Operational Manual [Template] | Scribe

    Operational Manual [Template]

      [DELETE AFTER READING: Here is a generic template that you can use to outline and share an Operational Manual using Scribe. You can learn more about Scribe here and see how to duplicate and use this template here.]

      An operational manual template is a document that outlines the standard procedures and processes for a specific business, organization or industry.

      This template can be customized to fit the needs of a specific company or organization as a training tool for new employees.

      Author(s): Published Date: X/X/20XX Version:

      Introduction

      Write a brief overview of the purpose of this document and its audience.

      Table of Contents

      • Scope

        • Mission & Vision

        • Strategic Goals

      • Organization

        • Company hierarchy

        • Product/service description

        • Core Values

      • Operations Workflow

        • Resources

        • Tasks & Deliverables

        • Timelines

        • SOPs & Workflows

        • Job Aids & Templates

        • Emergency Procedures

      • Contact details

      Scope

      What is the purpose of this project? Write a brief overview.

      Mission:

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      Vision:

      Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

      Strategic goals

      How are you defining success with this document? Are there different goals across sections? Be clear and concise.

      Organization

      Company hierarchy

      Replace the image below with your own organization structure.

      (Image Source)

      Product/service description

      Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

      Core values

      Typically a company has 3-4 core values that they follow. List yours here.

      • Core Value 1

      • Core Value 2

      • Core Value 3

      Operations Workflows

      Resources

      Use this section to link to any resources or training materials required for this effort.

      Resource 1: <Name of resource>

      You can also add any video walkthroughs or demos from Youtube, Gong, Loom or more. Here's an example that you can replace.

      Resource 2: <Name of Resource>

      You can link to other training materials or Scribes.

      Click to replace with a Scribe

      Resource 2: <Name of Resource>

      You can link to other training materials or Scribes.

      Click to replace with a Scribe

      Tasks & Deliverables

      Make sure to be clear about the steps in each task. We recommend breaking larger processes into phases. Use Scribe to auto-generate and populate your guides for each process.

      Task 1: <Name>

      Write a brief overview here.

      • Phase 1: <Name>

      Here is an example of a Scribe you could add to show how the work is done.

      How to create step-by-step guides with Scribe

      • Phase 2: <Name>

      Here is a placeholder Scribe that you can replace with your own workflow.

      Click to replace with a Scribe

      Task 2: <Name>

      Write a brief overview here.

      • Phase 1: <Name>

      You can continue to build as many tasks and phases as needed.

      Click to replace with a Scribe

      Timelines

      Are there expected deadlines to follow? Add those details here or link to an external calendar. Here's a Scribe on how to build an external calendar in Asana.

      SOPs & Workflows

      Breakdown your procedures by role or task, then add below. Here' are examples of a few SOPs built with Scribe.

      Asset Management

      Standard operating procedure of asset management

      Customer Issue Management

      Standard operating procedure - customer issue management

      Job Aids

      Job aids are clear and concise instructions that help employees get work-related tasks done.

      With job aids, processes and procedures can be completed quicker and with fewer errors. Employees should be able to refer to them easily on the job to avoid forgetting necessary steps, important information, or guidelines to make decisions.

      Add below.

      Click to replace with a Scribe

      Templates

      Here are some example templates that you could link to.

      • Step-By-Step Guide Template

      • Method of Procedure Template

      • Project Handover Template

      Emergency Procedures

      These are the protocols that you will enact in the event of an emergency situation. Please be clear in your breakdown, including outline the responsible parties and any contact info.

      • Protocol 1 <Name>

      Click to replace with a Scribe

      • Protocol 2 <Name>

        Click to replace with a Scribe

      Contact Information

      Jane Doe

      Acme Inc.,

      2222 Acme St.

      San Francisco, CA

      (555) 555-5555

      John Doe

      2222 Acme St.

      San Francisco, CA

      (555) 555-5555