Policy and Procedures – 7 Signs Your Credit Union Has Outgrown MS Word
If your method for developing SOPs, policies, procedures, and work instructions is MS Word® or MS Excel®, you might not realize there's a better way!...
Zavanta Software Principles Highlighted in New Book "Secrets of Success with Procedures"
In his book Secrets of Success with Procedures, Jack Nicholas, Jr., BS, MBA, P.E., CMRP, CRL, internationally recognized expert in business...
Trends in SOPs - Standard Operating Procedures Trends
As technology advances, there are more and more functions being performed by software. Most departments in your organization utilize software...
5 Ways to Finally Get Your Procedure Manuals Done
We’re amazed at the number of people who really want to develop better standard operating procedures for their organization, who clearly understand...
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...
The Importance of 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...
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...
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...
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...
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...
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...
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...
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...
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...
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:...
