Policies and Procedures

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Policies and Procedures

• or
• Monkeys and Bananas!!

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Employment Engagement
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Maslows Hierarchy of Needs
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Policy and procedure

• Policy - tells us what to do and why!
• Rule
• Standard
• Guidelines
• Philosophy
• Objective
• Procedure - tells us when and how!
• Protocol
• Steps
• Instructions

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Policies Vs Procedures

• A policy is necessary to
• Define the most appropriate way to behave
• Determine the method of handling certain
  situations
• Protect the organisation legally
• Establish organisational compliance
• Establish consistent work standards, rules and
  regulations
• Provide consistent and fair treatment for
  employees
• A procedure is necessary when a process
• Is lengthy
• Is complex
• Is routine, but needs strict compliance of
  completion
• Demands consistency
• Involves documentation
• Has serious consequence if incorrect

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What is a policy?

• A policy is a predetermined course of action as a
  guide towards accepted objectives and strategies
  of the organisation
• Helps run an organisation
• Plays a strategic role
• Mgt Plans
• Rules
• Intent
• Processes
• Culture
• Compliance
• Standards
• Team interaction
• Controls behaviour conduct
• Defines acceptable prohibited activities
• Saves Mgt time
• Develops employee understanding
• Reduces Mgt concerns

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Board Policies vs. Management Policies

• Board Policies
• Relate to governance, not day-to-day mgt
• Does not require a procedure
• Relate to
• Vision
• Strategic plan
• Communication
• Ethics
• Values
• Employment
• Legal compliance

• Management Policies
• Established by the mgt team
• Relates to day-to-day operations
• Board policies used as a guide
• Relate to
• Health Safety
• Administration
• Finance
• PR
• Privacy
• Confidentiality
• Ethics

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Benefits of Polices and Procedures

• Information provided which allows freedom to
  carry out jobs and make decisions within defined
  boundaries
• Enable a workforce or group to clearly understand
  individual and team responsibilities
• Assist individuals to understand the constraints
  of their job or role without using a trial and
  error approach
• Clearly written policies and procedures all
  managers to exercise control by exception rather
  than micro manage their staff or those under
  their management
• Provide guidance on how to handle issues properly
• Adherence can help reduce the chances of things
  going wrong and ensure constancy and
  professionalism
• Facilitate the organisation's objectives

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Effectiveness

• Development
• Accurate
• Involve stakeholders
• Define the style
• Storage and accessibility
• Legal/ informed review
• Communication
• Induction and ongoing training
• Accessible
• Letter/ memos/ newsletters/ email/ intranet etc.
• Face-to-face briefings
• Performance management

• Review and update
• Review cycle/ change updates
• Update and verification
• Communicate changes
• Accessible
• Access for all
• Method of storage ease of access
• Awareness of changes and revision
• Awareness of finance or performance related
  topics

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HR Policies

• Key Subject Areas
• Employment Law
• Learning Development
• Organisational strategy
• HR Function
• Diversity Equality
• Performance Management
• Recruitment Resourcing
• Reward Management
• Talent Management
• Employee Relations
• Health, safety Well being
• Management and Organisational Skills/ Competence

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Questions?