Bizmanualz Sample from the Business Policies and Procedures Sampler includes

an example policy, procedure, a list of topics, forms and job descriptions

Business Policies and Procedures Sampler

The Business Policies and Procedures Sampler enables you to quickly
produce Office Procedures for your entire business through well-researched
and thorough documents covering thirteen different areas of business.
Writing policies, procedures and office manuals is much easier with
customizable procedures development templates. This manual includes a
wide array of topics including Accounting, Human Resources, Information
Technology, Manufacturing, Production, Security, Disaster, Customer
Service and Sales & Marketing.

US$ 695.00 Includes five (5) modules Instant download

1. Introduction and Table of Contents Available immediately
How to Order: 2. Guide to preparing a well written manual (no shipping required)
Online:
3. 111 Policies covering 13 company functions
www.bizmanualz.com
and 129 corresponding forms
By Phone: 314-384-4183
866-711-5837 4. 12 Job Descriptions covering every position
Email: sales@bizmanualz.com referenced in the manual
5. Complete Index

Sample Policy from Business Policies and Procedures Sample

Customer Service Section: Service Satisfaction

Document ID Title Print Date

CSV103 SERVICE SATISFACTION mm/dd/yyyy
Revision Prepared By Date Prepared
0.0 Preparers Name / Title mm/dd/yyyy
Effective Date Reviewed By Date Reviewed
mm/dd/yyyy Reviewers Name / Title mm/dd/yyyy
Approved By Date Approved
Final Approvers Name / Title mm/dd/yyyy
Policy: Customer Service is to contact customers after any repair of their equipment
has been made to assure that the equipment is working properly and that the
customer "feels" that their needs or concerns have been satisfied.
Purpose: To outline the follow-up action and sample telephone script to be used by
Customer Service representatives.
Scope: This procedure applies to all repairs and/or problem resolution of a customer's
system.
Procedure:

1.0 Post-Service Follow-Up

1.1 The Customer Service department shall call customers within ten (10) business days of
when their equipment has been repaired and returned. The assigned Customer Service
rep (CSR) shall use CSV103-1 CUSTOMER SERVICE SATISFACTION REPORT as a
conversational guide and for recording customer comments and observations.
 Bizmanualz Sample from the Business Policies and Procedures Sampler includes
an example policy, procedure, a list of topics, forms and job descriptions
1.2 The call should consist of an introduction of the company, the customer service
representative and the purpose of the call. The outline of the script should be followed,
but the CSR should feel free to speak in a conversational style by substituting words or
phrases as necessary.
1.3 The length and format of the call should be determined by the customer's needs and/or
desires. The CSR should respond to the customer accordingly.
1.4 If any of the equipment is not working properly or if the customer has some concerns,
the representative should take the necessary action to resolve voiced complaints or
concerns to the customer's satisfaction, in accordance with CSV102 CUSTOMER
SERVICE CONTACT / COMPLAINT HANDLING.

2.0 Satisfaction Reporting

2.1 Upon completing the call, the CSR shall complete the report, copy any interested /
affected departments or individuals, and file the CSV103-1 in the customer's file.
2.2 In the event the CSR does not reach the customer, a message should be left to indicate
that:
The Company is following up on the customer's purchase to ensure the customer is
satisfied with the product/service; and
The customer is to call the Company's toll-free service number if they have any
questions or concerns.
2.3 No further follow-up is necessary unless the Customer Service Manager determines
otherwise.
References:
CSV102 CUSTOMER SERVICE CONTACT / COMPLAINT HANDLING
CSV104 POST-SALE FOLLOW-UP
Forms:
CSV103-1 CUSTOMER SERVICE SATISFACTION REPORT
Revision History:
Revision Date Description of changes Requested By

0.0 2/1/2012 Initial Release

 Bizmanualz Sample from the Business Policies and Procedures Sampler includes
an example policy, procedure, a list of topics, forms and job descriptions

FORM: CSV103-1 CUSTOMER SERVICE SATISFACTION REPORT

Person Calling: Date:

Equipment Serviced: Date Returned:

Customer Name: Telephone:

Contacted: Yes spoke with:

No left message with:

Telephone Conversation

Opening Message: Initial Customer Feelings

1. "Hi, I'm and Very Happy

we serviced your Satisfied

last / / I'm following up to see if everything Unhappy

was handled correctly and if there is anything that we can do for you.

