\/span><\/li>\n<li><span>Make sure cables are secured to boxes<\/span><\/li>\n<li><span>Check boxes for conductor fill<\/span><\/li>\n<li><span>Provide boxes are positioned correctly to be flush<\/span><\/li>\n<li><span>Check splicing devices on equipment grounding conductors<\/span><\/li>\n<li><span>Make sure equipment grounding conductors are suitable<\/span><\/li>\n<li><span>Inspect floor and ceiling boxes for listing<\/span><\/li>\n<li><span>Check recessed luminaires for clearances<\/span><\/li>\n<li><span>Inspect cables in contact with thermal insulation<\/span><\/li>\n<li><span>Check wall switch locations for grounded conductors<\/span><\/li>\n<li><span>Provide overall notes about the inspection<\/span><\/li>\n<li><span>Send inspection report<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-10-electrical-inspection-checklist-motors-and-vehicles\">\n<h2>PR. 10: Electrical Inspection Checklist: Motors and Vehicles<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for performing an electrical inspection for motors and vehicles<\/span><span>.<\/span><\/p>\n<p><span>The On-Site Manager&nbsp;<\/span><span>is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/electrical-inspection-checklist-motors-and-vehicles\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Intro to Motors and Vehicles:<\/strong><\/span><\/li>\n<li><span>Record inspection details<\/span><\/li>\n<li><span>Run general inspection safety checklist<\/span><\/li>\n<li><span>Check ampacities and sizing are based on tables not nameplates<\/span><\/li>\n<li><span>Verify ampacities are +125% of table FLC<\/span><\/li>\n<li><span>Check the conductors which supply multiple motors<\/span><\/li>\n<li><span>Check the motor overload protection<\/span><\/li>\n<li><span>Check the short-circuit and ground-fault protection<\/span><\/li>\n<li><span>Verify there is proper overcurrent protection<\/span><\/li>\n<li><span>Make sure the motor controllers are the proper type<\/span><\/li>\n<li><span>Check MCCs for proper ratings<\/span><\/li>\n<li><span>Check the motor disconnects<\/span><\/li>\n<li><span>Inspect the controller disconnects<\/span><\/li>\n<li><span>Inspect the motor disconnects<\/span><\/li>\n<li><span>Write down overall notes regarding inspection<\/span><\/li>\n<li><span>Send report via email to key stakeholders<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-11-electrical-inspection-checklist-marinas-docks-and-boatyards\">\n<h2>PR. 11: Electrical Inspection Checklist: Marinas, Docks, and Boatyards<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for performing an electrical inspection for marinas, docks, and boatyards<\/span><span>.<\/span><\/p>\n<p><span>The On-Site Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/electrical-inspection-checklist-marinas-docks-and-boatyards\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Intro to Marinas, Docks, and Boatyards:<\/strong><\/span><\/li>\n<li><span>Record inspection details<\/span><\/li>\n<li><span>Run general inspection safety checklist<\/span><\/li>\n<li><span>Determine the applicability of Article 555<\/span><\/li>\n<li><span>Inspect the shore power receptacles<\/span><\/li>\n<li><span>Make sure general use receptacles are GFCI protected<\/span><\/li>\n<li><span>Check each boat can be isolated from its supply circuit<\/span><\/li>\n<li><span>Verify shore power receptacles are powered properly<\/span><\/li>\n<li><span>Review feeder and service calculations<\/span><\/li>\n<li><span>Make sure wiring methods are suitable for wet locations<\/span><\/li>\n<li><span>Make sure equipment is correctly grounded<\/span><\/li>\n<li><span>Check all wiring over and under navigable water for clearance<\/span><\/li>\n<li><span>Check wiring in motor fuel dispensing stations<\/span><\/li>\n<li><span>Make sure floating dock service equipment is adjacent<\/span><\/li>\n<li><span>Verify ground-fault protection for main overcurrent device<\/span><\/li>\n<li><span>Write down overall notes regarding inspection<\/span><\/li>\n<li><span>Send report via email to key stakeholders<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-12-electrical-inspection-checklist-electric-vehicle-charging-equipment\">\n<h2>PR. 12: Electrical Inspection Checklist: Electric Vehicle Charging Equipment<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for performing an electrical inspection for electric vehicle charging equipment<\/span><span>.<\/span><\/p>\n<p><span>The On-Site Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/electrical-inspection-checklist-electric-vehicle-charging-equipment\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span>I<\/span><span><strong>ntro to Electrical Vehicle Charging Equipment:<\/strong><\/span><\/li>\n<li><span>Record inspection details<\/span><\/li>\n<li><span>Run general inspection safety checklist<\/span><\/li>\n<li><span>Make sure all equipment, devices, and fittings are listed<\/span><\/li>\n<li><span>Check the condition of the electric vehicle coupler<\/span><\/li>\n<li><span>Make sure coupler and cable safeguards have been provided<\/span><\/li>\n<li><span>Verify the rating of branch-circuit and feeder overcurrent devices<\/span><\/li>\n<li><span>Check for the provision of a personnel protection system<\/span><\/li>\n<li><span>Check the location of disconnecting means<\/span><\/li>\n<li><span>Make sure there are backfeed prevention provisions<\/span><\/li>\n<li><span>Record location and height of charging equipment<\/span><\/li>\n<li><span>Assess the ventilation needs for any indoor charging equipment<\/span><\/li>\n<li><span>Write down overall notes regarding inspection<\/span><\/li>\n<li><span>Send report via email to key stakeholders<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-13-electrical-inspection-checklist-agricultural-buildings\">\n<h2>PR. 13: Electrical Inspection Checklist: Agricultural Buildings<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for performing an electrical inspection for agricultural buildings.