How to create a Process Manual
Benefits of creating processes for your business
Here’s a quick list of why it’s important to create a process manual:
▶︎ Helps to clarify the roles and responsibilities, so that everyone know’s what they’re responsible for, and when.
▶︎ Creating SOP’s means the knowledge stays with the business, and not with any one person.
▶︎ Anyone can pick up the task and know how to do it, so the risk to business interruption is minimised.
▶︎ The quality is consistent. Once an SOP is documented, you can hand over the task without loss of quality or consistency
▶︎ Your team can get on with the task, so your productivity increases.
▶︎ SOP’s help save time – for you and your team.
▶︎ SOP’s SAVE MONEY – clear processes mean your team are working efficiently, and you can hire the right people for the task
6 Steps to creating a process manual
#1 Identify the processes your business needs
#2 Use a template
Here’s the Process template to download ▶︎ ▶︎ ▶︎
#3 Start with the easiest one
#4 Dot points are often not enough – create visual cues too
#5 Test and improve
#6 Save it in a Process Folder to keep it organised
Additional Tips for creating your Process Manual
Remember to refer to the roles in your processes, instead of naming individual people. That way your process doesn’t need changing if the person leaves the position
If your team are creating the processes, double check them, and add an Approved and Date section to the bottom to keep the most relevant one in the manual.
Your next steps:
She helps serviced based business improve performance by combining journey mapping, process improvement and productivity strategies through consultation, implementation and training.