Consistency
The same task is completed to the same agreed standard.
10 · SOPs & Operations Manuals
Make the right way of working repeatable.
A business cannot scale, improve or transfer knowledge that has never been documented.
PBS works with owners and teams to turn business knowledge into practical SOPs, checklists, controls and operating manuals people can actually use.
Accountability
People know who owns each step, decision and control.
Capability
Training becomes clearer and knowledge is less dependent on individuals.
Transferability
The business is easier to scale, franchise, manage or hand to a new owner.
PBS SOP library
186+ procedures that may form part of a stronger operating system.
This is a practical menu, not a generic package. PBS selects, adapts and builds only the procedures the business needs. Open any category to explore the examples.
01Governance & Management Control10 procedures+
- Delegation of authority and approval limits
- Owner, board and management decision records
- Annual strategy and business-planning cycle
- Monthly management meeting and action tracking
- Weekly operational review meeting
- Management reporting timetable
- Business risk-register maintenance
- Policy and SOP approval process
- Document numbering, version control and review
- Conflict-of-interest declaration and management
02Finance, Cash Flow & Banking12 procedures+
- Daily cash-position reporting
- Thirteen-week cash-flow forecasting
- Bank-account and user-access control
- Bank reconciliation and review
- Payment preparation and dual authorisation
- Petty-cash issue and reconciliation
- Expense claims and supporting documents
- Debtor invoicing and statement cycle
- Credit control and overdue-debt escalation
- Creditor capture, approval and payment planning
- Budget preparation and budget-versus-actual review
- Month-end financial close and management accounts
03Costing, Pricing, BOMs & Profitability12 procedures+
- Bill-of-materials creation and approval
- Bill-of-materials change control
- Material-price and supplier-cost updates
- Direct-labour costing
- Overhead allocation and recovery
- Product and service cost calculation
- Quotation and job-costing procedure
- Selling-price review and approval
- Discount and price-override authorisation
- Minimum-margin and contribution thresholds
- Yield, waste and production-loss measurement
- Product, customer and contract profitability review
04Sales, Customers & Service10 procedures+
- Lead capture and qualification
- Customer quotation preparation and approval
- New-customer onboarding and credit checks
- Sales-order acceptance and confirmation
- Customer contract and service-level review
- CRM data capture and follow-up discipline
- Key-account review and relationship planning
- Customer complaint logging and resolution
- Returns, credits and refund authorisation
- Customer satisfaction and retention monitoring
05Procurement & Supplier Management12 procedures+
- New-supplier assessment and onboarding
- Approved-supplier-list maintenance
- Request-for-quotation and quote comparison
- Purchase requisition and approval
- Purchase-order creation and control
- Emergency and out-of-policy purchasing
- Goods-received verification
- Purchase order, delivery and invoice matching
- Supplier-performance review
- Supplier complaints, returns and corrective action
- Vendor banking-detail change verification
- Procurement conflict-of-interest control
06Stock, Warehouse & Inventory12 procedures+
- Stock-item creation and coding
- Receiving, counting and quality inspection
- Stock labelling, location and storage
- Stock issue to jobs, production or departments
- Inter-branch and inter-warehouse transfers
- Minimum, maximum and reorder-level setting
- Cycle counts and full stocktakes
- Stock-variance investigation and approval
- Slow-moving and obsolete-stock management
- Damaged, expired and returned-stock control
- Picking, packing and dispatch verification
- Stock-security and restricted-area access
07Operations, Production & Service Delivery12 procedures+
- Daily opening and operational start-up
- Work-order or job-card creation
- Production and service scheduling
- Shift, department and job handovers
- Machine or workstation set-up
- Work-in-progress recording and control
- In-process quality checks
- Job completion and close-out
- Preventive maintenance planning
- Breakdown and downtime response
- Capacity and productivity measurement
- Daily closing and site-security procedure
08Quality & Continuous Improvement10 procedures+
- Incoming-material quality inspection
- In-process and final-quality inspection
- Non-conformance recording
- Root-cause analysis
- Corrective and preventive action tracking
- Process-change request and approval
- Internal quality-audit programme
- Customer-quality complaint investigation
- Calibration and measuring-equipment control
- Continuous-improvement suggestion process
09People, HR & Payroll14 procedures+
- Workforce planning and recruitment approval
- Candidate screening and reference checking
- Employee contracting and personnel-file creation
- New-employee induction and onboarding
- Job descriptions, roles and reporting lines
- Probation review and confirmation
- Timekeeping, attendance and overtime approval
- Leave application and leave-balance control
- Payroll-change instruction and verification
- Performance review and development planning
- Training-needs analysis and training records
