Writing Policies and Procedures

Did you know that by simply recording policies and procedures for your business you could improve efficiency, systematize your work flow, and increase productivity?

Policies and procedures are important to the life and longevity of your business. They create a solid structure for your business to build on by providing valuable information, protection, and instruction for everyone involved in your company. If you are making plans to expand your business, attract new clients, or even just continue doing what you do best, you need to record your company policies and procedures.

Writing Policies and Procedures

Policies and Procedures are used to create:

  • Employee Handbooks
  • Operation Manuals
  • Architectural Manuals
  • Product Training Manuals
  • Franchise Manuals
  • And More!

Writing Policies and Procedures

Way We Do makes it easy to create the policies and procedures you need for your business. You can purchase pre-written templates and ready to use policies from our always-expanding Market Place, or you can write your own policies and procedures using our easy editing tools.

There is a very low learning curve when creating procedures on Way We Do since we feature all the same editing tools you are likely used to, as well as a few added conveniences. With our tools you can:

  • Add formatting for headings, bold, italics, underline, bullet points, numbered lists, indentation, font size, font colour, and text highlighting
  • Insert tables
  • Insert images
  • Embed rich media (e.g. video, flow charts, slide presentations, etc)
  • Attach documents
  • Insert special characters/symbols
  • Edit in full screen view
  • Create your own templates
  • Insert page breaks

In addition, the Way We Do system features:

  • Automatic author credit
  • Records of when each document was last modified, and the person who last edited it.
  • Procedure Lifecycles – draft, pending review, published, retired.
  • Auto-Save
  • Spell Check

Are you wondering if you need to write policies and procedures for your business? Read on to discover the difference between the two, and why both are necessary for every business.


Policies outline a course of action adopted by an organization, and the principles that the organization stands for. Your policies should contain information about company culture and the expectations that the company has for team members.

Written policies can also provide protection for your business because they clearly state what is expected of employees, and what the consequences will be if expectations aren’t met. You can easily keep records of who has read and signed those documents in Way We Do, and produce the records whenever necessary.

Here are just a few examples of policies your business should have:

  • Drugs and alcohol policy
  • Code of Conduct policy
  • Anti-Discrimination policy
  • Standard Work Hours and Attendance


Procedures and Work Instructions document an established way of doing something. A procedure creates “standardized work” which provides consistency with the way products and services are delivered to customers. Once work is standardized, it becomes a baseline for continuous improvement: A process that can be measured and improved upon over time.

Here are a few examples of procedures your business may need:

  • Opening the Shop
  • Closing the Shop
  • Making a Deposit
  • Setting Up Your Email Signature
  • Answering the Telephone
  • Creating an Invoice
  • Sending the Monthly Newsletter

Systemize your business with Way We Do today.