Establishing Operational Policies- A Step-by-Step Guide

ByEmeka Okonkwo

Establishing Operational Policies- A Step-by-Step Guide

Operational policies are the backbone of an organization’s structure, establishing the standards, rules and guidelines necessary to effectively execute the operational strategy and to govern the operational processes. Following the completion of the operational strategy formulation process, the next crucial step is the establishment of operational policies. This process entails several key steps:

Step 1: Review Operational Strategy: Begin by thoroughly reviewing the operational strategy to ensure alignment with organizational objectives and strategic priorities. This step serves as the foundation for developing policies that support the overarching goals of the organization.

Step 2: Define Human Resource (HR) Policies: Based on the human resources strategy identified during the strategy formulation process, define policies that govern various aspects of HR management, including recruitment, training, performance evaluation, vacation, business travels, leaves, and employee relations.

Step 3: Define Technology (IT) Policies: Drawing from the technology strategy outlined during strategy formulation, articulate policies related to IT infrastructure, data management, cybersecurity, software usage, technology access and governance.

Step 4: Define Management Policies: Develop policies aligned with the management strategy established during strategy formulation, encompassing leadership principles, decision-making frameworks, organizational structure, and accountability mechanisms.

Step 5: Define Infrastructure Policies: Building upon the infrastructure strategy defined during strategy formulation, establish policies governing the management and maintenance of physical assets, facilities, equipment, and logistical processes.

Step 6: Define Information Policies: Based on the information strategy identified during strategy formulation, define policies related to data governance, information security, privacy, confidentiality, and knowledge management.

Step 7: Store Policy Documents in Accessible Repository: Ensure that all policy documents are compiled and stored in a centralized and easily accessible repository. This facilitates efficient retrieval, distribution, and enforcement of policies throughout the organization.

By systematically defining policies across key functional areas such as human resources, technology, management, infrastructure, and information, organizations can ensure consistency, compliance, and alignment with strategic objectives. Storing policy documents in an accessible repository enhances transparency, accountability, and communication, enabling organizations to navigate complexities and achieve operational excellence.

About the author

Emeka Okonkwo administrator

Emeka is a former IBM strategy, technology, and management consultant; an operational excellence leader; process management expert; and an entrepreneur with over 25yrs international experience in both public and private sector. He is very passionate about helping organizations become globally competitive by bridging the strategy-execution gap