How to Write a Killer Operations Manual [5 Easy Steps]

how to write an operations manual header image

There comes a time in every business’s lifetime when it’s time to scale.

Your small team of 5 turns into a company of 10, 20, 30, and so on. And once you start hiring like crazy, the organization starts changing.

As a small startup, you don’t really have employees, and there’s next to no management involved.

Once you’ve reached 30+ people, though, most of your work becomes overseeing and educating other people. When hiring a new employee, there’s a lot of things you need to teach them…

  • What’s their role?
  • How do you complete a given process?
  • What are they supposed to do in case of an emergency?
  • Who’s in charge of what within the organization?

That’s a lot of information – your average employee won’t remember all that on the first go. You’ll need to create a document that explains all that.

For this, most organizations use an operations manual.

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By making ourselves write down our processes and know-how on Tallyfy – we can now ensure that steps are never missed or done out of order. There’s fewer mistakes and a lot of time is saved on training.Len Gilbert / Digital Prism

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What is an Operations Manual

An operations manual is the complete encyclopedia of all the company know-how. It stores all sorts of information, from company hierarchy to detailed procedures.

In your average operations manual, you’d see things information on procedures (how do you carry out a specific process), emergency response procedures (what do you do in case something goes wrong), company contacts, and several other sections we’ll mention in a bit.

The manual is usually either a physical document (book, booklet, etc.) or an online resource.

It’s mainly used for 2 things…

  1. Introduction to the Company – It’s an easy way for your new hires to get up to speed with the company operations.
  2. Appendix – You’ve probably heard the famous expression, “to err is human.” The business equivalent of that is “to make expensive mistakes with disastrous consequences is human.” To make sure that doesn’t happen, your employees can look back at the operations manual to double-check processes, emergency procedures, etc.

Why Would You Need an Operations Manual: Top 3 Benefits

Since you’re reading this article, chances are, you already know why you need an operations manual.

Your business has gotten to a point where it’s extremely hard to manage everyone. In a small team, whenever someone has a question, they can just come up to you & get a quick answer.

In a large organization, you really don’t have the time to hand-hold everyone. You need something that does it for you.

Other than scaling, though, there are several other benefits to using an operations manual…

Process Efficiency

Without clear process documentation, your employees will most likely do things their own way.

Sure, they’ll get the job done, and it’ll more or less be the same way you want it to be, but chances are, the results won’t be as good as they could be.

When it comes to business processes, you want everyone to be as efficient as possible. That means having a specific procedure on how to do the job and be as efficient as possible.

By documenting your processes, your employees will know how, exactly, to get the job done in the best way possible.

 Learn how to document your processes by using our complete guide on: How to Write a Standard Operating Procedure

Lasting Tribal Knowledge

What really makes your organization stand apart from the competition is the know-how.

You and your employees know what it takes to deliver an amazing product or service. This knowledge, however, can be lost if a handful of key staff leaves the company.

And sometimes, that does happen. In most cases, employees can’t just get up and leave (without a months’ notice, at least). They’re required to pass on all the knowledge to their co-workers.

There are always exceptions to the rule, however. Think, health, extreme dissatisfaction with work, etc.

An operations manual helps store all that knowledge, making sure that it doesn’t just spontaneously disappear (and leave you in a lot of trouble).


As we’ve mentioned before, it’s normal for your employees to make mistakes.

If you don’t arm them with the right knowledge and know-how to avoid any sort of disaster, they won’t be accountable for their work.

“Oh, no one told me that we’re not supposed to do things this way. Not my fault!”

And, well, they’d be right.

Having an operations manual makes everyone accountable. Everyone will have the know-how, and in any uncertain or unpredictable situation, they’ll be responsible for any mistakes they make.

How to Write an Operations Manual

First, you need to pick the format.

More often than not, it’s a standard document. You can either create a booklet, mini-book (if you’re part of a large organization) or something in-between.

