Establishing a System of
Policies and Procedures
Popular, Indispensable Book. This book presents an easy-to-understand policy and procedure methodology to guide you through the process of writing successful policies and procedures. This is the first book of the four-book set and is the most popular as each chapter is short and concise; you can read this book in a few hours and learn an enormous amount of information in a short period of time. This book is the first book of the four-book series and it gives you a roadmap for reading and making the best use of the other three books.
Your best value is to purchase the four-book set of PDF books as you get 868 pages plus a free, new book on writing exceptional policies and procedures, free samples, and a free writing format.
If your budget is limited, your best bet is to buy this book, "Establishing a System of Policies and Procedures," and "7 Steps to Better Written Policies and Procedures." Buy both books for just $36.70.
- Planning your project early and researching policy and procedure topics;
- Performing detailed task analyses and creating flowcharts and workflows of the business processes contained within your policies and procedures;
- Using a flexible, modular, page layout writing format (Free to anyone who purchases PDF books or to anyone who requests the writing format) to ensure consistency and reliability of your content and buy-in from your customers and users;
- Writing a draft policy and procedure document;
- Designing forms to support your policy and procedures documents; I show you why you should consider designing your forms prior to writing your policies and procedures.
- Obtaining user and management reviews and approvals of your draft documents;
- Publishing, distributing, training, and communicating the importance of your policies and procedures to your targeted audience(s) or readers;
- Converting printed policy and procedure documents to electronic policy and procedure documents on a company Intranet or to SharePoint; and
- Using samples (in the appendices) of (a) core business processes; (b) sample policy and procedure documents; and (c) sample table of content pages in numeric, alphabetical, and keyword-based sequences. These samples are invaluable as they can be used as reference materials to help you write consistent and logical policies and procedures that your readers will love.
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