<aside> 💡 Build this out for each new section in your Manager Manual, for different areas of your business. Examples include: email, client onboarding, scheduling, website, gifting, and so on. Save the template below as a page into your Notion workspace.

❤️ **Sent here by a friend? This template is part of the larger Free Time Toolkit. Sign-up to get full (free!) access at ItsFreeTime.com/toolkit, and make sure you get a copy of the book that goes with it: Free Time: Lose the Busywork, Love Your Business by Jenny Blake. For a full done-for-you business operations hub like the one Jenny describes in the book, learn more about the Free Time Dashboard »

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Purpose

Higher level goals and desired outcomes for this area of the business.

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Philosophy/Principles

How do we uniquely think about this area and make decisions? What tradeoffs are we willing to make? Which of our operating principles does this area tie into?

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Strategy

How we will approach operationalizing this? Set a recurring cadence (i.e. monthly, quarterly, weekly)

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Step-by-Step Process & Guidelines

Capture steps so somebody new to the business still knows exactly what to do. Check: is our process systematized, efficient, and delightful? Are we reducing decision fatigue and potential bottlenecks?

Potential problems & FAQ

Think through in advance; add existing FAQs