_____________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________

Customer comments:

2. "Would you help us by answering the following questions about your service?"

a. "Were you treated courteously?" Yes No

b. "Was the ready when promised?" Yes No

c. "Was your as clean as when you sent it in?" Yes No

3. "Is there anything we can do to improve our service?"

4. "Thank you for your time, . I hope you found our conversation helpful. Please don't hesitate to
contact us if you need (additional) assistance."

Do you feel the customer's feelings towards the Company improved by the end of your conversation?

Approximate time spent talking with customer:

Additional Comments or Follow-up action:

Copy To:_____________________________________________________________________________________
 Bizmanualz Sample from the Business Policies and Procedures Sampler includes
an example policy, procedure, a list of topics, forms and job descriptions

Business Policies and Procedures Sampler:

111 Prewritten Policies and Procedures covering 13 different areas!

Accounting Environmental Management
Accounts Payable and Cash Disbursements Environmental Protection
Problem Checks Hazardous Waste Management
Bank Account Reconciliations Air/Water/Soil Resource Management
Cash Drawers and Credit Cards
Cash Receipts and Deposits Finance and Credit
Check Requests Account Collection
Check Signing Authority Bank Loan Applications
Chart of Accounts Banking Policy and Relations
Capitalization and Depreciation of Fixed Assets Business Plans and Forecasts
Fixed Asset Control Customer Credit Approval and Terms
Invoice Billings and Accounts Receivable Exercise of Incentive Stock Options
Petty Cash Property Tax Assessments
Unsigned or Partial Payment Checks Release of Financial or Confidential Information
End of Period Review & Year Closing Stock Transactions
Weekly Financial and Six Week Cash Flow Reports
Administration
Board of Directors' & Shareholders' Meetings, Minutes, and Information Technology
Protocol IT Asset Standards
Controlling Legal Costs Use of Non-Standard Software
File and Record Management IT Incident Handling
Form Development and Forms Manual Computer Viruses and Malware
Job Descriptions IT User Staff Training Plan
Mail and Express Services Computer and Internet Usage Policy
Management Reporting E-Mail Policy
Telephone Answering IT Support Center
Travel & Entertainment
Manufacturing
Customer Service Assembly Manuals
Customer Satisfaction Survey Bill of Materials
Customer Service Contact / Complaint Handling Calibration for Testing and Measuring Equipment
Service Satisfaction FDA Inspections
Post-Sale Customer Follow-Up ISO 9001 Compliance
Service Parts Pricing Master Parts List and Files
Warranty and Service Policies Part Number Designation
Serial Number Designation
Disaster Management Quality Control for Finished Goods
Disaster Management Plan Quality Audit Procedures
Service Agreements, Emergency Services Agencies, and Corrective Action
Community Resources
Centers of Operation Personnel
Emergency Notification Procedures Americans with Disabilities Act
Office and Department Recovery Drug Free Workplace
Employment Policies
Engineering: Employee Hiring and New Employee Orientation
Drawings and Schematics Family and Medical Leave Act
Engineering Change/Document Change Control Health Care Benefits
Labeling Paid and Unpaid Time Off
Device Master Record Pay and Payroll Matters
Operation/Service Manuals Performance Appraisals and Salary Adjustments
Patents Resignations and Terminations
Preproduction Quality and Planning Sexual Harassment
Product Design and Development Training/Tuition Reimbursement
Product Identification and Safety Hazard Labels Workplace Rules & Guidelines
Workplace Safety
 Bizmanualz Sample from the Business Policies and Procedures Sampler includes
an example policy, procedure, a list of topics, forms and job descriptions

