Business Operations Manual Builder

1. Business Snapshot

A quick orientation for anyone reading this manual for the first time.

Business name

Owner / prepared by

What the business does, in one or two sentences Manual last updated

2. Systems & Tools — How Each Function Runs

One card per function. Fill in what you actually use today — not the "ideal" setup. Add or remove cards as needed.

3. Recurring Tasks (Mini-SOPs)

Pick your most repeated tasks and write the steps as if explaining them to a new hire on day one.

4. Access & Handoff Notes

General notes for whoever eventually needs to step in — not day-to-day steps, but the surrounding context.

Don't write passwords here. Keep credentials in a password manager (1Password, LastPass, Bitwarden, etc.). Below, just note where that password manager is and who currently has access to it.

Where credentials are stored Key outside contacts Recurring deadlines to know about Anything else someone taking over would need to know

5. Your Operations Manual

This assembles everything above into one document. Regenerate any time you update a section.

Fill in the sections above, then click "Generate / Refresh Manual."