Connect policy and process
Each policy needs a practical route: what triggers an action, who approves it and where the resulting record is stored. Keep the process understandable to the people who use it.
Keep ownership clear
Assign review responsibility and maintain a controlled version. When a policy changes, identify which forms, workflows and communications also need updating.
Review the gaps
Use recurring questions and audit findings to identify where guidance is missing. Requirements depend on the engagement and jurisdiction; obtain appropriate specialist advice where needed.
Bring these questions into your next service conversation. The right process depends on the site, the people and the responsibilities agreed for the engagement.
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