Collapsible List

Chapter Name: Develop an operational guideline

Description:This module covers the key elements of operational guidelines, including best practices, procedures, standards, and key performance indicators (KPIs) that ensure consistency and efficiency in business processes. Learners will be equipped with the knowledge to develop guidelines that streamline day-to-day activities, improve decision-making, and support both short-term and long-term business goals. The module also emphasizes the importance of monitoring and reviewing guidelines to ensure they remain relevant and aligned with business objectives.

Purpuse:The purpose of this module is to provide learners with the skills necessary to develop operational guidelines that contribute to the smooth and efficient running of a business or franchise. It aims to ensure that learners understand how to create practical guidelines that address the operational needs of the business while also promoting best practices and continuous improvement. By establishing clear operational guidelines, businesses can standardize their processes, reduce risks, and ensure that employees consistently follow procedures that align with the organization’s objectives.

Rational:The rationale for this module is based on the understanding that clear and well-structured operational guidelines are essential for maintaining efficiency, quality, and consistency within a business. Without effective guidelines, businesses risk confusion, inefficiencies, and errors in their operations. Operational guidelines help businesses standardize tasks and processes, ensuring that employees understand the expected procedures and performance standards.


Chapter Assessment


Scope of Practical Skill

Key Requirement 1: Operations manual evaluated and applicable systems and standards requiring operational guidelines identified

Learners are expected to evaluate the contents of the current operations manual and determine which parts of the organization’s systems or services require additional operational guidelines to align with relevant standards or improve performance. These guidelines should support the manual by addressing gaps or supporting compliance with external regulations or internal policies.


Assessment Questions


Assessment 1 : Identify applicable systems

Learners are required to identify which business systems (e.g., POS, CRM, inventory) require operational guidelines for consistent usage and compliance.



Assessment 2 : Identify standards

Learners must identify the relevant operational or industry standards that should guide how systems are used or managed.