Have policies and procedures that are easy to understand and find
With good policies and procedures documentation, you can build confidence your staff are doing their jobs well. Discover more about how Cherryleaf can help you provide the right content for your audience, simply and efficiently.
Cherryleaf helps you provide policies and procedures that people follow
Policies and procedures should be one the first places managers and staff go to when they have any doubts about what they should do. The problem is, people can find it hard to write them well. It’s one of those tasks that often doesn’t seem like a priority, when you’ve got so many other things to do.
Poor or missing policies and procedures are two of the top reasons why staff find themselves stuck, wasting time or making mistakes. Staff can find it hard to find the right advice quickly, and they often have to deal with contradictory information.
Policies and procedures also come under the spotlight when things go seriously wrong.
With Cherryleaf’s procedures writers on your team, you can provide the clear information your users need and expect.
You and your team know how to run your business. What we do is write policies and procedures documentation for you that communicates this clearly.
The types of organisations we help
Organisations reorganising and merging
You have teams that are doing the same work in different ways. You want to have a consistent, standard way of doing things, and communicate these to staff.
Companies getting their policies and procedures ready for an IPO/public listing or company sale
When you’re planning to get new investment in your organisation, it’s often important you can demonstrate it is run and managed efficiently and effectively. Having policies and procedures, staff handbooks, and related content, can help you to show this.
Organisations that are growing rapidly and need to rely less on word-of-mouth communication
You want move away from relying on important knowledge being held inside a few people’s heads.
The common problems with policies and procedures
The common issues we hear are:
- The policies and procedures are inconsistent, incomplete, and sometimes contradictory.
- The policies and procedures are badly structured, which makes it hard for people to find the right information.
- Users suffer from information overload.
- Important knowledge is stuck inside just a few people’s heads.
- The policy owners find it hard to keep the documentation up to date.
- The same or similar text appears in many places, and copying and pasting makes it hard to maintain.
- The information needs to be used by different users, in different contexts.
The types of content we create
We can write for you:
- HR (equality, diversity, anti-bribery, maternity, recruitment etc.) policies and procedures
- Health and Safety policies and procedures
- Sales and marketing policies and procedures
- Brand marketing
- Customer acquisition
- Sales team training and on-boarding
- Customer credit finance approval
- Finance policies and procedures
- Operating procedures
- Complaints handling
- IT security and data privacy procedures
- Policies that ensure you conform to the General Data Protection Regulation (GDPR).
Please note, we do not sell boilerplate templates for ISO 9000, staff handbooks etc. However, we have a number of policies that we have written in the past, which we may be able to adapt and repurpose for your situation. This can save us time and you money.
Free mini course - Planning Policies and Procedures Documentation
This free mini online course looks at the common issues around planning and writing policies and procedures, and how to fix them. Currently in preview:
The common stages in a policies and procedures writing project
These are most common steps in a project:
- We agree the scope of the project.
- This involves understanding your requirements, the scope of the work, and the audience.
- We agree the price for the work. The price will depend on the size and complexity of the policies and procedures.
- We agree a project start date, and the project begins.
- Research and planning.
- Reviewing any existing policies and procedures.
- Understanding your users’ needs.
- Creating a detailed project plan.
- Develop a prototype.
- To confirm the completeness of the information design.
- Technical acceptability.
- To confirm the fitness for purpose.
- Develop the first draft.
- Review by a subject matter expert (and ideally, a user representative) for completeness and accuracy.
- Develop the second draft.
- Review by a subject matter expert.
- Final draft – it’s ready for delivery.
- We agree the scope of the project.
Our work involves:
- Discovering the ways staff complete tasks today.
- Making your existing policies and procedures clearer and easier to use.
- Documenting the improvements you want to make to your policies, processes and procedures.
- Writing new content for you, where it’s missing.
- Organising the content in ways that make it easy for people to find the information they need. This can be both on paper and online.
- Setting up systems so that information isn’t left to stagnate and get out of date. Depending on your needs, these systems can:
- Deliver the content in different formats.
- Establish a “single source of truth”.
- Enable you to re-use chunks of text in different publications, and in different contexts for users:
- Subsets delivered for different outputs.
- Personalised content for different job roles, location etc.
- Create it once, and re-use it multiple times.
- Automate the exchange of content with other systems, so others can use your content in their outputs.
Policies and procedures in plain English
We write policies and procedures using plain English principles. Plain English is a way of writing clearly, concisely and unambiguously. It means presenting ideas and information in a way that’s easy for your audience to read and understand.
Applying structured writing to your documents can make your content clear, complete, and consistent. It is an approach to organising and presenting information. This means your readers will be able to find, understand and use your information, quickly and easily.
Meeting the needs of the different audiences
Creating a good policies and procedures guide usually involves identifying and meeting the needs of the different audiences. For example:
- A CEO will need a top down view of the organisation.
- A manager will need to know which activities they are responsible for.
- A staff member will need to know how to do something correctly.
We do this by analysing the existing content. We also speak to the relevant people in your organisation, as this can help in many situations.
Case studies - policies and procedures projects
Examples of policies and procedures
On our examples page, you’ll find
- ABC Co Employing new staff policy (pdf)
- Management processes and staff roles and responsibilities (Responsive web layout)
- Mobile phone policy (pdf)
- Mobile phone policy – direct conversion from Word to a responsive web layout
- Staff handbook example – responsive web layout
- Mobile phone policy – version 1 (online)
- Mobile phone policy – version 2 (online)
Need help in developing your policies and procedures? We’re based in London’s “Silicon upon Thames” and Brighton. Our clients are based mostly around Europe (although if you are based elsewhere, we still may be able to help).
Complete the contact form below. Don’t worry if you don’t know the answers to all of the questions.
We will contact you to discuss your situation and requirements.