Presentation given during the Policies & Procedures Progression Series (2015 STC Summit, Columbus OH)

1. Policies & Procedures SIG Progression Series, 23 June 2015
Jamye Sagan
H-E-B Pharmacy

2.  1. Learn the Lingo
 2. Use Document Template
 3. Make Friends with SharePoint
 4. Spread the Word
 5. Review, Review, Review!
 6. Learn from Others

3.  Policy = what (and
why)
 Procedure = how
(and who, when, and
where as well)
 Standard definitions:
◦ Facilitate authoring &
editing
◦ Lend consistency &
authority

4.  Helps in locating info
more easily
 Adds credibility and
authority to document
 Makes document
easier to read
 Easier to document
such information as:
◦ Revision dates
◦ Approvals
◦ What was changed

5.  Create separate document
library
 Enable Versioning
 Use major and minor
(draft) versions
 Require checkout of
documents before editing
 Designate permission
levels
 Set up categories/sub-
categories columns
 Use version comments to
document what was
revised

6. Return to #3

7. Return to #3

8. Return to #3

9. Return to #3

10. Return to #3

11.  Training and Communication
◦ Examples include: Email, memo,
conference call, webinar, job aid,
eLearning module, ILT
◦ Use existing channels when
possible
 Which options are best?
Consider:
◦ Timeframe
◦ Complexity of new process
◦ Budget
◦ Regulatory issues

12.  Establish regular
review sessions with
stakeholders and
tech comm
 Example: Display
“date last modified”
in SharePoint

13.  Engage with other
professionals!
◦ P&P SIG
◦ LinkedIn groups
◦ P&P Peers at work
 Stephen Page P&P
book series
 You are not alone!

14.  Policies & Procedures SIG
◦ http://www.stc-pp.org/
 Stephen Page P&P series
◦ Achieving 100% Compliance of Policies & Procedures
(Process Improvement Publishing), 2000.
◦ Best Practices in Policies and Procedures (Process
Improvement Publishing), 2000.
◦ Establishing a System of Policies and Procedures (Process
Improvement Publishing), 2002.

15.  Email
◦ jamye.sagan@gmail.com
◦ sagan.jamye@heb.com
 Twitter: @gimli_the_kitty