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.
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.
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 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.
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.
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.
Updating and improving your existing policies and procedures
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.
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
What is your organisation's internal communication style?
We’ve found most organisations share common internal communication styles. For each style, you can optimise the way you communicate.
Internal communication is the sharing of information for business purposes.
By asking you these ten questions, we can identify your organisation’s communication style.
Complete this questionnaire to find out, and we’ll send a personalised assessment to you by email.
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.
Free 13-point checklist for fixing policies and procedures problems
Get our free 13-point checklist to help you identity some of the common problems with writing policies and procedures. With it, you’ll find some notes and explanations to help you answer most of the points on the list.
We’ll also send you links to some useful examples, case studies, and three of our most popular procedures writing episodes from our podcast.
To get the checklist, enter your details into this form:
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.