Policies are most often rooted in undesired consequences.  Something happens that shouldn’t — a door isn’t secure from the outside and someone gets in your building who doesn’t belong — and a policy (i.e., “That door is for exiting the building ONLY in case of emergencies.  It is NEVER to be used as an entry.”) is enacted.

A few — such as high-level, or corporation-wide — policies are designed to promote desirable consequences for an organization, as well as prevent undesired ones.  In this article, we’re going to stick with the first kind.  In any case, the best policies give everyone in the organization a sense of purpose and direction.  So…how do you write a good policy?

Read more...   |    2 Comments »

You’ve just been given the task of writing a new procedure that documents an existing business process.  You make sure you understand, and you close with, “I’ll get on this process right away.”

That’s when your boss says, “Process? Did I say ‘process’? I meant processezzz! Plural!”  And before you can blurt out, “What do you mean?”, the boss says you need to develop procedures for all accounting processes, not just the one.  Oh, and he wants them by the end of the month!

Read more...   |    Leave Comments »

Your process is not living up to expectations, so you’ve decided to implement standard operating procedures (SOP) to improve process consistency, compliance, and effectiveness.  However, that project is stalled: employees are not buying into your proposed changes, and management is growing impatient.

Read more...   |    Leave Comments »

Business and organizational development is about business process change: not as in “process change – the event”, but “process change – the journey“.  Your business processes change in response to market forces, competition, regulations, customer demand, the economy, culture, personal beliefs, and many other factors.  The question isn’t about what is causing the business process changes — we know your business processes are going to change — the question is…

Read more...   |    Leave Comments »

Historically, compliance has been the focus of most knowledge management systems.  Documenting business processes with policies and procedures is required by many standards such as for ISO 9000 Quality Management Systems, Sarbanes Oxley Accounting and Finance, or Good Manufacturing Practices (GMP) for the Food and Drug Administration (FDA).  But if we look closer at the intent of these standards then we see that we should be more concerned with control, to improve quality or reduce the risk of failure.

Read more...   |    3 Comments »

Interactive learning style helps students become familiar with using the ISO 9001 Standard as criteria for auditing, the importance of an audit program along with basic auditing principles.

St. Louis, MO – February 27, 2009 – Bizmanualz, Inc., a business publications, training and consulting company based in St. Louis, MO, today announced the launch of a completely redesigned version of its ISO 9001 QMS Internal Auditor Training course.  This ISO training course demonstrates requisite auditing skills to beginning auditors, and is also valuable to experienced auditors and quality managers looking for a refresher course or the opportunity to discuss innovative approaches.

Read more...   |    Leave Comments »

Your management system consists of business processes that interact with each other through documents and records.  Yet in many companies the system appears to be functioning whether anything is documented or recorded.  Can this be an effective management system?  It depends on the process management maturity of your organization.

Read more...   |    1 Comment »

Everywhere in your organization people are carrying out business processes to make things happen. It doesn’t matter if the processes are well defined, poorly documented or if the staff is trained. If things are getting done – it is because people are executing business processes.

Read more...   |    Leave Comments »

When you hear the phrase “internal control system required by Sarbanes-Oxley (SOX) Section 404,” do you automatically think of policies and procedures?  Simply having accounting policies and procedures does not indicate an internal control system.  Well-written accounting procedures that document well-defined accounting processes, however, are an important component of the internal control system you are building. 

Read more...   |    1 Comment »

Let’s say, just prior to taking a commercial flight, that you are talking to your pilot and discussing the technical aspects of the trip. During the discussion, you learn that the plane only has one instrument gauge – an air speed meter. “We just like to focus on one thing, and be really good at it,” explained the pilot. “After we get really good at regulating our air speed,” the pilot continues,

Read more...   |    2 Comments »