Policy and Procedure Development

From compliance with regulations and standards to consistency in decision-making and operations, we’ll help you establish your stable foundation.

What is Policy and Procedure Development?

Developing effective policies and procedures is fundamental to an organization’s operations. Policies and procedures are essential for efficient organizational operations with minimal conflict, redundancy, and errors.

Our Process

Planning for a policy and procedure development project is key to the successful creation and implementation. Consultation with all stakeholders creates a foundation for strong policy and procedure development.

Needs Assessment

Environmental Scan
Catalogue Needs
Feedback

When building policies and procedures, understanding the environment in which your organization operates is imperative. This includes safety standards, regulatory changes, current business needs, and future strategies.

Planning

Analysis
Research
Drafting
Consultation
Review
Revision
Editing
Finalization
Implementation

The policy creator is responsible for the content of the policies and procedures and will develop a work plan that includes deliverables and timelines.

Development

Develop Procedure Statements
Consultation with Stakeholders
Feedback and Revisions
Create an Implementation Strategy

Policy and procedure statements should be clear, concise, and specific. The policy and procedure document should set the expectations for those using them. It should also enhance readability.

Review

Draft Policy and Procedure Review
Recommendations
Approval
Classification
Leadership Approval

Detailed reviewing of the draft policies and procedure document will trigger recommendations and approval.

Implementation

Administration
Incorporation
Signing and Dating
Communication with Stakeholders
Training

The organization and the policyholder will deliver the policies and procedures to those impacted to understand the content. This requires in-depth discussions with employees.

Final Review

Compliance
Monitoring
Clarification
Annual Review

The organization administrator will ensure compliance with the policies and procedures by monitoring their implementation. The policies and procedures should be reviewed annually to ensure their relevance.