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Handbooks, Policies &
Procedures
Dr. David Hoch, CMAA
National Athletic Directors‟ Conference
December 15, 2013
Policies
• Emanate from board or
superintendent levels
• May ask athletic
administrator for data &
input
• Writing a draft may be
AD‟s responsibility
• Need to communicate
policies to
athletes, coaches &
parents
Procedures
• Are guidelines, step-bystep directions based
upon policies
• Normally created by
athletic administrator
• Have to be
communicated to
athletes, coaches &
parents
Handbooks
• A vehicle to communicate &
educate a segment of your
shareholders
• Created by athletic administrator
• Approved by principal or
superintendent; initialed & dated
• Should include
policies, procedures & all
materials pertinent to your
program
All Handbooks
• Should be the ultimate resource
or reference
• Can eliminate phone call &
questions by educating parents &
coaches to look in the handbook
• Need to constantly update
handbooks; cover loopholes, new
developments
• Should include every
form, guideline & procedure you
use
Updating Handbooks
• Make notes in margins with
red pen to mark items to be
improved
• Set time aside during the
summer to update handbooks
• User a folder to accumulate
notes for improvement
• Make immediate changes for
critical issues
Hints to Improve Writing
• Use concise style –
simple, straight-forward
sentences
• Limits paragraphs to 3-4
sentences. Easier to understand!!
• Avoid jargon & SAT words of
the week
• Use the „Journalistic Cues:
Who, what, where, when, why
and how
• Only use one tense in a
paragraph
More Writing Hints
• Use 2nd or 3rd person for
professional writing!
• Don‟t repeatedly use the same
word sentence to sentence or
paragraph to paragraph; use a
thesaurus
• Use Spell Check – although not
infallible
• Give yourself time (before
deadline). Good writing is rarely
achieved in one draft.
• Have someone (2-3 individuals)
proofread the document
Give Credit
• Borrow from colleagues
• Don‟t have to reinvent the wheel
• Do give credit – otherwise
plagiarism
• “The preceding material taken
from …”
• “This section was adapted from
…”
• “This unit was modeled after …”
• … and other “credit” statements
Table of Contents
• Use the normal technique –
sequential
• Also include – alphabetical
listings
• List topics under different
headings – user friendly.
• Example:
Anti-Hazing Policy
Hazing Policy
Policy covering hazing
Topic Examples for
Athletes‟ Handbook
•
•
•
•
•

Eligibility requirements
Pre-season paperwork
Practice expectations
Reporting injuries
Team travel
requirements
• Participation on outside
teams
• Requirements to earn a
letter

• Sportsmanship
expectations
• Athlete Code of
Conduct
• Responsibility for
uniforms & equipment
• Concussion protocols
• Dangers of energy
drinks
• The role of a captain
Coaches‟ Handbook
• State & district
regulations – NFHS
concussion & heat courses
• Necessary paperwork
• Team travel requirements
• Care of injuries
• Job description for
head, assistant & JV
coaches
• Supervision of locker
rooms

• Sportsmanship
expectations
• NFHS Coaches‟ Code of
Ethics
• Evaluation of coaches
• Care & inventory of
uniforms / equipment
• Media relations
• Communication with
parents
Parents‟ Handbook
• Athletic Mission
Statement
• Concussion protocols
• Reporting injuries
• Guidelines – contacting
a coach
• Chain of Command
• Advantages of multisport participation

• Team travel
• Postponed games
notification
• Practice requirements
• Athlete Code of
Conduct
• Dangers & reporting of
hazing, bullying &
cyber-bulling
In General …
• Remember – the previous lists
were not all-inclusive
• Include anything & everything
specific to your setting!
• Seek input for Coaches‟
Handbook. Input from
parents?
• Readjust page numbers when
you add sections / pages
Appendix
• Include all procedures,
guidelines & forms
• Provide examples of
anything that you use in
your program
• List by multiple
headings – easier to find
• Ensure that forms can
be downloaded from
website
Distribution
• Distributed at preseason meetings
• Available in main office
• Sent home to „selective‟
challenging parents via
Certified Mail.
• Posted on website
• Have a few in the ticket
booth?
Signoff Sheet
• Indicates that individual
received & read
• Does not mean that
he/she necessarily
agrees
• Have both parents sign
• Keep sheet on file
• Use this signed form as
1st line of defense
Policies, Procedures & Handbooks
• Policies & procedures are basic parameters for
program
• Handbooks – ultimate resource / reference
• All documents have to be well-written for
professional image
• Constant updating is critical
• Well-crafted policies, procedures and
handbooks should translate into fewer
problems

