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Are Your Bank Policies and Procedures Flexible Enough to Handle Exceptions?

Training bank employees and keeping them compliant with regulations is a big challenge. Just about every business is interested in improving...

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Policies and Procedures in CFPB Audits for Credit Unions

Credit unions find themselves challenged to keep up with the demands of the consumer’s ever-changing needs and the changes within the laws and...

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When Should You Repeat Yourself When Writing Policies and Procedures?

Deciding how and when to repeat information is a common problem people face when writing policies and procedures. Obviously, being concise is...

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Non-Compliance: Why Your Policies and Procedures May Be the Culprit

Keeping employees compliant with regulations is a huge challenge for many of our customers. Every time they turn around, it seems there is a new law...

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Bank Regulators Caution about Boilerplate Policies and Manuals

In our ongoing efforts to research and pass along current trends, we recently met informally with several Federal Bank Regulators to get their...

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5 Things You Must Know Before Writing a Procedure

One of the biggest reasons most corporate procedures collect dust and don’t get used is that people sit down and just start writing without taking...

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5 Tips for Ensuring Effective Policies and Procedures in Banking

Complexity and heavy regulatory oversight make developing effective policies and procedures in banking a special challenge. Here are five tips for...

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Avoiding Brain Drain When Star Performers Leave

We are all aware of the dangers of operating your business with unwritten rules. It's still very common to conduct new hire training via word of...

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Board Approved Procedure Doesn't Necessarily Mean It's Right

If you want an example of how much clear written policies and procedures matter in the real world, just look at the current crisis in the banking...

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Employee Interruptions Cost U.S. Economy $588 Billion a Year

How many times a day do you and your colleagues stop and interrupt a co-worker or supervisor to ask a question or get help in performing a basic...

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How are Employee Manuals and Operations Manuals Different?

As Shakespeare said, “A rose by any other name would smell as sweet,” but corporate manuals come in all shapes and sizes under all kinds of names:...

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Organize Procedures Around the Reader's Needs

A key element you should keep in mind for writing good procedures is paying attention to the order in which you present information in your document....

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Should I Buy Boilerplate Policy and Procedure Manuals?

Are you considering buying boilerplate policy and procedure manuals? The answer depends on your situation and business needs. There are tons of...

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Research Shows Streamlining Procedures Best Way to Reduce Operations Errors

What’s the most important factor in reducing task errors? Improving employee skills? Training methods, topics, format, and frequency? Manager...

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The Best Way to Test Your Procedures for Accuracy

When writing policies and procedures, accuracy is of utmost importance. Unless your company procedures manual is accurate, your employees won’t use...

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Zavanta delivers the outcomes you want.

Learn how an end-to-end policy and procedure management platform can help you more effectively manage the policy management lifecycle and help your employees perform their tasks perfectly, every time.

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