For those of you who have not read this article www.ptotoday.com/pto-today-articles/arti...o-instruction-manual
It walks you through what should go in a procedures manual and has many samples.

~Lisa

I would also love a copy of someone's policy and procedure manual. I have wanted to create one for a while but just don't know where to begin. Thanks for anyone's help on this Please email me at This email address is being protected from spambots. You need JavaScript enabled to view it.

We are currently in the process of creating our Policy and Procedures manual. In a few months when it is completed I can share it... but it is a work in progress only at this point.

And actually, as Mary asked I would LOVE a copy of "basic account principals" for our manual. If someone could email it to me at This email address is being protected from spambots. You need JavaScript enabled to view it. that would be great!

Hi - checking in on this thread. I am involved in a start-up PTO and we are interested in obtaining copies of Finance Policies, if anyone is will to share. Please let me know.

Bumping this one up now that everyone is back from the holidays : )

[reposted for Holly Gooch]

We are a fairly new PTO trying to get organized. Does anyone have a Policy and Procedure manual put together they would like to share???