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If you want to achieve greater
levels of success, you must develop the systems to handle
it in ADVANCE! One of my laws is that success will NEVER expand
beyond what you are able to handle.
Phil Humbert
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How to Write A Desk Top 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.
Using a well written procedure manual as a training tool, l 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 Desk Top 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
over time as they do the tasks.
See the table of contents and some sample pages 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 (work sheet)
Sample Receptionist/Secretary Job Description
How To Write an effective Desk Top Procedures/Training
Manual
Sample Receptionist/Secretary Desk Top 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
*********************************************************
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 of their
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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Copyright (c)
2004, by Joan Bolmer, all rights reserved. Contact Joan Bolmer by e-mail
at joan@bolmer.com or telephone 281.293.8864. 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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