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Electricians Template with over 300 ready made documents

 

Firstly TKO Business Modeller (the software application) provides the means to add, edit and store your business information and then publish that information in various ways, templates like the ones below provide some ready made content to help you get started so you can build your own business system. Templates load into TKO Business Modeller

The template is designed as a complete working business with a sample company to learn from and customise to your own requirements.

For Electrical Contractors

Designed for electrical contractors it contains over 300 business documents. This template is designed as a complete working business model for plumbers. The template is provided as a sample company to learn from and customise to your own requirements.

  • Price : FREE as part of TKO annual maintenance and support
  • Requires : TKO Business Modeller Software click here for TKO pricing
  • Number of documents/forms : Approx 300
  • Special sections of interest include :
    • Electrical roles and job descriptions
    • Human Resource, OH&S, Quality Managenent
  • Video : nil
  • Download (only for current subscribed users)

Please note, as it is not possible for us to know your own specific requirements with regard to your industry (the electrical industry) many of the documents contained in the electrical operations "polcies and procedure" section are just stubs (headings without content) waiting for your own instructions.

See table of contents below

  

Contents of this template

 

o       Roles and Job Descriptions

o       Policies and Procedures

o       Key Performance Indicators and standards

 

Roles and Job Descriptions

 

        Xyz Electrical

o       Owner Manager CEO

         Electrical Services Manager

        Electrical contractor

        Data cabler

        Maintenance contractor

        Security systems contractor

         Marketing Manager

        Marketing Assistant

         Finance Manager

        Bookkeeper

        Payroll Clerk

         Human Resources Manager

        Trainer

         Safety Manager

        First Aid Officer

         Administration Manager

        Receptionist

        Office Cleaner

         Quality Manager

         Environmental Manager

         Team member

 

Policies and Procedures

 

        01.MANAGEMENT AND EXECUTIVE

o       01.USING THIS TEMPLATE

         Business Excellence Template (BET) Information Document

         Attached files of the Essential Business Template

o       02.COMPANY POLICIES

         A Quality Business

         Our Relationships with our Customers

         Occupational Health and Safety

         Environment and Cultural Heritage

         Our Team Culture

         Privacy Dignity and Confidentiality

         How we manage grievances

o       03.MANAGEMENT REVIEW AND CONTINUAL IMPROVEMENT

         Business Strategy and Planning

         Updating Documentation

         Review of Measurements

         Checking that documents match what people do (Internal Audit)

         Improving the business system - prevention and correction of problems

o       04.BUSINESS PLAN TEMPLATE

         Executive Summary

         Business Outline

         SWOT

         Objectives

         Risk Management

         Products and Services

         Marketing

         Competitive Analysis

         Advertising and Promotional Focus

         Business Operations

         Management and Key Personnel

         Legal Matters

         Financial Overview

         Summary

o       05.PLANNING AND STRATEGY

         Company Overview

         Business Strategy

         Market Opportunity

         Marketing Plan and Strategy

         Financial Plan

         Product Strategy

         Vision, Mission, Goals and Objectives

         Exit & Payback Strategy

o       06.RISK MANAGEMENT

         Establishing a context for risk management

         Communicating risk management to your organisation

         Identifying risks in your organisation

         Analysing risks in your organisation

         Evaluating risks in your organisation

         Treating risks in your organisation

         Monitoring and reviewing risks in your organisation

         Risk management summary

        02.ELECTRICAL SERVICES

o       01.CUSTOMER SERVICE, QUOTES AND BILLING

         Keeping existing clients

         Budgets and Targets

         Weekly Sales Meeting

         Customer Service

         Discussing and Identifying Customer Requirements (agreeing Scope)

         Follow up and Feedback

         Identifying Root Causes when things go wrong

         Identifying and caring for Customer Property

         Taking an enquriy

         After call procedure

         Preparing a quote

         Billing procedure

         Recurring service contracts

o       02.NEW HOMES

         Quoting for new home construction

         Obtain house plans and prepare recommendation

         Order materials and fittings for new job

         Process for installing new electrical system

o       03.GENERAL HOUSEHOLD WORK

         Repair and replacement of light fittings, powerpoints and general household fittings

