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Question for small business owners (operations manual / SOPs)

Posted on 4/18/17 at 9:51 pm
Posted by Will Cover
Davidson, NC
Member since Mar 2007
40382 posts
Posted on 4/18/17 at 9:51 pm
How many of you actually created this type of document?

I am and will continue to do so, but am curious how many do versus how many that don't.

Also, where did you learn to "train" your employees? Seems like a silly question, but based upon my experiences, many people don't know how to train their employee to set them up for success.

Posted by LakeViewLSU
Baton Rouge
Member since Jun 2009
17730 posts
Posted on 4/18/17 at 9:52 pm to
quote:

"train" your employees?


Cash incentives. Bonuses.


ETA: This was a retail environment.
This post was edited on 4/18/17 at 9:56 pm
Posted by Dont_Call_Me_RAY
Member since Feb 2017
1439 posts
Posted on 4/18/17 at 9:54 pm to
quote:

Cash incentives

Not wise. Workers comp audits and such. SOPs and Ops manuals are very helpful on the front end of employment and a QA/QC process. Especially if your work requires consistency and quality work products.
This post was edited on 4/18/17 at 9:57 pm
Posted by djangochained
Gardere
Member since Jul 2013
19185 posts
Posted on 4/18/17 at 9:55 pm to
Org charts are a must, people need to know what their job is and who they report to
Posted by Spankum
The Sip
Member since Jan 2007
63288 posts
Posted on 4/18/17 at 9:55 pm to
Interesting...it looks like you are translating some of the methodology that larger businesses typically implement...
Posted by Will Cover
Davidson, NC
Member since Mar 2007
40382 posts
Posted on 4/18/17 at 9:55 pm to
quote:

Cash incentives. Bonuses.


ETA: This was a retail environment.


Nice, but did you have a procedure that you followed to ensure that every employee followed the "standard" set forth by your company?
Posted by tgrbaitn08
Member since Dec 2007
148031 posts
Posted on 4/18/17 at 9:55 pm to
What type of business do you have? How many employees? Are you regulated in any way?


I mean look at your boy Gravy, you think he has any type of operations manual?
Posted by Winston Cup
Dallas Cowboys Fan
Member since May 2016
66985 posts
Posted on 4/18/17 at 9:56 pm to
Audit purposes.

Have to have some kind of training for a technical job. Especially with government stuff
Posted by Will Cover
Davidson, NC
Member since Mar 2007
40382 posts
Posted on 4/18/17 at 9:57 pm to
quote:

Interesting...it looks like you are translating some of the methodology that larger businesses typically implement...


I believe there is certainly value in following what big businesses do (and have done). After all, they didn't get that big without finding a combination that works for them and their employees.

I've seen enough small businesses and business owners to know that many don't necessarily do this. This may or may not impact how well they do or don't do, but I'd like to think that proper planning will lead to better performance and experience for the employee and customer.
This post was edited on 4/18/17 at 9:58 pm
Posted by SUB
Silver Tier TD Premium
Member since Jan 2009
26301 posts
Posted on 4/18/17 at 9:58 pm to
Seems like a subtle brag thread to me.

Honestly, it depends on the size of the business, but having SOPs will save you time and money if there is turnover and help you if you do want to check up on your staff (yourself or through audit) to make sure they are doing what you think is best for your business. It's better to have them than not, mainly because unexpected turnover will cost you if you don't.
This post was edited on 4/18/17 at 10:00 pm
Posted by LakeViewLSU
Baton Rouge
Member since Jun 2009
17730 posts
Posted on 4/18/17 at 10:01 pm to
quote:

Nice, but did you have a procedure that you followed to ensure that every employee followed the "standard" set forth by your company?


In your type of business, manuals and checklist arent a terrible idea, but remember that the more simple things are, the more efficient things will run.

If you have a long checklist that an employee has to fill out everyday, he will eventually just draw a line through everything and call it a day.

There is no replacement for proper training and incentives.
This post was edited on 4/18/17 at 10:08 pm
Posted by johnnyrocket
Ghetto once known as Baton Rouge
Member since Apr 2013
9790 posts
Posted on 4/18/17 at 11:01 pm to
Yes I got one.

