How to Write a Policy & Procedure Manual

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Put your business on auto-pilot by creating an effective policy and procedures manual for your business. Seminar and upcoming webinar from top technical writer Regina P. Brown shows you how!

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How to Write a Policy & Procedure Manual

  1. 1. Effective Policies & Procedures Manuals Put Your Business on Auto-Pilot Sample
  2. 2. Policy vs. Procedure? <ul><li>Policy is a philosophical statement, for example: </li></ul><ul><ul><li>“ Our policy is that we do not accept cash bills over $20.” </li></ul></ul><ul><li>Procedure is a how-to instruction, for example: </li></ul><ul><ul><li>“ If the customer hands you a $100 bill, please ask if he has an alternate form of payment, such as a $20 bill, credit card, or personal check.” </li></ul></ul>Sample
  3. 3. Chapter Organization <ul><li>Each chapter should include: </li></ul><ul><li>Date last revised </li></ul><ul><li>Authority person </li></ul><ul><li>Personnel involved </li></ul><ul><li>Policy statement </li></ul><ul><li>Step-by-step procedures </li></ul><ul><li>Examples </li></ul><ul><li>Illustrations </li></ul>Sample
  4. 4. Manual Organization <ul><li>Manual should include: </li></ul><ul><li>3 to 7 major sections </li></ul><ul><li>3 to 7 chapters in each section </li></ul><ul><li>Cover page </li></ul><ul><li>Table of contents </li></ul><ul><li>Index </li></ul><ul><li>Glossary </li></ul><ul><li>Appendix of resources </li></ul><ul><li>List of forms and reports </li></ul>Sample
  5. 5. Publishing <ul><li>Choices: </li></ul><ul><li>Hard copy (paper) </li></ul><ul><li>Word document (can change) </li></ul><ul><li>PDF document (can’t change) </li></ul><ul><li>Online as html help file </li></ul><ul><li>Consider: </li></ul><ul><li>Audience </li></ul><ul><li>Speed of publishing </li></ul><ul><li>Online skills </li></ul>Sample
  6. 6. THANK YOU! <ul><li>We appreciate you tuning in today. We’d be happy to offer you a seminar or webinar. </li></ul><ul><li>For information about Technical Writing services for your company, please call: </li></ul><ul><li>Regina P. Brown (888) 550 - 9340 </li></ul>

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