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Operations manual template, filled in for a single site

An operations manual describes how a site runs day to day (what gets done, when, by whom, to which procedure) so that it runs the same way when the owner or the manager is not there. It sits above the SOPs: the SOP says how to close the kitchen; the operations manual says the kitchen is closed every night by the closing cook to SOP K-012, checked by the manager, and lists the twenty other things that happen in a week the same way. Franchisors call it the franchise operations manual; a bank or a buyer calls it the proof that the business is not one person. The example below is a café with a kitchen; the structure is the same for a warehouse, a clinic or a plant.

What is in the template

Each section below says what goes in it, why it is there, and then shows the section filled in. The example: Written for "Mill Lane Café", 30 seats, a kitchen, 9 staff, open 7:00–17:00 six days a week. Change the rhythm and the functions to match your site.

  1. Control and distribution
  2. The business in one page
  3. Contacts and suppliers
  4. The rhythm: daily, weekly, monthly
  5. Functions
  6. Procedure index
  7. When things fail
  8. Compliance calendar
  9. Appendices

1. Control and distribution

What goes here. Version, owner, approval, review date, who holds a copy, and the rule for changing it.

Why it is there. An operations manual is changed by many hands. Without a single owner and a change rule, three versions exist within a year and nobody knows which is current.

Filled in:

FieldEntry
Version / date3.0 · February 2026
OwnerOwner-operator
Reviewed byHead chef, front-of-house lead
ReviewEvery January, and after any change of supplier, equipment or law
CopiesOffice binder (master); manager's tablet; one in the kitchen (sections 3, 4 and 8 only)
ChangesPropose on the change form; owner approves; superseded pages removed from all copies the same week

2. The business in one page

What goes here. What the business does, the sites, the hours, the org chart by role (not by name), and the numbers that define normal: covers a day, average spend, staff on shift.

Why it is there. A new manager, a bank, a buyer or an insurer reads this page first. It should be enough to understand the operation without a conversation.

Filled in

Mill Lane Café serves breakfast and lunch to 180–240 covers a day, Monday to Saturday 7:00–17:00, with a kitchen that makes everything except the bread. Average spend £11.40. Staff: owner-operator (also the manager), head chef, two cooks, one kitchen porter, four front-of-house (two per shift). Peak is 8:00–9:30 and 12:00–14:00; the kitchen closes at 16:00. Monthly revenue £58,000–66,000; food cost target 31%; labour target 30%.

3. Contacts and suppliers

What goes here. Everyone the site depends on: suppliers with order days and cut-off times, contractors (refrigeration, gas, pest, fire, waste, card terminal), landlord, accountant, insurer, utility account numbers, emergency services. Updated at every review.

Why it is there. The contacts page is the one consulted at 6 am when the walk-in is at 50°F. If it is wrong, the manual has failed on the day it was needed.

Filled in:

WhoForWhen / howAccount / notes
Fresh produce: GreenwayVegetables, fruit, dairyOrder by 14:00 for next-day; delivery 6:30–7:30Account 4471; min order £60
Bakery: Hart'sBread, pastriesStanding order; changes by 15:00 the day beforePhone 555-0171
Refrigeration: ColdFixWalk-in and reach-ins24-hour line 555-0199; 4-hour callout on contractContract renews June
Pest: Sentinel8 visits a year + calloutsNext visit on the calendar; report sightings same dayFolder in the office
Fire: Ashford FireExtinguisher service (annual), alarm test (6-monthly)Dates on the compliance calendar
Card terminal: DojoTerminal faultsSupport line on the terminal; backup terminal in the office safe

4. The rhythm: daily, weekly, monthly

What goes here. A table of everything that happens on a schedule: the task, when, who owns it, which procedure, and what record it leaves. Daily opening and closing, cash-up, temperature checks, orders, cleaning schedule, stock count, payroll, rota, maintenance, audits.

Why it is there. This is the heart of the manual. It is what lets a stand-in manager run the week from the page, and it is what tells the owner on holiday that Tuesday's stock count happened.

