1. Somebody’s Having a Birthday!!
Designing Policies, Processes, and Procedures
(or Let Them Eat Cake)
Who has processes you have to follow to do your job?
How many know the difference between policies, processes, and procedures?
Terms often used interchangeably, but they’re actually distinct types of documentation.
Address related subject matter, but at different levels and with different types of content.
What I do.
Going to explain the difference between policies, processes, and procedures and give examples of each.

2. Fun Company, Inc. Located in Happy Town, USA 75 employees
Make fun things

3. Policy Process Procedure
Representation of the relationship between policies, processes, and procedures.
Policies are very high level statements
Processes support policies and provide a little more detail about the policy statements
Procedures are the most detailed of the three

4. Policy Formally documented management expectations and intentions.
A set of guiding principles or rules intended to influence decisions and actions.
Why We Do It
Policies are the business rules of a company that ensure consistency and compliance with a company’s strategic direction.
Include purpose, scope, governance, ownership, policy statements, and key definitions

5. Policy
Fun Company, Inc. will have a celebration each month to acknowledge all employees born in that month
Employees may choose to not participate in birthday celebrations
A team of two to three people will be designated to plan the birthday celebration for each month

6. Process
A structured set of activities designed to accomplish a specific objective
A series of actions that you take in order to achieve a result
What We Do
Majority of processes cross departments or functional areas
Documentation represents the total process
Processes address who is responsible (department, division), what major functions are performed, and when the function is triggered

7. Process One week before party:
Reserve a conference room for the designated day and time
Send a meeting invitation to all Fun Company employees
Decide on decorations, beverages, cake, and card
If cake will be purchased, call bakery to place order
If cake will be homemade, purchase ingredients
Purchase beverages

8. Process Purchase decorations Purchase birthday card
Circulate card among Fun Company employees for signatures
On day of party:
Decorate conference room
Arrange cake, beverages, and card on conference table
Clean conference room after party

9. Procedure
A document containing steps that specify how to achieve an activity
The method and order followed in doing something
How We Do It
When We Do It
With Whom
Procedures define the specific instructions necessary to perform a task or part of a process.
Usually address only a single task
Detail who performs the procedure, what steps are performed, when the steps are performed, how the procedure is performed

10. Pistachio Whipped Cream Cake
Procedure
Pistachio Whipped Cream Cake
Cake
1 pkg. yellow cake mix
1 pkg. pistachio instant pudding mix
3 eggs
1 cup club soda
1 cup oil
½ cup nuts
Filling
1 ½ cups cold milk
1 envelope Dream Whip
1 pkg. pistachio instant pudding mix

11. Procedure Preheat oven to 350°.
Blend all cake ingredients in a large bowl. Beat 2 minutes on medium speed.
Pour into greased and floured 10-inch bundt pan. Bake at 350° for 50 minutes. Cool 15 minutes. Remove from pan and place on rack until completely cool. Split into 2 or 3 layers.
Beat all filling ingredients in a medium bowl until filling thickens and forms peaks.
Spread filling between layers and into center of cake.
Chill before serving.

12. Pistachio Whipped Cream Cake

13. Have birthday celebrations Plan a birthday celebration
Policy
Have birthday celebrations
Process
Plan a birthday celebration
Procedure
Make a pistachio whipped cream cake
Representation of the relationship between policies, processes, and procedures.
Policies are very high level statements
Processes support policies and provide a little more detail about the policy statements
Procedures are the most detailed of the three

14. Thank You!!