Download - Establishing Policies & Procedures (2010)
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Establishing Policies and Procedures
Chapter 4
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Policy – predetermined course of action established to guide staff members toward accepted business practices
Procedure – step-by-step instructions by
which a policy is to be achieved
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Strategic Role of Policies and Procedures = Organization
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Policy Manual Goal: develop consistent,
repeatable, processes
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Manual Structure
Cover and TitleRevision HistoryTable of ContentsPolicies and Procedures
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Seven Principle Headings
PurposeRevision HistoryPersons AffectedPolicy StatementDefinitionsResponsibilitiesProcedures
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Goal: ensure staff members read, understand, and comply with established guidelines
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Establishing a system of policies and procedures is an ongoing, cyclical process
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Two methods to ensure policies and procedures are being followed: control points and training
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Control points – someone within to assure policies and
procedures are being followed, they explain the policy/procedure or refer to manual when a violation
occurs; mentoring or coaching approach
should be used
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Training – seeks to increase expertise and level of mastery, repetition and reinforcement needed
Seminars, workshops, or staff meetings for example
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Compliance:Developed to determine the extent to which policies and
procedures are implemented