Board Approved Policies: Tips & Samples to Streamline Your Process
The board’s policies must accurately document their expectations and be readily available because these decisions guide staff in fulfilling daily responsibilities. Thus, it follows that the role of the policy librarian is critical, and a detailed process to manage the constant evolution of policy changes is a must. Attend this program to gain tips and tools designed to streamline the continuous process of maintaining a library of board-approved policies.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Develop an annual policy review schedule
- Use tools to identify policy changes
- Create a stakeholder review process
- Recognize critical policy identification information
- Maintain policy version control
- Effectively document policy approval
- Understand the importance of communicating board-approved policy changes
WEBINAR DETAILS
Does your financial institution have a streamlined process for managing board-approved policies? While it may seem simple, maintaining a current library of board-approved policies is an important responsibility because those policies are the backbone of employees’ daily decisions. This webinar will provide tips and tools to assist with managing the numerous policies that must be updated and approved annually, including how to involve stakeholders in the review process. It will address how to manage the annual review process and offer suggestions on how to easily recognize changes, maintain version control, and communicate policy updates to applicable staff. In addition, formatting tips, inclusion of critical content, and a record-retention process will be included.
WHO SHOULD ATTEND?
This informative session will best suit employees responsible for updating and maintaining the library of board-approved policies, such as compliance officers, operations managers, or board secretaries.
