How to Create a Policies & Procedures Manual

An up-to-date policies and procedures manual in your office can spare a lot of irritation. A policy and procedures manual serves as an immediate reference for company policies should someone have a question, provides detailed job descriptions to help new team members find their place in the company, and also serves as a reference for more generalized company procedures, such as document formatting and phone etiquette. Creating a policies and procedures manual can be a big job for someone to undertake alone, but splitting up the work will make it a much quicker process.

Instructions

    • 1

      Make a list of all of the information that needs to be included. More than likely, an executive will decided what should be put into the policies and procedures manual for your company. The rules of operation, including rules that govern time off, holiday and all other operating policies, as well as the company's philosophy and goals should be included. Each job in the company should have a detailed job description, detailing what is expected of the position and how it is done. This is the Procedures aspect of the book.

    • 2

      Use a three-ring binder. Keeping a good policies and procedures manual means updating it as soon as a change in policy or procedures occurs. Binding the manual in a way that makes it easy to add or delete items will save time.

    • 3

      Include a table of contents. The best policies and procedures manual will provide a clearly labeled table of contents at the beginning to make information easy to find.

    • 4

      Include only one policy or procedure per page. Including a separate page for each policy or procedure makes it simple to remove the old policy or procedure and replace it should a change occur.

    • 5

      Place general policies that affect everyone in the company at the front of the manual. The manual should start out with general company information and become more detailed toward the back. This allows each employee to find information quickly and easily.

    • 6

      Divide the work up by sections. Some companies prefer that only one person do the actual writing of the policies and procedures manual so the writing stays consistent throughout. The research for the manual can still be divided up, though. Or, you can meet halfway and have one writer per section of the manual. This allows the writing to stay consistent throughout each section without one person doing the majority of the work.

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