Do you need a policy?

Before we look at how to write a policy document, it is important to know when a policy is needed.

Here follow some guidelines on when a policy may be required:

1. If staff actions show confusion about behaviour, e.g. dress code, e-mail and internet policies, and use of telephone.
2. If guidance is needed on how to handle certain situations e.g. standards of conduct, use of petty cash
3. If legal protection is important e.g. employment and non-discrimination
4. In cases of compliance e.g. minimum wage
5. If consistency of standards is required e.g. safety rules, tuition assistance, bereavement time.

How to write a policy

A policy document provides a framework within which to operate. It is a written decision, usually made by management, to provide boundaries and guidelines for staff and other stakeholders, e.g. patients. It outlines the practice’s view on a particular issue.

Policy documents should be reviewed regularly and updated as appropriate. Date and sign the document so that it is clear which is the current version. They should be accessible so that everybody has access to them.

Examples of policy documents include Stress Management Policy, IT Policy, Policy on Privacy, Complaints Policy, Recruitment Policy, and many more.

The Policy Template downloadable document provides you with an outline so that you can create your own policies (the Policy Template is subject to this disclaimer).

Note:  Policy Documents should be concise and to the point. They may refer to appendices, which contain the more detailed procedures.