How to Build Workable Corporate Policies and Procedures

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Blog / Docsuite Archiving

Have you ever wondered what distinguishes companies with consistent, organized performance from those plagued by chaos, repetitive errors, and wasted time? The difference lies simply in the presence of clear corporate policies and operational procedures, not just documents that are tucked away in a drawer. Adopting policies and procedures helps companies achieve efficiency and ensures consistency in the execution of various tasks.

In this article, we'll learn how to build enforceable corporate policies and procedures to help you achieve organizational direction, ensure your employees adhere to established corporate policies, and boost productivity. This can be achieved through tools like DocSuite Policies.

Why are corporate policies essential for your business?
Some people think that establishing organizational policies and procedures is just unnecessary bureaucracy. Conversely, the absence of corporate direction can lead to repetitive errors, inconsistent decisions, internal conflicts, and other issues that threaten company stability. Furthermore, the lack of organizational policies for how to work can waste a great deal of time and resources, leaving each employee to work in their own way, which compromises operational efficiency. Therefore, companies must ensure the following factors are in place:

Corporate policies: These are corporate guidelines in the form of a set of principles that define how the company operates, clarify expectations, and provide a framework for decision-making. For example, an attendance policy, a confidentiality policy for business data, an email policy, and others.
Organizational procedures: These are the operational steps that must be followed to implement corporate guidelines.
By ensuring both of these factors are in place, the company operates within a framework of consistency and organization, achieves efficiency in operational and production tasks, reduces recurring errors, and ensures legal compliance with regulations and laws. This also defines the roles and responsibilities of each person in the company and provides a safe and positive work environment.

How to Build Viable Corporate Policies and Procedures
Understand Business Needs
Before you begin defining or writing corporate policies for your company, you must first prioritize. In other words, don't develop policies for all areas of work at once, but rather start with the most important and problematic areas. For example, corporate policies for key areas include:

Human Resources: Recruitment policies, attendance, leave, workplace conduct, compensation and benefits.
Operations: Workflow procedures, quality management, customer service, inventory management, purchase orders, and maintenance.
Finance and Accounting: Budgeting, expense, invoicing, and internal audit policies.
Information Technology and Security: Hardware and software usage policies, data security, backup, and internet use.
Occupational Health and Safety: Emergency procedures, safety policies, and incident reporting.
Then begin by identifying the most recurring problems in each area, determining the reasons behind inconsistent decisions, and what those decisions are.

Drafting Policies and Procedures
Before you begin drafting corporate policies, remember to ensure they are clear, easy to understand, and implementable. The drafting process begins with the following steps:

The Purpose of Each Policy and Procedure: Ensure there is a primary purpose. Why does the policy exist? What does it seek to achieve? This ensures that the corporate guidance is clearly formulated and relevant to its purpose. For example, the purpose of an email policy is to ensure professional use, protect company information and data, and comply with legal regulations.

Gather information and engage: Don't develop corporate policies in isolation. Involve relevant employees and managers. This will benefit from their insights into daily challenges and determine how organizational policies and procedures can help address those challenges.
Writing policies: To be able to adopt policies after they are defined and formulated, you must ensure they are precise and straightforward. This includes writing a clear and concise title for each policy, explaining its purpose and objective, and identifying who each policy applies to (whether it is for all employees or specific departments). Remember that these policies are the employee's guide to the workplace, so you must use clear and straightforward language. Identify who is responsible for implementing these policies and monitoring compliance. Clearly state the consequences of non-compliance.
Define organizational procedures: As we mentioned earlier, organizational procedures are the implementation steps of the organizational directives that must be followed. Therefore, ensure that these steps are sequential and easy to follow. This is achieved by defining the purpose or goal of each step, identifying who is responsible for implementing the procedure, writing an explanatory note for each step, identifying the resources required to implement the procedures, and determining the expected outcome after completing the various regulatory procedures.
Coordination and Review: Before working on adopting policies after they are written, review them to ensure they are free of any errors and that the sequence is logical. Don't forget to verify that they accurately reflect the policy or procedure to be implemented in each area.
Implementing these steps is now easy and efficient with tools like DocSuite Policies. This is thanks to the technologies they contain that help collect and analyze the required data, providing insights that contribute to developing corporate policies and employee handbooks more efficiently and effectively.

Policy Approval
This stage relies on several stages, as follows:

Senior Management: New corporate policies must be approved by decision-makers and senior management within the company. Therefore, you must work to provide a summary of the policies after they are formulated, clarifying the benefits that will accrue to the company from their implementation, and relying on the



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