Steps in Writing Policies & Procedures

Writing a policies and procedures guide for members of an organization is not a straightforward process, as you have to go through various steps before publishing it. Apart from listing the principles on which the organization was founded, you must also evaluate how each department is structured and come up with the optimal method of coping with every possible problem that may come up. The process requires detailed analysis of the organization's operations, consultation of every department involved and the composition of all decision-making instructions in a concise and clear guide.

Instructions

    • 1

      Analyze your organization's structure and function, as well as external factors, to ensure your initial proposals are not completely irrelevant to reality. For example, you cannot expect hospital staff to identify patients by their IDs when there is no such state-issued document.

    • 2

      Consult all departments to see if your proposals can be implemented given each department's capabilities, which may include staff and resources. Supervisors from every department, as well as representatives of the staff, can help you spot irrational demands.

    • 3

      Compose the policies and procedures guide using plain language to ensure that everyone who reads it can understand what is required of them. With the exception of technical terms, make sure that even a school-aged child could understand. The procedures and the policies, for which customers and stakeholders are also interested, must be fully understandable.

    • 4

      Use a simple text structure for the final draft. Avoid long essays that resemble literature works. Instead, use bullet points containing short sentences or paragraphs that highlight the most important parts.

    • 5

      Ask a legal professional to help ensure your policies and procedures guide does not contain illegal proposals. For example, demanding employees to work beyond the established work week to finish a task is unacceptable, as well as a policy of forwarding customer's information to third parties without their consent.

    • 6

      Distribute the initial draft to the staff and other interested parties using noticeboards, emails and staff handbooks. Evaluate the implementation of the policies and procedures and amend the guide when everyday practice proves individual parts wrong.

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