Friday, January 21, 2011

7 Tips for More Efficient Policy and Procedure Management

#1 Define your objectives and goals 
  • What are your problems and risks?
  • How are your P&P's managed today -- getting better, getting worse, or staying the same?
  • If you don't know the problem, can you fix it?
  • Are you measuring the correct output?

#2  Start simple, and keep it simple
  • Start with the simplest documents and objectives and expand as familiarity grows
  • Demand little or no impact on IT and minimize interference with existing operations
  • Understand your options and alternatives
  • Provide one solution to deliver
    • P&P management
    • Employee communication
    • Measurement & monitoring
    • Enforcement capabilities

 #3  Focus on your employees and each employee
  • Make it easy and intuitive so employees start using it and see results immediately 
  • Building confidence and easing concerns results in fast adoption and fast tract to compliance
  • Provide the right information to the right people at the right time, every time



#4  Establish Metrics and Measure
  • Determine what is important to the organization
  • Produce a global view of compliance for a complete picture of your employee knowledge base and levels of compliance
  • Require and extensive audit capability with thorough documentation and enforcement to reduce threat of litigation and other consequences
  • Continuously review and refine your process
 
 #5 Automate when you can
  • Workflow for consistent and repeatable and measurable process
  • Email & text message alerts and reminders for consistent enforcement
  • Testing for better knowledge development, retention, and quality
  • Integration to minimize errors, streamline process, and strengthen adoption


 #6  Make it Flexible and Scalable
  • Your organization grows, reorganizes, changes processes and has exceptions
  • New policies and procedures, and revisions of existing P&P's, are never ending
  • The faster and more efficiently these issues are addressed the better it is for the employee and the organization
  • Leads to adoption, use, and continuing relevance 

 #7  Get started today
  • If not, why not?  What are the costs vs. the benefits?
  • Challenges and Risk will only increase
  • You learn more as you progress
  • "A good plan executed today is better than the perfect plan tomorrow" --  General George S. Patton

Tips taken from ComplianceBridge's monthly Webinar series.  January's topic was "7 tips for More Effective Policy and Procedure Management".  Stay tuned for more Webinars.  

2 comments:

Bobby said...

When is the next webinar?

Compliance Bridge said...

Our next webinar- 'Take Charge Of Your Policies & Protect Your Assets!'

will be held on:

Tuesday, March 22, 2011 at 10am PST, register below.

Sign up here: http://www.compliancebridge.com/webinars/webinar.php

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