Know-How Exchange : Strategy

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Many of us would prefer to offer advice and guidance, to assist you and teach you to do the work, rather than doing the work for you.

Another good source of information on marketing is Wikipedia. Good luck.

Usually when you want to set up policies and procedures for a current companies, you start by looking at what is being done in that company right now. What are the informal and formal rules (the policies) and how are people doing things that are repeatable (the procedures). then look at how this is working and not working, and see what modifications would be needed to make it more effective.

In particular, you would want to capture your sign off process. If someone has an idea, what level of sign off is required to make that project a go? These signs off would be different for a small project (say a new data sheet) versus a big project (say a new product line).

Often you will want multiple sign offs - and each sign off builds on the prior level. At a prior company we used something similar to the following - A Design Review 0 which is very basic when someone has an idea and the sign off is simple and just says they are authorized to look into whether the project is feasible and worth doing. So in Design Review 1 you fill in details like costs and time lines, and the signers says it is feasible and worth doing, so authorize you to implement. A Design Review 2 where the signers are saying they agree the project is completed and ready for launch. A follow up should often be done for the major projects (but rarely ever is), a Design Review 3 where x amount of time after the project is finished, you look back and see if it met what you said it would in DR1.

Who signs varies by project and level and the final sign off should be all who have input. So the DR0 could just be immediate group, DR1 would expand to include directly impacted folks like sales and manufacturing, and DR2 would be anyone who may be impacted (often including legal, corporate, etc.)