Sales & Marketing Security Operations

Collection of Sales Tax Intrusion Protection
Copyrights and Trademarks Physical Security
Marketing Plans Personnel
Model Number Designation Guard Force Management
Public Relations Electronic Countermeasures
Return of Goods from Customers Executive Protection
Sales Leads
Sales Order Entry Shipping, Purchasing & Inventory Control
Sales Training Packaging, Storage and Distribution
Trade Shows/Exhibits Physical Inventory
Purchasing
Receiving, Inspection, and Stocking of Parts and Materials
Shipping and Freight Claims
Vendor Selection, Files, and Inspections
129 Corresponding Forms and Records
Accounting Engineering
Bad Check Notice Request for Engineering Action
Sample Bank and Book Balances Reconciliation to Corrected Engineering Change Notice/Document Change Control
Balance Approval Form for Labels and Labeling
Daily Cash Report Device Master Record Contents
Daily Log Device Master Record Index (Example)
Check Request Device Specification (Example)
Check Signing Authority Log Design Completion Checklist for Electromechanical Devices
Sample Company Account Codes Design Completion Checklist for Non-Electromechanical
Capital Asset Requisition Devices
Asset Disposition Form Finished Product Release
Sales Order Product Design Review Checklist
Invoice Product Identification Label (Example)
Accounts Receivable Write Off Authorization Product Safety Hazard Label
Petty Cash Journal
Environmental Management
Administration Hazardous Waste Determination Checklist
Notice of Stockholders' Meeting (Example) Hazardous Waste Determination Sheet
Waiver of Notice of Stockholders' Meeting (Example) Compliance Self-Inspection Checklist
Authorization of Proxy to Vote Shares (Example) Environmental Management Action Plan
Minutes of Stockholders' Meeting (Example)
Minutes of Board of Directors' Meeting (Example) Finance & Credit
Master File Index Accounts Receivable Collection Control Form
Record Retention Guideline Credit Application
Form Printing Request Request for Credit Approval
Job Description Credit Inquiry
Department Reporting Summary Stock Option Exercise Letter (Sample)
Travel Arrangements Form Payroll Deduction Stock Purchase
Travel and Miscellaneous Expense Stock Issuances Journal
Entertainment and Business Gift Expense Report Stock Transfer Ledger
Weekly Financial Report
Customer Service Six-Week Cash Flow Report
Customer Satisfaction Survey
Customer Service Contact Information Technology
Customer Service Log Asset Standards List
Customer Service Satisfaction Report Asset Configuration Worksheet
Post-Sale Satisfaction Report Asset Standards Exception Request
Limited Warranty Non-Standard Software Request
IT Incident Report/Response Form
Disaster Management IT Training Requirements List
Disaster Management Plan Test IT Training Log
Emergency Services and Related Agencies List
Employee Personal Profile Sales & Marketing
Chronological Log of Emergency Events Returned Goods Authorization
Recovery Worksheet Customer Returns Database
Restoration Worksheet Sales Lead Tracking Form
Resumption Worksheet Trade Show Worksheet
Reconstruction Worksheet Trade Show Checklist
Disaster Recovery Log Trade Show/Exhibit Supply Checklist
 Bizmanualz Sample from the Business Policies and Procedures Sampler includes
an example policy, procedure, a list of topics, forms and job descriptions
Equipment Request Form Inventory
Manufacturing Sales & Marketing
Bill of Materials form (Sample) Returned Goods Authorization
Calibration Record Customer Returns Database
Triggers and Decision Points for GMP Inspections Sales Lead tracking Form
Excerpts of the FDA Two-Track GMP Inspection Strategy and Trade Show Worksheet
Compliance Program Trade Show Checklist
Master Parts List Trade Show/Exhibit Supply Checklist
Part Number Record Equipment Request Form Inventory
Quality Audit Checklist Show Registration
Corrective Action Request Trade Show/Exhibit Summary

Personnel Security Operations

Drug-Free Workplace Policy Agreement Employee Hiring Packet Checklist
Personnel Requisition Key Issue/Policy
Employment Application Special Incident Report Form
Employment Interview Questions Chart Guidelines for Selecting an Alarm System/Vendor
Personnel Change Notice
Company Policy and Procedure Acknowledgement Shipping, Purchasing & Inventory Control
Absence Request Shipping Log
Biweekly Timesheet Inventory Sheet
Employee Self-Appraisal Purchase Requisition
Performance Appraisal Purchase Order
Request for Training Purchase Order Log
Safety Suggestion Purchase Order Follow-Up
Workplace Safety Self-Inspection Checklist Receiving Log
Workplace Safety Action Plan Receiving and Inspection Report
General Workplace Safety Rules Inventory Inspection Levels
List of Hazardous Chemicals and MSDS Index Approved Vendor List
Approved Vendor Notification
Vendor Survey Form
Vendor Performance Log
Nonconformity Report

Job Descriptions: A complete job description is included for each of the 12 positions referenced in the Business
Polices and Procedure Sampler. Each position includes a summary description of the position,
essential duties and responsibilities, organizational relationships, a list of the procedures where the
position is referenced, specific qualifications, physical demands of the position, and work
environment.

Accounting Manager Engineering Manager Manufacturing Manager

Chief Financial Officer (CFO) Inventory Control Manager Production Manager
Customer Service Manager IT Manager Quality Manager
IT Security Manager Sales Manager
Director of Quality