When organizing documents in a larger company that is highly regulated, documents must be written based on process and not function.
Write from general to specific and only based on purpose or specific process. Create roles that are aligned to training and not constrained by changes in the corporate structure.
There must be one high-level SOP for each process and categorize documents belonging to one SOP as cross-functional or functional work instructions, templates/forms and enabling documents (manual or checklist). You do not need to hire 10 project managers. Each member of the process must have a process owner, SMEs and a technical writer.
Communicate results regularly/daily/weekly. Allow sufficient time to reformat and categorize or scope all existing documents to future state documents.
Some SMEs are reluctant to leave behind details which can be documented in enabling documents such as checklists, manuals and guides.
Each high-level process-focus SOP must have a hierarchy of documents pointing to it.
You may use SharePoint to collaborate and manage these documents before you store and formalize them using Veeva Vault.
The key is that management drives this process focus document simplification without over staffing or under staffing and in conjunction with other process improvements.
Published by connie dello buono
Connie Dello Buono is based in Sunnyvale California. Her first ebook is about women's health, Birthing Ways Healing Ways and her recent one is about cancer prevention, Curated Healing Ways. She had helped women have holistic childbirth as childbirth educator, founded Motherhealth, to serve seniors in the bay area with holistic caregivers and blogs at www.clubalthea.com with more than 10,000 health and finance related posts.
Connie trains her own caregivers, which are the favorites of most bay area seniors who are home bound and alone.
She is active in the rehab and nursing facilities, volunteering on music and movement for seniors.
She is a member of Lion's club and offered scholarships to students in the Philippines.
She is active at churchinsunnyvale.us and has Fridays Bible home study in Sunnyvale using the recovery version of the Bible , free at biblesforamerica.us
She loves dancing and teaching and her courses can be found at
https://teachclub.com/@thriveafter60
She is California Life Insurance licensed providing life insurance for older adults with health issues and helping women retire safely with income for life.
at menloassetca.com , she helps with 401k rollover.
3 Benefit plans
- Mortgage protection using term life insurance to pay for mortgage balance in event of death
- Final Expense plan using Single Issue Whole Life Insurance, with cash back, disability benefit and guaranteed in the presence of health issues
- Fixed Index Annuity retirement plan for safe, accessibility, less fees, less taxes, avoids probate as it goes directly to beneficiaries, rate of return with no downside market participation.
She brings compassion and understanding to the needs of her clients, bringing holistic approach in health and life insurance. Her goal is to free families from worries especially during covid with caregivers and life insurance in the presence of health issues, especially for women.
She can be reached at 408-854-1883 , motherhealth@gmail.com
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