- Discipline, grievance and investigation preparation
- Employee exit, asset return and final clearance
- Key-person dependency and succession planning
10Health, Safety, Environment & Compliance12 procedures+
- Workplace hazard identification and risk assessment
- Personal protective equipment issue and control
- Incident, injury and near-miss reporting
- Incident investigation and corrective action
- Emergency response and evacuation
- Fire-equipment inspection and drills
- First-aid provision and recordkeeping
- Contractor and visitor safety induction
- Daily or weekly workplace safety inspections
- Waste segregation, storage and disposal
- Legal and regulatory compliance-register review
- Safety meeting and toolbox-talk records
11Fleet, Transport & Logistics12 procedures+
- Driver approval and licence verification
- Daily vehicle pre-use inspection
- Vehicle allocation and key control
- Route planning and delivery scheduling
- Fuel issue, card and consumption control
- Mileage, logbook and utilisation recording
- Proof-of-delivery management
- Vehicle maintenance and service scheduling
- Breakdown and roadside response
- Accident, damage and insurance reporting
- Traffic fine and driver-responsibility management
- Third-party transporter selection and monitoring
12IT, Data & Document Security12 procedures+
- New-user system access and approval
- User access changes and termination
- Password and multi-factor authentication standard
- Computer, phone and device issue register
- Data backup and recovery testing
- Cybersecurity incident reporting
- Software purchase and change approval
- Confidential-information handling
- Record retention and secure destruction
- Remote-work and off-site access
- Shared-drive folder and permission structure
- IT business-continuity and system-restoration plan
13Multi-Branch & Franchise Control12 procedures+
- Branch opening and closing standards
- Branch daily, weekly and monthly reporting
- Branch cash-up and banking
- Network-wide operating-standard control
- Inter-branch stock and asset transfers
- Branch KPI scorecard and review
- Head-office support and issue escalation
- Branch visit, inspection and audit
- Local supplier and purchasing approval
- Local marketing and brand approval
- New-branch or franchisee onboarding
- Network best-practice sharing and rollout
14Tender & Contract Management10 procedures+
- Tender opportunity screening
- Bid/no-bid decision and approval
- Tender document and compliance checklist
- Fully loaded tender costing
- Capacity, cash-flow and delivery-risk review
- Tender submission approval and control
- Contract review and obligation register
- Contract mobilisation and implementation
- Variation, change-order and additional-work approval
- Contract performance and profitability review
15Business Pressure, Crisis & Turnaround12 procedures+
- Daily cash-control meeting
- Critical-payment and creditor prioritisation
- Essential-supplier protection plan
- Emergency expenditure approval
- Daily sales, margin and cash dashboard
- Stakeholder and creditor communication
- Immediate cost-reduction approval
- Customer and revenue-protection actions
- Turnaround action-register management
- Weekly recovery-plan review
- Scenario planning and trigger points
- Business-continuity response
16Sale Readiness, Due Diligence & Handover12 procedures+
- Confidential sale-project access and NDA control
- Sale-readiness assessment
- Buyer data-room structure and index
- Financial and management-information pack
- Contract, customer and supplier registers
- Asset, equipment and maintenance registers
- Employee, benefit and leave-liability schedule
- Bill-of-materials and costing pack
- Owner and key-person dependency review
- Buyer question and response control
- Operations-manual and SOP handover pack
- New-owner transition and first-100-day plan
How PBS develops an SOP system
Built with the team. Tested in the business.
Discover
Observe the real work, interview the people doing it and identify the controls that matter.
Map
Set out the workflow, responsibilities, decisions, documents, risks and handovers.
Design
Simplify the process and agree the practical standard the business needs.
Document
Write the SOP with clear steps, owners, controls, forms and evidence requirements.
Test
Walk the procedure through with users and correct anything that does not work in practice.
Implement
Train the team, issue controlled copies and build the SOP into normal management routines.
Review
Assign ownership, review dates and change control so the manual stays current.
What the business receives
More than a folder of generic templates.
A structured operations manual, individual controlled SOPs, process maps, role and responsibility matrices, checklists, forms, registers, approval controls, KPI measures, training support and an agreed document-review system.
Each engagement is scoped around the business’s size, risk, complexity and priorities. The objective is usable control—not paperwork for its own sake.
“A good SOP does not replace judgement. It gives people a reliable foundation from which to use it.”
PBS Global · Purpose Beyond Success
Protect the knowledge in the business
Build systems people can follow and leaders can manage.
Begin with the processes causing the most risk, inconsistency or owner dependence. PBS can help prioritise and build the right manual in stages.
Talk to PBS today →