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How to Develop Policies and Procedures in Eight Easy Steps Begin With a Need. Outline Your Policy Content. Get Input From Key Stakeholders and SMEs. Write Your Policy. Seek Out Feedback. Distribute to Employees. Test Comprehension. Schedule Reviews and Updates.
Using a scenario, it walks learners through each of the seven stages of this process: (1) Issue identification and definition; (2) Data, research and analysis for policymaking; (3) Policy formulation; (4) Consultation; (5) Policy adoption; (6) Policy implementation; (7) Policy monitoring and evaluation.
The articles for each of the five components are: External Rules. External Guidance. Internal Rules. Mission and Business Needs. Practice and Action.
The following steps summarise the key stages involved in developing policies: Identify need. Policies can be developed: Identify who will take lead responsibility. Gather information. Draft policy. Consult with appropriate stakeholders. Finalise / approve policy. Consider whether procedures are required. Implement.
Policies generally outline the key principles and expectations that guide behaviour and decision-making within a company. In contrast, procedures offer detailed instructions on how to carry out specific tasks or actions.
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Structuring a policy document Make sure you include a table of contents either at the beginning of a document if you are using e.g., MS Word, or if you are using a Help authoring tool, such as Madcap Flare or MadCap IXIA CCMS, making good use of the inbuilt Toc generation features.
Important Tips on Formatting Policies Use Bullets and Lists. Link to Related Documents and Forms. Include a Glossary. Use Appropriate Titles. Use Simple Terminology. Use Decisive Language. Avoid Lengthy Content. Avoid Informalities.

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