Design board for your biz ™   the operations manual
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Design board for your biz ™   the operations manual Design board for your biz ™ the operations manual Presentation Transcript

  • The Ultimate Design Biz Operations Manual
    In case of emergency, break open and follow instructions.
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
    1
  • Business Name:______________________
    Date Created:________________________________
    Created by:__________________________________
    Special Notes:
    2
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Section 1: Legal
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
    3
    Incorporation Documents
    Emergency Information
    DBA
    State Comptroller Document
  • Incorporation Documents & Emergency Information
    EIN or Tax ID # 
    Owner’s Name 
    Address 
    Phone & Fax
    E-mail
    4
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Incorporation Documents & Emergency Information
    Legal Entity of the Business
    Business Attorney
    Insurance Provider
    Trademarks And Copyright Information
     
    Note: Place all incorporation or DBA documents in this section.
    5
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Emergency Information
    In the event that I am unable to operate my business, please follow the instructions below:
     
     
    Contact These People: (List people your family should contact for help with your business, and/or to notify them of the situation)
     
     
    Other Instructions:
    6
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Section 2: Vendors, Subs & Outsourcing
    Support Team Information
    Systems & Processes
    7
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Support Team
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
    8
    Names
    Contact Information
    Function
  • Systems & Processes
    Record Keeping and Accounting
     
    Expenses Recording
    Tax Payments
    Utilities
    Telephone
    Other Overhead
    9
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Schedule
     
    Time Working
    Vacation Time
    Filing System
    Paper Filing
    Computer Filing
    Office Supplies
    10
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Travel
    Airline
    Car Rental Programs
    Miles Programs
    11
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Office Procedures
    Daily Procedures
    Weekly Procedures
    Monthly Procedures
    Annual Procedures
     
    12
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Section 3: Administrative procedures
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
    13
    Customers
    Internal Office
  • Customer Support
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
    14
    Customer Support
     
     
    Product Shipments
     
     
    Product Inventory
  • Internal Office
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
    15
    Prospect Calls
     
     
    Beginning a Client Relationship
     
     
    Tools
  • Section Four: Business Procedures
    Products and Services
    Marketing
    16
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Products and Services
    Products
    Services
    17
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Partnerships and Joint Ventures
    Advertising
    Affiliate Programs
    Target Audience 
      
    18
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Promotions
    Free Giveaways 
    Promotions
    Free Giveaways
    Discounts
    19
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Newsletter Publishing
    Provider
    Frequency of your publication
    Format
    Location of archive
    Mailing List
    20
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Section Five: Account Information
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
    21
    Providers and Vendors
    User Names and Passwords
  • Accounts
    Hosting Account Provider
     
    Domain Name Registrar
    (List domains)
     
     
     
    22
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Accounts
    Shopping Cart Provider
     
     
    Merchant Account Provider
     
     
    Bank Name and Account
    23
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Accounts
    Online Banking Information
     
     
    Memberships and Associations
     
     
    E-mail Information
     
     
    Internet Access Provider
     
     
    PayPal Account
    24
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Accounts
    Instant Messenger
     
    Printer
     
    Article Directories
    Online Forums
    25
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.
  • Accounts
    Logo Design
     
     
    Computer
    Software Programs
    Data Backup System
    Other Business Equipment
    26
    Copyright 2010 (c) Ashley Whittenberger Companies, Inc.