Policy and Procedures Documentation Update

I worked as a documentation specialist on this contract. I coordinated closely with the director, stakeholders, and client business owners to standardize and improve retail store operations and communications, through a top-to-bottom refresh of policies and procedures being conducted by the director.

Like many organizations, this one had accumulated thousands of procedure and policy documents over the years, to the point where there was duplication and old documents buried throughout. Unauthorized documents, outdated procedures, and simply navigating to correct procedures (and knowing which were correct and which weren’t) were becoming challenges.

Another contractor team had been on the project before I was pulled in, to go through every document in every location and weed out as much as possible. Then when I came on, I worked with the director to define the correct procedure for a given process, and to lay out the details of each specific policy the director wanted to have in place.

I developed new templates for Policy, Procedures, and various Guides by pitching some ideas to the director, then fine tuning each template based on her feedback. Once she was happy with the design, I began populating each document, uploading it to SharePoint, and tracking it through its various review cycles until each was finally implemented into operations.