How to Create a Manual for Work
Manuals are important to standardize the quality of work regardless of the level of employees. Manuals are also indispensable for efficient work execution and employee skill improvement. However, there are many managers and executives who understand the need for manuals but do not have the knowledge to create them.
This article will explain the procedures, tips, and essential tools for creating an effective manual. If you are thinking of creating a manual or refreshing its contents, please continue reading to the end.
What is a Manual?
A manual is a document that summarizes in a single document the procedures and points to be followed in performing a certain task. It is used to prevent mistakes while ensuring that everyone involved in the work achieves the same results, and is essential for standardizing and systematizing the work. The manual enables new employees and transferred employees to perform their duties quickly and accurately while maintaining the quality of their work.
Difference from a procedure manual
Although the term "procedure manual" refers to a meaning similar to that of a manual, the fundamental nature of the two is different. The following table confirms this.
Manuals
procedure manual
Roles
Provide an overview, background, and reasons for the work in addition to the procedures
Explain the procedure in detail
Contents
A document that comprehensively outlines the procedures for the smooth execution of the entire business. It provides a wide range of information such as flow, know-how, and rules for the entire operation.
A document that shows specific work procedures. It describes work procedures in detail and summarizes processes and work procedures.
Scope of entry
Entire operations
Specific work broken down into operations
The key point is that manuals are summarized for the entire operation, whereas the scope of a procedure manual is a specific task that breaks down the operation.
Why do we need manuals?
So, why are manuals necessary for business execution? There are four main reasons
Improvement of work efficiency
Time and effort spent on work errors and rework during operations are reduced, leading to increased operational efficiency.
Improvement of work quality
Since the work flow is clarified, work omissions and quality variations are reduced, and stabilization and improvement of work quality can be expected.
Prevention of specialization
The manuals will help to prevent the creation of a workforce by clearly stating work procedures, tricks, and rules. Manuals will help standardize work procedures because they are shared.
Improved efficiency of human resource development
By quickly communicating necessary information, newly assigned personnel can acquire skills and adapt to the organization more efficiently, enabling them to begin work at an earlier stage.
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Manual Preparation Procedure
The following is a description of the actual manual creation process. The process is divided into the following five steps
STEP 1: Clarify the purpose and users, and determine the scope of coverage.
The first step in creating a manual is to clarify "what is the purpose of the manual and who will use it? Clarifying these two points is the key to correctly selecting the necessary information for the manual and creating a manual with content appropriate to the user's level.
Once the purpose and users have been clarified, the next step is to determine the scope of the manual. By clarifying the target scope in line with the purpose of the operation, such as "training for new employees" or "materials for newly assigned staff," it will be easier to ensure that the manual is fully effective.
STEP2: Set a schedule for completion
Once you have decided on the manual to be created, set a schedule for its completion. First, calculate backward from the date you want to release the manual to determine the required time and man-hours, and set deadlines for each process.
By determining the schedule while taking into consideration the amount of time that can be spent on manual creation out of the overall workload, you can proceed with the work without difficulty. For example, if the manual is for a new employee who will join the company in April, it should be completed by February or March.
STEP3: Organize and summarize job descriptions and work procedures
Organize the tasks and work procedures to be described in the manual. By grouping related tasks and procedures and clarifying the relationship between them, you can check for omissions and duplication, and select and discard information.
STEP4: Create a draft structure and finalize the table of contents
To make the overall picture of the manual easier to understand, determine the overall structure that will serve as the framework of the manual. The trick is to identify everything you want to convey in the manual, and then systematically create a draft structure.
Once the table of contents is prepared and the overall structure is decided, you will be able to see where the information you organized in STEP 3 will be applied in the manual. Also, by confirming with those involved and responsible for creating the manual when the structure is finalized, rework after the main text is created will be reduced and work can proceed more efficiently.
STEP5: Creating the body of the manual
Once the structure and table of contents have been completed, it is time to finalize the contents of the manual, describing specific tasks and instructions based on the structure of STEP 4. By effectively incorporating not only text, but also diagrams and tables, the content will be easy for the reader to understand.
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Key Points for Manual Preparation and Operation
An important aspect of creating a manual is to make sure that the content is easy for the reader to understand. If the content is too difficult to understand, it will be difficult to gain the necessary skills effectively. Here are six points to consider when creating an easy-to-understand manual.
Be aware of the 5W1H
When creating a manual, be aware of the 5W1H: "When: When," "Where: Where," "Who: Who," "What: What," "Why: Why," and "How: How." If you create a manual with these six points in mind, the content will be easy to convey to others.
The actual readers of the manual will be beginners in the relevant business. Aim for content that even someone unfamiliar with the work can understand how to proceed with the work just by reading the manual.