         Installation and repair of electrical hot water systems

         Supply and installation of air-conditoning units

         Rewiring a house

         Install security systems

         Install fire alarms

         Fault finding

         Switchboard and metering alterations

o       04.EMERGENCY SERVICES

         Taking the call

         Emergency contact numbers for authorities

o       05.COMMERCIAL OPERATIONS

         Fire protection audit

         Scheduled maintenance

         Computer Room Power Installations

         Generator and Backup Systems

         Lightning protection

         High voltage power cabling reticulation (including specially installed underground conduits)

         Uninterruptible power supplies (UPS)

         Commercial lighting and power installations

         Lighting and building control systems

o       06.DATA CABLING

         Communications cabling

         Fibre optic cabling networks

         ISDN and WAN - router, frame relay, private connections

         LAN - Ethernet switches and hubs

         Intelligent building systems

         Network design & implementation

         Voice systems

o       07.SECURITY SYSTEMS

         Installing access control systems

         Installing and maintaining CCTV and Surveillance Camera Systems

         Maintaining fire systems

         Public address systems

         Emergency light systems

o       08.ROUTINE MAINTENANCE

         Test & tag of electrical equipment

         Routine maintenance of essential services

         Exit & Emergency lighting

         Lamp replacements & inspections

         Thermographic tests

         Switchboard maintenance

        03.MARKETING

o       01.BUSINESS DEVELOPMENT

         Marketing Plan

         Tenders and Quotes

         Generating new business

o       02.MARKETING RESOURCES

         Managing our online presence

         What Print Media do we use

         Direct Mail and utilising our Database

        04.FINANCE

o       01.ACCOUNTS RECEIVABLE

         Preparing Invoices

         Receipting Payments

         Accounting for Discounts

         Overdue Accounts

         Test

o       02.ASSET MANAGEMENT AND PLANNING

         Information Technology Security and Recovery from Disaster

         Protection of Assets Policy

         Equipment for Operations

         Workplace Facilities

         Scheduled asset maintenance

o       03.ACCOUNTS PAYABLE

         Cheque signing and authority

         Purchase Orders (ensuring a paper trail exists)

         Managing Petty Cash

         Confirming Receipt of Goods and Conformity of Supply

         Payment Approval (paying for what we get)

o       04.PAYROLL

         Employee use of Time Sheets

         Preparation of Pays

         Superannuation Policy

o       05.FINANCIAL REPORTING

         BAS Reports

         Profit and Loss Statements

         Management Reports

o       06.FINANCIAL MANAGEMENT POLICIES

         Budgeting Policy

         Credit Card Authorisation Policy

         Financial Management Policy

         Investment Policy

         Credit Levels

        05.HUMAN RESOURCES

o       01.STAFF RECRUITMENT

         Staff Recruitment Policy

         Recruitment Procedure

         Advertising for new staff

         Interviewing staff

         Letter of Appointment

         New Staff (First Day induction)

