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How to write your Company Operations Manual

We include this 17 page layout with every Proposal Pack. If you want this template to have a different visual design theme than the one illustrated here, purchase any Proposal Pack design and create this template using the purchased design theme. If you get a Proposal Pack or the Professional Bundle, you can also make any variation of this template with different chapters to suit your needs.

We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.

Proposal Pack for Any Business Screenshot of Pages

( Design themes, color schemes, fonts, and images are all customizable )

This set of templates is for an internal company operations manual.

You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters if ordering a Proposal Pack or Pro Bundle.
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Since 2009 I have been using Proposal Pack for Any Business. The words ’please send us a proposal’ no longer trigger a sense of dread at having to stare at a blank page and create something professional and persuasive. The samples alone are amazing! This is a wonderful tool for anyone needing to write cogent and cohesive proposals."

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Writing Your Company Operations Manual with Proposal Kit

Creating a company operations manual may seem overwhelming, especially if you're new to the task and need help figuring out where to begin. The best way to tackle this challenge is by utilizing a comprehensive tool like the Proposal Kit. This software and template library is designed to streamline the process, making it accessible for users of all experience levels to produce professional and effective documents, including detailed operations manuals.

The Importance of a Company Operations Manual

An operations manual is the backbone of a company's internal processes, outlining everything from daily operations to emergency responses. It's crucial for ensuring consistency, efficiency, and compliance across all organizational levels. But how does one create a manual that effectively covers all these aspects?

Proposal Kit offers a vast library of templates and a Wizard software program that guides users through creating customized documents, including operations manuals. These tools simplify the writing process, offering a step-by-step approach that results in a comprehensive guide tailored to your business's needs. The Proposal Kit isn't just for writing your proposals; it can create any business document, such as manuals, handbooks, and reports.

If you find yourself in a situation where you need to create an operations manual or guide, consider whether your project aligns with any of the above examples.

What Types of Projects Are Company Operations Manuals Written For?

Operations manuals can vary widely in scope and detail, depending on the specific needs of a business. Here are ten examples of projects that could benefit from a Proposal Kit-created operations manual:

  • Employee onboarding processes
  • Customer service protocols
  • Inventory management systems
  • Safety and compliance guidelines
  • Quality assurance procedures
  • Equipment maintenance schedules
  • IT and cybersecurity protocols
  • Financial procedures and controls
  • Supply chain management
  • Crisis management and emergency response plans


Components of an Company Operations Manual

Creating a comprehensive operations manual requires careful planning and organization. Proposal Kit offers a range of chapter templates particularly suited to this task, each designed to address specific sections of a manual. Here's how some of these templates can be utilized.

These templates, just a tiny selection from the thousands available in Proposal Kit's library, can be customized to suit any business's needs. Users can select relevant templates, adapt the content to their requirements, and compile a comprehensive operations manual. The Word documents can then be edited and saved as PDF files for easy distribution.


In the introduction, you grab the reader's attention and set expectations. It should clearly state the manual's purpose, its intended audience, and how it should be used. This section often includes a welcome message, a brief overview of the company's goals regarding the manual, and instructions on navigating the document. It's essential to make this part engaging and informative, as it sets the tone for the rest of the manual.


The overview gives a high-level view of the company's operations, touching on the various aspects the manual will cover in detail. It provides:

  • Helping employees understand the scope of the company's activities and how they fit into the bigger picture.
  • The importance of each component in achieving the company's mission.
  • This section can also highlight the manual's structure, making it easier for users to find specific information.


Emergency Response Plan

An effective emergency response plan outlines the procedures for dealing with unexpected situations, such as natural disasters, fires, security breaches, or medical emergencies. It includes contact information for emergency services, roles and responsibilities during an emergency, evacuation plans, and safety measures. The goal is to ensure preparedness and protect both employees and company assets.

Operations Plan

This section delves into the daily operations that keep the business running. It covers critical areas such as production, supply chain management, customer service, and quality control. The operations plan should detail standard operating procedures, workflows, and any relevant standards or certifications the company adheres to. It's the blueprint for day-to-day activities and ensures consistency in operations.


Procedures are step-by-step instructions that guide employees in performing specific tasks. This section is crucial for training new staff and ensuring all tasks are completed correctly and efficiently. It can cover everything from administrative tasks, like filing reports, to more complex operational procedures, like manufacturing processes.


Clear communication protocols are essential in any organization. This section outlines how information is shared within the company, including the communication hierarchy, preferred communication channels (email, meetings, internal messaging systems), and guidelines for effective communication. It ensures everyone knows how to share and receive information, reducing misunderstandings and improving collaboration.

