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How to Prepare a Policy and Procedure Manual
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How to Prepare a Policy and Procedure Manual

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ENGL 212- Building the Course

ENGL 212- Building the Course


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  • 1. Preparing a Policy andProcedures ManualQuick ―How To‖ Overview
  • 2. GoalsThe overall goal for any policy and procedure document is for the design to be simple, consistent, and easy to use.
  • 3. Good Policies Policies are written in clear, concise, simple language. Policy statements address what is the rule rather than how to implement the rule. Policy statements are readily available and their authority is clear. Designated ―policy experts‖ are readily available to interpret policies and resolve problems. As a body, they represent a consistent, logical framework for company action.
  • 4. Good Procedures Procedures are tied to policies. Procedures are developed with the customer/user in mind. There is a sense of ownership among procedure users. The procedures are understandable. When feasible, procedures should offer the user options.
  • 5. Writing Style Concise, minimum verbiage. Factual– double-check accuracy! Don’t include information that may be quickly outdated (e.g., names). When using acronyms, spell them out the first time. Include step-by-step instructions for completing (paper or electronic) forms. Not too technical—simple enough to be understood by a new employee.
  • 6. Components of a POLICYDocument Headline Banner Purpose of the Policy/Policy Statement Detailed Policy Statement Applicability Definitions Getting Help Policy Authority Related Policies/References for additional Information Implementation Procedures
  • 7. Components of a PROCEDUREDocument Headline Banner Overview/Procedure Description Areas of responsibility Procedure Details References Help Page
  • 8. References http://policy.ucsc.edu/pdf/guide.pdf