The Basics
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      How to Create & Modify Articles of Procedure

      This guide helps you share your ideas to improve CORE's best practices using a standard format for creating procedures.

       

      Why a Standardized Format for Procedures?

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      Consistency is a clear impactor of success. We have all kinds of procedures across the company. Having the format of these procedures be consistent makes it so nothing gets lost in translation.
       
      Following this article will help you create and modify procedures as quickly as possible. The more inviting, lightweight, and easy they are to read and navigate, the more likely they’ll get used.
       
      There are 3 sections in our procedure format. We'll explain each section and then show you an example of a completed procedure at the end.
       

      Section 1: The Purpose

      Start each procedure with a clear, descriptive title and an explanation of its purpose. 
       
      The purpose offers a brief summary of what the procedure is about and why it's valuable to the reader and our organization. This may also include a description of the “Definition of Done” of this procedure, i.e. how will the user know if they’ve been successful in completing it?
       
      This section is used to guide the creation of the procedure and ensure that all steps, templates, etc. are in line to support the procedure's main purpose. It’s basically the mission statement for the procedure.
       

      Section 2: The Procedure

      Each major procedure should have its own Step within its appropriate Playbook. For example, if the new procedure relates to Marketing, then it should be built in the Marketing Playbook.
       
      Each procedure should include:
      • the recommended approach to completing the procedure
      • the tools required, logins to be used, etc.
      • everything else someone would need to know to successfully complete the procedure

       

      Section 3: The Completion Checklist

       

      The completion checklist is a way to list all the major items to verify that the work was complete.
       
      The main use case for this section is to be able to more easily identify anytime something fails in the system. When it does, we can update the procedure so it doesn't fail again. This allows us to continually refine our procedures so they work perfectly every time.
       

       

      Example Procedure: Using the Garage Door

       

       
      Purpose
      This procedure will walk you through the process of using the garage door. This is an important action to take for the protection of your car. Without it, your car will remain outdoors, leaving it exposed to the elements, car thieves, and occasional bird droppings.

      Procedure

      To safely and effectively use the garage door, be sure that you have the remote control in a secure and consistent location.
      TIP: We recommend clipping it to the driver's side visor in your car.
       
      When it comes time to park your car in the garage, do the following:
      1. In your car, reach up carefully to the remote control clipped to your visor
      2. Press the button that corresponds to your garage door (be careful, some remotes have 2 or more buttons). If done correctly, the garage door should begin to lift up. If not, repeat this step until it does.
      3. Wait patiently until the garage door has lifted up high enough that your car can clear it. You may want to wait until the garage door has lifted all the way up and stopped moving before you pull into the garage.
      4. When it is safe, pull your car all the way into the garage, being careful not to drive over any objects that may have inadvertently been left on the floor, such as bikes, basketballs, skates, scooters, etc. Be sure to pull ALL the way in!
      5. Once you have pulled in all the way, turn off and exit your car. You may want to do a visual check to ensure that the rear of the car will not be in the direct line of contact with the garage door when it closes.
      6. When you have confirmed the car has been pulled in enough, press the button on the control box inside your garage. The garage door should then close.

        Completion Checklist
      • You will know that you have successfully completed this procedure if:
      • The car is fully pulled into the garage
      • The garage door has been able to fully close.
      • There is no excessive exterior light coming from the bottom of the garage door (if during the daytime)