Think about areas of importance to your business where policies and procedures would add value, such as: • authorisations – for example, which job roles are allowed to authorise various activities within the business? • bank accounts – when and how new bank accounts are opened • new suppliers and how to choose them • new customers and how to manage them • buying and purchasing – for example, how to determine when stock, equipment and assets need to be purchased • debt collection • insurance and risk management. Use our financial policy and procedure manual template below as a starting point. The task of completing a full manual can be overwhelming, so start by thinking about what you want to achieve, and complete your manual in real-time.
Free Church Policies And Procedures Manual
Writing while doing is a great way to ensure you capture all the steps, so involve your employees and write policy and procedures as you're working on a particular activity. For example, if you have a new customer, write up how you'll record the details, where these will be kept, how you'll set a customer credit limit etc. What's a policy? A policy is a statement that outlines the principles and views of a business on each topic covered. Policies provide an overview of certain rules that you have in your business, and should.