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Business Excellence Template – Contents

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Business Excellence Templates -pre-loaded, pre-categorised and ready for you to customise

TKO once installed is pre-loaded with business excellence templates, in fact it’s a ready to go business with:

  • all documentation categorised into respective departments and
  • roles and job descriptions are all ready done for you
  • KPI’s are set

All you have to do is customise to your own requirements.

Organisation Details/Vision

  • Vision and Mission Statement

Key Policies Procedures and Functions

  • MANAGEMENT AND EXECUTIVE
    • COMPANY POLICIES
      • MANAGEMENT AND EXECUTIVE – Table of Contents
      • COMPANY POLICIES – Table of Contents
      • Our commitment to quality – policy
      • Customer relationship policy
      • Occupational health and safety policy
      • Environment policy
      • Team culture policy statement
      • Privacy and confidentiality policy
      • Customer grievance policy
    • MANAGEMENT REVIEW AND CONTINUAL IMPROVEMENT
      • MANAGEMENT REVIEW AND CONTINUAL IMPROVEMENT – Table of Contents
      • Business Strategy and Planning
      • Documentation control procedure
      • Review of Measurements
      • Checking that documents match what people do (Internal Audit)
      • Improving the business system – prevention and correction of problems
    • BUSINESS PLAN/MODEL
      • BUSINESS PLAN/MODEL – Table of Contents
      • Executive Summary
      • Vision and Mission
      • Business model plan
      • SWOT analysis
      • Business Outline
      • Goals and Objectives
      • Risk Management
      • Product and Services Strategy
      • Competitive Analysis
      • Financial Overview
      • Management and Key Personnel
      • Legal Matters
    • RISK MANAGEMENT
      • Table of contents – Risk Management
      • Establishing a context for risk management
      • Communicating risk management to your organisation
      • Identifying risks in your organisation
      • Analysing risks in your organisation
      • Evaluating risks in your organisation
      • Risk Management Checklist
      • Treating risks in your organisation
      • Monitoring and reviewing risks in your organisation
      • Risk management summary
  • FINANCE
    • FINANCIAL PLANS AND GOALS
      • FINANCE – Table of Contents
      • Our financial system overview
      • Goals and objectives
    • ACCOUNTS RECEIVABLE
      • Preparing Invoices
      • Receipting Payments
      • Accounting for Discounts
      • Overdue Accounts
    • ASSET MANAGEMENT AND PLANNING
      • Information Technology Security and Recovery from Disaster
      • Protection of Assets Policy
      • Equipment for Operations
      • Workplace Facilities
      • Scheduled asset maintenance
    • ACCOUNTS PAYABLE
      • Cheque signing and authority
      • Purchase Orders (ensuring a paper trail exists)
      • Managing Petty Cash
      • Confirming Receipt of Goods and Conformity of Supply
      • Payment Approval (paying for what we get)
    • PAYROLL
      • Employee use of Time Sheets
      • Preparation of Pays
      • Superannuation – Retirement Funds Policy
    • FINANCIAL REPORTING
      • BAS Reports – Australia Only
      • Profit and Loss Statements
      • Management Reports
    • FINANCIAL MANAGEMENT POLICIES
      • Budgeting Policy
      • Credit Card Authorisation Policy
      • Financial Management Policy
      • Investment Policy
      • Credit Levels
    • FINANCIAL FORMS AND TEMPLATES
      • Financial – List of attached files
  • MARKETING
    • MARKETING PLANS AND GOALS
      • MARKETING – Table of Contents
      • Our marketing system overview
      • Marketing Plan and Strategy
    • BUSINESS DEVELOPMENT
      • Tenders and Quotes
      • Generating Leads
