SD–OPS–03 · United States · not scoped to any state · operating procedures
57-page manual · 19 sections · plus fill-in checklist, how-to guide and sources · 74 pages across 4 files
Nearly every procedure document a small firm can buy is a blank form with the word Steps at the top, which leaves the hard part, the writing, exactly where it was: in one person's head.
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Forty-eight procedures written out in full for a service business, not a blank form to fill in. Each one carries what makes it start, whose job it is, where the record goes and how you know it finished, then a numbered sequence of physical acts. Ten parts: winning the work, scheduling and dispatch, client intake, doing the work, handover and escalation, getting paid, when it goes wrong, records and document control, equipment and assets, suppliers and subcontractors. 24,176 words across 57 pages, with 247 blanks, about one per hundred words, and those blanks are only where your own names, tools and thresholds go. It is written for businesses that sell attendance and skill rather than shelf space, so nothing in it is built around a shop counter. It is not a safety program, it states no record-retention period, it prints no price, rate or threshold, and it cites no regulation.
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You fill in the document itself and hand it on. The checklist is there so you do not leave a blank in it. Everything else is reference. Every file is a PDF you can type into on screen, or print and write on, so you need nothing else to use it.
The rest of the set
Businesses like yours usually start with these. It is where a trade starts, not a complete legal inventory of everything it could ever be asked for — no list on any website is that. Every line below says where it came from.
Showing what a demolition contractor is asked to carry.
94 trades on our list need this document. The 6 above are spread across the kinds of business that need it; the other 88 are here.
Demolition contractor13 items on the list, two of them a multi-file kit rather than a single document. You are looking at one of them. We sell eight of the other twelve; four we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
REGA regulator asks for this.
Also answers: Fall protection / written safety element.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
REGA regulator asks for this.
29 CFR 1926.1101
REGA regulator asks for this.
29 CFR 1926.62
OURSNot a rule we can point at — this is what the trade gets asked for.
COMPNot a rule we can point at — it is standard in this trade.
Your state can add to this. We have written down one place where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistDental practiceEight items on the list, one of them a multi-file kit rather than a single document. You are looking at one of them. We sell six of the other seven; one we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
REGA regulator asks for this.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
OURSNot a rule we can point at — this is what the trade gets asked for.
We have these written down against this trade but not well enough sourced to tell you a rule demands them. So we are not telling you that.
REGA regulator asks for this.
45 CFR part 160
Your state can add to this. We have written down one place where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistTattoo studio / piercing shopEleven items on the list, one of them a multi-file kit rather than a single document. You are looking at one of them. We sell six of the other ten; four we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
REGA regulator asks for this.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
REGA regulator asks for this, and which one depends on your state.
REGA regulator asks for this, and which one depends on your state.
REGA regulator asks for this, and which one depends on your state.
OURSNot a rule we can point at — this is what the trade gets asked for.
Your state can add to this. We have written down three places where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistTrucking & freight carrierEleven items on the list, one of them a multi-file kit rather than a single document. You are looking at one of them. We sell three of the other ten; seven we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
REGA regulator asks for this.
49 CFR 391.45
REGA regulator asks for this.
49 CFR 391.11
REGA regulator asks for this.
49 CFR 382.301
REGA regulator asks for this.
49 CFR 387.7
REGA regulator asks for this.
49 CFR 395.8
OURSNot a rule we can point at — this is what the trade gets asked for.
COMPNot a rule we can point at — it is standard in this trade.
Your state can add to this. We have written down one place where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistBar, tavern & sports barTwelve items on the list, one of them a multi-file kit rather than a single document. You are looking at one of them. We sell four of the other eleven; seven we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
REGA regulator asks for this.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
REGA regulator asks for this, and which one depends on your state.
REGA regulator asks for this, and which one depends on your state.
REGA regulator asks for this.
21 CFR 117.1
REGA regulator asks for this, and which one depends on your state.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Your state can add to this. We have written down three places where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistElectrical contractor13 items on the list, two of them a multi-file kit rather than a single document. You are looking at one of them. We sell nine of the other twelve; three we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
REGA regulator asks for this.
Also answers: Fall protection / written safety element.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
REGA regulator asks for this.
29 CFR 1910.147
OURSNot a rule we can point at — this is what the trade gets asked for.
COMPNot a rule we can point at — it is standard in this trade.
Your state can add to this. We have written down one place where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistInside the file
01Forty-eight procedures written out in full, each with a trigger, an owner, the record it leaves and a test of when it is finished
02Winning the work: taking an enquiry, deciding whether to quote at all, the scoping visit, writing the quote, and following it up to an outcome
03Scheduling and dispatch, including the day-before confirmation that stops the wasted journey, and the overrun call nobody likes making
04Client intake: opening the file, the check that you should be acting at all, getting what you need before day one, and setting expectations in writing
05Doing the work: arriving, the record written as you go, work that was not in the quote, stopping work, and leaving
06Handover and escalation, including a handover note that passes the only test that matters, and the end-of-day note that takes two minutes
07Getting paid: raising the invoice, deposits and stages, chasing, allocating a payment, and deciding what happens to one that will not be paid
08When it goes wrong: taking a complaint in the first four minutes, finding out what happened, putting it right, and changing the procedure so it does not recur
09Records and document control: who may see what, naming and filing, keeping one version live, the retention answer you obtain rather than one we invent, and a client asking for his own file
010Equipment and assets, and suppliers and subcontractors, including checking a subcontractor's work before the client sees it
011Section 3, the decisions only you can make: the thresholds that decide when somebody carries on and when they stop and ask
012Section 16, the method for writing a procedure of your own by watching the work rather than remembering it, with a worksheet
013A training register, a revision register and an exception register, so the manual stays true instead of becoming furniture
014Section 19, which says plainly where this manual stops and what belongs to your own program instead
Plain-English Monday actions
Official-source registry
These are the real rules this plan is built on. Every citation was read against the published text on the date shown above, and each link goes to the official source, not to a summary.
Exclusions
Before you buy
When the law behind this set moves, or a clause keeps causing an argument, we rewrite it and the new version lands in your account. You do not pay again. That applies to everyone who buys, member or not, for as long as we sell this document.
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One more time, plainly: this is a blank set and it is scoped to no state. Every state-specific figure in it is left blank for you to fill from your own, and whether what you write in holds is decided by your state's law, often your city's. Check yours before you rely on it.
