Policy Management Software For Small Business – Bringing ethics to the center of your organization requires employee empowerment. Our ethics and compliance platform engages employees with effective training and elevates your brand by influencing employee behavior to align with your core values and mission.
An ethical culture does not start with a 50-page PDF. The best way to ensure that your employees adhere to your organization’s values is to create an interactive, digital code of conduct that is hosted as your single source of truth. Build awareness and drive adoption through targeted campaigns and optimize your message over time with insights gleaned from engagement analytics.
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Decentralized policy management is a major risk factor for many organizations. Stop the uncontrolled proliferation of policies with a simplified approach to policy management that allows you to write, store, update and forward your policies and procedures from a single platform. Less time spent on policy validation and calculating business risks means more time to focus on your strategic goals.
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Empower employees on their journey into ethics and compliance responsibilities with interactive, best-in-class content delivered through or integrated into your learning management system (LMS). Use reporting to adjust your courses over time to meet your ethics program and employee engagement goals. Designed as an open platform, you can choose from pre-created content created by in-house industry experts and advocates around the world, or download content from third-party sources to best suit your needs.
Sign up for a demo to learn how you can upgrade your program to maintain a culture of integrity. Regardless of your industry, policies and procedures are essential to ensure consistency and determine which people perform and supervise certain activities. There’s no denying that documenting policies and procedures takes time, effort, and human skills, but fortunately, templates can reduce that stress.
This article is your one stop shop for all policies and procedures. We explain what policies and procedures are and the best way to prepare, write and implement them. We’ve also included free downloadable policy and procedure templates for education, IT, and small business to simplify your documentation process.
Professional organizations and government departments often publish policies and procedures along with samples (for example, consider these tips for nonprofits and small businesses). Search online for examples that may be relevant to your industry.
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You can also use a template to save time and effort. Below you’ll find nine free, downloadable, user-specific templates to get you started.
Clearly defined IT policies and procedures can prevent privacy and data breaches. After an IT security incident, guidelines can help with disaster recovery. Depending on the size of your organization, you may have one or more documents. Consider adding guidelines and steps to this Word template for purchasing software and hardware in approved models and versions. Include your device, visitor policy, password policy, security events and any considerations related to your company or organization.
Higher education policies and procedures may apply to different groups, including staff, students and visitors. Policies can set expectations for various aspects of the business (such as course conduct and quality, or concrete things (such as which equipment can be purchased from which supplier and through which process). Your institution may have its own templates and style guides on Publish your website • Use this template in Word to identify your needs.
This is a basic policy and procedure template that you can customize to include the sections and content that best suit your organization. The content is updated as you add to the content in the rest of the document; just click Update Table in the Content group on the Reference tab.
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Change management can be critical to the efficiency and success of your business. With this change management policy template in Word you can describe the change, its scope and the roles associated with the change. Detailed risk management, policies and procedures.
This data management policy template can be an important part of creating a policy for your organization. Data governance helps you understand who has access to your data, details about the use of your data, how the data is integrated and how the data is protected.
Employees and other collaborators increasingly want to work off-site or remotely. Although this application can increase employee productivity, it offers additional considerations for network and data security. Use this checklist in Word to outline your remote access guidelines. Considerations include remote devices, locations of use such as home or common areas, secure work areas, and more.
Onboarding, the process of integrating a new employee into an organization, can begin with the onboarding process and go well beyond initial hiring; for example, including information from IT about access requirements and explanation of company culture. This hiring process template explains what an employee should consider before hiring and what they should consider in their first day, week, month and quarter reviews.
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Even if you only employ a few workers, you are responsible for their safety and well-being, as well as for the safety and care of tangible assets. Customize this Word Small Business Policy and Procedure to fit your company. Be sure to review policies and procedures that address issues such as harassment, non-discrimination, workplace safety, smoking and alcohol or drug use, as well as IT best practices and security.
One of the main purposes of construction policies and procedures is to ensure the safety of the construction site. It provides things like construction documentation, employee safety training, hazard inspections and emergency management. Complete this form and train all employees on the relevant provisions so that all personnel are prepared before an incident occurs.
It provides guidelines and general guidelines for the organization. Policies provide a structure for consistency and also ensure alignment with company values and goals, regulations and standards. Policy is usually set by top management. A
It should explain what the policy does and why it is necessary. It should also explain which persons, roles or departments are responsible for writing, reviewing, implementing and managing the policy.
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Explains how the policy should be implemented. Procedures are usually implemented by employees and describe who should perform certain activities and how the task is completed.
A policy sets the general tone for your company, and a procedure describes the steps employees must take to implement a particular policy. Rather, a process describes how company-wide procedures are coordinated with each other to realize a product or service. Processes should also detail who is responsible and ensure that the necessary tasks are completed correctly and on time.
It is important to distinguish between policies and procedures, but for ease of reference it may be desirable to combine a policy with a related procedure in the same document. Policies provide the structure that can define the culture of your organization, and well-defined policies can provide a way to achieve long-term goals and even maintain continuous improvement. Guidelines can also help your organization reduce or avoid risk. In addition, policies can lead the way to compliance. Procedures indicate the steps employees must take to implement this policy. They can provide clear guidance on what to do in certain situations to avoid improvised solutions.
Developing and refining policies and procedures can take a long time, but you can speed up the experience by following a few developmental and structural steps. Template policies and procedures can be helpful. Your field or industry may publish templates, and custom tutorial templates sometimes sell online for up to $550, depending on the complexity of the template. Software template packages can cost up to $3,000.
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Use language and style appropriate for your target audience. If your organization has a style guide and internal glossary, use it. Consider these tips:
If your documents are easy to find and read, users are more likely to read and reference them. Consider the following structural tips for your policies and procedures:
Your company can post policy and procedure templates on the company website that can help reduce the need for design and formatting considerations, and provide pointers on what content to include. Certain standards and domains also publish templates online. Depending on your experience with your organization’s document management platform, you may be expected to create a document in a word processor and then submit it online. Your organization can include references so that style and language are accessible and inclusive, as well as clear, accurate and concise. If you have legal concerns about what should be included in your document, ask to speak with your company’s legal counsel. For legal questions, you can add a contact email address to the policies and procedures templates that you post online.
Depending on your industry, policies and procedures may require specific content. But in general, the document should serve your organization, not the other way around. Adapt your content to support your situation. You may have separate policy and procedure documents or one large document. Some of the possible policy questions are:
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