    • MARKETING RESOURCES
      • Managing our online presence
      • Print Media and how we use it
      • Direct Mail and utilising our Database
    • MOCKUPS AND TEMPLATES
      • Marketing – list of attached files
      • Newspaper or magazine mockup
      • Newspaper mockup
      • Newsletter mockup
  • SALES
    • SALES PLANS AND GOALS
      • SALES – Table of Contents
      • Our sales system overview
      • Sales goals
    • PERFORMANCE REPORTS
      • Budgets and Targets
      • Weekly Sales Meeting
    • SALES PROCESS
      • Closing Sales
      • Discussing and Identifying Customer Requirements (agreeing Scope)
      • Product Recall
    • SALES FORMS AND TEMPLATES
      • Sales – List of attached files
  • CUSTOMER RELATIONSHIPS
    • CUSTOMER RELATIONSHIPS PLANS AND GOALS
      • CUSTOMER RELATIONSHIPS – Table of Contents
      • Our customer relationship system overview
    • CUSTOMER MANAGEMENT
      • Customer service policy
      • Identifying and caring for Customer Property
    • CUSTOMER FORMS AND TEMPLATES
      • Getting feedback from customers
      • Identifying root causes when things go wrong
      • Survey form
  • HUMAN RESOURCES
    • HUMAN RESOURCES PLANS AND GOALS
      • HUMAN RESOURCES – Table of Contents
      • Our human resource system overview
      • Our human resource goals and objectives
    • STAFF RECRUITMENT
      • Staff Recruitment Policy
      • Recruitment Policy and Procedure
      • Advertising for new staff policy
      • Interviewing staff
      • Letter of Appointment
      • New Staff (First Day induction)
    • STAFF TRAINING & PERFORMANCE
      • Conducting a staff performance review
      • Annual performance review
      • Conducting a counselling interview
      • Professional development policy
      • Training Policy
    • DISCIPLINE AND TERMINATION
      • Resignation
      • Disciplinary Action
      • Instant Dismissal
    • DISPUTE RESOLUTION
      • What is Harrassment and what is our attitude to conflict in the workplace
      • Grievance Procedure
    • LEAVE AND SEPARATION POLICIES
      • Annual leave policy
      • Compassionate/ Bereavement Leave
      • General Leave Policy
      • Parental leave
      • Sick leave policy
      • Separation – Abandonment of employment
      • Separation – Dismissal
      • Separation – Redundancy
      • Separation – Resignation
      • Separation – Retirement
      • Unpaid Leave
    • GENERAL HUMAN RESOURCES POLICIES
      • Affirmative action policy
      • Bullying policy
      • Communication Processes
      • Drug Testing Policy
      • Outside Employment
      • Sexual Harassment Policy
      • Wages and Conditions
      • Staff Responsibilities
      • Staff Rights
    • EMPLOYEE INDUCTION MANUAL
      • EMPLOYEE INDUCTION MANUAL – Table of Contents
      • Introduction and welcome to all staff
      • Overview of our personel management system
      • Harassment and Grievances Policy
      • Wages and Conditions Policy
      • Leave policy
      • Training policy
      • Employee code of counduct
      • Company owned motor vehicle policy
      • Communication of policies and procedures
      • Staff Health and Safety Policy
      • Emergencies, Accidents & Threats
      • Attitude to safety in the workplace
      • Office Workplace Safety
      • Security policy
      • Lone worker policy
      • Non Compete Agreement For Employee
      • Acknowledgement by employee
    • EMPLOYEE SAFETY MANUAL
      • EMPLOYEE SAFETY MANUAL – Table of Contents
      • Working Safer
      • Assuring Workplace Safety
      • Risk Management
      • Hazards and Hazardous Environments
      • Manual Handling
      • Explosive Power Tools and Other Plant
      • Other Workplace Hazards
    • HUMAN RESOURCES FORMS AND TEMPLATES
      • Human resource forms and templates
  • WORKPLACE HEALTH AND SAFETY
