Policy and Procedure Development
Policies and procedures that are readable, executable, and mapped to requirements and supporting records—so they hold up in real environments.
What this solves
Most procedures fail in two predictable ways: they’re too vague to execute, or so long nobody reads them. Production-ready documentation is readable, executable, and anchored to a requirement or control intent.
The standard is simple: a capable employee should be able to perform the task and produce the expected records using the document—without needing tribal knowledge.
Common signals
- Procedures describe intent, but not steps (or steps aren’t in the order work happens).
- Roles are ambiguous (“the business”, “the team”, “someone reviews”).
- Records are missing or scattered (nothing shows the step occurred).
- Documents are inconsistent across teams (different formats, labels, and depth).
- Updates are painful because there’s no template discipline.
How the work runs
Drafting is paired with stakeholder review so the content reflects the process as described and agreed.
Interview stakeholders and walk through the process (screenshare or on-site) to capture workflow, systems, and artifacts used.
Identify the requirement or control intent and the records/artifacts typically produced to support it.
Write steps, decision points, escalations, and records retention.
Stakeholders step through the draft; we tighten clarity, sequencing, and decision points.
Effective date, revision log, owner, related forms/job aids.
Short comms/training script to drive adoption.
What you get
You get usable documents—not generic templates—and a structure that makes future updates easy.
Boundary: McLean Risk drafts the documentation and traceability artifacts and facilitates stakeholder review. Implementation, ongoing execution, and final approvals remain with the client.
Clear intent, scope, definitions, and governance hooks.
Numbered steps, roles, systems, requirements alignment, and record points.
Shorter documents for high-frequency tasks.
Optional table: requirement → step → record/artifact.
Consistency rules so the library doesn’t drift.
What changes require re-approval, retraining, or re-publication (client-governed).
Quick self-check
Use this as a fast “is our library usable?” gut check.
- Steps are numbered and each step is one action + one expected outcome.
- Roles are specific (job title/function) and approvals are explicit.
- Decision points are written as If/Then branches.
- Records/artifacts to retain are listed next to the step that produces them.
- Exceptions and escalations are defined (not implied).
- Each document has an owner and a suggested review interval (client-governed).
FAQ
Can you rewrite existing procedures instead of starting from scratch?
Yes. Most of the time a rewrite is faster: keep what’s accurate, fix sequencing, clarify roles, add records/artifacts, and align to a standard template.
How long should a procedure be?
Long enough to execute correctly, short enough to be used. Many strong SOPs land in the 2–6 page range, plus a one-page job aid.
Can you deliver in SharePoint/MediaWiki formats?
Yes. The content model stays consistent; formatting and navigation are adapted to your platform.
Who approves the final content?
The client. McLean Risk drafts and facilitates stakeholder review; final approvals remain with your governance process.