The 5 W's of Policies and Procedures for Managing Expectations, Compliance, and Best Practices
A clearly articulated (and easily implemented) set of policies and procedures supports every advancement operation's long-term ability to maintain data accurately, manage team and stakeholder expectations, and comply with requirements. But who decides what is the core set of policies and procedures you need in your toolkit and when each should be deployed? Where do you start in developing or refining your institutions set of policies and procedures? Why do you need both and how do you document and distribute each for the greatest impact? We'll discuss these questions, and more, as we identify the key policies and procedures you need and gain ideas for implementing best practice solutions while avoiding reaching for a one-size-fits all answer.