o       02.STAFF TRAINING & PERFORMANCE

         KPIs and Non-Performance

         Annual performance review

         Conducting a counselling interview

         Professional development policy

         Training Policy

o       03.DISCIPLINE AND TERMINATION

         Resignation

         Disciplinary Action

         Instant Dismissal

o       04.DISPUTE RESOLUTION

         What is Harrassment and what is our attitude to conflict in the workplace

         Grievance Procedure

o       05.LEAVE AND SEPARATION POLICIES

         Annual leave policy

         Compassionate/ Bereavement Leave

         General Leave Policy

         Parental leave

         Sick leave policy

         Separation - Abandonment of employment

         Separation - Dismissal

         Separation - Redundancy

         Separation - Resignation

         Separation - Retirement

         Unpaid Leave

o       06.GENERAL HUMAN RESOURCES POLICIES

         Affirmative action policy

         Bullying policy

         Communication Processes

         Drug Testing Policy

         Outside Employment

         Sexual Harassment Policy

         Wages and Conditions

         Staff Responsibilities

         Staff Rights

o       07.EMPLOYEE INDUCTION MANUAL

         Introduction

         Personnel

         Harassment and Grievances

         Wages and Conditions

         Leave

         Training

         Employee responsibilities

         Company owned motor vehicles

         Communications

         General Health and Safety

         Emergencies and Accidents

         Attitude to safety in the workplace

         Office Workplace Safety

         Security

         Lone worker

         Acknowledgement

o       08.EMPLOYEE SAFETY MANUAL

         Working Safer - Queensland legislation

         Assuring Workplace Safety

         Risk Management

         Hazards and Hazardous Environments

         Manual Handling

         Explosive Power Tools and Other Plant

         Other Workplace Hazards

        06.ADMINISTRATION

o       01.OFFICE POLICIES AND PROCEDURES

         Reception (our public face)

