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Creating Policy and Procedures

While the library board must approve policies used for managing the library operations and business, the library director will generally advise the board of policies that need to be implemented or changed.  Usually, the director will create the policy and bring it to the board for their consideration and approval.

It is considered a best practice to have the board review all policies annually to ensure that they are still current, legal, and applicable.  A handy tool for this is an Annual Calendar to project when policies will be reviewed and what activities will be handled each month.  See these examples.

Some general information to consider as you create policies and procedures.  Having policies and procedures in place will help:

  1. indicate appropriate behavior:  dress codes, cell phone usage, email/Internet usage, etc.
  2. provide guidance on handling various situations:  travel expenditures, reporting work time, purchasing merchandise for library use, etc.
  3. keep the Library in compliance with governmental policies and laws:  ADA, FMLA, EEOC, minimum wage, etc.
  4. protect the library legally:  harassment, non-discriminatory hiring/promotion practices, etc.
  5. establish consistent work standards, rules and regulations:  safety, discipline, etc.
  6. provide standards of fair and consistent treatment:  patron borrowing rules, benefit eligibility for staff, various types of leave, etc.

When putting together a policy or procedures manual, these general guidelines may help.

General Policy Development

Policy Validity