Company Information

Providing background information about the company helps employees feel more connected to their workplace. This section can include the company's history, mission, values, and any significant milestones. It's an opportunity to inspire pride and loyalty among the workforce and reinforce the company's culture.

Company Operations

This section explores the company's operations in greater depth and elaborates on the various business areas, their roles, and how they interact. It might detail the production cycle, customer acquisition and retention strategies, and support services. Understanding the intricacies of company operations helps employees see how their roles contribute to the organization's success.

Team Members

Introducing the organizational structure and highlighting team roles and responsibilities clarifies the reporting lines and helps employees understand whom to approach with questions or concerns. This section can include organizational charts, brief role descriptions, and information on departmental functions.

Human Resources

The HR section covers employment-related policies, such as recruitment, onboarding, performance evaluations, benefits, payroll, and workplace culture. It's also the place to address workplace ethics, diversity and inclusion policies, and conflict resolution procedures. This section is vital for ensuring a positive, productive work environment.

Organizational Structure

This section details the company's hierarchy, including diagrams or charts showing the organizational structure, reporting lines, and the distribution of responsibilities. It helps employees understand their position within the company and how different departments and teams interact.

Mission Statement

The mission statement defines the company's purpose, core values, and aspirations. This brief yet powerful statement guides decision-making and operations and aligns the company's activities with its overarching goals.


Clear policies ensure that all employees understand the rules and guidelines governing their behavior and activities within the company. This section covers everything from code of conduct, privacy policies, IT and security policies to health and safety guidelines. The framework ensures a safe, respectful, and compliant workplace.

Frequently Asked Questions

A well-constructed FAQ section addresses common questions about company operations, policies, and procedures. It's an efficient way for employees to find answers and can serve as a quick reference guide, reducing the need for direct inquiries to HR or management.

Company Operations Manual Use Cases

Eloise's Catering Conundrum: Operational Consistency

Eloise began by realizing that her catering business, although thriving, operated more on improvisation than on structured procedures. This realization came to her after a particularly hectic event, where service and kitchen operations inconsistencies led to avoidable stress and client feedback. Determined to prevent such issues in the future, Eloise turned to Proposal Kit to create a company operations guide that would serve as the standard for all aspects of her business.

With Proposal Kit, Eloise discovered a wealth of templates specifically designed for various business operations. She found templates ideally suited for detailing customer service protocols, from initial client consultations to post-event follow-ups, ensuring a uniform and high-quality customer experience. Another critical area Eloise focused on was kitchen safety guidelines. By customizing the health and safety templates, she established clear standards for food handling, preparation, and storage, significantly reducing the risk of accidents and health violations.

The result was a meticulously written operations manual that streamlined her business processes and empowered her staff with the knowledge and confidence to deliver consistent, high-quality service. Eloise's manual became the cornerstone of her business operations, enabling her catering service to scale and take on more events to ensure excellence.

Alex's Deadline: Beating the Clock with Technology

Alex's story is about innovation under pressure. Tasked with compiling a comprehensive company operations manual in a fraction of the usual time, he faced an uphill battle. The manual was critical for a forthcoming audit, and the clock was ticking. Alex found his solution in Proposal Kit, which offered a structured approach to document creation and the integration of AI tools for content generation.

The challenge was not just the deadline but also ensuring the manual was relevant and specific to his company's operations. Alex began by selecting templates from the Proposal Kit for each manual section, from administrative procedures to emergency response plans. Alex turned to AI writing tools for sections requiring detailed customization, such as descriptions of the company's proprietary processes. By feeding the AI system information from the company's website and existing documentation, he generated draft content that captured the essence of his company's operations.

The synergy between Proposal Kit's structured templates and AI-generated content allowed Alex to assemble a comprehensive manual that met his boss's expectations and passed the audit with flying colors. This blend of technology saved him time and ensured that the manual was a valuable resource for the company.

Jordan's Global Mission: Uniting a Diverse Organization

Jordan's task was daunting. As the director of an international non-profit, he needed to create an operations manual relevant to different countries, each with unique cultural and operational norms-the manual required to respect these differences while promoting a unified approach to achieving the organization's mission. The Proposal Kit gave Jordan the flexibility to embark on this complex project.

Using the Proposal Kit, Jordan could select and customize templates that addressed his non-profit's core operations, from project planning and implementation to volunteer management and fundraising. However, the real challenge lay in adapting these templates to the diverse cultural contexts in which his organization operated. Jordan engaged team leaders from each country in the customization process, ensuring that their local knowledge and operational realities were reflected in the manual.

