Policies and Procedures Documentation
Businesses know that they need to have a system made up of policies, processes and procedures. Often businesses have issues discerning which is which or use the terms interchangeably, resulting in them lacking one of the elements. All three, however, are necessary to run a successful, organized business.
Processes, procedures and standards explain how a business should operate.
In shortPolicy: The overall guidelines.
Process: The flows of activity which guide actions.
Procedure: The detailed instructions of steps/ tasks and define actions.
In order for all of your business's processes, procedures and standards to be effective, they must be:
Well documented capturing the key strategic and operational aspects
Aligned to the vision and strategy of your business
Clear about general business procedures as well as role-specific procedures
Incorporated into your staff training program
Practiced by management, so other staff will follow their lead
Discussed regularly in meetings to capture feedback and drive lean implementations
Flexible and automation friendly for Robotic Process Automation (RPA) with the end-user in mind
Regularly reviewed and updated to meet legislative or compliance changes that affect your business
Contact our business adviser if you need help creating effective procedures, processes and standards for your business.