Developing A Policy and Procedures Manual

1
Developing A Policy and Procedures Manual

• Dan Griffin
• Director of Student Financial Services
• Columbia International University
• SCASFAA Spring Conference 2008
• April 21, 2008

2
The Goal of Today

• To provide the necessary tools and resources to
  facilitate the development and maintenance of a
  Policies and Procedures manual

3
Session Will Include

• Who should be involved
• What resources are available
• When to implement and maintain
• Where to store the information
• Why we do it
• How we do it

4
Who Is Involved

• Financial Aid Director
• Financial Aid Staff
• Academic Affairs (Academic Policies)
• Bursar/Finance (Financial Policies)
• Housing Director
• Athletic Director
• Executive Administration
• Others

5
What Resources Are Available

• Old Manuals, Bulletins, Memos, Emails
• Colleagues
• P Ps already in place
• State Agencies
• NASFAA Template Tool

6
When To Implement and Maintain

• Now
• Initial Deployment
• Small Steps
• Ongoing
• Annual Review
• Outside Influences
• Federal laws and regulations
• State laws and programs
• Institutional policies

7
Where To Store The Information

• Make a copy of the template file
• You should never work in the original file
• Depending on accessibility and simplicity needs,
  save in
• Shared-file
• Network file
• Internet file
• Other
• Decide access rights
• Communicate changes to the necessary staff

8
Why We Do It

• To keep your job
• To keep your school compliant
• To keep your pet Ralphie fed
• To keep the administration away
• To keep your office efficient and effective
• To keep the feds happy
• To keep you up at night if you dont
• To keep you sharp

9
How Do We Do It

• By using NASFAA Policies and Procedures Tools or
  using simple MS Word
• By Taking One Step At A Time
• By Enlisting Others
• By Reading The Manual
• By Phoning A Friend
• By Seeking Professional Help

10
Key Resource

• The web address is www.nasfaa.org
• Choose Management Tools
• Choose Policies Procedures Manual
• NASFAA userid
• NASFAA password
• Choose Section 1

11
Key Resource

• Manual Introduction
• Section 1 (pp. 7-11)
• Satisfactory Academic Progress
• Section 11 (pp. 140-157)
• Return of Title IV Funds
• Section 12 (pp. 158-172)
• Financial Aid Programs
• Section 3 (pp. 24-54)
• Disbursements
• Section 10 (pp. 126-139)