H-E-B Pharmacy Policies & Procedures SIG Progression Series
1. Policies & Procedures SIG Progression Series, 23 June 2015
Jamye Sagan
H-E-B Pharmacy
2. 1. Learn the Lingo
2. Use Document Template
3. Make Friends with SharePoint
4. Spread the Word
5. Review, Review, Review!
6. Learn from Others
3. Policy = what (and
why)
Procedure = how
(and who, when, and
where as well)
Standard definitions:
◦ Facilitate authoring &
editing
◦ Lend consistency &
authority
4. Helps in locating info
more easily
Adds credibility and
authority to document
Makes document
easier to read
Easier to document
such information as:
◦ Revision dates
◦ Approvals
◦ What was changed
5. Create separate document
library
Enable Versioning
Use major and minor
(draft) versions
Require checkout of
documents before editing
Designate permission
levels
Set up categories/sub-
categories columns
Use version comments to
document what was
revised
11. Training and Communication
◦ Examples include: Email, memo,
conference call, webinar, job aid,
eLearning module, ILT
◦ Use existing channels when
possible
Which options are best?
Consider:
◦ Timeframe
◦ Complexity of new process
◦ Budget
◦ Regulatory issues
12. Establish regular
review sessions with
stakeholders and
tech comm
Example: Display
“date last modified”
in SharePoint
13. Engage with other
professionals!
◦ P&P SIG
◦ LinkedIn groups
◦ P&P Peers at work
Stephen Page P&P
book series
You are not alone!
14. Policies & Procedures SIG
◦ http://www.stc-pp.org/
Stephen Page P&P series
◦ Achieving 100% Compliance of Policies & Procedures
(Process Improvement Publishing), 2000.
◦ Best Practices in Policies and Procedures (Process
Improvement Publishing), 2000.
◦ Establishing a System of Policies and Procedures (Process
Improvement Publishing), 2002.