What should be included in a playbook?

Here are some key sections you might want to include in a sales playbook: Company vision, purpose, mission, and values. Strategy, goals, key performance metrics, and tactics. Leadership and organizational structure. Company elevator pitch. Customer challenges. Customer objectives. Product details. Prospect profiles. More items...

saasacademy.com - What is a Business Playbook and How to Write One? - SaaS Academy

How hard is it to get 10k followers on Instagram?

Only 10.9% of Instagram accounts get 10k followers. 10k followers opens up the swipe up to link feature. Don't take shortcuts to get followers. Aug...

Last updated May 9, 2022

What the world look like in 2070?

2070 will be marked by increased acidification of oceans and slow but remorseless sea-level rise that will take hundreds if not thousands of years...

Last updated Aug 27, 2021

Promotion

Running a business is tough, and every entrepreneur knows it. And it only gets more challenging as your business expands, especially if you don’t have clear plans and guidelines for your team to follow. A business playbook helps your team do their jobs better and ensures they provide world-class service to your customers.

Never written a business playbook before? No problem!

This guide breaks down everything you need to know about a business playbook, from why you need one to how to write one.

What Is a Business Playbook?

A business playbook is also known as a corporate playbook, company playbook, or operations playbook. Regardless of what you call it, the business playbook is a document that features all of a company’s processes, policies, and standard operating procedures (SOPs). A business playbook tells others (from existing team members to new employees) the basics of your business, from what it does and each person’s roles and job responsibilities to the business strategy and what differentiates this company from its competitors.

Why Do You Need a Business Playbook?

It doesn’t matter if you’re running a Software as a Service (SaaS) startup or small business or managing a large e-commerce business that rivals Amazon. Your business needs a playbook. The following are some specific benefits that a playbook provides business owners like you and your team members:

Prevent confusion

As your business grows and you bring on new employees, it becomes harder to combat confusion and keep everyone in the loop. A business playbook creates an official document that answers the questions new team members (and existing ones) might have.

Maintain Consistency

In addition to preventing confusion, business playbooks also help companies to maintain consistency as they grow. When everyone has a clear guideline, they’re less likely to take things into their own hands and make decisions that don’t align with the company’s brand or mission. Not only does consistency maintain the business’s brand, but it also ensures high-quality work across the board. Playbooks establish clear expectations and help employees continuously provide good outcomes.

Save Time

Business playbooks save time for everyone.

First, when employees have a playbook, they know where to go when questions pop up and don’t have to waste time searching for answers. Second, higher-ups don’t have to waste time answering questions. They can direct the person asking to the playbook and spend more time focusing on bigger responsibilities.

Centralize Company Information

Business playbooks eliminate questions like, “Where do I find instructions for [x] task?” or “Where are the guidelines for [y] process?” Instead of sifting through file cabinets or searching through a collection of poorly organized online documents, everything employees need is centralized in one location.

Encourage Employee Autonomy

What is the smallest network?

personal area network (PAN) A personal area network (PAN) is the smallest and simplest type of network. PANs connect devices within the range of an...

Last updated Apr 19, 2018

Which social media app is most popular among students?

YouTube stands out as the most common online platform teens use out of the platforms measured, with 95% saying they ever use this site or app....

Last updated Nov 14, 2018

Promotion

Playbooks empower employees and encourage them to take more responsibility for themselves and their roles in the company. Because employees know where to look for information, they feel empowered to take charge and find answers independently.

Scale Your Business More Easily

It’s easier to scale your business with detailed playbooks for every company branch. These documents assist with onboarding and help you get new hires up to speed faster — both of which allow you to efficiently grow your business with fewer bottlenecks. Exclusive Bonus: Download the core system templates to create your company Playbook, a collection of procedures and reference documents to run your business on Autopilot.

Watch the video to learn how to set this up.

How to Write a Business Playbook?

At first, business leaders might feel daunted by writing a business playbook. If you’re feeling overwhelmed, start with these three simple steps:

1. Audit Existing Processes

An effective business playbook starts with carefully auditing each department’s existing processes and procedures. Call on one person from each department to break down the strategies they run regularly.

2. Collect, Edit, and Organize Information

Once everyone has submitted the audits from their team’s processes and procedures, the next step is to edit that information and write it in plain language. Everyone should be able to understand the instructions and guidelines included.

From here, you’ll organize the revised information.

Divide guidelines into team-specific categories — for example, sales-related information and marketing-related information. You can also add sections that are relevant to all team members, such as information about the company mission or voice.

