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The Easy Guide To Creating An Operations Manual - Creately

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!

Special o*er on all Annual Plans - 40% o*

Resources The Easy Guide to


HR Planning
Creating an
IT &
Operations Operations Manual
Marketing &
Updated on: 07 December 2022 | 4 min read
Sales

Project
Management

Production &
Manufacturing

Software
Teams

Education
A standard operations manual is essential to
streamlining your business. It defines the
BPM
roles of employees, what they are
Product
Management
responsible for, how to carry out a process,

Brainstorming what to do in case of an emergency and so

Strategy & on.


Planning

Meeting & In this guide, we’ll look at how to create an


Visual operations manual in a few easy steps.
Collaboration

Research & !" What is an Operations Manual


Analysis
$" How to Create an Operations Manual
Wiki

Guides &
!" Document Processes
Best
:
Practices $" Define Business Policies
Creating
Operations
%" Specify Organizational Hierarchy and
Manual Job Roles

&" Write Job Descriptions and Contact


Details

'" Clarify the Emergency Response Plan

%" Got Any Tips on Creating an Operations


Manual?

What is an Operations Manual


In simplest of terms, an operations manual is
a document that explains how a company
does things or get things done. It can come
in the form of a printed small booklet or an
online resource like a company wiki.

The operations manual outlines the


processes that are necessary to achieve
business goals, documents on how to do
them, and who is responsible for carrying
them out.

A company can have more than one


operations manual. They would be used to
cover different business aspects such as
marketing, employee training, customer
support, etc.
:
Some benefits of an operations manual are,

It helps train new employees as it


reduces the learning curve

It allows you to record and preserve the


knowledge that is limited to a few
experts in the company

It helps improve and standardize


processes

It lets you quickly identify the suitable


personnel when it comes to assigning or
delegating tasks

It reduces liability and makes your


business more scalable

It helps make everyone accountable for


the work they do

It allows you to store important


information such as process maps,
employee contact details, business
policies, etc. in one central location that
can be easily accessed by everyone

How to Create an Operations


Manual
Operations manual may differ from company
to company and they may also vary in size;
:
while some companies create operations
manuals that are multiple pages long, some
stick with a few documents.

The following areas are common to most


business operations manuals.

Document Processes

This section will take up the most space of


your operations manual, especially if your
company has multiple departments,
therefore multiple processes.

The easiest way to document how processes


should be carried out is through
visualization.

Process maps, flowcharts, and BPMN


diagrams are some of the tools you can use
here. They will break down the processes
into individual steps and represent the flow
an employee should adhere to.

And with swimlanes, you can also indicate


the process owners or the department that
is responsible for carrying out the process
steps like in the process map example below.
:
Process Map for Operation Manual RClick on
the template to edit it online)

You can learn more about process


documentation with our comprehensive
guide to process documentation.

Define Business Policies

Write down your business policies.


Remember that these are different from your
company social policies like employee
bonuses, holiday leaves, etc. that mostly
deal with things related to employees and
their behavior.

Business policies include the standards you


use to deal with business related tasks.

Specify Organizational Hierarchy and


Job Roles
:
Outline the hierarchy of your organization
starting from the top.

An organizational chart is an excellent tool to


help you quickly visualize the company
hierarchy and reporting relationships among
the employees and their seniors in a smart
way.

Org Chart for Operation Manual

Org Chart for Operation Manual RClick on the


template to edit it online)

Write Job Descriptions and Contact


Details

While you can add the job descriptions to the


organizational chart you have created, here
you should highlight the job role’s
responsibilities, experience, and skills.

On a separate phone tree diagram, you can


neatly list down all the contact details of the
employees in an easy-to-scan manner.

Phone Tree Diagram

Phone Tree Diagram RClick on the template


to edit it online)

Clarify the Emergency Response Plan


:
An emergency can come in any form; as a
fire in the warehouse or a virus that affects
computers. In such a case, it helps to have
specified the steps you need to take to
minimize the impact. Or avoid it in the first
place.

List down procedures you need to take for


emergencies that are most likely to occur in
your organization.

Got Any Tips on Creating an


Operations Manual?
In addition to the elements we have
discussed here you could include more areas
like mission and vision statement, company
goals, legal requirements etc. to your
operations manual.

Got any thoughts? Do let us know in the


comment section below.

Join over thousands of


organizations that use Creately
to brainstorm, plan, analyze, and
execute their projects
successfully.
:
Get started here

How to Create an Operations Manual

Operations Manual

What is an Operations Manual

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Author
Amanda Athuraliya
Amanda Athuraliya is the communication
specialist/content writer at Creately, online
diagramming and collaboration tool. She is an avid
reader, a budding writer and a passionate researcher
who loves to write about all kinds of topics.

View all posts by Amanda Athuraliya →

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