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How To Write An Office Procedures Manual

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How to Write an Office Procedures Manual

By Christina Hamlett, eHow Contributor


updated: April 11, 2010

From time to time, workers may need to refresh their memories on how to perform certain
tasks. Likewise, new employees to an organization will want to learn the ropes as quickly as
possible without having to keep interrupting supervisors or co-workers with countless
questions. An office procedures manual accomplishes both of these objectives while
providing written protocols and expectations of performance that can be subsequently
referenced in employee appraisals and documentation for disciplinary actions.

Difficulty: Moderate

Instructions
1. 1

Identify the purpose and scope of the office manual you want to develop. The content
of office manuals generally falls into two categories: (1) how to interact with people
and (2) how to perform specific tasks including the operation of equipment necessary
to create, manage and deliver goods and services. Office manuals also often include
organizational charts, resource directories and sample forms. The complexity of an
office manual is based on who the target users will be. If, for example, the content
relates to customer relations and how to process complaints, it wouldn't make sense to
include chapters on how a forklift operates or how to handle hazardous materials.

2. 2

Decide on the format presentation that best fits your company's needs. While office
manuals are typically thought of as guidelines printed on paper and placed in three-
ring binders with subject divider tabs, technology has opened the door to more
exciting --- as well as more economical --- methods of delivering information.
Consider, for instance, whether an online procedures manual would make it easier and
faster for employees to access information by entering keywords. An electronic format
might also facilitate the process of updating and revising content as well as
incorporating audio content and video demonstrations to enhance learning.

3. 3

Make a list of all the chapter topics you want your manual to address. If, for example,
you decide to write guidelines on how to operate various pieces of office equipment,
you would identify individual sections for computers, fax machines, telephone
systems, microfiche, photocopy machines, recording systems, postage meters and
collating devices. Decide whether you are going to write all of the content yourself or
assign the first draft of each section to individuals who are well versed in the subject
matter.

4. 4
Organize procedural steps from the most simple concepts to those that are more
complicated. Consider whether the inclusion of photographs, drawings, tables or other
graphics will supplement the user's understanding of the material. Provide a glossary
of acronyms and task-specific terminology. Where practical, provide examples of how
to fill out requisition orders, travel expense claims, vacation requests, time sheets,
customer receipts and other forms used by the company.

5. 5

Establish a time frame for completing each section of the new manual. If necessary,
schedule a block of time each day for researching, writing, reviewing and assembling
content.

6. 6

Have the content reviewed by HR personnel and legal staff prior to dissemination to
ensure that its language is clear, uncluttered and consistent with state and federal
mandates and regulations. Provide each recipient of the manual with a sign-off sheet
indicating their agreement to read the material and to abide by its directives.

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