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Operations Manual Development Workshop

Who Should Attend

This workshop is designed for members of the Executive Team, including:

  • President
  • General Manager
  • Vice Presidents of Operations
  • Operations Manager
  • Vice Presidents of Sales
  • Sales Managers

It offers a practical framework for adopting and implementing an effective operations methodology aimed at improving your organization’s financial and operational performance.

How Your Organization Benefits

Leveraging EPC’s standardized Operations Manual, this workshop helps develop and implement customized operational processes tailored to your organization’s unique culture. The manual functions as a strategic roadmap, reinforcing EPC training programs and promoting continuous application of best practices.

  • Alignment of operations with strategic goals
  • Improved financial performance
  • Increased employee engagement and satisfaction
  • Sustainable process improvements

Workshop Objectives

  • Explain the role of the Operations Manual in executing a strategic plan
  • Evaluate their company’s current operational and financial position
  • Gain management buy-in for implementation
  • Understand the structure and content of the Operations Manual
  • Design a practical implementation plan with timelines and milestones

Workshop Topics

Strategic Planning Components

  • Understanding key elements of strategic planning
  • Analyze current performance using standard metrics
  • Identify existing strategies and forecast plans
  • Evaluate alternative approaches
  • Define strategic direction and business objectives
Operating Plan Development

  • Define financial goals with aligned action plans
  • Translate strategic goals into annual departmental priorities
  • Set and align department-level goals with the overall strategy
Operations Manual: Purpose and Function

  • Serve as a structured roadmap for daily operations
  • Link strategic objectives with executable processes
  • Promote employee engagement through clarity and involvement
Operations Manual Structure

  • Table of contents
  • Standard process outlines
  • Process lists with corresponding templates
Development Plan for the Operations Manual

  • EPC’s structured development approach
  • Overview of working sessions
  • Description of final deliverables
Implementation Plan

  • Define roles for internal Sponsors and Champions
  • Provide EPC-supported training initiatives
  • Establish clear implementation timelines
  • Monitor progress with defined checkpoints
  • Plan for periodic review and updates