· 01.MANAGEMENT AND EXECUTIVE
o 01.USING THIS TEMPLATE
§ Business Excellence Template (BET) Information Document
§ Attached files of the Essential Business Template
o 02.COMPANY POLICIES
§ A Quality Business
§ Our Relationships with our Customers
§ Occupational Health and Safety
§ Environment and Cultural Heritage
§ Our Team Culture
§ Privacy Dignity and Confidentiality
§ How we manage grievances
o 03.MANAGEMENT REVIEW AND CONTINUAL IMPROVEMENT
§ Business Strategy and Planning
§ Updating Documentation
§ Review of Measurements
§ Checking that documents match what people do (Internal Audit)
§ Improving the business system - prevention and correction of problems
o 04.BUSINESS PLAN TEMPLATE
§ Executive Summary
§ Business Outline
§ SWOT
§ Objectives
§ Risk Management
§ Products and Services
§ Marketing
§ Competitive Analysis
§ Advertising and Promotional Focus
§ Business Operations
§ Management and Key Personnel
§ Legal Matters
§ Financial Overview
§ Summary
o 05.PLANNING AND STRATEGY
§ Company Overview
§ Business Strategy
§ Market Opportunity
§ Marketing Plan and Strategy
§ Financial Plan
§ Product Strategy
§ Vision, Mission, Goals and Objectives
§ Exit & Payback Strategy
o 06.RISK MANAGEMENT
§ Establishing a context for risk management
§ Communicating risk management to your organisation
§ Identifying risks in your organisation
§ Analysing risks in your organisation
§ Evaluating risks in your organisation
§ Treating risks in your organisation
§ Monitoring and reviewing risks in your organisation
§ Risk management summary
· 02.FINANCE
o 01.ACCOUNTS RECEIVABLE
§ Preparing Invoices
§ Receipting Payments
§ Accounting for Discounts
§ Overdue Accounts
§ Test
o 02.ASSET MANAGEMENT AND PLANNING
§ Information Technology Security and Recovery from Disaster
§ Protection of Assets Policy
§ Equipment for Operations
§ Workplace Facilities
§ Scheduled asset maintenance
o 03.ACCOUNTS PAYABLE
§ Cheque signing and authority
§ Purchase Orders (ensuring a paper trail exists)
§ Managing Petty Cash
§ Confirming Receipt of Goods and Conformity of Supply
§ Payment Approval (paying for what we get)
o 04.PAYROLL
§ Employee use of Time Sheets
§ Preparation of Pays
§ Superannuation Policy
o 05.FINANCIAL REPORTING
§ BAS Reports
§ Profit and Loss Statements
§ Management Reports
o 06.FINANCIAL MANAGEMENT POLICIES
§ Budgeting Policy
§ Credit Card Authorisation Policy
§ Financial Management Policy
§ Investment Policy
§ Credit Levels
· 03.MARKETING
o 01.BUSINESS DEVELOPMENT
§ Marketing Plan
§ Tenders and Quotes
§ Generating Leads
o 02.MARKETING RESOURCES
§ Managing our online presence
§ What Print Media do we use
§ Direct Mail and utilising our Database
· 04.SALES
o 01.PERFORMANCE REPORTS
§ Budgets and Targets
§ Weekly Sales Meeting
o 02.CUSTOMER MANAGEMENT
§ Customer Service
§ Identifying and caring for Customer Property
§ Follow up and Feedback
§ Identifying Root Causes when things go wrong
o 03.SALES PROCESS
§ Closing Sales
§ Discussing and Identifying Customer Requirements (agreeing Scope)
§ Product Recall
· 05.HUMAN RESOURCES
o 01.STAFF RECRUITMENT
§ Staff Recruitment Policy
§ Recruitment Procedure
§ Advertising for new staff
§ Interviewing staff
§ Letter of Appointment
§ New Staff (First Day induction)
o 02.STAFF TRAINING & PERFORMANCE
§ KPIs and Non-Performance
§ Annual performance review
§ Conducting a counselling interview
§ Professional development policy
§ Training Policy
o 03.DISCIPLINE AND TERMINATION
§ Resignation
§ Disciplinary Action
§ Instant Dismissal
o 04.DISPUTE RESOLUTION
§ What is Harrassment and what is our attitude to conflict in the workplace
§ Grievance Procedure
o 05.LEAVE AND SEPARATION POLICIES
§ Annual leave policy
§ Compassionate/ Bereavement Leave
§ General Leave Policy
§ Parental leave
§ Sick leave policy
§ Separation - Abandonment of employment
§ Separation - Dismissal
§ Separation - Redundancy
§ Separation - Resignation
§ Separation - Retirement
§ Unpaid Leave
o 06.GENERAL HUMAN RESOURCES POLICIES
§ Affirmative action policy
§ Bullying policy
§ Communication Processes
§ Drug Testing Policy
§ Outside Employment
§ Sexual Harassment Policy
§ Wages and Conditions
§ Staff Responsibilities
§ Staff Rights
o 07.EMPLOYEE INDUCTION MANUAL
§ Introduction
§ Personnel
§ Harassment and Grievances
§ Wages and Conditions
§ Leave
§ Training
§ Employee responsibilities
§ Company owned motor vehicles
§ Communications
§ General Health and Safety
§ Emergencies and Accidents
§ Attitude to safety in the workplace
§ Office Workplace Safety
§ Security
