Policy drafting template




















Limiting technical jargon will also make it easier for new hires, who may be new to the industry, to understand your policies and procedures. Remember, this only applies to the procedures portion of your manual, not the policies and prohibited actions. If a non-expert wrote the initial draft, you'll want to ask an actual expert to review it. This is key to your policy's success. You'll have to walk a fine line between your subject matter experts' need for thoroughness and your non-experts' need for clarity and simplicity.

You can streamline the process by using policy management software, like PowerDMS, with audit trail features and version control. You'll be able to access each document's history so you can pinpoint any changes. This way, you can collaborate on revisions, ensuring none of your material gets lost or accidentally deleted. Typically, you need someone on the executive team to sign off on each new policy.

They are ultimately accountable for the policy, which means they need to officially approve the final draft. This should always be done by the highest level of leadership that makes sense for each policy.

For example, you don't need the CEO to sign off on new policies for cleaning up spills, but you do for workplace harassment or management of proprietary information. Once you've written your new policies and procedures, you need to create a plan to ensure compliance. Here's how you can do it. Sure, you could print these out and create binders full of policies, but that's a waste of time and money, not to mention all the headaches it will create as soon as a single policy gets updated.

Instead, use a policy management software solution to store your policy manual. That way, your employees will be able to access them at any time, even outside the office. By keeping them in one place, your employees can easily search for them to answer any compliance questions they have. You can also use the policy management software to distribute the policies, ensure everyone reviews and understands them, and even have them sign off on the documents. Further, you can track all the signatures to ensure full regulatory and accreditation compliance.

You'll want to develop training content so employees can understand the organizational expectations and the executive vision. Using a policy management solution that includes a training management tool can make things a whole lot easier. You can create customizable online training that not only saves time and money, it helps your employees quickly understand your new policies. You can also test their knowledge and understanding with assessments, which will not only help with any compliance requirements, it can show you holes in your training and other materials.

Laws and best practices are always evolving and technology is always changing, which means policies and procedures are living documents. So even though you're done writing the policies, that doesn't mean you're ever fully finished. Policy management is an ongoing issue.

Part of a healthy, robust policy management process means reviewing policies on a regular basis, such as reviewing policies on social media or bring-your-own-device every six months. Other policies may only need reviews and revisions once a year or every few years. Including the review process as part of your writing process will help ensure the policies are never out of date.

Just make sure to pay attention to any details that will need to be revisited, and keep the bigger picture and end goals in mind throughout the whole process. Your policy and procedure manual sets the tone for conduct in your organization and ultimately defines your daily operations. By taking the time to make yours effective, you're taking a big step toward positively developing your organization.

Each new University Policy should include the following information: Purpose. States the reason for or the origin of the policy. Covered Parties. Identifies to whom the policy applies. Defined Terms. Lists terms that may have specialized meaning in the policy. University Policy. The policy itself, including relevant implementing procedures and guidelines.

It takes emailing back and forth after the meeting, and it can get confusing trying to keep track of it all. One thing that is imperative for policy management is being able to take all the pieces of information and keep them organized in one place… READ MORE.

Policies are put in place to ensure everyone is on the same page about their jobs, from how to take vacation and sick days to how to use equipment safely. Some policies can be seen as flexible, whereas other policies need to be upheld in order for companies to be compliant with local, state or federal laws. How do you know for sure? Sure, some employees have enough time and interest to read through the documentation, but even within that group, how many pay attention to the changes that matter most?

Businesses are dynamic and ever-evolving to meet the demands of the marketplace. They are the one central force that guides corporate cohesion by creating policies and procedures around operational and regulatory requirements… READ MORE.

Every industry and business has certain regulations to follow and policies to implement for very different, yet equally important, reasons. The creation, distribution and acknowledgement of company policies and procedures ensure safety, act a reference guide and provide protection from the unknown… READ MORE.

The Target breach, Sony breach and other highly publicized security breaches have pushed the need for strong cyber-security to the forefront. Do your policies and procedures include a disaster recovery or emergency action plan? What happens when a natural disaster, power outage or other unplanned event occurs? Looking for guidance on how to ensure employee accountability and compliance through effective policy management, or how to streamline the policy and procedure lifecycle?

Check out the resources below:. Protect intellectual property, manage grants, preserve student privacy, and outline ethical procedures. Improve organizational transparency, underwrite policies and procedures, mitigate risk centers, and reduce volatility. Establish procurement policies, outline employee safety procedures, specify quality control of products, and satisfy changing regulatory guidelines.

So companies have to remain vigilant when it comes to protecting their online presence. As mentioned before, social media policies can help safeguard your company from these risks by making sure that your employees are aware of them, know how to avoid them, and what to do in the event that an attack should occur.

So your company should have guidelines regarding how an employee creates secure passwords, avoid phishing scams and malicious attacks, and how to respond in the event of a security breach. At the end of the day, every employee within a company is responsible for their actions. Why a company should have a travel policy A travel policy will help your company manage its travel expenses. Employee satisfaction. A business traveler would want the right amount of travel from his or her company policy.

However, having too many rules can also be counterproductive. So you have to keep the right balance of rules regarding travel since this will ensure you have a happy and satisfied employee. Cost control. With the help of these reports, managers will be able to determine whether company finances have been used widely, or if there would have been other ways to reduce travel expenses.

Who should be involved in the implementation of the travel policy Finance. Both accountants and controllers must know how to properly track employee expenses. They also have to make sure that there should be a strategy in place for controlling this major expense category.



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