How do I Write Effective Policies and Procedures?

Assess your current policies and procedures

What Should be in a Policy?

In general policies contain one or more of the following:

How do I Develop Procedures?

There are six phases to developing and implementing procedures:

Audience Analysis


Clarify and check assumptions about the:

Information Sources

What other resources/documents/data can you use? Make sure you:

Schedule, budget and production

Clarify and check the:

Writing the Procedure

All your procedures must follow a standard format e.g. headings in bold, font size 13; steps indented by 1 cm, bulleted, font size 11; etc. If you do have a standard format for your procedures - you will need to develop one and follow it faithfully.

Your procedure should:

Reviewing the Procedure

Set a regular review date for your procedure - the review frequency should be shorter in the eralier stages of implementation.

Readers should always be encouraged “challenge” outdated procedures and call them to the attention of their writers.

As a consequence, rather than combine “policies,” “procedures,” and “guidelines” in a single document, it is recommended that - as a general rule - policies and procedures appear as separate documents.

Get in Touch with Jump

If you need help, or you answered no or unsure to any of the questions in the assessment tool, then Jump Business Solutions can help you. Phone us on +64 6 754 8987 or +64 27 450 5271 or email and Jump will come to you, discover your needs, and develop a solution that will create real, long-term and positive change for you and your business.