§ Lone worker
§ Acknowledgement
o 08.EMPLOYEE SAFETY MANUAL
§ Working Safer - Queensland legislation
§ Assuring Workplace Safety
§ Risk Management
§ Hazards and Hazardous Environments
§ Manual Handling
§ Explosive Power Tools and Other Plant
§ Other Workplace Hazards
· 06.ADMINISTRATION
o 01.OFFICE POLICIES AND PROCEDURES
§ Reception (our public face)
§ Meeting Schedule
§ Greeting Telephone Callers
§ Greeting Visitors to the Office
§ Food, Drink and Cleaning Up
§ Opening and Closing Office Procedure
§ Site Security
§ Cleaning the premises
o 02.RECORDS AND DATA
§ Document and Data Control
§ Filing and Records Management
§ Email retention and archiving policy
§ Anti-Virus Software
o 03.PURCHASING
§ Suppliers and Products
§ What do we do with Defective Product
· 07.QUALITY ISO 9001:2008
o 01.QUALITY MANUAL PURPOSE
§ Using the documents of the Quality Key Business Area
§ Organisation Chart
§ 1.1 Quality Management System - Requirements. Scope - General
§ 1.2 Scope - Application
§ 2 Normative reference
§ 3 Terms and definitions
o 02.QUALITY MANAGEMENT SYSTEM
§ 4.2.1 System Documented
§ 4.2.2 Quality Manual
§ 4.2.3 Control of Documents
§ 4.2.4 Control of Records
§ 4.1 Documentation Requirements - General
o 03.MANAGEMENT RESPONSIBILITY
§ 5.1 Management Commitment
§ 5.2 Customer Focus
§ 5.3 Quality Policy
§ 5.4.1 Quality Objectives
§ 5.4.2 QMS Planning
§ 5.5.1 Responsibility and Authority
§ 5.5.2 Management Representative
§ 5.5.3 Internal Communication
§ 5.6.1 Management Review - General
§ 5.6.2 Review Input
§ 5.6.3 Review Output
o 04.RESOURCE MANAGEMENT
§ 6.1 Provision of Resources
§ 6.2.1 Human Resources - General
§ 6.2.2 Competence, awareness and training
§ 6.3 Infrastructure
§ 6.4 Work Environment
o 05.PRODUCT REALIZATION
§ 7.1 Planning of Product Realization
§ 7.2.1 Determination of Requirements Related to the Product
§ 7.2.2 Review of requirements related to the product
§ 7.2.3 Customer communication
§ 7.3.1 Design and development planning
§ 7.3.2 Design and development inputs
§ 7.3.3 Design and development outputs
§ 7.3.4 Design and development review
§ 7.3.5 Design and development verification
§ 7.3.6 Design and development validation
§ 7.3.7 Control of design and development changes
§ 7.4.1 Purchasing process
§ 7.4.2 Purchasing information
§ 7.4.3 Verification of purchased product
§ 7.5.1 Control of Product and Service Provision
§ 7.5.2 Validation of processes for production and service provision
§ 7.5.3 Identification and traceability
§ 7.5.4 Customer Property
§ 7.5.5 Preservation of product
§ 7.6 Control of Measuring and Monitoring Devices
o 06.MEASUREMENT, ANALYSIS AND IMPROVEMENT
§ 8.1 Measurement, analysis and improvement - General
§ 8.2.1 Customer Satisfaction
§ 8.2.2 Internal Audit
§ 8.2.3 Monitoring and measurement of processes
§ 8.2.4 Monitoring and measurement of product
§ 8.3 Control of nonconforming product
§ 8.4 Analysis of data
§ 8.5.1 Continual Improvement
§ 8.5.2 Corrective action
§ 8.5.3 Preventative action
· 08.OCCUPATIONAL HEALTH AND SAFETY AS/NZ4801
o 01.INTRODUCTION
§ 4.1 General requirements
§ 4.2 OH & S Policy
o 02.PLANNING
§ 4.3.1 Planning Identification of Hazards, assessment and control of risks
§ 4.3.2 Legal and Other Requirements
§ 4.3.3 Objectives and Targets
§ 4.3.4 OH&S Management Plans
o 03.IMPLEMENTATION
§ 4.4.1 Structure and Responsibility
§ 4.4.2 Training and Competency
§ 4.4.3 Consultation, Communication and Reporting
§ 4.4.4 Documentation
§ 4.4.5 Document and Data Control
§ 4.4.6 Hazard Identification, risk assessment and control of risks
§ 4.4.7 Emergency Preparedness and response
o 04.MEASUREMENT AND EVALUATION
§ 4.5.1 Monitoring and Measurement
§ 4.5.2 Incident Investigation, corrective and preventive action
§ 4.5.3 Records and records Management
§ 4.5.4 OH&SMS Audit
o 05.MANAGEMENT REVIEW
§ 4.6 Management Review
· 09.ENVIRONMENTAL
o 01.INTRODUCTION
§ Introduction
§ 4.1 General requirements
§ 4.2 Environmental policy
§ 4.3.1 Environmental aspects
§ 4.3.2 Legal and other requirements
§ 4.3.3 Objectives and targets
§ 4.3.4 Environmental management programme(s)
§ 4.4.1 Structure and responsibility
§ 4.4.2 Training, awareness and competence
§ 4.4.3 Communication
§ 4.4.4 Environmental management system documentation
§ 4.4.5 Document control
§ 4.4.6 Operational control
§ 4.4.7 Emergency preparedness and response
§ 4.5.1 Monitoring and measurement
§ 4.5.2 Nonconformance and corrective and preventive action
§ 4.5.3 Records
§ 4.5.4 Environmental management system audit
§ 4.6 Management review