<\/span><\/p>\n<p><span>The On-Site Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/electrical-inspection-checklist-agricultural-buildings\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Intro to Agricultural Buildings:<\/strong><\/span><\/li>\n<li><span>Record inspection details<\/span><\/li>\n<li><span>Run general inspection safety checklist<\/span><\/li>\n<li><span>Determine the applicability of Article 547<\/span><\/li>\n<li><span>Check wiring methods for suitability for the occupancy<\/span><\/li>\n<li><span>Verify that underground grounding conductors are covered<\/span><\/li>\n<li><span>Check switches, circuit breakers, and controllers<\/span><\/li>\n<li><span>Make sure luminaires are installed<\/span><\/li>\n<li><span>Check the arrangement of service equipment is compliant<\/span><\/li>\n<li><span>Make sure an equipotential plane has been installed<\/span><\/li>\n<li><span>Verify that GFCI protection has been provided<\/span><\/li>\n<li><span>Write down overall notes regarding inspection<\/span><\/li>\n<li><span>Send report via email to key stakeholders<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-14-solar-panel-installation-checklist\">\n<h2>PR. 14: Solar Panel Installation Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for installing a new solar panel<\/span><span>.<\/span><\/p>\n<p><span>The lead electrician<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/solar-panel-installation\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Introduction to Solar Panel Installation:<\/strong><\/span><\/li>\n<li><span>Enter the client details<\/span><\/li>\n<li><span>Assess the suitability for solar power<\/span><\/li>\n<li><span>Apply for relevant permits or permission<\/span><\/li>\n<li><span>Choose the photovoltaic system type<\/span><\/li>\n<li><span>Perform a risk assessment on the project<\/span><\/li>\n<li><span>Inspect the roof for stability<\/span><\/li>\n<li><span>Select the location of the inverter and install<\/span><\/li>\n<li><span>Build any scaffolding or support systems needed<\/span><\/li>\n<li><span>Manage the wiring from the roof to your inverter<\/span><\/li>\n<li><span>Prepare the roof for solar panels<\/span><\/li>\n<li><span>Mount the panels on the roof<\/span><\/li>\n<li><span>Connect your panels to the inverter<\/span><\/li>\n<li><span>Run post-installation checks<\/span><\/li>\n<li><span>Add a power meter to measure output<\/span><\/li>\n<li><span>Invite a local government representative for inspection<\/span><\/li>\n<li><span>Invite an electrical company representative for approval<\/span><\/li>\n<li><span>Plan an annual cleaning procedure<\/span><\/li>\n<li><span>Build a process to track grid revenue<\/span><\/li>\n<li><span>Send invoice to the client<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-15-site-inspection-checklist\">\n<h2>PR. 15: Site Inspection Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for performing an inspection on a construction site to guarantee high industry standards are maintained.<\/span><\/p>\n<p><span>The On-Site Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/site-inspection-checklist\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Introduction to Site Inspection Checklist:<\/strong><\/span><\/li>\n<li><span>Record site details<\/span><\/li>\n<li><span>Record project details<\/span><\/li>\n<li><span>Monitor site control practices<\/span><\/li>\n<li><span>Check site facilities<\/span><\/li>\n<li><span>Review site tidiness and accessibility<\/span><\/li>\n<li><span>Assess the use of personal safety equipment<\/span><\/li>\n<li><span>Review first aid and fire safety strategy and adherence<\/span><\/li>\n<li><span>Inspect cranes and hoisting equipment<\/span><\/li>\n<li><span>Assess all compressed air equipment<\/span><\/li>\n<li><span>Check all excavations<\/span><\/li>\n<li><span>Monitor welding and gas cutting operations<\/span><\/li>\n<li><span>Perform standard review of electrical equipment<\/span><\/li>\n<li><span>Review chemical policy and adherence<\/span><\/li>\n<li><span>Inspect site approach to tools<\/span><\/li>\n<li><span>Examine all site scaffolding<\/span><\/li>\n<li><span>Check ladder use and practices<\/span><\/li>\n<li><span>Search for fall hazards<\/span><\/li>\n<li><span>Provide any further overall notes<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-16-facility-inspection-checklist\">\n<h2>PR. 16: Facility Inspection Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for making sure that your warehouse is up to your business' standards.