Overview

I compiled the following operating handbook outline after reviewing over 120 early learning programs¹ and reflecting on what they included and failed to include. The goal is a comprehensive outline others can use as a resource in creating or revising policies and procedures for their program. It will evolve.

The Three Handbook System

I recommend programs use the three handbook method, which includes:

• Operating Handbook—Information parents and staff need to know
• Parent Handbook—Information parents need to know
• Staff Handbook—Information staff members need to know

At some point, I’ll also complete Parent and Staff handbook outlines.

A Work In Progress

This outline is barely the beginning of a more extensive process. I plan to complete a separate post for each item in this outline. Each post will include things like what to consider when creating the policy and procedure, samples from my collection of handbooks, and a thorough sample policy and procedure. Some of these posts are complete; see green links in the outline.

Overkill?

Is this operating handbook outline overkill? That’s a question I repeatedly asked myself as it kept growing and growing. So the answer is, “Yes, it probably is overkill.” It’s unlikely that your program needs a policy and procedures for every item in the outline. However, this operating handbook outline aims to spark thinking about what may be beneficial or necessary. My experience is that many programs would benefit from more complete and detailed handbooks so that parents, staff, and administrators are all on the same page.

Operating Handbook Outline

Here’s the outline. Click around and share any questions, suggestions, or thoughts in the comments.

Related Policy And Procedure Posts

Here are some additional resources related to this operating handbook outline:

• 5 Important Policy Headings
• 3 Tips For Maintaining Healthy Policies And Procedures
• Policies | Transform Thoughtfully
• 3 Helpful Tips For Writing Early Learning Policies And Procedures
• 6 Key Policy And Procedure Terms You Need To Understand Right Now
• A Clear Process For Creating Early Learning Policies And Procedures

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1. The handbooks I examined were from various centers-based child care programs, preschool programs, and home-based programs from the United States, Canada, and Australia.