"How to Write A Desktop Procedure and
Training Manual"
E-Book
Only $24.95
Produce Reliable, Consistent, and Accountable
Employee Results!
A desktop procedure manual describes in detail each
basic task and procedure needed to accomplish a specific job effectively
and accurately. It assures consistency of task performance and
allows you to make employees accountable for reliable results.
A Critical Training Tool that Saves You Time and Money
By using a well-written procedure manual as a training tool, you
will have new employees up and running effectively in half the
time and with fewer costly mistakes. Best of all, you will never
fear turnover again!
Step-By-Step Methods and Examples
"How to Write A Desktop Procedure and Training Manual" provides
you with step-by-step methods and examples for creating your own
desktop manuals. Using the example of a well-constructed job
description as a kind of table of contents, you have a ready-made
outline of tasks to begin documenting the job. The best way to
create a manual is to have the person in the job create documentation
See the table of contents and a sample page below.
*********************************************************
Table of Contents
Foundations for Good Employee Performance and Behavior
How to Write Job Descriptions that Promote Excellence
Sample Service Supervisor Description
Sample Ad for Service Supervisor
Job Description Outline (worksheet)
Sample Receptionist/Secretary Job Description
How To Write an effective Desktop Procedures/Training
Manual
Sample Receptionist/Secretary Desktop Procedures/Training
Manual
Using Job Descriptions and Checklists to Temporarily Fill
In for Procedure Manuals
Sample Office Manager Job Description
Sample Checklists and Forms Created from Office Managers
Job Description
Appendix
The Easy Way to Document & Train Computer Programs
*********************************************************
A SAMPLE PAGE
Using Job Descriptions and Checklists to Temporarily Fill
In for Procedure Manuals
In my many years of work with business owners and managers I have
found that 80% of their personnel problems are actually systems,
procedures, and training problems. When job descriptions, procedure
manuals, and adequate training are properly in place, most
complaints about employees go away. But what do you do if you
don't have these things in place? Where do you start?
You start with your own and your key personnel's job descriptions.
Forget about who likes or currently does what. Design job descriptions
by what needs to be done to run the business, broken down into
logical task categories. You now have a beginning job description
outline for each area. If you have only a few employees
responsibilities will often be combined. I recommend reading The
E Myth Revisited, by Michael Gerber.
Eventually each task will have to have a procedure written for
it like the ones in the preceding manual, but for the time being
define each task as clearly as possible. The job description for
an office manager of an optical office, checklists and Incident
Report Form which follow will give you an idea of how to begin
to put this together. Go through each job description and begin
to create procedures manuals for each functional area.
In the following job description the opening, closing and customer
service sections will be duplicated, with a little adaptation,
for each staff members job description. Other areas will be extracted
and enhanced for specific staff jobs. The office manager is responsible
to see that it all gets done but, who will do what must be defined
and assigned with specific accountabilities.
As procedures are developed and put into writing everyone in the
office will have to be retrained on the procedure AS IT IS NOW
WRITTEN. Each person doing specific tasks the same way is critical
for consistence and quality assurance.
Writing and discussing a new procedure is not enough. It must
also be demonstrated. Each employee must practice doing the task
in the new way as part of the retraining or they will most likely
continue to do the task the way they always have.
Page 29
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"How to Write A Desktop Procedure and
Training Manual"
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Joan Bolmer, 2400 Briarwest Boulevard, #1907, Houston,
TX 77077; Office 281.293.8864
Copyright (c) 2007-2009, by Joan Bolmer, all rights reserved. Contact
Joan Bolmer by e-mail at joan@bolmer.com Website: http://www.bolmer.com
Permission is granted to reproduce, copy or distribute
this article so long as this copyright notice and full information about
contacting the author is attached.
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