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.  


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:

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