This document outlines the key aspects of developing organizational policies, including: 1. The purpose of policies is to establish standards, regulations, and guidelines to govern business processes and direct day-to-day actions. 2. Procedures provide the instructions to implement policies and are expressed as a series of steps to achieve objectives. 3. The policy making process involves defining problems, researching options, analyzing alternatives, and developing an implementation plan with responsibilities and resources. 4. An effective policy has a continual review cycle to ensure it remains relevant and aligned with goals.

1. By: Haneen Emeir
IT Department
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• to establish consistent treatment
• to guide repeat situations
• to establish standards & regulations
• if employee actions indicate confusion
• to comply with legislation
• guides program design & service delivery
• principles that guide day-to-day actions
• GOVERN A BUSINESS PROCESS

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• Governing/Administrative policies
• Operational policies

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It is a predetermined course of action
established as a guide toward accepted
organizational strategies & objectives
They are the guidelines on what needs to be
done.
• Translates vision to action
• A functional framework for staff actions

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A method by which a policy can be
accomplished. It provides the
instructions to carry put a policy
statement
Procedures are expressed as a series of
operational activities or series of steps
that should executed. They are written
in a directional fashion to achieve a
desired objective. It indicates “ the
how “policies should be implemented

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• Beneficial to public
• Reflects vision of institution or department.
• Well informed
• Within the organization’s resource capacity
• Easy to interpret
• Adaptive
• Consistent with general policies

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1. Policy
2. Purpose
3. Scope of applicability
4. Responsibilities
5. Definitions & abbreviations
6. Related documents
7. Procedure
8. “Flowchart”
9. Reference

10. * POLICY MAKING PROCESS

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• defining the problem
• validity of facts
• more than one problem?
• what questions need asking?
• existing information
• research
Results in a key question(s)

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Output
Purpose Scope(1)
Goal
key result if the policy issue is addressed

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• seeing possibilities
• analyzing options
• best practices
• contrary views
• innovative ideas
• mandate & success & effort
• pros & cons, best/worst, rating
Results in a preferred option

14. PRACTICALITY CHECKLIST
Can you think of other practical considerations to
evaluate policy applicability?
Options Analysis Criteria Y/N
1. Existing Policy Consistency
2. Business Will to Proceed
3. Human Capacity to Implement

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Output
Policy Scope (2) References
Goal
to generate possibilities & alternatives
for resolving the policy issue

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• plan to implement best option
• sequenced actions
• responsibilities
• timeline
• resources
• expenses
• revenue
Results in a policy action plan

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Output
Procedure(s) Responsibilities Flowchart Documentation
Goal
to identify actions and resources to implement the policy
recommendation

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Goal: continual lifecycle of a policy
• progress
• contingency options
• check-in points
• data & statistics
• observations
• comparisons
• scheduled review
• legislated requirements

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Output
Versions of policy
Goal
Continual lifecycle of a policy

20. *G
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Confidential business policy