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