Publication, training, and implementation
by John Bandler
Organizations need to create governance documents and there needs to be a process throughout for creation, update, approval and after. Here we talk about what happens after approval and having finalized the new governance document.
I discuss this in more depth in my book on Policies and Procedures.
The new document needs to be published and distributed
The new document needs to be published. It cannot sit somewhere in secret, gathering dust.
It needs to be put in a place where relevant employees can access it.
It needs to be distributed.
Documents now made obsolete by this new document should be removed from circulation (but maintained for compliance and legal purposes).
Train and (or) acknowledge
Employees need to acknowledge the new governance document.
Perhaps a training should be conducted as well (if training is conducted, that is an opportunity to obtain an acknowledgement).
There is a continuum of actions, organizations need to find a reasonable one that suits their needs and the topic of the document.
- Nothing (this is not a suitable option, so rule it out)
- Place new document in the organization library area and assume people will find it and read it (probably insufficient)
- Email notification of new policy and ask employees to review it, and assume they will do so
- Email notification of new policy and require reply acknowledgment of having received the notification and read the new policy
- Recorded training on the new policy and require reply acknowledgment regarding the policy and training
- Live training on the new policy and require acknowledgment regarding the policy and training.
A new governance document may require many changes in different areas.
All of that should be assessed.
A solid process after approving and finalizing a new governance document ensures the organization and people within it do what they are supposed to do.
Build your organization's governance documents with solid effort and following solid principles.
If your organization needs help with improving its internal documentation and policies and procedures, feel free to contact me.
- See my book on Policies and Procedures which has a chapter devoted to this
- Version control
- Policy Checklist
- Five Components for Policy Work
- Project management
- Document project management
- Approval and finalizing documents
- Publication, training, and implementation (this page)
This article is hosted at https://johnbandler.com/publication-training-implementation, copyright John Bandler, all rights reserved.
This article is also available on Medium.com at NOT YET (though not kept as up to date).
Originally posted 2/11/2024, updated 2/11/2024.