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

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Design board for your biz ™ the operations manual

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

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