Management Processes

POLICY MANUAL
Daniel Martínez
Moncerat Molina
Guadalupe Vega
Georgina Orozco
Abigail Saldaña
WHAT IS A POLICY MANUAL?

It is a document that has as its

fundamental purpose to integrate
in an orderly manner the rules and
activities that must be carried out
in order to operate according to
the needs of the company.
TYPES OF POLICY MANUAL

GENERAL POLICY MANUALS.

They are policies that reach the entire
organization and mark its general lines.

SPECIFIC POLICY MANUALS.

These are the principles to follow
of each department.
 OBJECTIVES OF
POLICY MANUAL
The policy manual helps us to have a correct
administration of each work area for both employees y
make it easier.

Is that employees have a better understanding of the

company's policies, as well as its standards for correct
work in the area assigned to the employee and we can
make this known with the policy manual

INCREASE ORGANZE THE MULTIPLY THE KNOWDGE

TRAIN STAFF
SALES WORK TEAM OF THE WORK TEAM
IMPORTANCE OF
POLICY MANUAL
Its importance lies in the fact that
it represents a technical resource
to help guide personnel and also
helps to declare policies and
procedures, offers quick solutions
to misunderstandings and shows
us how the employee can
contribute to achieving the
organization's objectives.
GENERAL STRUCTURE
OF A POLICY MANUAL
Index.
The index is a list of contributions in the manual.

Introduction.
This section should include a brief introduction to the
policy manual. Its purpose is to explain to the user of
the manual what the document is that is intended to
be fulfilled through it..
Scope. Organization chart.
It should focus on a brief explanation of what the In this section the organic structure will be graphically represented.
operations manual covers.
How to use the Manual.
It tells the user everything they need to know to use
Policy statements.
the manual.
In this section, the policies for each of the administrative units in
question must be presented in writing in a narrative manner.
Reviews and Updates
INDICATES WHO YOU SHOULD CONTACT TO NOTICE CHANGES
OR CORRECTIONS OR MAKE RECOMENDATIONS REGARDING THE
POLICY MANUAL.
 ADVANTAGES

•Clarity and Consistency:

Policies provide clear guidelines, ensuring everyone follows the same rules and procedures, leading to consistent
actions and decisions.
•Legal Protection:
Well-defined policies can help protect the organization from legal issues by outlining procedures and
expectations.
•Employee Guidance:
Policies serve as a reference point for employees, helping them understand their responsibilities, rights, and
expectations.
•Improved Efficiency:
Clear policies streamline processes, reducing confusion and wasted time.
•Reduced Risk:
Policies can mitigate risks by outlining procedures for handling specific situations.
 DISADVANTAGES
•Overly Complex:
Long, detailed manuals can be overwhelming and difficult for employees to navigate.
•Out-of-Date Information:
Policies need regular updates to remain relevant, which can be time-consuming and
expensive.
•Lack of Flexibility:
Strict adherence to policies can stifle creativity and flexibility, making it difficult to handle
unique situations.
•Bureaucracy:
Excessive reliance on policies can lead to unnecessary paperwork and bureaucracy, slowing
down decision-making.
•Resistance to Change:
Employees may resist policy changes, especially if they haven't been involved in the process.
HOW TO CREATE A POLICY MANUAL

1.Identify key areas

2.Investigate and collect information
3.Establish a format and structure
4.Write the policies
5.Get feedback.
6.Review and update
7.Get approval
8.Distribute the manual
9.Provide training
10.Review periodically
 STEPS TO CREATE A POLICY MANUAL
IDENTIFY NECESSARY POLICIES:
is to make a list of all the areas in
which you need to establish
policies.
INCLUDE PROCEDURES:
In addition to the policies
themselves, it is also important to
include detailed procedures on
how to implement and comply
with those policies
INVESTIGAR Y RECOPILAR
INFORMACIÓN RELEVANTE:
Research best practices in your
industry and applicable
legislation to ensure your policies
are up to date and comply with
legal requirements.
REVIEW AND APPROVE:
Once we have written all the
policies, review them carefully for
any errors or inconsistencies.
DEFINE THE PURPOSE AND WRITE POLICIES:
SCOPE OF EACH POLICY:
: Write each policy in a clear,
For each policy that you will concise and easy-to-understand
include in the manual, clearly manner.
define its purpose and the limits
of its application.
DISTRIBUTE AND TRAIN: KEEP THE MANUAL UP TO DATE:
Keep the manual up to date:
Once the manual is complete and
Policies and procedures may
approved, distribute it to all
need to be updated periodically
relevant employees and provide
to reflect changes in the
training on its contents.
organization, industry or
legislation.
EXAMPLE
 CONCLUSION
The manual help us to know each part of work to each
employee and each employee does it well with help of
manual, this archived with help the training guide.

Each manual is the base for a company that wants

sales Whoever has a base will make a profit, Manuals
have more advantages than disadvantages as they
help the company grow.
 DIMANIC

THE GUIDE
Make 3 teams and choose a representant.

Each team will guide its representant to

achieve the objective passing the obstacles.

“It is important to have a clear guide to

achieve the goals of a company, therefore
it necessary to have policy manual”.
THANK YOU
for your time!