#1 Define your objectives and goals
* What are your problems and risks?
* How are your P&P's managed today -- getting better, getting worse, or staying the same?
* If you don't know the problem, can you fix it?
* Are you measuring the correct output?
#2 Start simple, and keep it simple
* Start with the simplest documents and objectives and expand as familiarity grows
* Demand little or no impact on IT and minimize interference with existing operations
* Understand your options and alternatives
* Provide one solution to deliver
o P&P management
o Employee communication
o Measurement & monitoring
o Enforcement capabilities
#3 Focus on your employees and each employee
* Make it easy and intuitive so employees start using it and see results immediately
* Building confidence and easing concerns results in fast adoption and fast tract to compliance
* Provide the right information to the right people at the right time, every time
#4 Establish Metrics and Measure
* Determine what is important to the organization
* Produce a global view of compliance for a complete picture of your employee knowledge base and levels of compliance
* Require and extensive audit capability with thorough documentation and enforcement to reduce threat of litigation and other consequences
* Continuously review and refine your process
#5 Automate when you can
* Workflow for consistent and repeatable and measurable process
* Email & text message alerts and reminders for consistent enforcement
* Testing for better knowledge development, retention, and quality
* Integration to minimize errors, streamline process, and strengthen adoption
#6 Make it Flexible and Scalable
* Your organization grows, reorganizes, changes processes and has exceptions
* New policies and procedures, and revisions of existing P&P's, are never ending
* The faster and more efficiently these issues are addressed the better it is for the employee and the organization
* Leads to adoption, use, and continuing relevance
#7 Get started today
* If not, why not? What are the costs vs. the benefits?
* Challenges and Risk will only increase
* You learn more as you progress
* "A good plan executed today is better than the perfect plan tomorrow" -- General George S. Patton
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Tips taken from ComplianceBridge's monthly Webinar series. January's topic was "7 tips for More Effective Policy and Procedure Management". Please visit
http://www.compliancebridge.com for more information.
