Policies and Procedures Manuals

1
Policies and Procedures Manuals
ACME Co. Policy Procedures
2
Policy

• Guidelines or rules that govern the actions of
  employees within an organization
• Standards for an organization

3
A policy

• An example of a policy is as follows
• This policy provides for the administration of
  training and development programs for Allied
  Research Inc. employees sponsored in whole or in
  part by the Training Department. Instructors in
  certain areas of licensing or certification-
  oriented instruction must attend such training
  and obtain license or certificate prior to
  training other employees.

4
Procedures

• Step-by-step process to complete an action
• Ways to implement policies

5
A procedure

• An example of a procedure is as follows
• Obtain a copy of the Request for Purchase (RFP)
  form. If a form is unavailable, a copy can be
  printed from \\Server\Admin\RFP.xlt.
• Fill in Requesting Department with your
  department.
• Enter todays date in Request Date.

6

• Print your name in Request Completed By.
• Fill out the lines below with the Stock Keeping
  Unit (SKU), a detailed description , and the
  order quantity for each time. (These values can
  be found on our computer system.
• Make two copies of the form.

7

• Send one copy via Inter-Office mail to the
  Purchasing Department. File the second copy in
  our filing cabinet under Purchase Orders.

8
Header for PPM
9
Weber State UniversityOnline Policies and
Procedures Manual

• http//documents.weber.edu/ppm/

10

• Each policy or procedure needs to have a number.
  The number is assigned according to categories.
• The date is the date of creation.
• The Rev. is the date the policy or procedure is
  updated.
• The Page __ of __ identifies what page the
  employee is reading and the total number of pages
  for the policy or procedure.

11
Writing Policies and Procedures

• Consistency is the key to writing appropriate
  policies and procedures.
• If you use full sentences, do so throughout all
  policies and procedures.
• If you use verb phrases, do so throughout.
• Each procedure is to have a minimum of four
  steps.
• Each policy is to be a minimum of four lines in
  length.

12
Writing Policies and Procedures

• Prepare a Table of Contents for the manual using
  the numbers of the policies and procedures in
  place of page numbers.
• For example
• Training Guidelines 1-1
• Certification 1-2
• Renewal of Certification 1-3

13
Writing Policies and Procedures

• Prepare an Index at the end of the manual.
  Review the key words in each of the policies and
  procedures, alphabetize these words, and put them
  in an index. You should have between two and
  five key words for each policy and procedure.
• Look at one of your textbooks to obtain an idea
  of what an index should look like.

14
Summary Slide

• Policy
• Procedures
• Header for PPM
• Writing Policies
• Writing Procedures