Getting Started in Policies and Procedures
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The document outlines best practices for creating and managing policies and procedures, emphasizing the importance of consistent definitions and effective document management. It advises utilizing tools like SharePoint for version control, document libraries, and communication channels for training. Engaging with professionals and regular reviews are also recommended for ongoing improvement.
Getting Started in Policies and Procedures
- 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
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- 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