Keys to Developing your Policies and Procedures Manual

Particular methods that show processes have to be created with a change in mind. That’s the trend many companies are taking, and you need to do so as you proceed and develop procedures.

last updated Monday, July 8, 2024
#Policies and Procedures #Procedure Manual

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by John Burson

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7 Crucial Steps to Developing Procedures:

Purpose

To develop procedures, you must ask yourself: What's the procedure's main goal? Do you need the system? What problems will the process help you solve?  

Policy

You should ask yourself what type of policy you want to be carried out in your policies and procedures manual.

Clarity

Also referred to as directness or simplicity, you shouldn't add a lot of twisted logic or jargon in your policy and procedures manual. Instead, include those involved in how it works and what is expected of them.

User Involvement

When developing your policies and procedures manual, remember that the person creating your manual may not have experience with the process. The writer doesn't necessarily need to be experienced because they need the correct answers to some questions. Can writers get the process owner to describe the process? Are they able to convey the information received accurately and clearly? When the process owner explains the situation, he looks at the process from a very different angle, and sometimes, they may even ask, "Should we be doing this?" The writer and process owner should be the participants to produce the best result. 

Feedback and Control

Your policies and procedures manual should be similar to the Plan-Do-Check-Act model. If you don't measure performance or analyze measurements, how will you determine if your policy and procedure manual is in control? How will you tell that you're achieving your goals or select the next step if you don't measure? It's almost impossible to improve your process without gathering feedback and acting on it.

Continual Improvement

Don't waste your time writing or rewriting your procedure to perfection. No process is perfect. Therefore, implement the system, check, improve, implement the improvements, and repeat the process.

Accuracy

Your procedure should contain everything your employees need to perform different processes correctly and consistently. Don't leave important information or steps out when developing a procedure manual.

 
 
 

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