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

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    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

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