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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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