Embed Size (px)
Citation preview
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
1
THE ULTIMATE DESIGN BIZ OPERATIONS MANUALIn case of emergency, break open and follow instructions.
2
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
BUSINESS NAME:______________________
Date Created:________________________________
Created by:__________________________________
Special Notes:
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
3
SECTION 1: LEGAL
Incorporation Documents
Emergency Information
DBA State Comptroller
Document
4
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
INCORPORATION DOCUMENTS & EMERGENCY INFORMATION
EIN or Tax ID #
Owner’s Name
Address
Phone & Fax
5
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, 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.
6
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, 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:
7
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
SECTION 2: VENDORS, SUBS & OUTSOURCING
Support Team Information Systems & Processes
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
8
SUPPORT TEAM
Names Contact Information Function
9
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
SYSTEMS & PROCESSES
Record Keeping and Accounting Expenses Recording Tax Payments Utilities Telephone Other Overhead
10
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
SCHEDULE
Time Working Vacation Time Filing System
Paper Filing Computer Filing
Office Supplies
11
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
TRAVEL
Airline Car Rental Programs Miles Programs
12
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
OFFICE PROCEDURES
Daily Procedures Weekly Procedures Monthly Procedures Annual Procedures
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
13
SECTION 3: ADMINISTRATIVE PROCEDURES
Customers Internal Office
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
14
CUSTOMER SUPPORT
Customer Support Product Shipments Product Inventory
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
15
INTERNAL OFFICE
Prospect Calls Beginning a Client Relationship Tools
16
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
SECTION FOUR: BUSINESS PROCEDURES
Products and Services
Marketing
17
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
PRODUCTS AND SERVICES
Products
Services
18
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
PARTNERSHIPS AND JOINT VENTURES
Advertising
Affiliate Programs
Target Audience
19
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
PROMOTIONS
Free Giveaways
PromotionsFree GiveawaysDiscounts
20
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
NEWSLETTER PUBLISHING
Provider Frequency of your publication Format Location of archive Mailing List
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
21
SECTION FIVE: ACCOUNT INFORMATION
Providers and Vendors
User Names and Passwords
22
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
ACCOUNTS
Hosting Account Provider
Domain Name Registrar (List domains)
23
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
ACCOUNTS
Shopping Cart Provider
Merchant Account Provider
Bank Name and Account
24
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
ACCOUNTS
Online Banking Information Memberships and Associations E-mail Information Internet Access Provider PayPal Account
25
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
ACCOUNTS
Instant Messenger
Printer
Article Directories
Online Forums
26
Copyrig
ht 2
01
0 (c) A
shle
y W
hitte
nberg
er C
om
panie
s, Inc.
ACCOUNTS
Logo Design
ComputerSoftware ProgramsData Backup SystemOther Business Equipment
