The Streamlined Business Blog

Answers: Is it a Policy, Process, Procedure, or Work Instruction?

In a previous post, we gave the following list of topics. What is each one? Policy, Process, Procedure, or Work Instruction? Answers below.

  • Acceptable Internet UsagePolicy
  • Building a Jeep WranglerProcess
  • Month End Closing (Finance & Accounting Department) – Procedure
  • Printing a ReportWork Instruction
  • Installing a Printer Driver Work Instruction
  • Filling Customer OrdersProcess
  • Credit Terms and Collection GuidelinesPolicy

Here are some definitions to help clarify things.

A Policy is a guideline or statement of position with respect to a given topic.

A Process is the highest level description of a large task or series of related tasks. It provides the BIG picture. You are usually dealing with a process when the job involves 3 or more medium to large tasks, more than 1 person, job title or department is involved, there are time delays of hours, days or longer between steps, and multiple procedures and work instructions are necessary to fully describe it.

A Procedure is more detailed than a process, but less detailed than a work instruction. It tells how a series of sequential tasks should be performed to achieve a specific outcome. You are probably dealing with a procedure when the task has 10 separate actions or 3 or more small tasks, the steps get 2 or more levels deep (steps and sub steps), the job involves more than 1 person or department, the task is completed from start to finish in one continuous time frame (no significant delays between steps).

A Work Instruction is the most detailed description of a task. It’s sole purpose is to explain step by step how to do a specific task. You are probably dealing with a Work Instruction when the job has fewer than 10 separate actions, the job is performed by 1 person from start to finish, the task is completed in a short amount of time from start to finish.

If you are interested in delving into the details of writing policies and procedures that get better results, check out our training and  webinars and our Zavanta software.

Check out our SlideShare on this topic. Process, Procedure, Policy – What is the difference?

Comments are closed.

Privacy Policy

COMPROSE is aware of the need to address Internet privacy issues and we believe you should be aware of how we intend to treat any information about you that we might receive on the Internet as a result of your visit to the Site.

Information About COMPROSE’s On-Line Visitors

You can visit COMPROSE on the Site without telling us who you are or revealing any information about yourself. Our web servers collect the domain names, not the e-mail addresses, of visitors.

In general, we gather information about users of the Site collectively in order to determine, for example, which areas users access more frequently and which materials users access the most.

This information helps us to determine what is most beneficial for our users, and how we can continually create a better overall experience for our users by improving the content of the Site.

There are times however, when we may need information from you, such as your name and address. Customarily, the personal information COMPROSE obtains is used only to respond to inquiries, to process orders, for product registration, or to allow the user to access specific account information.

We may also ask you to voluntarily provide us with information for market research such as, your interests, demographics, and experience with our products.

Cookies

There is a technology called “cookies” which is an element of data that a web site can send to your browser which may then be stored on your system.

Some Site pages use cookies so that we can better serve you when you return to our Site. You can set your browser to notify you when you receive a cookie, giving the chance to decide whether to accept it.

Website Links

COMPROSE’s Site may contain links to other websites. While COMPROSE tries to link only to sites that share its high standards and respect for privacy, COMPROSE cannot take responsibility for the content or the privacy practices employed by other sites.

Data Security

All of the information you submit at our site is encrypted and stored safely in a database that is backed up nightly.

Changes

If at anytime COMPROSE changes its privacy commitment, COMPROSE will post those changes here so that you will know what information COMPROSE gathers and how COMPROSE might use that information.