<\/span><\/p>\n<p><span>The On-Site Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/facility-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><span><strong>Facility inspection checklist details:<\/strong><\/span><\/li>\n<li><span>Record your details<\/span><\/li>\n<li><span>Record the details of the facility inspection<\/span><\/li>\n<li><span><strong>General checks:<\/strong><\/span><\/li>\n<li><span>Check for damage to surfaces<\/span><\/li>\n<li><span>Make sure there are no obstructions<\/span><\/li>\n<li><span>Inspect cleanliness<\/span><\/li>\n<li><span>Check warehouse lighting<\/span><\/li>\n<li><span>Examine fire extinguishers<\/span><\/li>\n<li><span>M<\/span><span>ake sure the warehouse is well ventilated<\/span><\/li>\n<li><span>Check the supply of spare pallets<\/span><\/li>\n<li><span><strong>Reception area:<\/strong><\/span><\/li>\n<li><span>Check reception supplies<\/span><\/li>\n<li><span>Inspect the water cooler<\/span><\/li>\n<li><span>See if any vending machines need stocking<\/span><\/li>\n<li><span>Try out the phone line(s)<\/span><\/li>\n<li><span><strong>Offices:<\/strong><\/span><\/li>\n<li><span>Check office supplies<\/span><\/li>\n<li><span>Make sure there's water in the cooler<\/span><\/li>\n<li><span>Inspect whiteboards<\/span><\/li>\n<li><span>Examine computers<\/span><\/li>\n<li><span><strong>Bathrooms:<\/strong><\/span><\/li>\n<li><span>Check toiletry supplies<\/span><\/li>\n<li><span>Make sure everything works<\/span><\/li>\n<li><span><strong>Kitchen:<\/strong><\/span><\/li>\n<li><span>Inspect kitchen supplies<\/span><\/li>\n<li><span>Make sure everything works<\/span><\/li>\n<li><span><strong>Storage:<\/strong><\/span><\/li>\n<li><span>Make sure aisles are marked<\/span><\/li>\n<li><span>Check that all aisles are wide enough<\/span><\/li>\n<li><span>Inspect storage racks for damage<\/span><\/li>\n<li><span>Check that items are stacked safely<\/span><\/li>\n<li><span><strong>Loading dock:<\/strong><\/span><\/li>\n<li><span>Check vehicle inspections<\/span><\/li>\n<li><span>Inspect dock doors<\/span><\/li>\n<li><span>Make sure all vehicles are fueled up<\/span><\/li>\n<li><span>Confirm the location of all vehicle keys<\/span><\/li>\n<li><span><strong>Workstations:<\/strong><\/span><\/li>\n<li><span>Examine safety equipment<\/span><\/li>\n<li><span>Make sure tools are accounted for<\/span><\/li>\n<li><span><strong>Inspection summary:<\/strong><\/span><\/li>\n<li><span>Give a final verdict<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-17-forklift-inspection-checklist\">\n<h2>PR. 17: Forklift Inspection Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for making sure that your machines are up to safety and operational standards.<\/span><\/p>\n<p><span>The On-Site Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/forklift-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><strong>Introduction:<\/strong><\/li>\n<li><span><strong>Pre-inspection details:<\/strong><\/span><\/li>\n<li><span>Record your details<\/span><\/li>\n<li><span>Note down inspection details<\/span><\/li>\n<li><span><strong>Motor off checks:<\/strong><\/span><\/li>\n<li><span>Check for general damage and leaks<\/span><\/li>\n<li><span>Inspect tires<\/span><\/li>\n<li><span>Determine fork condition<\/span><\/li>\n<li><span>Check the load backrest extension<\/span><\/li>\n<li><span>Make sure finger guards are present<\/span><\/li>\n<li><span>Check the overhead guard<\/span><\/li>\n<li><span>Inspect fluid levels<\/span><\/li>\n<li><span>Test the seat belt<\/span><\/li>\n<li><span>Check the battery restraint system<\/span><\/li>\n<li><span>Make sure operator's manual is in the container<\/span><\/li>\n<li><span>Verify that capacity plate is attached<\/span><\/li>\n<li><span><strong>Motor on checks:<\/strong><\/span><\/li>\n<li><span>Turn on the motor<\/span><\/li>\n<li><span>Check the accelerator<\/span><\/li>\n<li><span>Make sure that you can reverse<\/span><\/li>\n<li><span>Make sure the brakes are working<\/span><\/li>\n<li><span>Try out your horn<\/span><\/li>\n<li><span>Check the lights<\/span><\/li>\n<li><span>Test the fork operation<\/span><\/li>\n<li><span><strong>Final forklift inspection checklist verdict:<\/strong><\/span><\/li>\n<li><span>Give the final inspection verdict<\/span><\/li>\n<li><\/li>\n<li><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-18-fmea-template-failure-mode-and-effects-analysis\">\n<h2>PR. 18: FMEA Template: Failure Mode and Effects Analysis<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for performing a FMEA<\/span><span>.