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Design board for your biz ™ the operations manual

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Design board for your biz ™ the operations manual

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

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