Organisational policies and procedures

Procedures provide specific guidelines for completing a task, such as filling out and submitting a form.  The procedures are normally based on organisational policy, which deals with broad issues, roles and functions relating to the specific area, such as case management, workplace safety or purchasing.

If you are unsure of the policies or procedures that apply in your workplace, ask a more experienced co-worker to assist you, or refer to your organisation’s guidelines or manuals. Procedures you must follow may be similar to the following examples:

  • Grievance process
  • Staff appraisal process

Case example

You have written a letter to a client and pass it to the receptionist to include with the daily mail.  He asks you who approved the letter, and then explains that there are specific procedures for sending letters.  These are in place to ensure that all communication with clients is professionally presented and in line with client management policies.

You learn that there is a template you must use – a pre-formatted document on letterhead, with instructions for content wording.  There is also a process of proofreading and approval before the letter can be sent.

Case example

A colleague has an accident at work.  There is an accident/incident report form and other documents that must be filled out.  This ensures that the organisation complies with workplace health and safety (WHS) legislation.

The WHS policy that guides this process is supported by procedures for recording information and processing the necessary forms.

Workplace activity

Organisational procedures

Section 1 activities (Word Document 77KB)

Last modified: Tuesday, 22 October 2013, 1:33 PM