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Five Easy (and One Not-So-Easy)
Steps to Writing a Policies and Procedures Manual
Enclosed are materials used from a 1997 SASFAA Conference
session on writing a policies and procedures manual. This
Web site contains the steps outlined during the session
and a copy of a sample manual which you may download.
Please note, the Sample Manual represents a fictional institution
and should only be used to assist you in beginning the process
of writing or revising a policies and procedures manual
at your institution. The Sample Manual is NOT approved
by the Department of Education and should not be viewed
as a complete work fulfilling regulation requirements.
Anyone, who is employed in a financial aid office at an
educational institution, has the Author's permission to
use any or all of the Sample Manual. However, an auditor
will compare what is documented against what is practiced.
DO NOT put your institution's name to any policies
or procedures which you do not follow.
Writing a policies and procedures manual is a large task.
However, of the six steps outlined, five are usually easy
for people and only one as difficult. You can do this! I
hope you find the Sample Manual helpful to you.
Holly A. Hyland
Note: this file is compressed in
zip format. There are 27 files (480KB) total all saved in
Rich Text Format included in this archive. Most word processors
will easily read these files. To download, you will need
a program that will extract zip files, like WinZip. To download
a free evaluation program of WinZip, click