ENGL 212- Building the Course

1. Preparing a Policy and
Procedures Manual
Quick ―How To‖ Overview

2. Goals
The overall goal for any policy and procedure
document is for the design to be simple,
consistent, and easy to use.

3. Good Policies
 Policies are written in clear, concise, simple
language.
 Policy statements address what is the rule rather
than how to implement the rule.
 Policy statements are readily available and their
authority is clear.
 Designated ―policy experts‖ are readily available to
interpret policies and resolve problems.
 As a body, they represent a consistent, logical
framework for company action.

4. Good Procedures
 Procedures are tied to policies.
 Procedures are developed with the customer/user
in mind.
 There is a sense of ownership among procedure
users.
 The procedures are understandable.
 When feasible, procedures should offer the user
options.

5. Writing Style
 Concise, minimum verbiage.
 Factual– double-check accuracy!
 Don’t include information that may be quickly
outdated (e.g., names).
 When using acronyms, spell them out the first
time.
 Include step-by-step instructions for completing
(paper or electronic) forms.
 Not too technical—simple enough to be
understood by a new employee.

6. Components of a POLICY
Document
 Headline Banner
 Purpose of the Policy/Policy Statement
 Detailed Policy Statement
 Applicability
 Definitions
 Getting Help
 Policy Authority
 Related Policies/References for additional
Information
 Implementation Procedures

7. Components of a PROCEDURE
Document
 Headline Banner
 Overview/Procedure Description
 Areas of responsibility
 Procedure Details
 References
 Help Page

8. References
 http://policy.ucsc.edu/pdf/guide.pdf