    • HEALTH AND SAFETY PLANS AND GOALS
      • WORKPLACE HEALTH AND SAFETY – Table of Contents
      • Our health and safety overview
    • INTRODUCTION
      • Table of contents – Health and Safety
      • 4.1 General requirements
      • 4.2 OH & S Policy
    • PLANNING
      • 4.3.1 Planning Identification of Hazards, assessment and control of risks
      • 4.3.2 Legal and Other Requirements
      • 4.3.3 Objectives and Targets
      • 4.3.4 OH&S Management Plans
    • IMPLEMENTATION
      • 4.4.1 Structure and Responsibility
      • 4.4.2 Training and Competency
      • 4.4.3 Consultation, Communication and Reporting
      • 4.4.4 Documentation
      • 4.4.5 Document and Data Control
      • 4.4.6 Hazard Identification, risk assessment and control of risks
      • 4.4.7 Emergency Preparedness and response
    • MEASUREMENT AND EVALUATION
      • 4.5.1 Monitoring and Measurement
      • 4.5.2 Incident Investigation, corrective and preventive action
      • 4.5.3 Records and records Management
      • 4.5.4 OH&SMS Audit
    • MANAGEMENT REVIEW
      • 4.6 Management Review
    • HEALTH AND SAFETY FORMS AND TEMPLATES
      • Health and safety attached documents
      • Safe Work Method Statement (SWMS)
      • Project and site specific details and introduction
  • ADMINISTRATION
    • ADMINISTRATION PLANS AND GOALS
      • ADMINISTRATION – Table of Contents
      • Our administrative system overview
    • OFFICE POLICIES AND PROCEDURES
      • Reception (our public face)
      • Meeting Schedule
      • Greeting Telephone Callers
      • Greeting Visitors to the Office
      • Food, Drink and Cleaning Up
      • Opening and Closing Office Procedure
      • Site Security
      • Cleaning the premises
    • RECORDS AND DATA
      • Document and Data Control
      • Filing and Records Management
      • Email retention and archiving policy
      • Anti-Virus Software
    • PURCHASING
      • Suppliers and Products
      • What do we do with Defective Product
    • ADMINISTRATIVE FORMS AND TEMPLATES
      • Administrative attached files
  • QUALITY ISO 9001:2008
    • QUALITY MANUAL OVERVIEW AND PURPOSE
      • QUALITY ISO 9001:2008 – Table of Contents
      • Using the documents of the Quality Key Business Area
      • Organisation Chart
      • 1.1 Quality Management System – Requirements. Scope – General
      • 1.2 Scope – Application
      • 2 Normative reference
      • 3 Terms and definitions
    • QUALITY MANAGEMENT SYSTEM
      • 4.2.1 System Documented
      • 4.2.2 Quality Manual
      • 4.2.3 Control of Documents
      • 4.2.4 Control of Records
      • 4.1 Documentation Requirements – General
    • MANAGEMENT RESPONSIBILITY
      • 5.1 Management Commitment
      • 5.2 Customer Focus
      • 5.3 Quality Policy
      • 5.4.1 Quality Objectives
      • 5.4.2 QMS Planning
      • 5.5.1 Responsibility and Authority
      • 5.5.2 Management Representative
      • 5.5.3 Internal Communication
      • 5.6.1 Management Review – General
      • 5.6.2 Review Input
      • 5.6.3 Review Output
    • RESOURCE MANAGEMENT
      • 6.1 Provision of Resources
      • 6.2.1 Human Resources – General
      • 6.2.2 Competence, awareness and training
      • 6.3 Infrastructure
      • 6.4 Work Environment
    • PRODUCT REALIZATION
      • 7.1 Planning of Product Realization
      • 7.2.1 Determination of Requirements Related to the Product
      • 7.2.2 Review of requirements related to the product
      • 7.2.3 Customer communication
      • 7.3.1 Design and development planning
      • 7.3.2 Design and development inputs
      • 7.3.3 Design and development outputs
      • 7.3.4 Design and development review
      • 7.3.5 Design and development verification
      • 7.3.6 Design and development validation
      • 7.3.7 Control of design and development changes
      • 7.4.1 Purchasing process
      • 7.4.2 Purchasing information
