Assessment 3 - Structured Activity - Bookkeepers Policies and Procedure Manual

Policies and Procedure Manual - Using the documents and tools you have created in your previous assessment tasks you are now required to compile a document that could be used as a procedure manual for a small sized bookkeeping business.

Presentation of the final document must include

? Cover page? Index page? Consistent formatting throughout the document

The documents/information to be included in the procedure manual

1. Client information sheet template2. Engagement letter template3. Site report4. Client support - network contacts5. CPE guide - CPE log6. Information on your organisations ethical code of conduct7. Your business practices making references to anti-discrimination, the Privacy Act, Safe Work Practices8. Feedback methods to your team9. Supporting your team and conflict resolution methods10. Authority to lodge statement sample and instructions on when and who is required to complete

Your manual should also include an introduction, which gives you an opportunity to explain the purpose of the manual and how/why it should be used.

Please include further instructions for each templatesthat may require further clarification (not just the template), things to consider:

1. Identifying the purpose of the template2. How and when it is to be completed3. Storage4. Does it need signing and by whom

I. Will need help with the correct way to lay out the procedure manual.

Transcribed Image Text:

Files 14:20 Thu 31 Aug Files 14:20 Thu 31 Aug

Answer rating: 100% (QA)

Structuring a procedure manual is crucial for clarity and ease of use Heres a suggested layout for your Bookkeepers Policies and Procedure Manual Proc... View the full answer