Policies, Procedures, and Business Processes – Verified Writing Methods – Free Template

Policies and Procedures 5-Book Set for Sale

Policies and Procedures
How to Write Effective Policy & Procedures Documents

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1280+ Pages

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Book Highlights, Definitions, and Book Themes


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Establishing a System of Policies and Procedures Introduction and Basic Primer
168 pages. Easy to read in a few hours.  Basics for all new policy/procedure writers.

Discover this “no fluff” policies and procedures book that will help you write effective documents that are consistent, logical, and reliable.  Use a proven “Writing Format Template” for policy and procedure documents (provided with every book) that becomes the “focus” or “heart” of your policy and procedure documents.


Discover that the “Art of Writing Policies and Procedures” is actually a program in itself. The program encompasses: Research, Writing, Editing, Approvals, Publishing, Communications, Training, Improvement, and Revisions.  Many policy and procedure writers THINK their job is done after writing and publishing: THAT is a BIG MYTH!!!



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7 Steps to Better Written Policies and Procedures Do’s and Don’ts of Writing Policies and Procedures. 136 pages. Follow along with a case study, scenarios, and writing exercises.


This book contains individual chapters on each of the 8 section headings contain in the Template. Learn through a case study and scenarios.  The 8 section headings are:

  • Purpose
  • Scope
  • Policy
  • Definitions
  • Responsibilities
  • Procedures
  • Document Approvals
  • Revision History
  • Inquiries (Optional)
  • Appendices (Optional)


Learn why the writing format is an ENABLER to help you write policies and procedures consistently, logically, and clearly with every document.  Easily fill in the blanks of this “provided template” using preset Microsoft styles.  Add your own sections headings, e.g. Inquiries or Appendices.  Email me with any questions.



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Best Practices in Policies and Procedures – Best of the Best Writing Methods
168 pages.  Enhance your policies/procedures program by adding important features to your program, NOT COVERED in OTHER BOOKS (Mine or competitors) as follows:


  • Process to select and/or create a policy or procedure title
  • Process and purpose of a preliminary table of contents
  • Impress management by aligning policy and procedure content to the vision and mission of your organization
  • Methods on creating and running a team
  • Methods on selecting the best “decision-making” tool for your team or group, e.g. consensus or simple majority.
  • Methods to modify the section headings (my template has 8 pre-defined section headings), e.g. you might want to add an inquiry section or a references section.  Email me if you want to add or modify section headings and I will be happy to help.
  • Methods to search the Internet and other resources for examples and/or to discover more information about the topics selected within your table of contents.


NOTE:  The URL references in this book are likely to be out of date.  Instead of maintaining the URLs, I ask that you please email me for assistance with finding examples for specific policy or procedure topics.



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Achieving 100% Compliance of Policies and Procedures – Advanced book that uses a case study and scenarios to show you how to make significant improvements to the processes contained within your policies or procedures.  380 pages.


This book focuses on using simple statistics and metrics to make continuous improvements to your policy and procedure documents.  No other book takes this approach to actually show you how to improve the document content. 


A case study is incorporated into most chapters of this book; the case study begins by taking an “outdated” procedure from a purchasing department.  Then, as I address writing, reviewing, training, communication, and improvements, we make changes to the outdated procedure (using metrics such as Run or Control Charts).  Near the end of the book, a new procedure emerges that is streamlined and has produced significant cost savings.  A few improvement methods include but are not limited to:


  • Reduction of duplicated business processes or activities
  • Reduction in the number of steps it takes to do an activity
  • Elimination of bureaucracy or red tape
  • Automation
  • And others




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Writing Effective and Successful Policies and Procedures – This book combines themes of the first three books and adds 70% new material.  380 pages.


Be introduced to the 18 most important decisions to setting up a successful policies and procedures program.  These decisions are essential and crucial to every policies and procedures writer/manager as the result of these decisions are APPROVED MANAGEMENT POLICIES that you can enforce as you roll out your policies and procedures program.  A few of these important decisions include:


  • Review and Approval process (e.g. key users and affected managers must sign off all policies and procedures).
  • Writing Format Section Headings (while I offer 8 section headings, management might want to add a Background section, or an Inquiry section, or an Appendices section).
  • Policy/Procedure Document Combination (I prefer to combine the two documents to avoid duplication; e.g. I have a Policy Section Heading within every Policy and within every Procedure – your management must decide if they want separate documents or do it the way I prefer). Email me with questions.
  • Publication of Policies and Procedures (e.g. will the documents be available on the organization’s Intranet or in the case of government agencies and universities, available on the Internet? OR will there also be a printed policies and procedures manual? --- Just a few ideas)
  • Who Audits Policies and Procedures (e.g. will the policies and procedures department monitor their own documents [this is typical] or will management assign an independent department to audit the documents?
  • Refer to this book for the rest of the 18 decisions


At the end of this book, I have included an Appendix section that contains 10 policy/procedure documents written in my Writing Format Template; I included them to give you a sense of what a “real” document might look like.  These documents are shorter than normal --- I just wanted to show you the format.


PLEASE NOTE that the FIRST example, “Procedure on Procedures,” is a document that you can use as your own – insert your logo, change the organization name throughout, and insert the final management decisions as a result of the 18 decisions. You have my permission to publish this document as you see fit.




Minimum definitions you need to know

Policies and Procedures

Policies and procedures are documents used by companies and organizations to provide the authority, decisions, and actions necessary to guide an entire company or a single department on general or specific topics, e.g. Hiring Practices or Bank Accounts or Capital Funding or Contract Administration, and so on. 


Using my books, you can learn to write clear, consistent, logical, and reliable policies and procedures each time.  The important goal is to be consistent from document to document, never changing format or style of writing.  My methods and processes are currently being used by companies and organizations in more than 125 countries.


A POLICY sets the rules, framework, and/or standards that guide or influence future decisions and overall direction.  The intent of a policy within a document is to set a mandate, provide a strategic direction, or state management’s position on a situation, rule, standard, guideline, action, or behavior.  I highly recommend that you incorporate policy statements within policy or procedure documents for consistency purposes instead of writing separate POLICY and PROCEDURE documents.


Policies are outlined in Section 3.0 in my Writing Format Template.


A PROCEDURE documents a course of action to be accomplished in a defined order, ensuring a consistent and repetitive approach to specific actions or behaviors.  Procedures identify people, places, processes, forms, and actions necessary to carry out one or more policies and/or to support other policies and procedures.  I see procedures as business processes or business activities.


Procedures are outlined in Section 6.0 in my Writing Format Template.

Guideline vs. Standard

A GUIDELINE is a recommendation that should be followed versus a STANDARD that must be followed.  While guidelines are never mandatory, I tend to use the word, “Guideline” in my Policy/Procedure Titles only as a cue to the reader as what is contained within the document, e.g. if I have a title of “Recruitment,” it’s not clear what is going to follow; however, if I have a title of “Recruitment Guidelines,” to me it’s clear that I am going find information about how to recruit people to work for an organization.

To me, in most cases, GUIDELINES have the same meaning as STANDARDS --- while I may give you choices, my GUIDELINES are still required.

Another way to view guidelines versus standards is to say that guidelines propose options to enable users to satisfy provisions of a code, standard, or regulation.  The problem with standards is that they usually offer only one solution. 

Whichever way you choose to make use of the terms, “guidelines” or “standards,” please use these words consistently from document to document. Better yet, please make sure that you DEFINE these words in your documents.