Procedures

(OBJ 5.1)

Procedures

• Systematic sequences of actions or steps taken to achieve a specific outcome in an organization
• Ensures consistency, efficiency, and compliance with standards
• Example:
  • A company might have an emergency evacuation procedure, which outlines the steps that employees should take, in case of an emergency such as fire or natural disaster.
  • a data backup procedure details how and when data should be backed up to prevent data loss

Change Management

• Systematic approach to handling organizational changes
  • From implementing a new software system to restructuring the organization.
• It aims to implement changes smoothly and successfully with minimal disruption to operations
• Key Stages
  1. Identifying the need for change
     • Assessing impacts
  2. Developing a plan
     • Detailing how the change will be implemented, who will be involved, and what resources will be required.
  3. Implementation
     • Often in stages to allow for any issues to be addressed promptly
  4. Post-change review
     • Assess the success of the change and identify and lessons learned
• Changes in an organization need to be carefully planned, taking into account how they will impact related parts
  • Every change should have a backup plan to roll back if it leads to negative or unexpected results.
  • If changes might disrupt operational hours, they should be scheduled carefully, often during a designated maintenance window
  • Effects should be evaluated after implementation and entire process should be review for future projects

Onboarding and Offboarding Procedures

• Onboarding integrates new employees into the organization
  • Ensures productivity and engagement as quickly as possible
  • Includes orientation, training, and integration activities
• Offboarding manages the transition when an employee leaves
  • Tasks include property retrieval, access disabling, and exit interviews
  • Goal: Ensure a smooth transition, both for the departing employee and the organization, and to gather feedback.

Playbooks

• Checklist of actions to perform to detect and respond to a specific type of incident.
• Detailed guides for specific tasks or processes
• They provide step-by-step instructions for consistent and efficient execution
• Used in various situations, from cybersecurity incidents to customer complaints
• Include resource requirements, steps to be taken, and expected outcomes