3. Distribute the Playbook

Test an employee unfamiliar with a specific process to see if they can explain and carry it out even without training. If this is the case, it’s safe to say you’ve created a great playbook.

What Should Be Included in the Playbook

When writing your business playbook, use these checklists and suggestions to ensure you include all the most relevant information:

Company Vision

Company mission

Current objectives

Future objectives

Work Culture and Values

Summary of company culture Company policies Employee behaviour policies Communication policies

Core values

Organizational Structure

Name of the company head

Names of other c-level executives

Names of managers

Names of team leaders

Workflows and Processes

A detailed breakdown of critical processes and procedures for each team

It should be written in plain language so that newcomers can understand

Performance Indicators and Metrics

An explanation of how the company measures success

Each team’s specific key performance indicators (KPIs)

Operational Guidelines

Rules, regulations, and policies necessary for each department

Business Plans

Roadmaps of the company’s goals

Details for how the company (and each team) will achieve those goals

Goals

Can you lose verification on Instagram?

Yes. Instagram can remove your verified badge at any time. People usually lose their badge by not following Instagram's rules. You can also have it...

Last updated May 23, 2018

Who unfollowed me on Instagram?

To find out who unfollowed you, click on the first tab at the bottom left corner. Now, click on 'Unfollowers'. You can also find out who does not...

Last updated Nov 13, 2022

Promotion

Company and team goals should check the following boxes:

Specific

Measurable

Attainable

Relevant

Time-based

Systems, Tools, and Techniques

A breakdown of the specific tools and techniques each team uses to carry out daily responsibilities and accomplish their goals

Who Should Build the Playbook for Business?

For those who are still confused about making a new business playbook, even after listening to an entire podcast or reading LinkedIn articles, there’s nothing wrong with relying on a playbook template. Below are three templates to provide more insight:

Company Playbook

A company playbook provides employees with basic information about their employer and gets them up to speed on what the business is all about. It should include the following:

Company history

Company history Company vision, purpose, mission, and values

Leadership and organizational structure

Objectives and goals

Operations Playbook Template

An operations playbook, which explains how your company serves its customers, might include the following sections:

Company vision, purpose, mission, and values

Strategy, goals, key performance metrics, and tactics

Leadership and organizational structure

People Operations

The Employee Lifecycle

Talent Acquisition processes

Talent management processes

Employee experience information

Customer onboarding processes

Steps for tracking and executing orders

Sales Playbook Template

From introducing new products to reminding customers of old favorites, a good sales playbook helps your sales team close more deals. Here are some key sections you might want to include in a sales playbook:

Company vision, purpose, mission, and values

Strategy, goals, key performance metrics, and tactics

Leadership and organizational structure

Company elevator pitch

Customer challenges

Customer objectives

Product details

Prospect profiles

Customer outcomes

Buyer profiles

Tips for managing objections

Bonus Tips

No matter what kind of business playbook you’re working on, these tips can help you create the best resource possible:

Include visuals, website links, videos, and other interactive elements

Schedule regular reviews and updates to ensure employees receive accurate information

Write in your company’s preferred voice and style to maintain interest and set an example for your employees Integrate your playbooks with the onboarding process, too. Combining them ensures that new hires get essential information right from the start and can hit the ground running sooner. If you don’t already have a business playbook — or collection of playbooks for various aspects of your business — it’s time to get to work! Use the above tips to collaborate with your co-founder, subject matter experts, and other team members. By working together, you can easily create business playbooks that answer frequently asked questions and ensure everyone is on the same page from day one.

saasacademy.com - What is a Business Playbook and How to Write One? - SaaS Academy

What time will my TikTok go viral?

🌟 What's the best time to post on TikTok 2023? No matter the year, the best time to post on TikTok will always depend on your audience. But to...

Last updated Dec 24, 2020

What is a media monitoring tool?

Media monitoring tools allow you to track topics across print, online, and broadcast media output. In PR and Comms it is important to measure the...

Last updated Aug 28, 2019

Promotion

How to reach $1 million dollars in 10 years?

Become a Millionaire in 10 Years (or Less) With These 10 Expert-Approved Tips Have Multiple Income Streams. ... Save as Much as You Possibly Can....

Last updated May 24, 2022

Promotion

Does TikTok pay Per followers?

TikTok begins paying you starting from 1500 followers, so as your subscribers increase, they will pay you more money. It is estimated that Tik Tok...

Last updated Nov 6, 2022