7 Tips for More Efficient Policy and Procedure Management

7 Tips for More Efficient Policy and Procedure Management

Written by ComplianceBridge Policies & Procedures Team on January 21, 2011

1. Define Your Objectives and Goals

  • What are your problems and risks?
  • How are your P&P’s managed today — getting better, getting worse, or staying the same?
  • If you don’t know the problem, can you fix it?
  • Are you measuring the correct output?

2. Start Simple, and Keep it Simple

  • Start with the simplest documents and objectives and expand as familiarity grows
  • Demand little or no impact on IT and minimize interference with existing operations
  • Understand your options and alternatives
  • Provide one solution to deliver
  • P&P management
  • Employee communication
  • Measurement & monitoring
  • Enforcement capabilities

3. Focus on Your Employees and Each Employee

  • Make it easy and intuitive so employees start using it and see results immediately
  • Building confidence and easing concerns results in fast adoption and fast tract to compliance
  • Provide the right information to the right people at the right time, every time

4. Establish Metrics and Measure

  • Determine what is important to the organization
  • Produce a global view of compliance for a complete picture of your employee knowledge base and levels of compliance
  • Require and extensive audit capability with thorough documentation and enforcement to reduce threat of litigation and other consequences
  • Continuously review and refine your process

5. Automate When You Can

  • Workflow for consistent and repeatable and measurable process
  • Email & text message alerts and reminders for consistent enforcement
  • Testing for better knowledge development, retention, and quality
  • Integration to minimize errors, streamline process, and strengthen adoption

6. Make it Flexible and Scalable

  • Your organization grows, reorganizes, changes processes and has exceptions
  • New policies and procedures, and revisions of existing P&P’s, are never ending
  • The faster and more efficiently these issues are addressed the better it is for the employee and the organization
  • Leads to adoption, use, and continuing relevance

7. Get Started Today

  • If not, why not? What are the costs vs. the benefits?
  • Challenges and Risk will only increase
  • You learn more as you progress
  • “A good plan executed today is better than the perfect plan tomorrow” — General George S. Patton

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