How to write procedures

CoreForce Most procedures are boring! When a business operates with boring procedures failure is usually right around the corner. Steps to Creating Amazing Procedures This article will outline steps for creating amazing procedures. Your business relies so much on the great people you have working within the company.

How to write procedures

Policy and Procedures Writing Guide Drafting a Policy — Policy Format all policies must follow a standard format see Policy Template to ensure consistency between policies. Below is a description of the information that should be included under each major heading. Policy Number — for new policy drafts, this section should remain blank until a number is assigned by the Policy Group.

For revisions, this number will remain unchanged. Effective and Revised Dates — to be determined by Policy Group. Additional Authority — list of statute, regulation, State Board policy, Executive Order, or other relevant authority governing the policy.

Scope — to who or what does the policy apply?

How to Write a Standard Operating Procedure: 15 Steps

For example, all employees, or all credit card payments. Responsible Party — list unit, department, college or other pertinent area responsible for administering or enforcing policy.

A contact phone number should also be included, but due to the difficulty associated with updating information, please do not name specific contact employees.

Definitions — uncommon words or words with meanings unique to higher education should be defined and listed in alphabetical order. Policy Statement — the policy statement provides a rationale for the policy, including underlying philosophy of the policy and what the policy hopes to accomplish.

Policy Statements range from sentences to a paragraph in length, depending upon the subject matter.


Policy — main text of the policy. Procedure -includes the steps necessary to comply with the policy, with sufficient detail that end users will readily understand how to comply with the policy mandates.

Procedures should be consistent with the policy section. Forms associated with the procedure should be linked in the document. Policies should be clear and concise and written in the third person. Words should be selected carefully. Words such as should and may imply choice.

Do not use information that may quickly become outdated such as employee names or web addresses. When using acronyms, spell out the words the first time, then indicate the acronym in parenthesis, e.

How to write procedures

For questions not addressed in the writing guide, please contact policyinfo boisestate.When you write the first draft of your procedure, don't worry about exact words and format.

The main purpose is to include the information you need. Once you've done that, you can work on . How to Write Procedures.

Stage 6 – How to Write Standard Operating Procedures

This week we’ll look at how procedure writing at a high level. In the coming weeks, we will drill down and show you how to write procedures from scratch. Before you start writing, do the following.

Naming Convention – Establish a Naming Convention for the documents. Think ahead. The best approach to writing a SOP is to perform the procedure, write it and test it, write it again.

Number Each Step in the Procedure. Every procedure lists the actions that the reader must take. To keep things simple, we list the actions (aka steps) is sequential order.

Start at 1 and work upwards. Remember not to write procedures, and focus on telling what rather than how. Process Example: Reconciling a Checking Account Reconciling a checking account begins with assembling the materials, such as the most recent bank statement, the check register, the latest batch of canceled.

Write Procedures For Results Procedure Discovery Discovery means understanding the problem, the system the procedure interfaces with, and the requirements imposed . Decide which procedures to document. Two methods for choosing your manual's content are to survey potential manual users to find out which tasks they need clarified or more information on, or you may prefer to make a list of operational problems you could solve with clearly defined procedures.

Writing a Procedure - Problem Solving Skills from