Organizational Policies & Procedures   Charting the right stuff.
<ul><li>“ The Surprise Evaluation” </li></ul>
Welcome <ul><li>Introductions </li></ul><ul><li>Your take-a-ways… </li></ul><ul><ul><li>For your organization </li></ul></...
<ul><li>Take your inventory. </li></ul>
Policy Definition <ul><li>Policies  are principles, rules, and guidelines formulated or adopted by an organization to reac...
Procedure Definition <ul><li>Procedures  are the specific methods employed to express policies in action in day-to-day ope...
Policy & Procedure Purpose <ul><li>Together , policies and procedures ensure that a point of view held by the governing bo...
Principles & Issues to Discuss <ul><li>Consistency vs. Fairness  </li></ul><ul><li>The Goldilocks Principle </li></ul><ul>...
Key Questions? <ul><li>What drives and or motivates behavior in your organization? </li></ul><ul><li>Are your policies in ...
Your Questions & Comments
Resources <ul><li>There are significant resources on the web: </li></ul><ul><li>Google  </li></ul><ul><ul><li>“organizatio...
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Policies & Procedures

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What makes for clear and efficient expression of an organization's values? This workshop will demonstrate how a system of explicit policies and procedures can and should do that. Policies define why your organization exists and the difference it will make outside of its own walls. Policies and procedures provide guidance on how organizations treat people and handle money and other resources. Monitoring organizational behavior as an essential practice will be explored. Founders, board members, directors, new and established organizations will find this workshop helpful.

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Policies & Procedures

  1. 1. Organizational Policies & Procedures Charting the right stuff.
  2. 2. <ul><li>“ The Surprise Evaluation” </li></ul>
  3. 3. Welcome <ul><li>Introductions </li></ul><ul><li>Your take-a-ways… </li></ul><ul><ul><li>For your organization </li></ul></ul><ul><ul><li>For you personally </li></ul></ul>
  4. 4. <ul><li>Take your inventory. </li></ul>
  5. 5. Policy Definition <ul><li>Policies are principles, rules, and guidelines formulated or adopted by an organization to reach its long-term goals. </li></ul><ul><li>They are designed to influence and determine all major decisions and actions, and all activities take place within the boundaries set by them. </li></ul>
  6. 6. Procedure Definition <ul><li>Procedures are the specific methods employed to express policies in action in day-to-day operations of the organization. </li></ul>
  7. 7. Policy & Procedure Purpose <ul><li>Together , policies and procedures ensure that a point of view held by the governing body of an organization is translated into steps that result in an outcome compatible with that view. </li></ul><ul><li>Together they keep you out of trouble! </li></ul><ul><li>Together they insure consistency under the law! </li></ul>
  8. 8. Principles & Issues to Discuss <ul><li>Consistency vs. Fairness </li></ul><ul><li>The Goldilocks Principle </li></ul><ul><li>Written vs. Unwritten </li></ul><ul><li>Follow vs. Ignore </li></ul><ul><li>Review & Evaluate </li></ul>
  9. 9. Key Questions? <ul><li>What drives and or motivates behavior in your organization? </li></ul><ul><li>Are your policies in line with your heart and mission? </li></ul><ul><li>Are your policies a tool to help guide your decisions and give your co-laborers confidence? </li></ul><ul><li>Do your policies and procedures unify or divide? </li></ul>
  10. 10. Your Questions & Comments
  11. 11. Resources <ul><li>There are significant resources on the web: </li></ul><ul><li>Google </li></ul><ul><ul><li>“organizational policies and procedures” </li></ul></ul><ul><ul><li>“example organizational policies and procedures” </li></ul></ul>

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