The best person to put together a policy manual
You’re looking to put Finance policies and procedures in writing, but chances are few of your staffers are going to jump to volunteer. Everybody already has enough on their plates, right?
No need to tap anyone — here’s the right person for the job.
Think about bringing in an MBA student to take on the task. The student can simply follow your staffers around, recording what they’re doing for each responsibility, whether it’s a check run or a credit check.
One rule: The student is allowed to ask questions along the way. That way, the individual gets a great learning experience, and you get your policies recorded by a totally objective observer.
Who knows? Your “scribe” just might ask a question that will lead you to make an existing process more efficient or effective.
- Share on
Free Training & Resources
Further Reading
Some emails aren’t meant to be sent. When you work in Finance, you deal with quite a bit of private information. So you must under...
Finance pros always have a lot going on. It comes with the territory. So you sometimes need to say no to demands for your time. Man...
No matter how hard you try, sometimes you and your finance team fail. We make mistakes. We miss deadlines. We fall short. In fact, a...
Cybercriminals who are out to steal your company’s money are getting smarter. Even a password that uses a capital letter, at least one nu...
The more things change, the more they stay the same! The youngest generation of workers entering the workforce isn’t earning high mar...
AI and machine learning technology is giving companies an edge like they’ve never enjoyed before. Businesses can pinpoint exactly whi...
