Administration Procedures Manual

 

The Administration Manual Template provides easy to modify template procedures for routine procedures such as answering the phone, filing, office closing duties, and more. The template also contains procedures on accounting, sales and production support, equipment maintenance, office supplies, and other common office functions.

 

Our templates are not intended to be used as-is. The particulars of each business differ too much to provide such a template. Instead, the template is intended to demonstrate the types of topics that should be addressed in an Operations Manual, and provide a guideline for your procedures.

 

Manual Outline

  1. Introduction
  2. Routine tasks
    2.1. Daily
    2.2. Weekly
    2.3. Monthly
    2.4. Quarterly
    2.5. Annual
    2.6. As needed
    2.7. Sales support
    2.8. Production support
  3. Filing
    3.1. Customer files
    3.2. Receipts
    3.3. Miscellaneous
  4. Accounting and Finance
    4.1. Overview
    4.2. Chart of Accounts
    4.3. Invoices
    4.4. Accounts Receivable
    4.5. Accounts payable
    4.6. Payroll
    4.7. Tax reports
    4.8. Bank deposits
    4.9. Balancing checking account
    4.10. CPA
  5. Insurance, Licenses, and Permits
    5.1. Insurance
    5.2. Licenses
    5.3. Permits
  6. Equipment, Facilities, and Supplies
    6.1. Equipment
    6.2. Office Maintenance
    6.3. Office Supplies
    6.4. Warehouse
  7. Human Resources
    7.1. Employee handbook
    7.2. Operations manuals
    7.3. Employee files
    7.4. Job descriptions
  8. Miscellaneous
    8.1. Admin training schedule
    8.2. Sample forms
    8.3. Glossary

 

 

Sample Procedure

The Administration Manual template is now only $95.  

 

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