      • 7.4.3 Verification of purchased product
      • 7.5.1 Control of Product and Service Provision
      • 7.5.2 Validation of processes for production and service provision
      • 7.5.3 Identification and traceability
      • 7.5.4 Customer Property
      • 7.5.5 Preservation of product
      • 7.6 Control of Measuring and Monitoring Devices
    • MEASUREMENT, ANALYSIS AND IMPROVEMENT
      • 8.1 Measurement, analysis and improvement – General
      • 8.2.1 Customer Satisfaction
      • 8.2.2 Internal Audit
      • 8.2.3 Monitoring and measurement of processes
      • 8.2.4 Monitoring and measurement of product
      • 8.3 Control of nonconforming product
      • 8.4 Analysis of data
      • 8.5.1 Continual Improvement
      • 8.5.2 Corrective action
      • 8.5.3 Preventative action
    • QUALITY SYSTEM FORMS AND TEMPLATES
      • Quality management – list of attached files
  • MANUFACTURING AND ASSEMBLY OPERATIONS
    • MANUFACTURING OPERATIONS PLANS AND GOALS
      • MANUFACTURING AND ASSEMBLY OPERATIONS – Table of Contents
      • Our manuafacturing system overview
      • Manufacturing Goals and objectives
    • CARING FOR CUSTOMER PROPERTY
      • Identifying and caring for Customer Property
    • CORRECTING AND PREVENTING DEFECTS
      • Production System Access
      • Inspecting and Testing
      • Discussing and Identifying Customer Requirements (agreeing Scope)
      • Confirming Scope of Order
      • What do we do with defective Product
      • Identifying Root Causes when things go wrong
      • Product Recall
    • NEW PRODUCTS
      • Internal and external R&D
      • Test Market
    • PRODUCING GOODS OR SERVICES
      • Receiving Orders
      • Preparing Order
      • Product Despatch and Delivery
      • Packaging
    • SUPPLY CHAINS
      • Develop Production and Material Strategies
      • Supplier Management
      • Select Suppliers
      • Confirming Receipt of Goods and Conformity of Supply
      • Goods Received Conformance
    • WAREHOUSING
      • Handling Policy
      • Physical Inventory
      • Product Storage
    • MANUFACTURING FORMS AND TEMPLATES
      • Manufacturing – list of attached files
  • ENVIRONMENTAL
    • STANDARDS AND OVERVIEW
      • ENVIRONMENTAL – Table of Contents
      • Introduction and overview of our environmental system
      • 4.1 General requirements
      • 4.2 Environmental policy
      • 4.3.1 Environmental aspects
      • 4.3.2 Legal and other requirements
      • 4.3.3 Objectives and targets
      • 4.3.4 Environmental management programme(s)
      • 4.4.1 Structure and responsibility
      • 4.4.2 Training, awareness and competence
      • 4.4.3 Communication
      • 4.4.4 Environmental management system documentation
      • 4.4.5 Document control
      • 4.4.6 Operational control
      • 4.4.7 Emergency preparedness and response
      • 4.5.1 Monitoring and measurement
      • 4.5.2 Nonconformance and corrective and preventive action
      • 4.5.3 Records
      • 4.5.4 Environmental management system audit
      • 4.6 Management review
    • ENVIRONMENTAL FORMS AND TEMPLATES
      • Environmental – list of attached files
  • TEMPLATES AND FORMS
    • TEMPLATES
      • WORK INSTRUCTIONS – Table of Contents
      • Job description template
      • Policy and procedure template
      • List of documents
      • Policy template
      • Procedure template
      • Work instruction template
      • Policy, procedure work instruction
  • HOW TO USE TKO
    • GETTING STARTED
      • GETTING STARTED – Table of Contents
      • Tips on getting the best out of TKO
      • Tutorial 1 – Adding a new policy or procedure
      • Tutorial 2 – Printing a manual
      • Tutorial 3 – Editing a policy or procedure
      • Video tutorials
      • Business Excellence Template (BET) Information Document
      • Attached files of the Essential Business Template