<\/span><\/p>\n<p><span>The General Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/fmea-template-failure-mode-and-effects-analysis\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Intro to FMEA Template: Failure Mode and Effects Analysis:<\/strong><\/span><\/li>\n<li><span>Record the stakeholders involved in the analysis<\/span><\/li>\n<li><span>Define the scope of your investigation<\/span><\/li>\n<li><span>Determine all the functions within the process<\/span><\/li>\n<li><span>Identify all the possible failures for each function<\/span><\/li>\n<li><span>Identify all the consequences for each failure mode<\/span><\/li>\n<li><span>Determine the severity rating for each effect<\/span><\/li>\n<li><span>Establish the root causes for each failure mode<\/span><\/li>\n<li><span>Calculate the occurrence rating for each cause<\/span><\/li>\n<li><span>Determine the existing process controls for each cause<\/span><\/li>\n<li><span>Calculate the detection rating for each control<\/span><\/li>\n<li><span>Calculate the Risk Priority Number<\/span><span> <\/span><span>(RPN)<\/span><span> for each failure mode<\/span><\/li>\n<li><span>Calculate the criticality for each failure mode<\/span><\/li>\n<li><span>Identify corrective actions and responsibilities<\/span><\/li>\n<li><span>Estimate projected RPNs and criticality for proposed solutions<\/span><\/li>\n<li><span>Establish a tracking process to monitor solution performances<\/span><\/li>\n<li><span>Upload your finished FMEA grid<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-19-swot-analysis\">\n<h2>PR. 19: SWOT Analysis<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for performing a SWOT analysis.<\/span><\/p>\n<p><span>The General Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/swot-analysis-template\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span>I<\/span><span><strong>ntroduction:<\/strong><\/span><\/li>\n<li><span><strong>Preparation:<\/strong><\/span><\/li>\n<li><span>Collect basic information<\/span><\/li>\n<li><span>Determine SWOT objective<\/span><\/li>\n<li><span>Record points of contact for all departments<\/span><\/li>\n<li><span>Record point of contact for sales department<\/span><\/li>\n<li><span>Record point of contact for marketing department<\/span><\/li>\n<li><span>Record point of contact for HR department<\/span><\/li>\n<li><span>Record point of contact for support department<\/span><\/li>\n<li><span>Record point of contact for product department<\/span><\/li>\n<li><span>Record additional points of contact<\/span><\/li>\n<li><span>Request SWOT feedback from all departments<\/span><\/li>\n<li><span>Request SWOT feedback from sales department<\/span><\/li>\n<li><span>Request SWOT feedback from marketing department<\/span><\/li>\n<li><span>Request SWOT feedback from HR department<\/span><\/li>\n<li><span>Request SWOT feedback from support department<\/span><\/li>\n<li><span>Request SWOT feedback from product department<\/span><\/li>\n<li><span>Request SWOT feedback from additional contacts<\/span><\/li>\n<li><span>Receive SWOT feedback from different sources<\/span><\/li>\n<li><span><strong>Strengths:<\/strong><\/span><\/li>\n<li><span>Make a list of strengths<\/span><\/li>\n<li><span><strong>Weaknesses:<\/strong><\/span><\/li>\n<li><span>Make a list of weaknesses<\/span><\/li>\n<li><span><strong>Opportunities:<\/strong><\/span><\/li>\n<li><span>Make a list of possible opportunities<\/span><\/li>\n<li><span><strong>Threats:<\/strong><\/span><\/li>\n<li><span>Make a list of possible threats<\/span><\/li>\n<li><span><strong>SWOT results:<\/strong><\/span><\/li>\n<li><span>Observe your SWOT table so far<\/span><\/li>\n<li><span><strong>SWOT strategy:<\/strong><\/span><\/li>\n<li><span>Compare opportunities against strengths<\/span><span> <\/span><span>(OS)<\/span><\/li>\n<li><span>Compare opportunities against weaknesses<\/span><span> <\/span><span>(OW)<\/span><\/li>\n<li><span>Compare threats against strengths<\/span><span> <\/span><span>(TS)<\/span><\/li>\n<li><span>Compare threats against weaknesses<\/span><span> <\/span><span>(TW)<\/span><\/li>\n<li><span>Conclude your SWOT Analysis with a well-defined strategy<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-20-process-for-improving-a-process\">\n<h2>PR. 20: Process for Improving a Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for the process for improving a process<\/span><span>.<\/span><\/p>\n<p><span>The General Manager<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/the-process-for-optimizing-a-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span>Note which process needs optimizing<\/span><\/li>\n<li><span>What: Identify the elements of the process<\/span><\/li>\n<li><span>How: Rethink the methods currently used<\/span><\/li>\n<li><span>Remove non-essential steps<\/span><\/li>\n<li><span>Note which steps can be automated<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-21-company-research-checklist\">\n<h2>PR. 21: Company Research Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for gathering important information on a company you will be pitching to in the near future.<\/span><\/p>\n<p><span>The Research Analyst<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/company-research-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Introduction:<\/strong><\/span><\/li>\n<li><span><strong>Preparation:<\/strong><\/span><\/li>\n<li><span>Enter company details<\/span><\/li>\n<li><span><strong>CRM:<\/strong><\/span><\/li>\n<li><span>Check your CRM for existing company data<\/span><\/li>\n<li><span>Assess any prior engagement with your content<\/span><\/li>\n<li><span><strong>Website research:<\/strong><\/span><\/li>\n<li><span>Read through key pages<\/span><\/li>\n<li><span>Identify any key updates from press and media releases<\/span><\/li>\n<li><span>Determine how you align with their goals<\/span><\/li>\n<li><span><strong>Social media research:<\/strong><\/span><\/li>\n<li><span>Assess the company's LinkedIn page<\/span><\/li>\n<li><span>Evaluate content and messaging on Twitter<\/span><\/li>\n<li><span><strong>Financial data:<\/strong><\/span><\/li>\n<li><span>Locate and analyze most recent financial reports<\/span><\/li>\n<li><span>Summarize important learnings<\/span><\/li>\n<li><span><strong>Final step:<\/strong><\/span><\/li>\n<li><span>Input findings into company's CRM page<\/span><\/li>\n<li><span>Consolidate research into a document<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-22-creating-an-invoice\">\n<h2>PR. 22: Creating an Invoice<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for generatig an invoice in minutes with simple automation.