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5 templates every business needs

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Kristine Daw is the Managing Director of Dawtek, a Melbourne-based company specialising in tenders and proposals, tender training, copywriting, editing and creating business templates. Kristine and her small team have a range of clients including small businesses, multi-national corporations, all levels of government and not-for-profits.

1300 DAWTEK or dawtek.com.au

Sometimes, the cruelest thing about running your own business is that you often learn things the hard way. We feel comfortable admitting this as we approach two decades in business. What do we mean by that? Well, often, we don’t know what we don’t know and it’s not until we need something yesterday that we realise how critical it is to our business today and in the longer-term.

Although we have been in business for quite a while now, we don’t forget what it was like when we were first starting out. There are so many things to focus on – pinpointing your ideal client, generating business, ensuring all of your business structures are in place and so on. The first few years in any new business owner’s life is daunting and that’s exactly why we eventually realise that we haven’t crossed our t’s and dotted our i’s here and there.

Having providing quality business templates for so long, we find that often, this is one of the areas that business owners put to the side and eventually re-visit when forced to. The main problem operating like this is that often, when you need a template, you need it yesterday. We know how hectic things can get and in many cases, you’re forced to tackle these things in chunks as there are only so many hours in the day. So, armed with our business experience, the team here at Dawtek have put our heads together to come up with this list of 5 must-have business templates for any organisation.

Quality Manual

This official document is produced by a business to detail clearly how its quality management system operates. Typically, this will include quality policy and goals, describe the quality control system in place, while looking at staff roles in the process.

Employee Code of Conduct

This one is pretty self-explanatory; while you may think it’s obvious what acceptable behaviour looks like, it isn’t. Outlining the standard of behaviour expected of employees within your organisation at all times ensures staff understand what is expected of them. There is no excuse for any behaviour that falls outside of these documented guidelines.

Social Media Policy

Social media… it’s a part of our daily lives and is likely to grow within the near future. How much productivity are you losing because of a quick check of Facebook here and there? By documenting what is expected of your employees, again, you’re able to make them accountable and pull them up when they’re not acting accordingly. These days, some roles may even include the use of social media (Communications/PR, Digital for instance) but it’s important that you stipulate that this is for work purposes only. No one should be checking their social media updates on your time.

Dispute Resolution Procedure

This is one of the most important documents any business can have. After all, wherever there are people, you need to consider that there may be issues. This document outlines to all employees, regardless of their position, as to the process in which work related complaints can be pursued and resolved. By keeping the lines of communication open, you’re creating a far more harmonious environment where everyone feels valued.

Tender Guide

We wrote about how Tendering can be a useful business tool for any organisation that has capacity recently. If this is something you’re exploring or looking to explore in the near future, it’s essential that you understand what is generally required for a Tender submission. You don’t want to be losing business due to something silly in regards to your Tender.

We could go on and on about the essential documents that each business needs to operate and thrive. Those outlined here are the top 5 we recommend on a regular basis and they’re the ones we see generating the most interest. If you need any of these documents, don’t waste hours trying to draft them up yourself. Spend your valuable time building your business, not setting it up. Our templates are fully customisable and they’re all compliant with current Australian legislation. You can view my tender templates here.

If you’d like guidance or have any questions, contact us on 1300 DAWTEK (1300 329 835) or online. We’d also love to connect with you via Facebook, Twitter and LinkedIn.