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Manufacturing Businesses Template with over 300 ready made documents
Firstly TKO Business Modeller (the software application) provides the means to add, edit and store your business information and then publish that information in various ways, templates like the ones below provide some ready made content to help you get started so you can build your own business system. Templates load into TKO Business Modeller
The template is designed as a complete working business with a sample company to learn from and customise to your own requirements.
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For Manufacturing Businesses
Designed for manufacturing businesses it contains over 350 business documents. This template is designed as a complete working business model for this type of business. The template is provided as a sample company to learn from and customise to your own requirements.
- Price : FREE as part of TKO annual maintenance and support
- Requires : TKO Business Modeller Software click here for pricing
- Number of documents/forms : Approx 350
- Special sections of interest include :
- Typical manufacturing roles and job descriptions
- Manufacturing and production system procedures
- Human Resource, OH&S, Quality Managenent
- Video : nil see business excellence template for similar
- Download (only for current subscribed users)
See table of contents below
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Contents of this template
o Roles and Job Descriptions
o Policies and Procedures
o Key Performance Indicators and standards
Roles and Job Descriptions
· Xyz Manufacturing
o Managing Director
§ Production manager
· Engineer
· Shift manager
· Quality control officer
· Supply chain manager
· Purchasing officer
§ Marketing Manager
· Marketing Assistant
§ Sales Manager
· Sales Person
§ Finance Manager
· Bookkeeper
· Payroll Clerk
§ Human Resources Manager
· Trainer
§ Safety Manager
· First Aid Officer
§ Administration Manager
· Receptionist
· Office Cleaner
§ Quality Manager
§ Environmental Manager
§ Team member
Policies and Procedures
· 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.MANUFACTURING AND ASSEMBLY OPERATIONS
o 01.CARING FOR CUSTOMER PROPERTY
§ Identifying and caring for Customer Property
o 02.CORRECTING AND PREVENTING DEFECTS
§ Production System Access
§ Inspecting and Testing
§ Discussing and Identifying Customer Requirements (agreeing Scope)
§ Confirming Scope of Order
§ What do we do with Defective Product
§ Identifying Root Causes when things go wrong
§ Product Recall
o 03.NEW PRODUCTS
§ Internal R&D
§ External R&D
§ Test Market
o 04.PRODUCING GOODS OR SERVICES
§ Receiving Orders
§ Preparing Order
§ Product Despatch and Delivery
§ Packaging
o 05.SUPPLY CHAINS
§ Develop Production and Material Strategies
§ Supplier Management
§ Select Suppliers
§ Confirming Receipt of Goods and Conformity of Supply
§ Goods Received Conformance
o 06.WAREHOUSING
§ Handling Policy
§ Physical Inventory
§ Product Storage
· 03.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
· 04.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
· 05.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
· 06.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
· 07.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
· 08.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
· 09.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
· 10.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
Key Performance Indicators and standards
· 01.MANAGEMENT AND EXECUTIVE
o 01.USING THIS TEMPLATE
§ A structured training plan is in place and active
o 05.PLANNING AND STRATEGY
§ Business plan and strategy in place
o 02.CORRECTING AND PREVENTING DEFECTS
§ Downtime in correcting defects
o 03.NEW PRODUCTS
§ Manufacturing production time
o 04.PRODUCING GOODS OR SERVICES
§ Defects per production run
§ Average production cost per item
o 05.SUPPLY CHAINS
§ Inventory lead time
· 03.FINANCE
o 01.ACCOUNTS RECEIVABLE
§ Debtor days outstanding
o 03.ACCOUNTS PAYABLE
§ Average days to pay bills
o 04.PAYROLL
§ Timeliness in submission of statutory returns
o 05.FINANCIAL REPORTING
§ Cost of goods sold margin
§ Net profit margin
· 04.MARKETING
o 01.BUSINESS DEVELOPMENT
§ Marketing budget to turnover
§ Marketing plan inplace and on track
o 03.SALES PROCESS
§ Average dollar sale per customer
§ Average time from placing an order to its completion
· 06.HUMAN RESOURCES
o 01.STAFF RECRUITMENT
§ Staff turnover rate
o 06.GENERAL HUMAN RESOURCES POLICIES
§ Employee satisfaction index
§ Average employee absence time
§ Dress code and standard
§ Staff attitude and cooperation
· 07.ADMINISTRATION
o 01.OFFICE POLICIES AND PROCEDURES
§ Policies and procedures are completed and available to all staff
§ Business premises kept clean and presentable
§ Greeting customers by phone and direct
o 06.MEASUREMENT, ANALYSIS AND IMPROVEMENT
§ Customer complaints
§ Customer satisfaction index
· 09.OCCUPATIONAL HEALTH AND SAFETY AS/NZ4801
o 01.INTRODUCTION
§ Workplace incident rate
· 10.ENVIRONMENTAL
o 01.INTRODUCTION
§ Number of paper pages used by employees each month
§ Total purchased energy per month
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