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Operations and Marketing PolicyPro, Ready-to-use operational policies & procedures in Canada

Co-published by:

Put Operations and Marketing PolicyPro to the test for thirty days, absolutely free, and with no risk whatsoever.

Operations and Marketing PolicyPro

Extend your internal controls with key operational policies & procedures

Product at a glance
Authors/Editors
Contents

Product at a glance

Operations and Marketing PolicyPro (OMPP) is a fast, easy, cost-effective way to extend your organization’s internal controls with key operational policies and procedures.
OMPP contains a comprehensive collection of ready-to-use model policies and procedures needed to create effective internal controls in areas such as Engineering, Design, Production, Sales and Marketing. Each policy includes expert advice about why it’s needed, and how it can be implemented and customized. Because this content is included in both the print manual and the PolicyPro™ software application, OMPP is both an authoritative reference work as well as a powerful tool to create and distribute your own policy manual. And the powerful PolicyPro application is fully integrated with Word and Excel, so there's no new software to learn.
Co-published with the Canadian Institute of Chartered Accountants, OMPP’s policies and procedures are consistent with recognized internal control and quality management frameworks, including (among others) the COSO Internal Control – Integrated Framework and ISO 9000 and ISO 14000 standards - used to build and document quality-management systems.
One-volume annual subscription looseleaf service. 4 updates per year. Approximately 400 pages. All content incorporated in PolicyPro software (included in price). Price: $425. Annual renewals: $280.

Authors/Editors

Co-author

Jeffrey D. Sherman, B.Comm., M.B.A., C.A., has over 20 years business experience as Chief Financial Officer of both public and private companies, as a consultant specializing in corporate finance, and has worked for a large chartered bank in various senior capacities. Mr. Sherman has lectured and conducted seminars for many organizations and was an adjunct professor at York University from 1985 - 2000. He has written extensively on contemporary finance, business and accounting issues. For more information about Mr. Sherman, click here.

Co-author

Cecile Mutton (author), P.Eng., C.I.M., is an experienced technical writer and project manager. She has prepared Standard Operating Procedures, user manuals, material required for Sarbanes-Oxley compliance and other technical documentation for a variety of large- and medium-sized organizations. Ms. Mutton has coached project management teams and implemented project management systems in manufacturing, pharmaceutical, medical device and service companies.

Contents

Introduction
Chapter 1.00 - Design and Development
1.01 Product Development
1.02 Design and Development Plan
1.03 Design Input
1.04 Design Output
1.05 Design Review
1.06 Design Verification
1.07 Design Validation
1.08 Design Transfer
1.09 Design Change
Chapter 2.00 - Storage and Delivery
2.01 Receiving
2.02 Inspection and Testing
2.03 Inspection, Measurement and Test Equipment
2.04 Storage
2.05 Handling
2.06 Packaging
2.07 Delivery
Chapter 3.00 - Non-conforming Product
3.01 Control of Non-conforming Product
3.02 Corrective Action
3.03 Preventive Action
3.04 Complaint Handling
Chapter 4.00 - Manufacturing
4.01 Product Identification and Traceability
4.02 Production Scheduling
4.03 Process Control
4.04 Production Equipment Maintenance
4.05 Audits
4.06 Training
Chapter 5.00 - Environmental Management
5.01 Environmental Protection
5.02 Hazardous Material Management
5.03 Recycling
5.04 Energy Conservation
5.05 Sustainability
Chapter 6.00 - Sales and Marketing
6.01 Plans, Research and Strategy
6.02 Advertising and Direct Marketing
6.03 Product Identifiers
6.04 Corporate Image and Communication Standards
6.05 Corporate Website
6.06 Sales Training
6.07 Customer Relationship Management
6.08 Trade Shows
6.09 Customer Satisfaction Survey
6.10 Requests for Quotation
6.11 Sales Leads
6.12 Do Not Call Registry
Chapter 7.00 - Service
7.01 Warranty Service
7.02 Customer Service Management
7.03 Service and Technical Support
Chapter 8.00 - Document and Data Control
8.01 Document Development
8.02 Document Distribution
8.03 Document Revision
8.04 Temporary Changes to Documents
8.05 Contract Revision