7 Tips for More Efficient Policy and Procedure Management

#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