This collaborative approach resulted in a comprehensive manual that aligned with the organization's global mission but was also sensitive to the cultural nuances of each operational area. It served as a bridge, uniting the organization's diverse workforce under a common operational framework, enhancing efficiency, and fostering a stronger sense of global community.


Creating a company operations manual is essential for maintaining the smooth operation of any business, ensuring that employees clearly understand their roles and the procedures they need to follow. Proposal Kit simplifies this process, providing users with the tools and templates necessary to create a detailed manual.

Ultimately, using Proposal Kit to create a company operations manual solves the immediate challenge of documenting your business's procedures and contributes to a stronger, more organized operational framework.

Also Known As

The Company Operations Manual may also be referred to in different ways or be used in more specialized situations, such as:

  • Standard Operating Procedures (SOP) Manual
  • Corporate Policies and Procedures Guide
  • Business Operations Handbook
  • Organizational Process Manual
  • Company Procedures and Protocols Guide
  • Operational Guidelines Document
  • Company Policy Handbook
  • Internal Operations Guide
  • Company Procedures Manual
  • Corporate Operations Reference Guide


Frequently Asked Questions

What should be included in a Company Operations Manual?

Essential sections of a Company Operations Manual typically include a company overview, organizational structure, standard operating procedures, employee roles and responsibilities, company policies, safety protocols, and emergency procedures. Proposal Kit provides templates that outline these critical sections, ensuring nothing is overlooked. These templates offer detailed guidelines on the information to include in each section, making it easier to structure your manual effectively and comprehensively.

How do I ensure my Company Operations Manual is comprehensive and easy to follow?

It's essential to use clear headings, concise language, bullet points for lists, and visual aids like diagrams or flowcharts where applicable. Including a table of contents and an index can also enhance navigation. Proposal Kit's user-friendly templates are designed with these principles, featuring predefined headings and subheadings, tips for writing clear and concise content, and spaces for incorporating visual aids. This structured approach ensures your manual is thorough and easily navigable.

What is the best format for a Company Operations Manual?

The best format for a Company Operations Manual is easily editable and accessible to all relevant employees. Proposal Kit offers versatile templates that can be customized in various formats, including Word and PDF, making them easy to edit and tailor to your company's needs. Additionally, the Proposal Kit supports integration with other tools, allowing you to create a digital, interactive version of your manual that enhances accessibility and usability.

How often should the Company Operations Manual be updated?

A Company Operations Manual should be updated whenever significant changes occur in company policies, procedures, or organizational structure. Reviewing the manual at least annually is an excellent practice to ensure it remains current and accurate. The structured format also helps identify sections needing regular reviews and updates, ensuring your manual stays up-to-date.

How can I ensure all employees read and adhere to the Company Operations Manual?

Ensuring compliance with the manual can be achieved through training sessions, distributing copies of the manual, requiring employees to sign an acknowledgment form, and incorporating key elements of the manual into regular meetings and performance reviews.

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Chapter Templates Used in the Company Operations Manual

Title Page, Table of Contents, Introduction, Overview, Emergency Response Plan, Operations Plan, Procedures, Communications, Company Information, Company Operations, Team Members, Human Resources, Organizational Structure, Mission Statement, Policies, Frequently Asked Questions, Back Page

You use this proposal for

  • Business document, study, plan, report

How to create the Company Operations Manual with Proposal Pack Wizard

You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business is the pack with no extra added logos or colors - designed to be used plain or for you to customize with your logos and graphics.

The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme. Names and stories in examples are fictional; however, the templates are from real client use cases.

We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed Proposal Pack so you can customize the documents to suit your needs.

You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.

You create this template using the Wizard software with an entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software. You can also edit Word document templates in other office software such as Word for Mac. We will assist Mac users in assembling complex templates for their first project if they do not have the required platform to run the Wizard software.

You only get the single assembled Word document if purchased as a stand-alone template. The individual template products - Company Operations Manual - include no other templates, samples, or software.

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Many people find the Proposal Kit website after searching for a specific proposal. Once you've purchased and installed the software, how do you build that template you found in the first place? This video shows you how to build any proposal you see on the Proposal Kit website.

Key Takeaways

  • The Company Operations Manual is available as a ready-to-edit template.
  • You can create unlimited custom variations of this template using a Proposal Pack or the Professional Bundle.
  • Using a Proposal Pack or Professional Bundle, you can automate quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
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  • Proposal Kit product content (templates, samples, software) is 100% written by humans.
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