<\/span><span>.<\/span><\/p>\n<p><span>The accountant<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/creating-an-invoice\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Introduction:<\/strong><\/span><\/li>\n<li><span><strong>Information:<\/strong><\/span><\/li>\n<li><span>Enter invoice info<\/span><\/li>\n<li><span>Enter client info<\/span><\/li>\n<li><span>Enter your info<\/span><\/li>\n<li><span><strong>Invoice:<\/strong><\/span><\/li>\n<li><span>Generate the invoice<\/span><\/li>\n<li><span>Receive money<\/span><\/li>\n<li><span>Contact the client to pursue payment<\/span><\/li>\n<li><span>Receive late payment<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-23-accounts-receivable-process\">\n<h2>PR. 23: Accounts Receivable Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for requesting and recording payments made to your company<\/span><span>.<\/span><\/p>\n<p><span>The accountant&nbsp;<\/span><span>is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/accounts-receivable-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Introduction:<\/strong><\/span><\/li>\n<li><span><strong>The buyer:<\/strong><\/span><\/li>\n<li><span>Record buyer details<\/span><\/li>\n<li><span><strong>Establish your credit practices:<\/strong><\/span><\/li>\n<li><span>Send the buyer a credit application<\/span><\/li>\n<li><span>Run a credit check on the purchasing company<\/span><\/li>\n<li><span>Send the buyer your terms of sale<\/span><\/li>\n<li><span><strong>Invoicing:<\/strong><\/span><\/li>\n<li><span>Check customer payment terms<\/span><\/li>\n<li><span>Generate and send invoice in your accounting software<\/span><\/li>\n<li><span><strong>Tracking:<\/strong><\/span><\/li>\n<li><span>Record your activity digitally<\/span><\/li>\n<li><span>Make a second physical copy<\/span><\/li>\n<li><span>Establish monthly contact with your client<\/span><\/li>\n<li><span><strong>Accounting for accounts receivable:<\/strong><\/span><\/li>\n<li><span>Record for sales on credit of services<\/span><\/li>\n<li><span>Record for sales on credit of goods<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-24-accounts-payable-process\">\n<h2>PR. 24: Accounts Payable Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for handling outgoing payments in an efficient and compliant manner<\/span><span>.<\/span><\/p>\n<p><span>The accountant<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/accounts-payable-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Introduction:<\/strong><\/span><\/li>\n<li><span><strong>Purchase order:<\/strong><\/span><\/li>\n<li><span>Enter purchase order details<\/span><\/li>\n<li><span>Send to the vendor accounting department<\/span><\/li>\n<li><span>Send to the receiving department<\/span><\/li>\n<li><span>Send to the senior accountant in your department<\/span><\/li>\n<li><span>File a copy for internal records<\/span><\/li>\n<li><span><strong>Receiving report:<\/strong><\/span><\/li>\n<li><span>Create a receiving report<\/span><\/li>\n<li><span><strong>Document validation:<\/strong><\/span><\/li>\n<li><span>Gather the receiving report, PO, and vendors invoice<\/span><\/li>\n<li><span>Double check a three-way match<\/span><\/li>\n<li><span>Report errors to relevant team member<\/span><\/li>\n<li><span>Confirm all documents have been amended<\/span><\/li>\n<li><span><strong>Payment:<\/strong><\/span><\/li>\n<li><span>Enter the invoice into the accounts payable account<\/span><\/li>\n<li><span>Check dates to avoid penalty charges<\/span><\/li>\n<li><span>Schedule the payment<\/span><\/li>\n<li><span>Stamp all documents<\/span><\/li>\n<li><span>Create voucher for the documents<\/span><\/li>\n<li><span>Store in paid voucher\/invoice file<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-25-income-profit-and-loss-statement-process\">\n<h2>PR. 25: Income (Profit and Loss) Statement Process<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for determining how much money your company has earned and spent each quarter<\/span><span>.