Have you got written instructions for every procedure that happens in your business? If not, you really should have. It’s important to standardize procedures for crucial business tasks to set benchmarks that staff must meet and follow.  While this may seem daunting, it doesn’t have to be. You could plan to do one procedure a day or week and you’ll be surprised at how soon you build up your manual.  So, what are the benefits of having procedures in your business?

  • Procedures help you to delegate and outsource more effectively.
  • They give you a backup plan when you need help.
  • They serve as a reference tool and ensure consistency.
  • They enable you and your business for opportunity, growth, and success.
  • They allow you to take time off.
  • They save you time, effort, and unnecessary stress.
  • If they’re documented, it makes them easy to share, transfer and delegate.
  • They are repeatable, deliver reliable results consistently and enable continuity.
  • You gain credibility with your team and clients.
  • You establish trust.
  • You build confidence with those you support.
  • You increase efficiency, allowing you to save both time and money, and as a result, make your business more profitable.
  • They enable you to provide a reliable service.

What are procedures?

  • They are a recognized way of doing something that contains a series of actions performed in a specific order.
  • They fit into a larger system for making your business run effectively and efficiently.

What could you use a procedure for?

  • Time and task management
  • Staff Training
  • Filing
  • Client onboarding
  • Travel planning
  • Project Management
  • Financial Accounts Management
  • Data Protection
  • Meeting and event planning
  • Customer service
  • Sales and Marketing
  • Cyber Attack
  • Recovery from adversity

How should you put a procedure together?

  • Use a template to standardize
  • Write it down step by step
  • Write orders, not sentences
  • Use bullets or numbers
  • Create graphics or visuals to help where necessary
  • Once the above has been completed ask someone to test your procedure

Once you have written procedures in place for each business process, review and update them. Keep them together in a manual so that staff can be empowered and informed for every task that needs to be performed.

I hope that shows you how important a Business Operations Manual is. If you’d like help to create yours, please contact us for support.

You can find a free template for a procedure on the tips and support page on my website.


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