Filled in:

WhenTaskOwnerProcedureRecord
Daily 6:30Open: lights, equipment on, temperature round, delivery check, prep listOpening cookK-001 OpeningOpening checklist; temperature log
Daily 6:45Front-of-house open: tills, float, coffee machine, tablesFOH leadF-001 OpeningFloat sheet
Daily 14:00Place tomorrow's produce order from the par sheetHead chefK-020 OrderingOrder confirmation in the email folder
Daily 16:00Kitchen close: cleaning schedule, temperature round, waste log, binsClosing cookK-012 ClosingClosing checklist
Daily 17:15Cash-up and banking; reconcile card and cash to the till reportManagerF-010 Cash-upCash-up sheet; banking slip
MonRota for next week published; holiday requests answeredManagerA-003 RotaRota in the app
TueStock count: dry store and walk-in; food cost calculatedHead chef + managerK-030 Stock countStock sheet; food cost figure
WedDeep clean: extraction filters, fridges inside, behind equipmentKitchen porterK-015 Deep cleanCleaning schedule
FriWeekly fire walk; first-aid kit checkManagerA-010 Fire walkFire log book
Monthly, 1stPayroll hours submitted; supplier invoices reconciledManagerA-020 PayrollPayroll file
Monthly, 15thProbe thermometer calibration (ice water); pest folder reviewHead chefK-040Calibration log
QuarterlyMenu and price review; allergen matrix updateOwner + head chefK-050Allergen matrix v. date

5. Functions

What goes here. One section per function (kitchen, front of house, administration): its purpose, the roles, the procedures it runs (by number), the standards it is held to, its KPIs, and the records it keeps. The example is the kitchen section in full.

Why it is there. The function section is where a new head chef learns what the job is at this site (the procedures, the targets, the records) rather than the job in general.

Filled in

Kitchen. Purpose: make the menu to the spec sheets, safely, at a food cost of 31% or under, with nothing leaving the pass that a customer with an allergy could not trust.

Roles: head chef (orders, rota, stock, spec sheets, training sign-off); cooks (prep, service, opening and closing to the SOPs); kitchen porter (dish, deep clean, bins, deliveries put away).

Procedures: K-001 Opening; K-005 Deliveries; K-007 Temperature checks; K-008 Cooling; K-010 Allergen orders; K-012 Closing; K-015 Deep clean; K-020 Ordering; K-030 Stock count; K-040 Calibration; K-050 Menu change. All in the SOP binder in the kitchen and on the tablet.

Standards: FDA Food Code limits (41°F cold, 135°F hot, cooling 135→70→41) [UK: Food Standards Agency Safer Food Better Business pack]; spec sheet and photo for every dish; allergen matrix on the pass is the current version.

KPIs: food cost % (weekly), waste £ (daily log), temperature log complete (daily), EHO/inspection score, allergen incidents (target zero).

Records: temperature log, cooling log, cleaning schedule, waste log, delivery log, stock sheets, training sign-offs, kept 12 months in the kitchen office.

6. Procedure index

What goes here. The master list of every SOP: number, title, owner, current version, last review. The manual references procedures; it does not reprint them.

Why it is there. The index is how you know what exists, what is out of date and what is missing. It is also the first thing an auditor or a franchisor asks for.

Filled in:

NumberTitleOwnerVersionReviewed
K-001Kitchen openingHead chef4Jan 2026
K-005Receiving deliveriesHead chef3Jan 2026
K-007Temperature checksHead chef3Jan 2026
K-010Allergen ordersHead chef5Oct 2025
K-012Kitchen closingHead chef4Jan 2026
F-001Front-of-house openingFOH lead2Jan 2026
F-010Cash-up and bankingManager3Jan 2026
A-010Weekly fire walkManager1Nov 2025

7. When things fail

What goes here. One short entry per failure the site will see: refrigeration failure, power cut, gas smell, no water, card terminal down, key staff absent, delivery not arrived, customer illness complaint, inspection visit. Each: first action, who to call, what to record, when to close or stop trading.

Why it is there. The manual is read most on bad days. An operations manual without a failure section is consulted exactly when it has nothing to say.

Filled in

Walk-in above 41°F: move TCS food to the reach-ins or the backup chest freezer in the store; note the time and the temperature; call ColdFix (4-hour callout); food that has been above 41°F for more than 4 hours in total is discarded and logged. Do not wait to see if it recovers.

Power cut: keep fridge and freezer doors closed (a closed walk-in holds for about 4 hours; a chest freezer 24–48 hours); switch off cooking equipment at the isolators so it does not restart unattended; card terminal on battery for ~2 hours, cash only after; if no power by 9:00 on a weekday, close for the day and tell staff.

