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Small business employees and/or owners

Posted on 2/14/18 at 2:45 pm
Posted by Will Cover
St. Louis, MO
Member since Mar 2007
38511 posts
Posted on 2/14/18 at 2:45 pm
If you are a small business owner (less than 25 people), did you provide your employees with an operations manual? If so, how often have you updated it and if so, do you provide them with a new updated copy? Is there any concern that an employee, current or former, could take this manual and use it to start their own business or share with competition (even if confidentiality agreement is on record)?

Employees, do you reference this operations manual:

- frequently
- infrequently
- what's an operations manual, i.e my owner doesn't have a defined process, except in his head - that no one else really knows?

Note, this is separate from an Employee Handbook.

Posted by MSMHater
Houston
Member since Oct 2008
22774 posts
Posted on 2/14/18 at 3:57 pm to
quote:

did you provide your employees with an operations manual?


A book of duties and protocols, yes.

quote:

how often have you updated it and if so, do you provide them with a new updated copy?


Very fluid and updated often. Kept as a Google doc so the most recent one is always provided.

quote:

Is there any concern that an employee, current or former, could take this manual and use it to start their own business or share with competition (even if confidentiality agreement is on record)?


It's generally kept in a digital format that I can lock them out of at a moments notice, but I guess they could print it if they were determined. Not too concerned, no.
Posted by LSUFanHouston
NOLA
Member since Jul 2009
37024 posts
Posted on 2/14/18 at 5:11 pm to
quote:

use it to start their own business or share with competition


Is there something about the process this company uses that is so good/different that it is a strategic advantage for the company?
Posted by 756
Member since Sep 2004
14853 posts
Posted on 2/15/18 at 9:06 am to
Have employees sign confidentiality statement.
Have sales and management sign non-compete agreement

Do not place things in writing and distribute to employees unless absolutely necessary

Guard your customer list and pricing with your life
This is your asset

From and M and A guy-
Posted by lilsnappa
Red Stick
Member since Mar 2006
1793 posts
Posted on 2/15/18 at 12:16 pm to
Carta is something small businesses could/should use.
Posted by LZ83
La
Member since Sep 2016
17406 posts
Posted on 2/15/18 at 12:35 pm to
We have a policy and procedures manual. We update once a year or if something changes.
Posted by VABuckeye
Naples, FL
Member since Dec 2007
35479 posts
Posted on 2/15/18 at 12:58 pm to
We do not. We are wholly family owned and operated. I realize that once I hire outside of the family (it's going to happen this year) I will have to add more documentation for employees to the business.
Posted by GFunk
Denham Springs
Member since Feb 2011
14966 posts
Posted on 2/15/18 at 2:52 pm to
quote:

LSUFanHouston
quote:

Is there something about the process this company uses that is so good/different that it is a strategic advantage for the company?



Exactly. What should be on paper are the minimum expectations for each position in the company, and a code of conduct.

This helps employees define exceeding expectations at review time. This helps managers and staff provide progressive discipline and-if it comes to it-protects your UI Tax Rate when and if folks leave and then try to file Unemployment (especially if you require documentation of progressive discipline on the way up the ladder to termination).

Anything that's, "special sauce," should require some type of clearance or NDA or agreement to access and have knowledge regarding. I hear they are difficult to enforce in Louisiana but having them sign documentation provides a chilling effect on their attempts to haul it out with them if and when they leave.

ETA: Look at what Izzo's is doing to Rouses right now after they tried to hire their Manager away and he admitted to taking their recipe books from Izzo's to Rouses.
This post was edited on 2/15/18 at 2:54 pm
Posted by Slickback
Deer Stand
Member since Mar 2008
27678 posts
Posted on 2/18/18 at 9:00 pm to
Yes to operations manual.

We keep it on a shared drive and update when needed, almost weekly.

They can take it if they want because they helped create it, and the implementation is more important than the content

ETA: we don’t really have anything proprietary though as we’re a sales company.
This post was edited on 2/18/18 at 9:01 pm
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