Adapt the style and content to the reader's level
When creating a manual, it is also very important to match the style and content to the level of the reader. For example, if the reader is a new employee, it will be difficult for him/her to accurately understand technical terms and industry-specific rules that only a seasoned industry expert would understand.
To avoid such concerns, it is important to keep in mind that the content should be "easy to understand by anyone.
Clarify important points
Manuals tend to be voluminous because of the nature of the information that must be covered. The more information a manual contains, the harder it is for the reader to see the important points and understand them.
Therefore, it is important to emphasize important points by bolding, redacting, or increasing the size of the text. Bullet points and numbering are also effective.
Describe the purpose for which the manual was created.
In order for the reader to accurately understand the contents of the manual and to make use of it in practice, it is necessary for the reader to understand "the purpose for which the manual was created. When creating a manual, be sure to include the purpose of the manual.
Without a reason as to why the manual should be followed, the reader may unconsciously disregard the contents of the manual. It is important to include reasons such as, "We have made many mistakes in the past without a manual," to effectively convey the intent of the manual.
Use diagrams and illustrations.
When creating a manual, try to make the content visually easy to understand by inserting diagrams and illustrations as much as possible. When conveying complicated procedures or detailed content, information may not be immediately accessible using text alone. Using diagrams and illustrations as appropriate will make the manual easier to read and understand.
Operating and Improving the Manual
After the manual is completed and distributed to those involved in actual operations, improvements should be made while using the manual. When the first completed manual is actually put into operation, there is a possibility that omissions in the content or situations that were not envisioned when the manual was created may appear. It is necessary to make improvements as appropriate and update the manual to a higher degree of completeness.
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Platforms are efficient for centralized management from manual creation to operation
Proper operation of the manual after its creation and publication is very important. By using a platform, you can improve accessibility to your manuals, and users will be able to view them immediately when they need them. Let's take a look at the benefits that arise from the implementation of a platform.
Time and cost savings
Compared to operations with traditional paper or electronic manuals, the platform simplifies the sharing, updating, and management of information and provides a user-friendly environment for administrators and users. Printing, which is mandatory for paper manuals, can also be replaced by digital, which saves costs.
Smooth updating and modification of manuals
Not only does this make it easy for anyone to update or change manuals, it also streamlines and optimizes operations by automatically notifying users of updates and changes and collecting improvements to manuals through feedback functions.
Depending on the platform you choose, there may be a function that allows you to create the manual itself, so choosing such a system is convenient because you can centrally manage everything from creation to operation.
Introduction to learningBOX
learningBOX is a learning management system that provides all the functions necessary for training, including the creation and distribution of teaching materials, grading, and learner management. learningBOX is used not only as an LMS, but also as a platform for manual creation and operation.
5 advantages of using learningBOX for manual creation and operation
Easy creation of manuals in a wide variety of teaching material formats, including video and PDF
Manuals scattered throughout the company can be consolidated in the learningBOX for efficient, centralized management
The learning management function can be used to monitor the level of understanding and proficiency of employees' manuals.
Create tests based on manuals and use them for employee training
Can be used on multiple devices (PCs, smartphones, tablets), allowing manuals to be checked and updated from any location
LearningBOX Application Examples
Here are two examples of how learningBOX is being used to create and operate business manuals.
No.1 Corporation
No.1 Corporation, which provides total support for the office environment, business efficiency, and management environment surrounding small and medium-sized businesses throughout Japan, uses learningBOX for a wide range of purposes, including manual creation, in-house training, and preparation for certification exams.
Previously, manuals could only be viewed on paper when outside the office, but with the introduction of learningBOX, manuals can now be viewed on smartphones even when outside the office, leading to improved operational efficiency.
NAC Corporation
NAC Corporation, which provides Kuricla, a home-delivered water that is popular at private homes and businesses, has introduced learningBOX to improve and standardize the service level of its delivery staff.
The company has created a test based on the manual and has delivery staff nationwide take the test to deepen their knowledge of the business by going back to the manual. Through continuous testing, the test has spread throughout the company, and staff members feel that they are now able to engage in a more positive approach to their work.
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SUMMARY
In this issue, we explained how to make a manual, the procedures and key points.
Manuals not only facilitate various operations, but also help to prevent the creation of a workforce by sharing work procedures, tips, and rules.
In addition, the introduction of a tool is recommended for efficient manual creation and operation. LearningBOX" is a platform that anyone can easily use to reduce the "effort" and "cost" of manual creation.
With the free plan, up to 10 accounts, including administrators, can use almost all functions for free and indefinitely. Please feel free to contact us if you would like to try it out.
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