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Create job procedures:

Incidents and lost productivity due to NOT using or having the proper operating procedures can and should be avoided. Easy-to-use and up-to-date procedures provide your company with job-specific training and morale building tools. The policies should communicate expectations between both parties in a simple, easy to read form. Too much detail can lead to problems, therefore less is best. State the do's and don'ts, leaving room for management discretion. A word of caution: If you do not intend to follow the written policy, then do not write it down. A written policy must be implemented in order to be useful. 

Deciding to embrace policy and procedure is one thing. Figuring out how to incorporate it into your business is another. Yet it doesn't have to be painful or complicated. Here are some steps to get you started:

  1. Set priorities. The first and perhaps simplest thing you can do to delineate your company's values is to create a clear mission statement. What is your highest priority?
  2. Start now to create company policies and procedures that guide you. To a homebased entrepreneur with no employees, writing a policy manual may seem unnecessary. In reality, putting guidelines on paper will not only help you make decisions now but will also guide the employees you may someday have. Look for procedures that help guide you through the kinds of dilemmas you face daily.
  3. Get advice. Don't reinvent the wheel. Ask one of your industry's trade associations if it has a policy and procedure manual; the information it contains may help you establish your company's policies and procedures. At the very least, it will highlight important issues to consider.
  4. Avoid hypocrisy at all costs. Suppose you have no compunction about lying to your employees, you cook the books at tax time and, worst of all, you have no interest in changing your evil ways. Whatever you do, don't promote yourself to employees and the community as a paragon of virtue.

If bulking up your company's moral fiber seems like a lot of work, consider the alternative. Imagine your company dogged by disgruntled clients, hapless decision-making and a poor reputation.

Not exactly your vision of success? In fact, it's hard to envision any company being successful under these conditions. And while it's believed that virtue offers its own spiritual rewards, the rewards of running an ethical business usually involve financial gain as well. Unscrupulous behavior, on the other hand, generally leads to havoc.

Codifying your policy and procedure should be part of the strategic planning of an organization early on. Clarifying ethical standards--for yourself as well as others--is a critical step toward entrepreneurial maturity. A code of ethics gives [you] a structure within which to make decisions. As your business grows, that code will help ensure everyone in the company is on the same wavelength.

In any business, developing and preserving procedures is an ongoing process--and an imperfect one. And while it's not necessary to cover every base and perform flawlessly in every situation, it is important to try.

Here are a few guidelines to use when writing policy and procedure:

  1. Keep Your Writing Style consistent by maintaining the same verb tense throughout the policy or procedure.
  2. Set up a review and approval process for corporate documents.
    The review process for the majority of policies and procedures should include a review by the users of the process, by senior management, and by a Policies and Procedures Department.
  3. Incorporate a Distribution Method.
    Collate printed paper documents into binders and make policies and procedures available to readers.
  4. Train employees in new or updated procedures.
    Through training classes, the employees are taught how, when, and where to use guidelines established in the policies or procedures.
  5. Plan how to keep documents up-to-date and marking up revisions

An established policy or procedure that doesn't reflect current practices is about as effective as having no written guidelines.



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