Customer reports illness: take their details and what they ate and when on the complaint form; do not argue or diagnose; keep samples of any suspect batch; tell the owner the same day; notify the local authority if more than one report or if the customer says they have. Keep the form 2 years.

8. Compliance calendar

What goes here. Every licence, certificate, inspection and renewal with its date and owner: food premises registration, alcohol licence, gas safety, electrical (EICR / PAT), fire risk assessment, extinguisher service, insurance, music licence, health and safety poster, first-aider certificates, food hygiene certificates, data protection registration.

Why it is there. A lapsed gas certificate or an expired first-aider is the finding that closes a kitchen or voids an insurance claim. The calendar is the one page that prevents it.

Filled in:

ItemDueOwnerEvidence kept in
Gas safety certificate (commercial catering)Annually, MayOwnerCompliance folder, tab 2
Fire risk assessment reviewAnnually, March; after any layout changeOwnerFire log book
Extinguisher serviceAnnually, MarchManagerFire log book
Electrical: fixed-wire (EICR) 5-yearly; portable appliance testing annuallyEICR due 2029; PAT each SeptemberOwnerCompliance folder, tab 3
Food hygiene level 2 (all kitchen staff); level 3 (head chef)Renew 3-yearly; check at hireHead chefTraining file
First-aider certificate (2 staff)3-yearly; next Nov 2027ManagerTraining file
Employer's and public liability insuranceAnnually, JulyOwnerOffice safe
Local authority food inspectionUnannounced; last Sept 2025, rating 5OwnerReport in compliance folder

9. Appendices

What goes here. Floor plan with equipment and isolators marked, the forms referenced above, the par sheets, the allergen matrix, the opening and closing checklists, the staff contact list (kept separately for data protection).

Why it is there. The forms live here so that the manual is the one place a stand-in looks. Reference each by name from the section that uses it.

Filled in

A. Floor plan with gas, water and electrical isolators marked. B. Opening and closing checklists (kitchen; front of house). C. Par sheets by supplier. D. Allergen matrix, current version. E. Complaint form. F. Change form. G. Staff contact list (manager's copy only).

Where operations manuals go wrong

It reprints the SOPs

A 90-page manual that contains every procedure in full is a second copy of the SOP binder, and within a year the two disagree. The manual indexes the procedures and says when and by whom; the procedures say how. One place for each.

It was written for the bank and never opened again

An operations manual produced for a loan application, a franchise sale or a due-diligence folder describes the business as the owner wishes it ran. Write it for the stand-in manager, keep it where they work, and it will be true.

No section has an owner

The rhythm table says what and when; if it does not say who, it is the owner's job, which means it is nobody's on the day the owner is away. Every row has a role.

The contacts page is three years old

The refrigeration contractor changed, the pest contract moved, the card terminal is a different provider. The page that is needed at 6 am on the worst morning is the one most likely to be wrong. Check it at every review, and after every change of supplier, the same week.

There is no failure section

Most of the value of the manual is realised on about five days a year, and those are the days nobody has time to read 60 pages. One page per failure, written in advance, is what the manual is for.

It is a single document nobody can find anything in

A manual is used by looking something up. Number the sections, number the procedures, keep the index current, and put the sections the kitchen needs in the kitchen.

Make it a video

The manual is for the manager; the staff need the opening, the closing and the three failure routines. Those are the four videos, in every language on the rota, that make a stand-in week run like a normal one.

Questions

What is the difference between an operations manual and an SOP?

An SOP describes one task step by step. An operations manual describes how the whole site runs, from the schedule and the functions to the people, the procedures (by reference), the suppliers and the compliance dates, so that someone who has never managed it could. One manual references many SOPs.

How long should an operations manual be?

For a single site, 20 to 40 pages plus appendices, most of it tables. Franchise operations manuals run to hundreds of pages because they also carry brand standards, marketing and the franchise rules; a site-level manual should not.

Who writes it?

The person who runs the site, with each function head writing their own section. A consultant can structure it; they cannot know that the produce order cut-off is 14:00 or that the back door sticks in the rain.

How often should it be reviewed?

Fully once a year, and the contacts, rhythm and compliance pages whenever anything changes, the same week. A review date on the cover, and a change form, is enough process for a single site.

Does it replace training?

No. The manual tells a manager what should be happening; the training manual and the SOPs teach staff how to do it. The link between them is the procedure index.

Sources

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