Cherryleaf helps you provide the clear policies and procedures your team needs
Discover more about how Cherryleaf can help you provide the right content for your audience, simply and efficiently.
Don’t let your organisation be held back by poorly written policies and procedures
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 often 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 some of the main reasons why staff find themselves stuck, wasting time or making mistakes. Sometimes, they have to deal with contradictory information. They can also find it hard to find the right advice quickly.
Your policies and procedures will also come under the spotlight if things go seriously wrong.
We can help
The ability to communicate is like a super power. Cherryleaf can help you get that super power.
Cherryleaf helps you provide the clear policies and procedures your team needs. Good policies and procedures documentation can give you confidence your staff are doing their jobs well.
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.
We can also update and improve your existing content. This can involve making the information clearer and easier to find. It can often involve identifying and fixing any areas that are incomplete. We can work with you to correct any information that’s inaccurate or otherwise out of date.
What is your policies and procedures KPI score?
Take this two-minute quiz to find out how your polices and procedures score against key KPIs.
On top of that, we’re going to give you our top three tips for policy writing success!
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.
Organisations that 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, as your company grows in size.
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.
Case studies - policies and procedures projects
The types of content we create or update
HR policies and procedures
- Recruitment and staff induction
- Staff handbook
Health and Safety policies and procedures
Supply Chain and procurement
- Roles, responsibilities & authority
- Preparation for procurement
- Selecting the right procurement procedure and contract
- Supplier selection
- Award of contract
- Management of the procurement
- Close out and learning
Sales and marketing policies and procedures
- Brand marketing
- Customer acquisition
- Sales team training and on-boarding
- Customer credit finance approval
Finance policies and procedures
- Accounting standards
- Fixed assets
- Treasury & cash management
- Travel & Expenses
- Cash and debt
- Cost control
- Projects (including DevEx and CapEx)
- Revenue Recognition
- Inter-Company charges
- Complaints handling
IT security and data privacy procedures
- Policies that ensure you conform to the General Data Protection Regulation (GDPR)
- email and Social Media
- Information Governance
- Risk register
- Malware prevention and detection policy
- Removable media policy
- Systems updates procedure
- User access permissions policy
- Disaster Recovery plan
- Business Continuity plan
- Monitoring and response policy
- Home and mobile working policy
- Controlled document procedure
- Cyber Security Events and Incidents procedure
Please note, we do not sell boilerplate templates for ISO 9000, staff handbooks etc. We are also not experts in legislation. 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 you time and money.
Onboarding new staff
Onboarding new users is something that many organisations need to do, but very few have had any formal training in how to do it. Sometimes, the result is that the information can be unclear and not fit its purpose. Creating them can also take a lot of time, especially if they need to be changed frequently.
Onboarding often involves the “Four C’s” of onboarding:
- What is my role?
- Where do I fit in with the rest of the organisation?
- Why does this work matter?
- What are the key beliefs and values?
- The relationships that are created during the orientation process
Policies and procedures are often part of the onboarding content for new staff.
Cherryleaf’s background in User Assistance means we can develop effective onboarding content for you. Contact us for more information.
Examples of policies and procedures
On our examples page, you’ll find examples of:
- HR policies (employing new staff policy)
- Controls-based financial procedures (VAT reporting and payment)
- Management processes and staff roles and responsibilities (in a responsive web layout)
- An online employee portal
How we work with you
You’re unique, and your polices and procedures will be different from anyone else’s. However, there is a proven framework for writing policies and procedures. Here’s a short summary for you.
1. Agree the scope of the work
Although there’s a lot of similarities between projects, each client is unique.
We start by understanding what needs to be done (how much content we’re talking about), the target audience, and other factors that affect the scope of the work. Where possible, we agree the costs upfront – to avoid any nasty surprises for you.
2. Agree a project start date, and the project begins
We’ll start work on looking at any existing content, developing the content structure, and defining a template. This means the final result will be consistent, and the work will be done efficiently.
3. Interview the Subject Matter Experts
A key objective is to convert the knowledge that’s in people’s heads into policies and procedures.
That normally involves talking to the “Subject Matter Experts” and getting a “brain dump” from them in a quick and efficient way.
That can often be done via a short Teams or Zoom call.
During this stage, our writers are checking to see if it’s clear:
- Who should be doing a task
- How a task is carried out
- What happens next (for example, are there any handover issues)
- How the policy or procedure will be checked for compliance
4. Write 1st draft
We write the first draft of the 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.
In addition to the writing, we also continue the work on organising the content. This is so that is in the best structure for people to find information when they need it.
We’ll send that draft out for review.
5. Second draft
We amend the content in response to the feedback we’ve received.
6. It’s ready for delivery
We hand over the final version for you and your team to use.
Sometimes, we produce the content as online pages. In other cases, we produce the policies and procedures as Word or PDF documents.
The result is better, clearer, more findable guidance for you and your team.
Typically, there will be a first and second draft for you to review.
And we’ll need some time with the people with the Subject Matter Experts (mentioned above).
Preventing it getting out of date
For some projects, the project will include 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
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.
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).
Fill in the contact form
Use the form to tell us about your situation, and to ask any questions.
We will contact you to discuss this further.