If you’re a more tech-savvy organization, you could even go for an online resource. Confluence, for example, is a very popular knowledge base software. You can create your own company “wikis” and store just about any kind of information.

confluence wiki screenshot

Even if you decide to go with a standard document, it might still be better to have it published online and give access to your employees. The problem of having physical copies is that you can’t make changes to it – you’d have to re-print the entire thing for that.

For documenting processes or procedures, specifically, you’re better off using the dedicated online software.

BPM software, such as Tallyfy, allows you to create digital procedures.

tallyfy digital process map

The added benefit here is that it’s not just do1cumentation – the software also manages the processes. Rather than having to physically keep track of what your employees are up to, all you have to do is check out process status on your dashboard.

tallyfy process dashboard

Once you’ve picked the format, you can start filling in the right sections…

  • Processes & Procedures
  • Business Policies – Note that these are business-specific, not the social policies. Not accepting checks is a business policy, vacation, benefits, etc. is social.
  • Hierarchy & Roles
  • Contact Details & Job Descriptions
  • Emergency Procedures

Here’s what to mention in each.

Processes & Procedures

In most cases, this is the longest section of your operations manual.

Every business has a ton of processes – and all of them should be documented.

One way to do this is to do business process mapping. That is, create flowcharts which detail the exact steps your employees have to take in order to complete the process successfully.

You’d also want to include information on the steps. If the step in question is complicated, these should mention the details one executing it properly. So, things like…

  • Use X Software
  • You can find the right machinery in department Y
  • Consult person X for advice on Y
  • etc.

Or, you could completely skip on the section completely and use BPM Software to document the processes digitally.

Business Policies

The gist of this section is, how your business handles certain business-specific tasks.

Keep in mind, though, that business policies and social policies aren’t exactly the same thing – the later specifically deals with employee-related issues. Think, vacation policy, how you distribute bonuses, etc.

Several examples of business policies are…

  • Only accepting bank transfers as payment
  • Doing business only with companies from specific countries or regions
  • Giving out specific pricings to companies of different sizes. SMBs get it cheap, enterprises pay more, etc.

Hierarchy & Roles

This one’s pretty straightforward.

You need to mention who’s in charge of what, who answers to whom, and so on.

The easiest way to do this is through a flowchart. Start from the very top (the CEO) and go down the chain all the way down to your average shop floor employee.

company hierarchy graph

Contact Details & Job Descriptions

To make everyone’s life easier, you want to combine the “Contact Details” and “Job Descriptions” sections.

Doing is separate is redundant – whenever you’re looking for a person with a specific position, you’re probably also interested in contacting them.

You could be, for example, looking for the security engineer to contact them during a cyber-attack. It’s unlikely for your employees to just randomly wonder “hey, I wonder who’s in charge of security in this company.”

So, you could create a directory of all the company employees, with their Name, Position, Job Description and Contact Information.

Emergency Procedures

Even with all the procedures documented, you’re still going to have emergencies.

Sometimes, chance happens – a manufacturing machine breaks down because it was faulty, not because someone messed up.

In this case, you need to have procedures set up so your employees can react quickly.

You don’t want them to sit around wondering…

“Does anyone remember what we were supposed to do in case of the servers being breached?”

What you want them to do is open up the operations manual, find the right procedure, and get it running ASAP.

Publishing the Operations Manual and Making “Findable”

You don’t want your office catchphrase to be “hey, has anyone seen that manual thingy?”

When publishing the manual, you want it to be as easy as possible to find.

So, if you’re going the online route, make it pinned on every company chat channel.

If you’re printing it out, on the other hand, give out a copy to all of your employees. To make sure that it’s within everyone’s reach (and no one loses it), keep one in every department office, somewhere extremely easy to find.

Once you’ve distributed the operations manual, pat yourself on the back. It’s been a long way, but you got the job done right!

Say hello to clear, simple processes

Tallyfy is the gold standard for checklists and workflows. Documenting our blueprint was easy and helped everyone immediately, especially people working from home. We focused on automating processes and removing stress. We felt 100% confident about tracking complex approvals that used to be a chaos of emails. Amazing.

- Dennis G. / Head of Operations / See more    stories

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