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Handbooks - Writing Policies & Guidelines for Coaches, Students, Parents

  • 1. Handbooks, Policies & Procedures Dr. David Hoch, CMAA National Athletic Directors‟ Conference December 15, 2013
  • 2. Policies • Emanate from board or superintendent levels • May ask athletic administrator for data & input • Writing a draft may be AD‟s responsibility • Need to communicate policies to athletes, coaches & parents
  • 3. Procedures • Are guidelines, step-bystep directions based upon policies • Normally created by athletic administrator • Have to be communicated to athletes, coaches & parents
  • 4. Handbooks • A vehicle to communicate & educate a segment of your shareholders • Created by athletic administrator • Approved by principal or superintendent; initialed & dated • Should include policies, procedures & all materials pertinent to your program
  • 5. All Handbooks • Should be the ultimate resource or reference • Can eliminate phone call & questions by educating parents & coaches to look in the handbook • Need to constantly update handbooks; cover loopholes, new developments • Should include every form, guideline & procedure you use
  • 6. Updating Handbooks • Make notes in margins with red pen to mark items to be improved • Set time aside during the summer to update handbooks • User a folder to accumulate notes for improvement • Make immediate changes for critical issues
  • 7. Hints to Improve Writing • Use concise style – simple, straight-forward sentences • Limits paragraphs to 3-4 sentences. Easier to understand!! • Avoid jargon & SAT words of the week • Use the „Journalistic Cues: Who, what, where, when, why and how • Only use one tense in a paragraph
  • 8. More Writing Hints • Use 2nd or 3rd person for professional writing! • Don‟t repeatedly use the same word sentence to sentence or paragraph to paragraph; use a thesaurus • Use Spell Check – although not infallible • Give yourself time (before deadline). Good writing is rarely achieved in one draft. • Have someone (2-3 individuals) proofread the document
  • 9. Give Credit • Borrow from colleagues • Don‟t have to reinvent the wheel • Do give credit – otherwise plagiarism • “The preceding material taken from …” • “This section was adapted from …” • “This unit was modeled after …” • … and other “credit” statements
  • 10. Table of Contents • Use the normal technique – sequential • Also include – alphabetical listings • List topics under different headings – user friendly. • Example: Anti-Hazing Policy Hazing Policy Policy covering hazing
  • 11. Topic Examples for Athletes‟ Handbook • • • • • Eligibility requirements Pre-season paperwork Practice expectations Reporting injuries Team travel requirements • Participation on outside teams • Requirements to earn a letter • Sportsmanship expectations • Athlete Code of Conduct • Responsibility for uniforms & equipment • Concussion protocols • Dangers of energy drinks • The role of a captain
  • 12. Coaches‟ Handbook • State & district regulations – NFHS concussion & heat courses • Necessary paperwork • Team travel requirements • Care of injuries • Job description for head, assistant & JV coaches • Supervision of locker rooms • Sportsmanship expectations • NFHS Coaches‟ Code of Ethics • Evaluation of coaches • Care & inventory of uniforms / equipment • Media relations • Communication with parents
  • 13. Parents‟ Handbook • Athletic Mission Statement • Concussion protocols • Reporting injuries • Guidelines – contacting a coach • Chain of Command • Advantages of multisport participation • Team travel • Postponed games notification • Practice requirements • Athlete Code of Conduct • Dangers & reporting of hazing, bullying & cyber-bulling
  • 14. In General … • Remember – the previous lists were not all-inclusive • Include anything & everything specific to your setting! • Seek input for Coaches‟ Handbook. Input from parents? • Readjust page numbers when you add sections / pages
  • 15. Appendix • Include all procedures, guidelines & forms • Provide examples of anything that you use in your program • List by multiple headings – easier to find • Ensure that forms can be downloaded from website
  • 16. Distribution • Distributed at preseason meetings • Available in main office • Sent home to „selective‟ challenging parents via Certified Mail. • Posted on website • Have a few in the ticket booth?
  • 17. Signoff Sheet • Indicates that individual received & read • Does not mean that he/she necessarily agrees • Have both parents sign • Keep sheet on file • Use this signed form as 1st line of defense
  • 18. Policies, Procedures & Handbooks • Policies & procedures are basic parameters for program • Handbooks – ultimate resource / reference • All documents have to be well-written for professional image • Constant updating is critical • Well-crafted policies, procedures and handbooks should translate into fewer problems