The Easy Guide to Creating an Operations Manual

A standard operations manual is essential to streamlining your business. It defines the roles of employees, what they are responsible for, how to carry out a process, what to do in case of an emergency and so on.

In this guide, we’ll look at how to create an operations manual in a few easy steps.

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 Operations Manual
Process Map for Operations Manual (Click 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.

Organizational chart for an Operations Manual - how to create an operations manual
Organizational Cart for an Operations Manual (Click 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 Template - how to create an operations manual
Phone Tree Template (Click 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.

Create a Centralized Location for the Operations Manual with the Creately Viewer

Making your company operations manual easily available to your employees is important. The Creately Viewer is a great tool that can help you with this.

With a mind map like the one below, you can quickly create a repository of important documents. You can link each branch to the diagrams and other external documents you have created.

The Creately Viewer will help you embed the mind map in your website, company wiki or intranet easily.

Any changes you make to the original diagram will be reflected on the Viewer. It also allows the reader to navigate from one resource to the other and read them easily.  

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.

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.

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