<\/span><\/p>\n<p><span>The accountant<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/income-profit-and-loss-statement-process\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Introduction:<\/strong><\/span><\/li>\n<li><span><strong>Gross profit:<\/strong><\/span><\/li>\n<li><span>Record your sources of revenue<\/span><\/li>\n<li><span>Calculate total revenue<\/span><\/li>\n<li><span>Record your costs of goods sold<\/span><span> <\/span><span>(COGS)<\/span><\/li>\n<li><span>Calculate gross profit<\/span><\/li>\n<li><span><strong>Net income:<\/strong><\/span><\/li>\n<li><span>List all other operating expenses<\/span><\/li>\n<li><span>Calculate profit before taxes<\/span><\/li>\n<li><span>Calculate net income<\/span><\/li>\n<li><span><strong>Retained earnings:<\/strong><\/span><\/li>\n<li><span>Consult previous year's report for retained earnings<\/span><span> <\/span><span>(RE)<\/span><\/li>\n<li><span>Take net income\/loss and add to RE<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-26-cash-flow-report\">\n<h2>PR. 26: Cash Flow Report<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for creating a quarterly cash flow report<\/span><span>.<\/span><\/p>\n<p><span>The accountant&nbsp;<\/span><span>is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/cash-flow-report\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Introduction:<\/strong><\/span><\/li>\n<li><span><strong>Preparation:<\/strong><\/span><\/li>\n<li><span>Gather financial documents<\/span><\/li>\n<li><span>Calculate changes in the balance sheet<\/span><\/li>\n<li><span><strong>Analyze cash activities:<\/strong><\/span><\/li>\n<li><span>Determine the sources and uses of cash accounts<\/span><\/li>\n<li><span>C<\/span><span><strong>reate the worksheet:<\/strong><\/span><\/li>\n<li><span>Create the header and columns<\/span><\/li>\n<li><span>Label the rows<\/span><\/li>\n<li><span><strong>Populate the worksheet:<\/strong><\/span><\/li>\n<li><span>Compute total cash receipts<\/span><\/li>\n<li><span>Compute total cash disbursements<\/span><\/li>\n<li><span>Calculate net cash flow<\/span><\/li>\n<li><span>Verify and save the final cash flow statement<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-27-balance-sheet-statement-preparation-checklist\">\n<h2>PR. 27: Balance Sheet Statement Preparation Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for creating a snapshot of your company\u2019s financial position<\/span><span>.<\/span><\/p>\n<p><span>The accountant<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/balance-sheet-statement-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Introduction:<\/strong><\/span><\/li>\n<li><span><strong>Preparation:<\/strong><\/span><\/li>\n<li><span>Gather necessary information<\/span><\/li>\n<li><span>Know the balance sheet's basic accounting equation<\/span><\/li>\n<li><span><strong>Building the statement:<\/strong><\/span><\/li>\n<li><span>Create the header of the balance sheet<\/span><\/li>\n<li><span>Determine and classify assets<\/span><\/li>\n<li><span>Calculate total assets<\/span><\/li>\n<li><span>Determine and classify liabilities<\/span><\/li>\n<li><span>Compute total liabilities<\/span><\/li>\n<li><span>Determine stockholders' equity<\/span><\/li>\n<li><span>Calculate stockholders' equity<\/span><\/li>\n<li><span>Compute liabilities and stockholders' equity<\/span><\/li>\n<li><span>Review the balance sheet<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-28-business-tax-preparation-checklist\">\n<h2>PR. 28: Business Tax Preparation Checklist<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for preparing necessary information and materials to file the business tax return<\/span><span>.<\/span><\/p>\n<p><span>The accountant<\/span><span>&nbsp;is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/business-tax-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Introduction:<\/strong><\/span><\/li>\n<li><span><strong>First step:<\/strong><\/span><\/li>\n<li><span>Record tax advisor\/accountant contact details<\/span><\/li>\n<li><span><strong>Analysis of current and past financial data:<\/strong><\/span><\/li>\n<li><span>Collect copies of federal and state tax returns<\/span><\/li>\n<li><span>Consult copies of articles of incorporation<\/span><\/li>\n<li><span>Calculate year end balance sheets<\/span><\/li>\n<li><span>Review year-end bank statements<\/span><\/li>\n<li><span>Review gross receipts from sales or services<\/span><\/li>\n<li><span>Check sales records<\/span><span> <\/span><span>(for<\/span><span> accrual based taxpayers)<\/span><\/li>\n<li><span>Calculate total returns and allowances<\/span><\/li>\n<li><span>Gather business checking\/savings account interest<\/span><\/li>\n<li><span>Identify other income<\/span><\/li>\n<li><span><strong>Personal identification of owners:<\/strong><\/span><\/li>\n<li><span>List all business owners' details<\/span><\/li>\n<li><span>Note the identification number of the business<\/span><\/li>\n<li><span><strong>Benefits, loans and transactions documents:<\/strong><\/span><\/li>\n<li><span>Compile details of fringe benefits<\/span><\/li>\n<li><span>Gather documents of business loans<\/span><\/li>\n<li><span>Gather records of all business insurance<\/span><\/li>\n<li><span>Locate information on interest expenses<\/span><\/li>\n<li><span>Document legal fees<\/span><\/li>\n<li><span><strong>Payroll data:<\/strong><\/span><\/li>\n<li><span>Collect payroll forms<\/span><\/li>\n<li><span>List commissions paid to subcontractors<\/span><\/li>\n<li><span>Record wages paid to employees<\/span><\/li>\n<li><span><strong>Expense details:<\/strong><\/span><\/li>\n<li><span>Collate all advertising costs<\/span><\/li>\n<li><span>Document all transportation and travel expenses<\/span><\/li>\n<li><span>Record