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Policies & Procedures SIG Progression Series, 23 June 2015
Jamye Sagan
H-E-B Pharmacy
 1. Learn the Lingo
 2. Use Document Template
 3. Make Friends with SharePoint
 4. Spread the Word
 5. Review, Review, Review!
 6. Learn from Others
 Policy = what (and
why)
 Procedure = how
(and who, when, and
where as well)
 Standard definitions:
◦ Facilitate authoring &
editing
◦ Lend consistency &
authority
 Helps in locating info
more easily
 Adds credibility and
authority to document
 Makes document
easier to read
 Easier to document
such information as:
◦ Revision dates
◦ Approvals
◦ What was changed
 Create separate document
library
 Enable Versioning
 Use major and minor
(draft) versions
 Require checkout of
documents before editing
 Designate permission
levels
 Set up categories/sub-
categories columns
 Use version comments to
document what was
revised
Return to #3
Return to #3
Return to #3
Return to #3
Return to #3
 Training and Communication
◦ Examples include: Email, memo,
conference call, webinar, job aid,
eLearning module, ILT
◦ Use existing channels when
possible
 Which options are best?
Consider:
◦ Timeframe
◦ Complexity of new process
◦ Budget
◦ Regulatory issues
 Establish regular
review sessions with
stakeholders and
tech comm
 Example: Display
“date last modified”
in SharePoint
 Engage with other
professionals!
◦ P&P SIG
◦ LinkedIn groups
◦ P&P Peers at work
 Stephen Page P&P
book series
 You are not alone!
 Policies & Procedures SIG
◦ http://www.stc-pp.org/
 Stephen Page P&P series
◦ Achieving 100% Compliance of Policies & Procedures
(Process Improvement Publishing), 2000.
◦ Best Practices in Policies and Procedures (Process
Improvement Publishing), 2000.
◦ Establishing a System of Policies and Procedures (Process
Improvement Publishing), 2002.
 Email
◦ jamye.sagan@gmail.com
◦ sagan.jamye@heb.com
 Twitter: @gimli_the_kitty

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Getting Started in Policies and Procedures

  • 1. Policies & Procedures SIG Progression Series, 23 June 2015 Jamye Sagan H-E-B Pharmacy
  • 2.  1. Learn the Lingo  2. Use Document Template  3. Make Friends with SharePoint  4. Spread the Word  5. Review, Review, Review!  6. Learn from Others
  • 3.  Policy = what (and why)  Procedure = how (and who, when, and where as well)  Standard definitions: ◦ Facilitate authoring & editing ◦ Lend consistency & authority
  • 4.  Helps in locating info more easily  Adds credibility and authority to document  Makes document easier to read  Easier to document such information as: ◦ Revision dates ◦ Approvals ◦ What was changed
  • 5.  Create separate document library  Enable Versioning  Use major and minor (draft) versions  Require checkout of documents before editing  Designate permission levels  Set up categories/sub- categories columns  Use version comments to document what was revised
  • 11.  Training and Communication ◦ Examples include: Email, memo, conference call, webinar, job aid, eLearning module, ILT ◦ Use existing channels when possible  Which options are best? Consider: ◦ Timeframe ◦ Complexity of new process ◦ Budget ◦ Regulatory issues
  • 12.  Establish regular review sessions with stakeholders and tech comm  Example: Display “date last modified” in SharePoint
  • 13.  Engage with other professionals! ◦ P&P SIG ◦ LinkedIn groups ◦ P&P Peers at work  Stephen Page P&P book series  You are not alone!
  • 14.  Policies & Procedures SIG ◦ http://www.stc-pp.org/  Stephen Page P&P series ◦ Achieving 100% Compliance of Policies & Procedures (Process Improvement Publishing), 2000. ◦ Best Practices in Policies and Procedures (Process Improvement Publishing), 2000. ◦ Establishing a System of Policies and Procedures (Process Improvement Publishing), 2002.
  • 15.  Email ◦ jamye.sagan@gmail.com ◦ sagan.jamye@heb.com  Twitter: @gimli_the_kitty