         Meeting Schedule

         Greeting Telephone Callers

         Greeting Visitors to the Office

         Food, Drink and Cleaning Up

         Opening and Closing Office Procedure

         Site Security

         Cleaning the premises

o       02.RECORDS AND DATA

         Document and Data Control

         Filing and Records Management

         Email retention and archiving policy

         Anti-Virus Software

o       03.PURCHASING

         Suppliers and Products

         What do we do with Defective Product

        07.QUALITY ISO 9001:2008

o       01.QUALITY MANUAL PURPOSE

         Using the documents of the Quality Key Business Area

         Organisation Chart

         Enter Name Of Topic Here

         1.1 Quality Management System - Requirements. Scope - General

         1.2 Scope - Application

         2 Normative reference

         3 Terms and definitions

o       02.QUALITY MANAGEMENT SYSTEM

         4.2.1 System Documented

         4.2.2 Quality Manual

         4.2.3 Control of Documents

         4.2.4 Control of Records

         4.1 Documentation Requirements - General

o       03.MANAGEMENT RESPONSIBILITY

         5.1 Management Commitment

         5.2 Customer Focus

         5.3 Quality Policy

         5.4.1 Quality Objectives

         5.4.2 QMS Planning

         5.5.1 Responsibility and Authority

         5.5.2 Management Representative

         5.5.3 Internal Communication

         5.6.1 Management Review - General

         5.6.2 Review Input

         5.6.3 Review Output

o       04.RESOURCE MANAGEMENT

         6.1 Provision of Resources

         6.2.1 Human Resources - General

         6.2.2 Competence, awareness and training

         6.3 Infrastructure

         6.4 Work Environment

o       05.PRODUCT REALIZATION

         7.1 Planning of Product Realization

         7.2.1 Determination of Requirements Related to the Product

         7.2.2 Review of requirements related to the product

         7.2.3 Customer communication

         7.3.1 Design and development planning

         7.3.2 Design and development inputs

         7.3.3 Design and development outputs

         7.3.4 Design and development review

         7.3.5 Design and development verification

         7.3.6 Design and development validation

         7.3.7 Control of design and development changes

         7.4.1 Purchasing process

         7.4.2 Purchasing information

         7.4.3 Verification of purchased product

         7.5.1 Control of Product and Service Provision

         7.5.2 Validation of processes for production and service provision

         7.5.3 Identification and traceability

         7.5.4 Customer Property

         7.5.5 Preservation of product

         7.6 Control of Measuring and Monitoring Devices

o       06.MEASUREMENT, ANALYSIS AND IMPROVEMENT

         8.1 Measurement, analysis and improvement - General

         8.2.1 Customer Satisfaction

         8.2.2 Internal Audit

         8.2.3 Monitoring and measurement of processes

         8.2.4 Monitoring and measurement of product

         8.3 Control of nonconforming product

         8.4 Analysis of data

         8.5.1 Continual Improvement

         8.5.2 Corrective action

         8.5.3 Preventative action

        08.OCCUPATIONAL HEALTH AND SAFETY AS/NZ4801

o       01.INTRODUCTION

         4.1 General requirements

         4.2 OH & S Policy

o       02.PLANNING

         4.3.1 Planning Identification of Hazards, assessment and control of risks

         4.3.2 Legal and Other Requirements

         4.3.3 Objectives and Targets

         4.3.4 OH&S Management Plans

o       03.IMPLEMENTATION

         4.4.1 Structure and Responsibility

         4.4.2 Training and Competency

         4.4.3 Consultation, Communication and Reporting

         4.4.4 Documentation

         4.4.5 Document and Data Control

         4.4.6 Hazard Identification, risk assessment and control of risks

         4.4.7 Emergency Preparedness and response

o       04.MEASUREMENT AND EVALUATION

         4.5.1 Monitoring and Measurement

         4.5.2 Incident Investigation, corrective and preventive action

         4.5.3 Records and records Management

         4.5.4 OH&SMS Audit

o       05.MANAGEMENT REVIEW

         4.6 Management Review

        09.ENVIRONMENTAL

o       01.INTRODUCTION

         Introduction

         4.1 General requirements

         4.2 Environmental policy

         4.3.1 Environmental aspects

         4.3.2 Legal and other requirements

         4.3.3 Objectives and targets

         4.3.4 Environmental management programme(s)

         4.4.1 Structure and responsibility

         4.4.2 Training, awareness and competence

         4.4.3 Communication

         4.4.4 Environmental management system documentation

         4.4.5 Document control

         4.4.6 Operational control

         4.4.7 Emergency preparedness and response

         4.5.1 Monitoring and measurement

         4.5.2 Nonconformance and corrective and preventive action

         4.5.3 Records

         4.5.4 Environmental management system audit

         4.6 Management review

 

Key Performance Indicators and standards

 

        01.MANAGEMENT AND EXECUTIVE

o       01.USING THIS TEMPLATE

         A structured training plan is in place and active

o       05.PLANNING AND STRATEGY

         Business plan and strategy in place

        02.ELECTRICAL SERVICES

o       01.CUSTOMER SERVICE, QUOTES AND BILLING

         Quotes and estimates fall within expected range

o       03.GENERAL HOUSEHOLD WORK

         Client invoicing and paperwork

o       04.EMERGENCY SERVICES

         Emergency call response time

o       05.COMMERCIAL OPERATIONS

         Scheduled maintenance

o       08.ROUTINE MAINTENANCE

         Maintenance performed on schedule

        03.MARKETING

o       01.BUSINESS DEVELOPMENT

         Marketing budget to turnover

         Marketing plan inplace and on track

         20 new clients per month

        04.FINANCE

o       01.ACCOUNTS RECEIVABLE

         Debtor days outstanding

o       03.ACCOUNTS PAYABLE

         Average days to pay bills

o       04.PAYROLL

         Timeliness in submission of statutory returns

o       05.FINANCIAL REPORTING

         Cost of goods sold margin

         Net profit margin

        05.HUMAN RESOURCES

o       01.STAFF RECRUITMENT

         Staff turnover rate

o       06.GENERAL HUMAN RESOURCES POLICIES

         Employee satisfaction index

         Average employee absence time

         Dress code and standard

         Staff attitude and cooperation

        06.ADMINISTRATION

o       01.OFFICE POLICIES AND PROCEDURES

         Policies and procedures are completed and available to all staff

         Business premises kept clean and presentable

         Greeting customers by phone and direct

o       06.MEASUREMENT, ANALYSIS AND IMPROVEMENT

         Customer complaints

         Customer satisfaction index

        08.OCCUPATIONAL HEALTH AND SAFETY AS/NZ4801

o       01.INTRODUCTION

         Workplace incident rate

o       04.MEASUREMENT AND EVALUATION

         Work performed within local, state and federal laws

        09.ENVIRONMENTAL

o       01.INTRODUCTION

         Number of paper pages used by employees each month

         Total purchased energy per month

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