getting started in policies and procedures: lessons learned
TRANSCRIPT
Getting Started in Policies and Procedures:
Lessons Learned
Policies & Procedures SIG Progression Series, 23 June 2015
Jamye SaganH-E-B Pharmacy
1. Learn the Lingo 2. Use Document Template 3. Make Friends with SharePoint 4. Spread the Word 5. Review, Review, Review! 6. Learn from Others
Lessons
Policy = what (and why)
Procedure = how (and who, when, and where as well)
Standard definitions:◦ Facilitate authoring &
editing◦ Lend consistency &
authority
1. Learn the Lingo
Helps in locating info more easily
Adds credibility and authority to document
Makes document easier to read
Easier to document such information as:◦ Revision dates◦ Approvals◦ What was changed
2. Use Document Template
Create separate document library
Enable Versioning Use major and minor (draft)
versions Require checkout of
documents before editing Designate
permission levels Set up categories/sub-
categories columns Use version comments to
document what was revised
3. Make Friends with SharePoint
Separate Document Library
Return to #3
Document Library Version Settings (Settings > Document Settings> General Settings > Versioning)
Return to #3
Permissions (Settings > Document Settings> Permissions & Mgmt)
Return to #3
Category (Settings > Document Settings> Columns)
Return to #3
Version Comments (upon checking in or saving doc)
Return to #3
Training and Communication◦ Examples include: Email, memo,
conference call, webinar, job aid, eLearning module, ILT
◦ Use existing channels when possible
Which options are best? Consider:◦ Timeframe◦ Complexity of new process◦ Budget◦ Regulatory issues
4. Spread the Word
Establish regular review sessions with stakeholders and tech comm
Example: Display “date last modified” in SharePoint
5. Review, Review, Review!
Engage with other professionals!◦ P&P SIG◦ LinkedIn groups◦ P&P Peers at work
Stephen Page P&P book series
You are not alone!
6. Learn from Others
Policies & Procedures SIG◦ http://www.stc-pp.org/
Stephen Page P&P series◦ Achieving 100% Compliance of Policies & Procedures
(Process Improvement Publishing), 2000. ◦ Best Practices in Policies and Procedures (Process
Improvement Publishing), 2000. ◦ Establishing a System of Policies and Procedures (Process
Improvement Publishing), 2002.
Resources!!