It is important everyone knows the rules, chain of command, how things work, etc.
Posted by liz18lsu
Member since Feb 2009
18134 posts
Posted on 4/18/17 at 11:07 pm to
I created SOP's for everything I do. In case I get hit by a bus, or b/c our company is so lacking in IT resources. You're welcome, department.

ETA: Multi billion company, missed the SBO part, sorry. Still important in big companies.
This post was edited on 4/18/17 at 11:09 pm
Posted by tigerfoot
Alexandria
Member since Sep 2006
61710 posts
Posted on 4/18/17 at 11:13 pm to
I have four employees, I have a training program, ops plan, proficiency checklists, etc.

We create a new policy and procedure for things that were unforeseen, we are 1 year old and I view it as part of growing pains but definitely feel we need to continue to standardize
Posted by Will Cover
Davidson, NC
Member since Mar 2007
40382 posts
Posted on 4/19/17 at 9:00 am to
quote:

your type of business, manuals and checklist arent a terrible idea, but remember that the more simple things are, the more efficient things will run.


I agree. I remember my counterparts leaving a list of 10 to 15 things for their managers to have completed by a certain date. When they would call to check to get a progress report, over 3/4 of them had not been completed.

On the other hand, I left my managers 2 or 3 things to do. And sure enough, they would get done. It wasn't because I was a better manager or harped on what needed to get done - it was that I recognized that I need to make a list manageable and allow my employee to feel like they were able to accomplish something instead of giving them a checklist that was unreasonable.
Posted by Will Cover
Davidson, NC
Member since Mar 2007
40382 posts
Posted on 4/19/17 at 9:02 am to
quote:

I have four employees, I have a training program, ops plan, proficiency checklists, etc.

We create a new policy and procedure for things that were unforeseen, we are 1 year old and I view it as part of growing pains but definitely feel we need to continue to standardize


If all goes well, I hope to be in a similar situation as well.

I'm all for hiring the best people that I can and giving them processes that make sense - just need to figure out how to keep it very basic and not overload them.

I've always said that people don't care about how much you know until you show them how much you care.
Posted by Perrydawg
Middle Ga Area
Member since Jan 2014
5159 posts
Posted on 4/19/17 at 9:22 am to
I have written many part of my company's safety manual, and technical writing for my company's field service training program. My boss and I get tasked with writing most of the employee handbook and writing new policy and procedure manuals for many of our different branches.

ETA: we have about 290 employees spread across 5 different divisions.
This post was edited on 4/19/17 at 9:25 am
Posted by VABuckeye
NOVA
Member since Dec 2007
38283 posts
Posted on 4/19/17 at 9:37 am to
We don't currently but we are very small and right now the employees are family. We are working on our policies and procedures as we are growing and we understand that once we hire outside of the family everything changes.
Posted by tigerfoot
Alexandria
Member since Sep 2006
61710 posts
Posted on 4/19/17 at 9:56 am to
quote:

I'm all for hiring the best people that I can and giving them processes that make sense - just need to figure out how to keep it very basic and not overload them.

I've always said that people don't care about how much you know until you show them how much you care.
Not to be too jaded, but all businesses need to protect themselves from regulatory issues. If you cant show that you gave a very valid attempt to train and educate your employees, you are just asking for trouble.

No one wants to become a business bound by senseless training or red tape...but you have to take a common sense approach to documenting the process.
This post was edited on 4/19/17 at 9:57 am
Posted by anewguy
BR
Member since Mar 2017
1239 posts
Posted on 4/19/17 at 10:05 am to
I am in insurance and have a service that can make safety manuals, return to work programs,etc. If your agent is worth a shoot he should be able to help you make some of these or at least get them from your current insurance carrier.

quote:

No one wants to become a business bound by senseless training or red tape...but you have to take a common sense approach to documenting the process.



Also this. If some type of frivolous claim comes from an employee, you can show where they signed off on having "read" the safety manual, or what is expected of them if a work related injury occurs,etc.

In this litigious society we live in, I highly suggest having employer practices liability. It covers you against alleged wrongful termination, discrimination,harassment and other employment related issues.
This post was edited on 4/19/17 at 10:10 am
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