Policies and Procedures 5 of 5: TEMPLATE

In this mini-series on policies and procedures I am covering;

1. WHAT is a policy and procedure
2. WHY should you document a policy and procedure
3. WHEN and WHO should document a policy and procedure
4. HOW to document a policy and procedure
5. TEMPLATE for a policy and procedure

[04.03.14 - After I published this blog I had positive feedback. COO Danny Mash recommended that I add a point 6.... “ Assembling, indexing, referencing and evolving the P&P binder”.  I agree.  Whether it's physical or digital, a definitive checklist of all P&P's in circulation is a useful help]


This post shows a TEMPLATE that you can use for a policy and procedure

Policy and Procedure Template 

[Process / policy name here]

Process authored by:     [Name]

Last updated:                   [Date]

Version:                             [Number]

Introduction

In this section explain

1 – why this policy / process is needed

2 – explain the context, background information so that a new team member can understand the detail

Terminology

Describe any relevant terminology / vocabulary or abbreviations

Policies

State any policies relevant to this process.  These are company decisions which shape the policy

Process

Describe the process, step by step in numbered points

Measures

State any measures or reporting that is done (by whom and when) to ensure that this policy and procedure is being followed