Are you a sporting club, cemetery, theatre group, gardening club, historical society or similar community organisation looking for a way to document the who-what-why-where and when of what you do?

If your organisation is at risk of losing valuable information because it's scattered in an assortment of locations - personal computers, loose pieces of paper, USB sticks, people's heads - then it might be time to consider documenting what you know in one readily accessible location.

Microsoft Word Operations Manual Template for community organisations.

A partnership between Cass Ewing and Community Bank Maldon District.

Operations Manual Template

The Operations Manual Template has been developed to enable community groups to record all the information pertinent to their organisation in one master reference document.

It is pre-formatted and pre-populated with information that needs to be customised to reflect what is true for the relevant organisation, and comprises of seven (7) parts, and a bonus!

Part 1: Organisation's Details

Part 1 is to record information about business details, contact information, the organisation’s background, its values, objectives & stakeholders etc.

Part 2: Management

Part 2 is for information regarding governance, finances, players, members, volunteers, security measures, insurances, professional and utility service providers etc.

Part 3: Assets

Part 3 is to document details about what the community group owns in terms of buildings, historical memorabilia, furniture, equipment, vehicles and machinery etc.

Part 4: Marketing & Promotion

Part 4 is to record the organisation’s marketing & promotion strategy: social & print media preferences, domain names, websites, branding & logos etc.

Part 5: Public Safety

Part 5 is to document the policies and procedures in place to protect the public: Covid 19 policy, child safety policy, and evacuation plans etc.

Part 6: Appendices

Part 6 is for listing all the relevant appendices that get refer to throughout the main document, including the appendix’s electronic file path.

Part 7: Standard Operating Procedures

Part 7 provides a place for all the Standard Operating Procedures (SOPs) that outline ‘how to’ deliver the organisation’s services to the community.

Bonus: Electronic Filing Folder Structure

As a bonus, the template includes a suggested hierarchy of folders that can be set up to store and organise your electronic documents so they’re easy to find.


If our organisation wanted to remain relevant for another 140 years we needed to document everything we knew, and Cass's operations manual was the missing piece in the 'where-to-start' puzzle.
WILSON BUNTON - Castlemaine Pioneers & Old Residents Association.

A bit about me...

My name is Cass Ewing.

I’m a landscape architect, systems strategist and Airtable enthusiast who loves family, friends, gardening, dogs, skiing and kayaking.

I get excited about the life I live, the places I go, the people I meet and the experiences I have.

I don’t get excited about wasting time looking for the information I need in order to make decisions and take action!

Does anyone?

Over the last decade I have worked in volunteer and paid roles for community groups in Mount Alexander shire.

During that time I have observed how much information relating to those groups is:

  • contained in people’s heads
  • not documented adequately
  • stored in an assortment of locations
  • often at risk of being lost when people ‘go’ (resign, relocate, or die).

To provide a solution to this problem I developed a Microsoft Word Operations Manual Template. 

I want to help community groups future proof the transfer of knowledge so they can spend less time looking for information and more time contributing to their community.

Ready to establish a single reference document for all the details relating to what your organisation does and who they do it for?

Let's review what's included.

The Operations Manual Template:

Oh, and it is also accompanied by nine (9) video tutorials where I walk you through how the Operations Manual Template works, what information you need to enter, where to enter it and why.

Accessing the Template

This template was developed by Cass Ewing in partnership with Community Bank Maldon District 

and can be accessed in one of two ways:

OPT 1: as a standalone purchase of $220 inc GST through Cass Ewing.

OPT 2: as a bonus for community groups that hold (or open) an account with Community Bank Maldon & District.

It's time to stop sifting around an assortment of locations looking for information & recreating documents that already exist.

It's time to start referencing one document only to locate everything you need to know about your community organisation.


Yes and no.

The template has been built using Microsoft Word, so if you have Microsoft Word installed on your computer you will be able to open the template immediately.

If you don’t have Microsoft Word installed there are other ways to open the template:

  1. Upload the template to Google Drive and open it in Google Docs (Google’s free web-based office suite).
  2. Install LibreOffice (a free, open-source office suite) and open the template in DOC or DOCX format.

The shortest is 1 minute and the longest is 13 minutes.

Everyone who accesses the template – as a paying customer or for free as an account holder with the Community Bank Maldon District (CBMD) – will:

  • be invited to join Cass Ewing’s private Facebook group for ongoing support.
  • be invited to participate in community upskilling workshops planned by CBMD.


The Operations Manual Template is a digital product that you get immediate access to.

All sales are final. No refunds are offered.

If you have questions you’d like answered in order to make a decision about purchasing, please reach out to hello@cassewing.com

The Operations Manual template has been pre-formatted and pre-populated with information to demonstrate what to enter and where.

However, that doesn’t eliminate the need to spend a significant amount of time collating all of your existing information so it can be entered it into the template.

There will no doubt be many hours of work involved to get it properly populated with your own information.

But, once it’s done, it’s done and you’ll reap the rewards in saved time and ongoing ease of access to the information people need in order to fulfil their roles..

Ready to create a master reference document for your organisation?

The sooner you start collating the information the sooner you future proof the transfer of knowledge for your organisation!