Business Playbook: What Is It and Why Every Business Needs It

Last Updated: 

March 6, 2023

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Every business must record its plans, policies, and procedures so that they may be internalised and copied across the organisation. Everyone has to be following the same playbook so that they know what to do and what is expected of them.

A business without appropriate records is like a ship without a rudder. As a result of internal inconsistencies, your business will find it difficult to consistently provide superior goods and services to its customers. New hires may feel like they're walking into anarchy since even upper management doesn't know what they're doing.

Because of this, having a playbook for business purposes is quite important, and in this post, we will demonstrate precisely why this is the case.

Playbook for Business
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What Is a Business Playbook?

A business playbook is a basic document that summarises the procedures, standards, and rules of an organisation. The business playbook often called a corporate playbook is a documentation of the standard operating procedures for an organisation.

For example, a playbook may be used to onboard new workers, train current staff, and fill in for absent employees while they are on prolonged leave. It serves as a roadmap for workers who wish to learn more about the business's mission and how they may contribute to the business's success.

Business Playbook Types

Your organisation may benefit from developing one of many distinct kinds of business playbooks:

  • Business Playbook. This kind of playbook serves as an introduction to the business, its goals, and guiding principles. 
  • Operations Playbook. An operations playbook specifies how a corporation provides service to its clients. 
  • Sales Playbook. A sales playbook details the steps that staff need to do to successfully close deals with clients.
  • Channel Playbook. A channel playbook is a set of instructions for third-party partners that are selling a product on how to do it successfully.
  • Marketing Playbook. Professionals in the marketing industry may learn how to best pitch and close with potential clients by consulting a marketing playbook.
  • Customer Service Playbook. Employees may learn the best practices for customer care by referring to this playbook.
  • Human Resource Playbook. A human resources playbook defines the business's rules and processes for managing employees.

What Are the Advantages of a Business Playbook?

You may be asking why it is important for your organisation to develop a business playbook. Below are five of the many benefits that a business playbook can bring to your business.

Saves Resources

A business playbook may save time and effort by allowing you to quickly implement best practices while launching new initiatives or following standard operating procedures. Workers may look up the procedure in the playbook to see how it has been handled before. This helps them avoid making any mistakes that might lead to delays in production.

Facilitates Uniformity Through Clear Guidelines

If workers have clear guidelines to follow, it doesn't matter who does the work; the quality of the work will remain constant. If your processes are consistent, you can rest assured knowing that your clients will always get the same high-quality product or service.

Optimises Effectiveness and Productivity

Employees will be able to devote more time to things that directly contribute to the business's goals if they don't have to waste time looking for answers or locating the appropriate resource. Workers may now more effectively implement processes thanks to easy access to guidance on the most effective methods of doing so and examples of best practices.

Offers a Strategic Advantage

When compared to less structured competitors, businesses that have taken the time to codify their rules, processes, and best practices are in a stronger position. It will be able to hire higher-quality staff members since they will want to work for a business that takes its mission seriously. Businesses may dominate the market by duplicating the initiatives that have proven successful in the past.

Improves Teamwork and Conversations

Employees are more likely to work together and communicate effectively across teams when roles and responsibilities are clearly defined. Staff members save unnecessary effort by relying on one another and establishing channels for information and assistance. As a result, a business playbook reveals the inner workings of a business and helps break down barriers between departments.

Business Planning Document
Photo by Kaitlyn Baker on Unsplash

Final Thoughts

When you're ready to create your business playbook, focus on making it comprehensive without it being cumbersome. You want everyone to be on the same page but also want it to be accessible. Put your best policies and practices in there, as well as your standards, so that any new hires should know where to find them. It should be a living document that gets updated every time something changes.

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Don't forget to check out our Case Studies and also how Business Coaching can help your business. If you're ready to talk further and get the full coaching experience you can book a FREE 30-Minute Coaching Session.