What is the difference between a Policy, Process, and Procedure
1. What is the Difference Between a
Policy, Process, and Procedure?
Kathy Stanford-Jones
eDocumentation Process™ www.KCGGroup.com
Policies, Processes, and Procedures that are www.DocumentationProcess.com
Clear, Concise, Complete, And Correct™
4. Policy Qualities
Policy contains the laws, guidelines, strategic goals and rules
under which an enterprise operates and governs itself.
Why the Policy is
required.
What is the Policy
Who is responsible
for the execution and
enforcement of the
Policy
5. Process Qualities
Process is a series of activities or tasks that obtain a desired business
outcome. They are usually cross- functional and may have
Sub Processes.
Procure to Pay Process
What major functions
Procurement
2.0
are performed
1.0
Purchase
Requisition
material
Who is responsible to
Receiving
3.0
Receive
material
perform the Process
(department, division) Accounts
Payable
4.0
Invoice
5.0
Issue
payment
End
Process
As needed, a summary 3.0 Receive Material
block may be added 3.1 3.2
Receiving
Receive Create
material receiver
3.0 Receive material
Who: Receiving manager
3.3 3.4
What: Reconcile End
Quality
Inspect Accept Yes
process
When: Daily material material
Where: Receiving system
How: Report 99 No
Procurment
Control: Quantity of goods 3.5
Disposition
received to Dollar value of PO instructions
6. Procedure Qualities
Procedures are the detailed steps to perform a Process
activity or task. Procedures can take the form of a work
instruction, a desk top Procedure, a quick reference guide, or
a more detailed Procedure.
How to perform a
specific task
What steps are
performed
8. Policies, Processes, and Procedures
Form a Hierarchy
Policies
Policy Policy
Processes
Process Process
Sub
Process
Procedures Procedure Procedure
Procedure
Procedure
Procedure Procedure
Procedure
Procedure Procedure Procedure
9. eDocumentation Process™
The information for this presentation is from the
eDocumentation Process™.
The eDocumentation Process™ is a methodology
for developing Policies, Processes, and
Procedures that are clear, concise, complete,
and correct™,
Visit our web sites for more information.
www.DocumentationProcess.com
www.KCGGroup.com
Hinweis der Redaktion
Policies are the laws and guidelines. In driving, a policy would be the speed limit, coming to a full stop at a stop sign. These would vary from country to country. Processes is a series of tasks to obtain a desired outcome. Based on the desired outcome, using freeways or using only side streets, the process would be different. But to perform the process all the related Policies must be enforced (or you might get a ticket!). Processes give an overview, from a high level to a more detailed level, depending upon the need. Procedures give the detailed steps for that activity.
Policies are the laws and guidelines. In driving, a policy would be the speed limit, coming to a full stop at a stop sign. These would vary from country to country. Processes is a series of tasks to obtain a desired outcome. Based on the desired outcome, using freeways or using only side streets, the process would be different. But to perform the process all the related Policies must be enforced (or you might get a ticket!). Processes give an overview, from a high level to a more detailed level, depending upon the need. Procedures give the detailed steps for that activity.