What Does “Editable Policies and Procedures” Mean?

There seems to be some confusion regarding use of the phrase “editable policies and procedures” to describe Bizmanualz policies and procedures manuals. I’ll explain what that means.

Bizmanualz policies and procedures are written in Microsoft Word 2003 format. Some think if them as MS-Word templates.  While I work in Office 2007, I can save documents in 2003 format (“.doc”), so it doesn’t matter which of the two versions of Word you have. NOTE: If you have an earlier version of Word, like Word 2000, you may not be able to use many of the features that come with the 2003 version.

The first thing many companies want to do is change instances of “Bizmanualz”, “Bizmanualz, Inc.”, and “the Company” to their own company names. That’s easy enough. Find and select the “Replace” function (in Word ’07, it’s the “Home” tab, “Editing” group, in the top right — in Word ’03, find “Edit” in the Menu Bar, then “Replace…” in the drop-down menu).

Enter “Bizmanualz, Inc.” (or any proper name, phrase, etc.) in the “Find what:” text box and your company’s name (e.g., “AwesomeCo”) in the “Replace with:” box.

NOTE 2: “AwesomeCo” is used because it didn’t come up in an Internet search (surprised?). Click on the “Replace All” button and all instances of “Bizmanualz, Inc.” should read “AwesomeCo”.

That’s one example of what we mean by “fully editable”. See, once you purchase a Bizmanualz policies and procedures manual, it’s no longer a Bizmanualz document. It’s yours — change, remove, and insert whatever you feel is necessary.

Don’t make the mistake of thinking our policies and procedures products are ready to use “right out of the box” — they’re not. They’re written generally, so any company can use them. Edit, save, distribute, train on, implement, and use them.

NOTE 3: Be sure not to overwrite the original document, but use the “Save as…” function the first time you make a change to any document.

Oh, and another thing…the editing process goes much faster if you’re a frequent user of Word. If you don’t know Word, get training or find someone who’s already been trained and had experience. The more you know about Word and its features, the easier the transformation process will be.

Any questions? Please contact us via our web site, or enter your comments at the bottom of this post. Thanks for your time.

 Email     Print   

About Bizmanualz
Bizmanualz has been at the forefront of deploying business best practices since 1995 delivering Policies, Procedures and Forms; quality systems implementation; and strategic business process improvement to help business owners achieve the growth and expansion they envision.

Learn more about Bizmanualz solutions:

• Policies & Procedures Manuals
• Strategic Process Improvement
• Quality Training Courses

Licensed under a Creative Commons Attribution 3.0 United States License.

This article can be reproduced freely ONLY with the following attribution:

Originally published in 2010 by Bizmanualz, Inc. under the title What Does “Editable Policies and Procedures” Mean?. All rights reserved. Reproduction permitted with attribution only. www.bizmanualz.com