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Writer's pictureVinod Kumar

What is a BPM Operations Manual and what does it contain?

Updated: May 5, 2021

it's a massive important document as a business owner or a manager - but why?


Wikipedia explains Operations Manual as


it's a lot to digest, let me make it simple for you


Operations manual is an Encyclopedia for your company or business


it serves as a tool, provides you and your team the direction to function smoothly, more importantly guides and controls your team!



It reminds your employees how to get the work done, containing the standard operating procedures, a description of the organization hierarchy, contact details for key personnel and emergency procedures


Just think of it as a knowledge base where all your work requirements are documented, you and your team will follow it to complete the work.


Why is it important?


Imagine managing large teams, your team shall have tons of questions every single day to complete the tasks, this guide will serve as their go to document (similar to employee handbook)

allowing you focus on what you need to do...


In-fact you can refer to this document to run your operations....


Based on my experience managing large BPM operations, here is a comprehensive list of information to be documented in an operations manual (this list can further increase or decrease depending upon the nature of your work)


Investing your time building a solid Operations manual at the beginning of your project will smoothen your entire operations long term and reduce repetitive tasks!



To conclude:


Operations manual provides you and your team the direction to function smoothly and sets the culture and foundation from the very start you operate!



If you need a copy of my Operations Manual, please leave your comments below.



For SME's/team leaders aspiring to become PMP or a Project manager facing hurdles running your project, my recommendation is to study for PMP Certification this course provides you the foundation on

  • People - soft skills required to run the projects smoothly

  • Process - technical aspects

  • Business environment - connection between projects and organizational strategy

personally, this course helped me to improve my operations and my understanding towards the above foundations better. PMP Examination Content Outline




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