7 Steps on How to Develop a Protocol or Procedures Manual

paperfree Aditi Bansal

Updated on Monday, July 17, 2017

Protocols or procedures are ways that policies and procedures manual, principle, or rule is carried out. You can think of it as a set of instructions.

tags  #Policies and Procedures  #Procedures Manual #


A policies and procedures manual assists small businesses to be productive and ensures that performs tasks in a similar manner. This tool can benefit organizations by enabling them to review their protocols or procedures annually to ensure that they are updated and that they reflect the current objectives.

Identify a rule that requires a procedure to be attached to it

This will help you to understand the objective of the policy, for instance, increase productivity, solving a problem, ensuring high quality of products or services, and if it is able to prevent potential conflict. You can consider protocols used in the past to determine if they can help on particular issues.

Determine whether your staff will need additional equipment or skills to complete the procedure

For instance, a procedure that involves scanning documents and changing them to electronic files may need you to also train some staff members. Additionally, a company-wide document may be necessary to explain to your employees on how to access electronic files.

Create a step-by-step procedure

Ensure that all instructions are easy and clearly understood by different people who may follow the procedure. Consider using layman’s terms most of the time to avoid confusion.

Test the protocol by distributing the instructions to test groups composed of three to five people

Allow them to run a trial. Request them to document any challenges that they encounter when executing the policies and procedures manual, and let them suggest on unique ways to improve the protocol.

Review the findings of the test groups

Identify actual problems with the procedure. For instance, the test groups may have discovered that there would be a gridlock in case the company invests only in one scanner while there are several users. Ensure that you amend the protocol as needed.

Finalize the policies and procedures manual

Send it to the management team for approval. Get feedback from the supervisors and make any necessary changes.

Create a final document that will outline the policies and procedures

Distribute the document to the employees or other people that it may affect. Remember to follow up with the staff members to ensure that all instructions are easy to understand.

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