Unit 5 - Policies & Procedures

1. The difference between an organisation’s policy (e.g., code of conduct, health and safety, diversity, and inclusion) and procedures (e.g., complaints, onboarding, workplace safety).

2. The features and characteristics of policies and procedures.

3. The different types of policies and procedures developed by different organisation types (profit, not-for-profit, social enterprise, philanthropy), and the reason for these.

4. The process organisations use to develop policies and procedures and the role of meetings, consultations with staff, consultations with unions (if applicable) and board feedback. How new policies or procedures are approved.

5. The different policies and procedures that are required by law such as health and safety, and how these differ to non-mandatory policies and procedures that exist, such as guidelines.

6. The potential impact policies and procedures have on staff and the organisation and how the impacts are assessed.

7. The purpose of having policies and procedures for an organisation, to include:

-Supporting consistent workflows.

 -Maintain equality.

 -Formalisation of processes.

 -Compliance with legal and regulatory obligations.

Range:

Measurement methods - Identifying high and low KPIs, RAG rating each KPI, comparison to previous KPI, metrics, visualisations.

1. The reasons organisations use KPI’s e.g., strategic, financial, operational goals compared to those of other businesses within the same sector.

2. The different methods for measuring KPI’s and how they are set by organisations.

3. How and why organisations develop, track, measure and report on KPI’s, including the tools that can be used to assist with compiling KPI data, including data visualisation and conditional reporting.

4. How KPI’s are cascaded to staff/departments and the way they influence performance targets.

5. How organisations use performance monitoring processes to measure the achievement of KPIs.