- Identification of the need (management and staff)
- Development of the policy (management and staff)
- Recommendations (management and staff)
- Approval (board)
- Implementation (management and staff)
- Review and update (management and staff).
It is essential that policies include a title, date, policy number or code, policy statement, clear definitions, scope, responsibilities and clear reference to all related documents.
A policy clearly states the rule, rather than how to implement the rule; it describes what we do and is usually explained in very broad terms.
What are procedures?
Procedures are a set of guidelines that describe a process to be followed in order to implement a policy. A procedure is developed with the user in mind and can be characterised as having a narrow application, prone to change, includes ‘how’ and ‘who’ statements, and describes exactly how we execute the process.
Some examples of policies and their attendant procedures:
|Petty cash Procedure
|Payment of taxes and levies policy
|Payment of taxes and levies procedure
|Salary Increment Procedure
Documents, which typically accompany policies and procedures, include forms, notifications, diagrams, manuals and information leaflets.
In summary, review your organisations policies and procedures regularly to stay current and in control. Organisations with no policies explaining the rules or procedures guiding the execution of such rules are prone to fail.
Read more of Keith’s writing on the website of AW consulting.