1 Identify the need

The first step is to identify the need for a new or revised policy or procedure. You can do this by analyzing the current situation, identifying the gaps, risks, or problems, and consulting with the stakeholders, such as the management, staff, customers, or external partners. You should also review the existing policies and procedures, and check if they are aligned with the organizational goals, values, and culture. You should also consider the legal, ethical, and financial implications of the policy or procedure.

2 Draft the document

The next step is to draft the policy or procedure document, using clear, concise, and consistent language. You should follow the standard format and style of your organization, and include the following elements: title, purpose, scope, definitions, roles and responsibilities, procedures, exceptions, references, and approval. You should also use visual aids, such as diagrams, flowcharts, or tables, to illustrate the steps or processes. You should also ensure that the document is accurate, complete, and relevant.

4 Communicate and implement

The fourth step is to communicate and implement the policy or procedure document. You should inform the stakeholders, such as the management, staff, customers, or external partners, about the new or revised policy or procedure, and explain its purpose, benefits, and expectations. You should also provide training or guidance on how to follow the policy or procedure, and answer any questions or concerns. You should also distribute or publish the document in the appropriate channels, such as the intranet, website, or handbook.

6 Update and improve

The sixth step is to update and improve the policy or procedure document. You should review the policy or procedure regularly, and make the necessary changes or enhancements, based on the results of the monitoring and evaluation. You should also consider the changes in the internal or external environment, such as the organizational goals, values, or culture, or the legal, ethical, or financial regulations. You should also communicate and implement the updated or improved policy or procedure, and repeat the cycle of development.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?