Policy and Procedure Best Practices: Management&Distribution
This course outlines a number of best practices relating to policy and procedure management, distribution and tracking.
Description
In many ways, Policies and Procedures are the lifeblood for an organization - they are the most effective way to communicate and legislate company policy, regulations, best practices, morals, standards, direction, and more. However, policies and procedures are ineffective when improperly managed.
In this course we outline a number of best practices related to policy and procedure management, to ensure that:
Policies and Procedures are easily located and searchable in one centralized repository.
Policies and Procedures can be edited, reviewed, and approved by the appropriate individuals, in one location.
The most current version is live, while all historical versions are maintained.
Employees or departments only see content that is targeted for them. Notifications and reminders can help ensure employees take action on their document in a timely manner.
All employee metrics are recorded - such as who has read or signed off on a policy - to protect the organization from penalties and ensure employee accountability.
Metrics and reports are easily viewable, breaking down data to show where further action or attention needs to be placed.
What You Will Learn!
- Define clear policy and procedure management goals and objectives.
- Identify common challenges organizations face regarding policy and procedure management.
- List the features necessary for a system to adhere to the best practices in policy and procedure management, as well as additional features that may be useful depending on various workflow needs. Including:
- - Features to manage the back end workflow, from document creation, edit, review/ approval/ collaboration, publish, review, revision, and archive.
- - End-user interaction; reading, testing, and acknowledgement of documents.
- - Tracking and reporting on all end-user metrics, such as who has viewed, tested, and acknowledged document. Include piece to manage these metrics.
- Outline some business outcomes after properly implementing the best practices in policy and procedure management.
Who Should Attend!
- Anyone interested in Accounting, Finance, or Bookkeeping.