office supply expenses<\/span><\/li>\n<li><span>Record rental expenses<\/span><\/li>\n<li><span>List any other expenses<\/span><\/li>\n<li><span><strong>List of assets and depreciation:<\/strong><\/span><\/li>\n<li><span>Disclose asset acquisitions<\/span><\/li>\n<li><span>Work out your depreciation expense schedules<\/span><\/li>\n<li><span>Document details of asset dispositions<\/span><\/li>\n<li><span><strong>IRS correspondence:<\/strong><\/span><\/li>\n<li><span>Find any communications with the IRS<\/span><\/li>\n<li><span><strong>Compile and deliver the documentation:<\/strong><\/span><\/li>\n<li><span>Schedule meeting with your tax adviser\/accountant<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"pr-29-annual-financial-report-template\">\n<h2>PR. 29: Annual Financial Report Template<\/h2>\n<div class=\"text-content\">\n<p><span><strong>Summary<\/strong><\/span><\/p>\n<p><span>This procedure defines the requirements for creating a comprehensive overview of all financial, operational, and strategic activity of the organization<\/span><span>.<\/span><\/p>\n<p><span>The accountant&nbsp;<\/span><span>is responsible for the implementation and management of this procedure.<\/span><\/p>\n<p><span><strong>Revision and Approval<\/strong><\/span><\/p>\n<p><span>Revision number: 001<\/span><\/p>\n<p><span>Revision date: 01\/02\/2019<\/span><\/p>\n<p><span>Nature of changes: Initial process documented.<\/span><\/p>\n<p><span>Approved by: Oliver Peterson<\/span><\/p>\n<p><span><strong>Procedure Template &amp; Template History:<\/strong><\/span><span><strong>&nbsp;<\/strong><\/span><span><strong>(<\/strong><\/span><a href=\"https:\/\/www.process.st\/templates\/annual-financial-report-template\/\" rel=\"nofollow noopener\" target=\"_blank\"><span><strong>URL<\/strong><\/span><\/a><span><strong>)<\/strong><\/span><\/p>\n<p><span><strong>Procedure<\/strong><\/span><\/p>\n<ol>\n<li><span><strong>Introduction:<\/strong><\/span><\/li>\n<li><span><strong>Gather financial statements:<\/strong><\/span><\/li>\n<li><span>Contact accounting department for financial statements<\/span><\/li>\n<li><span>Determine any additional sections of the report<\/span><\/li>\n<li><span><strong>Verify financial data:<\/strong><\/span><\/li>\n<li><span>Check liabilities plus equity is equal to total assets<\/span><\/li>\n<li><span>Check retained earnings has been updated<\/span><\/li>\n<li><span>Check profit before taxes is present<\/span><\/li>\n<li><span>Add the increase\/decrease to year opening cash balance<\/span><\/li>\n<li><span>Confirm all figures are correct<\/span><\/li>\n<li><span>Describe the errors that have been identified<\/span><\/li>\n<li><span>Request errors to be amended<\/span><\/li>\n<li><span>Add a section explaining the report's structure<\/span><\/li>\n<li><span><strong>Letter from the CEO:<\/strong><\/span><\/li>\n<li><span>Send your CEO the financial overview<\/span><\/li>\n<li><span>Add the CEO's letter to the report<\/span><\/li>\n<li><span><strong>Senior management profiles:<\/strong><\/span><\/li>\n<li><span>Contact HR for a list of directors and senior management<\/span><\/li>\n<li><span>Contact each for a brief quote about annual performance<\/span><\/li>\n<li><span><strong>Plans for the future:<\/strong><\/span><\/li>\n<li><span>Enter the company's strategic plan<\/span><\/li>\n<li><span>Add info on new product and services for coming year<\/span><\/li>\n<li><span>Include the accompanying adjusted projections<\/span><\/li>\n<li><span><strong>Submit for review:<\/strong><\/span><\/li>\n<li><span>Pass to a colleague for review and editing assistance<\/span><\/li>\n<li><span>Submit to the CEO for review<\/span><\/li>\n<li><span>Obtain signatures from the CEO and CFO<\/span><\/li>\n<li><span>Gain top management &amp; board of directors' approval<\/span><\/li>\n<li><span>Submit to the relevant regulatory body<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"performance-evaluation\">\n<h2>Performance evaluation:<\/h2>\n<div class=\"text-content\">\n<h4>Monitoring, measuring, analysis and evaluation<\/h4>\n<p>The organization&nbsp;<strong>monitors<\/strong> environmental performance in the following ways:<\/p>\n<ul>\n<li>Environment &amp; Sustainable Development Governance Structure<\/li>\n<li>Progress against Environmental Objectives<\/li>\n<li>The Green Scorecard<\/li>\n<\/ul>\n<p>The organization&nbsp;<strong>measures<\/strong> environmental performance in the following ways:<\/p>\n<ul>\n<li>Environmental Management Operational Procedures<\/li>\n<li>Estate Management Records<\/li>\n<li>Calibration of Equipment<\/li>\n<\/ul>\n<h4>Internal Audit<\/h4>\n<p>A key part of checking compliance with both EMS operational procedures and the requirements of ISO 14001:2015 is via an internal audit programme.<\/p>\n<p>The EMS audit programme is coordinated by the Environment &amp; Sustainability Manager and<br \/>details the frequency and general focus of internal audits.<\/p>\n<p>The programme is recorded within the EMS Action Tracking System. The schedule may be altered at any time as necessary to ensure all areas are audited at a frequency determined by the associated risk of non-compliance.