 Business Areas

  • MANAGEMENT AND EXECUTIVE
    • COMPANY POLICIES
    • MANAGEMENT REVIEW AND CONTINUAL IMPROVEMENT
    • BUSINESS PLAN/MODEL
    • RISK MANAGEMENT
    • PLANNING AND STRATEGY
  • FINANCE
    • FINANCIAL PLANS AND GOALS
    • ACCOUNTS RECEIVABLE
    • ASSET MANAGEMENT AND PLANNING
    • ACCOUNTS PAYABLE
    • PAYROLL
    • FINANCIAL REPORTING
    • FINANCIAL MANAGEMENT POLICIES
    • FINANCIAL FORMS AND TEMPLATES
  • MARKETING
    • MARKETING PLANS AND GOALS
    • BUSINESS DEVELOPMENT
    • MARKETING RESOURCES
    • MOCKUPS AND TEMPLATES
  • SALES
    • LEAD GENERATION
    • SALES PLANS AND GOALS
    • PERFORMANCE REPORTS
    • LEAD CONVERSION
    • SALES PROCESS
    • SALES FORMS AND TEMPLATES
  • CUSTOMER RELATIONSHIPS
    • COMMUNICATION CHANNELS
    • CUSTOMER RELATIONSHIPS PLANS AND GOALS
    • CUSTOMER MANAGEMENT
    • CUSTOMER FORMS AND TEMPLATES
  • HUMAN RESOURCES
    • HUMAN RESOURCES PLANS AND GOALS
    • STAFF RECRUITMENT
    • STAFF TRAINING & PERFORMANCE
    • DISCIPLINE AND TERMINATION
    • DISPUTE RESOLUTION
    • LEAVE AND SEPARATION POLICIES
    • GENERAL HUMAN RESOURCES POLICIES
    • EMPLOYEE INDUCTION MANUAL
    • EMPLOYEE SAFETY MANUAL
    • HUMAN RESOURCES FORMS AND TEMPLATES
  • WORKPLACE HEALTH AND SAFETY
    • HEALTH AND SAFETY PLANS AND GOALS
    • INTRODUCTION
    • PLANNING
    • IMPLEMENTATION
    • MEASUREMENT AND EVALUATION
    • MANAGEMENT REVIEW
    • HEALTH AND SAFETY FORMS AND TEMPLATES
  • ADMINISTRATION
    • ADMINISTRATION PLANS AND GOALS
    • OFFICE POLICIES AND PROCEDURES
    • RECORDS AND DATA
    • PURCHASING
    • ADMINISTRATIVE FORMS AND TEMPLATES
  • QUALITY ISO 9001:2008
    • QUALITY MANUAL OVERVIEW AND PURPOSE
    • QUALITY MANAGEMENT SYSTEM
    • MANAGEMENT RESPONSIBILITY
    • RESOURCE MANAGEMENT
    • PRODUCT REALIZATION
    • MEASUREMENT, ANALYSIS AND IMPROVEMENT
    • QUALITY SYSTEM FORMS AND TEMPLATES
  • MANUFACTURING AND ASSEMBLY OPERATIONS
    • MANUFACTURING OPERATIONS PLANS AND GOALS
    • CARING FOR CUSTOMER PROPERTY
    • CORRECTING AND PREVENTING DEFECTS
    • NEW PRODUCTS
    • PRODUCING GOODS OR SERVICES
    • SUPPLY CHAINS
    • WAREHOUSING
    • MANUFACTURING FORMS AND TEMPLATES
  • ENVIRONMENTAL
    • STANDARDS AND OVERVIEW
    • ENVIRONMENTAL FORMS AND TEMPLATES
  • HOW TO USE TKO
    • GETTING STARTED
  • TEMPLATES AND FORMS
    • TEMPLATES

 

Performance Indicators

  • MANAGEMENT AND EXECUTIVE
    • PLANNING AND STRATEGY
      • Business plan and strategy in place
  • FINANCE
    • ACCOUNTS RECEIVABLE
      • Debtor days outstanding
    • ACCOUNTS PAYABLE
      • Average days to pay bills
    • PAYROLL
      • Timeliness in submission of statutory returns
    • FINANCIAL REPORTING
      • Cost of goods sold margin
      • Net profit margin
  • MARKETING
    • BUSINESS DEVELOPMENT
      • Marketing budget to turnover
      • Marketing plan inplace and on track
  • SALES
    • LEAD GENERATION
      • Leads generated form marketing dollars spent
    • LEAD CONVERSION
      • Sales to leads generated
    • SALES PROCESS
      • Average dollar sale per customer
      • Average time from placing an order to its completion
  • HUMAN RESOURCES
    • STAFF RECRUITMENT
      • Staff turnover rate
    • GENERAL HUMAN RESOURCES POLICIES
      • Employee satisfaction index
      • Average employee absence time
      • Dress code and standard
      • Staff attitude and cooperation
  • WORKPLACE HEALTH AND SAFETY
    • INTRODUCTION
      • Workplace incident rate
  • ADMINISTRATION
    • OFFICE POLICIES AND PROCEDURES
      • Policies and procedures are completed and available to all staff
      • Business premises kept clean and presentable
      • Greeting customers by phone and direct
  • QUALITY ISO 9001:2008
    • MEASUREMENT, ANALYSIS AND IMPROVEMENT
      • Customer complaints
      • Customer satisfaction index
  • ENVIRONMENTAL
    • STANDARDS AND OVERVIEW
      • Number of paper pages used by employees each month
      • Total purchased energy per month

 

Roles/ Job descriptions

  • Our Business
    • Managing Director
      • Marketing Manager
        • Marketing Assistant
      • Sales Manager
        • Sales Person
      • Finance Manager
        • Bookkeeper
        • Payroll Clerk
      • Human Resources Manager
        • Trainer
      • Safety Manager
        • First Aid Officer
      • Administration Manager
        • Receptionist
        • Office Cleaner
      • Quality Manager
      • Environmental Manager
      • Team member