build operations manual with templates
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build operations manual with templates
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build operations manual with templates
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build operations manual with templates
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Responsive
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Customize as Needed
no-installation
No Installation

What is an Operations Manual?

An operations manual is like an online encyclopedia familiarizing employees about your company and guiding them on how to do their jobs well. It teaches employees how to carry out tasks, act in emergencies, and contribute meaningfully towards the company’s success. With step-by-step instructions explained using images and videos, an operations manual helps employees give their best shot at work.

Operations Manual

Why is an Operations Manual Essential for Your Business?

You can’t handhold your employees every time they are confused with a work process or want more clarity around their roles. An operations manual does that for you. Here are the top benefits you can reap by creating an operations manual:

Reduce Errors
Reduce Errors

With an operations manual always available to assist employees, the chances of making errors at work are little to zero. With fewer mistakes happening, employees turn into better performers, and the quality of work improves significantly.

Increase Accountability

An operations manual makes employees more accountable for their actions. If any mistakes happen, despite having access to the manual, employees have no choice but to take responsibility for everything they do. They no longer have the leverage to say - “We didn’t know how to do this or that.”

Increase Accountability
Standardize Business Processes
Standardize Business Processes

Employees tend to assume things when there is no written proof of how a task or process is supposed to be performed. With an operations manual, employees have access to standardized work processes that helps them work with full clarity and zero confusion.

Streamline Employee Training

When new people join your company, they need consistent support to perform well in their new roles and get up to speed quickly. While you cannot train each employee individually, the operations manual can. It guides them at every step on how to complete tasks and carry out processes with minimum errors and maximum efficiency.

Streamline Employee Training

What to Include in an Operations Manual?

If you want employees to read your operations manual and give it the attention it deserves, try adding just what’s necessary and exclude everything that makes the manual bloated with too much information.
Here’s what you should definitely include in the manual:

Operations Manual

About this Template

Designed by experts, our operations manual template is completely customizable, easy to use, and works beautifully across devices. It comes with a ready-made structure consisting of a table of contents and content categories, so you can give full attention to the writing and editing work. Putting together an operations manual is a breeze with this free operations manual template.

Operations Manual Template

How to Create an Operations Manual for Employees

Follow these steps to build a stunning operations manual that your employees are bound to use.
set a goal
Step 1: Set a Goal

What do you want to achieve with an operations manual? This is the first question you must ask yourself before kick-starting the process of creating an operations manual. A clear goal from the beginning gives your team a path to walk on and a direction to channelize their efforts.

get a template & Start Writing
Step 2: Get a Template & Start Writing

Modern operation manual tools provide ready-to-use templates that give you the right starting point for building the online manual. Once you have a template, start writing content. You can either use our online editor or import existing files directly to the manual.

Let Your Team Collaborate
Step 3: Let Your Team Collaborate

A single person working in silos cannot match the synergy of multiple employees working together. Allow your team to work in collaboration and bring forth their unique knowledge and skills. This will not only make the content creation process more efficient but increase the speed of work too.

Review All Articles
Step 4: Review All Articles

As articles are written, assign them to editors and subject matter experts for review. Put workflow status for each article and keep everyone in the team informed of which articles are ready for review. Vetting the articles as soon as they are written brings errors to the surface, giving your team enough time to fix them.

Publish
Step 5: Publish

After all your content is reviewed, you can confidently publish it on the web and mobile. Once published, it should be available for download as a PDF or ebook. Readers should also be able to print the manual if required.

How to Use This Template

This operations manual template acts as a roadmap that your team can easily follow to get the operations manual ready in minutes. Decide the content to be included and fill it in the template, along with images and videos. The structure is already set, so you don’t have to worry about that. Just add the content and customize the template with fonts, colors, and themes that align with your company’s branding.

How To Use template

Best Practices to Build an Impressive Operations Manual

Follow these operations manual best practices to create a stunning information resource employees would love to use.
Organize Your Manual
Organize Your Manual

An operations manual can turn into a mess if the information is not organized and presented well. It’s always better to create a structure first and then fill in relevant content in each section. Start by adding a home page at the beginning, decide the topics and create broad sections and subsections for the same. Write short paragraphs, add bullet points, and give your manual a prim and proper look.

Revise & Update Regularly
Revise & Update Regularly

As your company scales, work processes will undergo various changes. If your business operations manual doesn’t reflect these changes, it will soon turn irrelevant for employees. Keep a constant eye on which articles need to be updated, deleted, and revamped, and give your employees access to the latest information.

Create a Mobile-Friendly Manual
Create a Mobile-Friendly Manual

Build an operations manual that works as smoothly on mobile phones as it does on desktops. It should adjust to different screen sizes and help employees learn on the go at their convenience. This is a great way to promote a culture of 24x7 self-learning.

>Keep it Consistent With Your Company Branding
Give It Your Brand’s Touch

If an online operations manual can’t return the right results, it’s of hardly any use. To give employees quick access to the information they need, ensure that your manual has a prominent search bar that shows relevant page and article suggestions right when employees start typing a keyword or question.

Add a Search Function
Add a Search Function

If an online operations manual can’t return the right results, it’s of hardly any use. To give employees quick access to the information they need, ensure that your manual has a prominent search bar that shows relevant page and article suggestions right when employees start typing a keyword or question.

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