<\/p>\n<p>A <a href=\"https:\/\/www.process.st\/templates\/iso-14001-environmental-management-self-audit-checklist\" rel=\"nofollow noopener\" target=\"_blank\">template for internal audit reports<\/a> has been set up and is stored via Cloud within the company's Process Street account organization.<\/p>\n<p>Internal audits performed on a bi-quarterly basis.<\/p>\n<h4>Management Review<\/h4>\n<p>The organization&nbsp;uses its Environment and Sustainable Development Governance Structure to<br \/>ensure thorough consideration and review of the continued adequacy of the EMS.<\/p>\n<p>In summary; the Director of Facilities Management chairs the Environmental Management<br \/>Review Meeting of the EMS.<\/p>\n<p>The group is coordinated by, and records of the meetings retained by the Environment &amp; Sustainability Manager, within the SHE Section\u2019s S: drive.<\/p>\n<p>To ensure that the group includes each of the requirements of ISO 14001:2015 at least annually,<br \/>a <a href=\"https:\/\/www.process.st\/templates\/iso-14001-ems-structure-template\" rel=\"nofollow noopener\" target=\"_blank\">Structure Template<\/a> is maintained by the Environment &amp; Sustainability Manager.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"improvement\">\n<h2>Improvement:<\/h2>\n<div class=\"text-content\">\n<h4>Improvements<\/h4>\n<p>This EMS is due to be reviewed by executive management every 6 months. The Environmental Manager is responsible for organizing and chairing this meeting.<\/p>\n<p>All notes from each review committee meeting will be uploaded into this section of the EMS.<\/p>\n<p>The items to be improved for consideration in the next review committee meeting are as follows:<\/p>\n<ul>\n<li>Formalization of the DMAIC process for procedure improvement.<\/li>\n<li>Formalization of the DFSS process for procedure creation.<\/li>\n<li>Formalization of the procedure for identifying environmental objectives to determine whether DFSS is necessary.<\/li>\n<li>Creation of process diagrams and maps to illustrate the various flows within the company.<\/li>\n<li>Creation of a procedure for environmental management administration applicable to the role of the Environmental Manager<\/li>\n<li>Creation of a procedure for the timely update of the EMS mini-manual in line with individual procedure updates.<\/li>\n<\/ul>\n<p><strong>Disclaimer<\/strong>:<\/p>\n<ol>\n<li>Process Street is not affiliated or in partnership with the International Organization for Standardization (ISO). The materials on Process Street\u2019s website are provided on an as-is basis and are for educational purposes. Process Street makes no warranties, expressed or implied, and hereby disclaims and negates all other warranties including, without limitation, implied warranties or conditions of merchantability, fitness for a particular purpose, or non-infringement of intellectual property or other violation of rights.\n<\/li>\n<li>Further, Process Street does not warrant or make any representations concerning the accuracy, likely results, or reliability of the use of the materials on its website or otherwise relating to such materials or on any sites linked to this site.<\/li>\n<\/ol><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>How to use this template This template is an example of a fully fleshed-out mini-manual of&nbsp;standard operating procedures&nbsp;which adhere to ISO 14001:2015 requirements for an environmental management system (EMS) for the fictional construction company Black Mesa Construction. Add this template to your organization in Process Street and you can select \"edit template\" to change the [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":17641,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"42","template_description":"An ISO 14001:2015 compliant EMS mini-manual complete with requirements and standard operating procedures, created for Black Mesa Construction (a fictional construction company).","template_id":"qYE67gAzjRw6bkHDCJFHJA","task_0":"How to use this template","task_slug_0":"how-to-use-this-template","task_1":"Introduction:","task_slug_1":"introduction","task_2":"Amendments:","task_slug_2":"amendments","task_3":"Scope:","task_slug_3":"scope","task_4":"Normative references:","task_slug_4":"normative-references","task_5":"Terms and definitions:","task_slug_5":"terms-and-definitions","task_6":"Context of the organization:","task_slug_6":"context-of-the-organization","task_7":"Leadership:","task_slug_7":"leadership","task_8":"Planning:","task_slug_8":"planning","task_9":"Support:","task_slug_9":"support","task_10":"Operation:","task_slug_10":"operation","task_11":"PR. 01: Construction Proposal Template","task_slug_11":"pr-01-construction-proposal-template","task_12":"PR. 02: Construction Progress Report","task_slug_12":"pr-02-construction-progress-report","task_13":"PR. 03: Inventory Management Process","task_slug_13":"pr-03-inventory-management-process","task_14":"PR. 04: ISO Container Inspection Checklist","task_slug_14":"pr-04-iso-container-inspection-checklist","task_15":"PR. 05: Order Fulfilment Checklist","task_slug_15":"pr-05-order-fulfilment-checklist","task_16":"PR. 06: Order Processing Checklist","task_slug_16":"pr-06-order-processing-checklist","task_17":"PR. 07: Vehicle Inspection 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