Free P&P SIG Webinar Scheduled for March 28, 2019

Annette D. Reilly, Ph.D., PMP, CSDP, CSEP, will present a webinar entitled “It’s a Standard Procedure” on Thursday, March 28, from 12:00 -1:00 p.m. (EDT). She will discuss how policies and procedures are applied for the development of international standards. The webinar will be recorded.


The webinar is free to P&P SIG members and our guest, the STC Washington DC/Baltimore chapter. However, you must register to receive the link to the webinar and the recording.


The registration link and information was sent to P&P SIG members via the SIG’s Announcement List.The Leadership Team hopes you can join us for a discussion of this
important topic.


If you have questions, please contact Ann Marie at

P&P SIG at the 2018 Summit

The Policies and Procedures SIG was active throughout the 2018 Summit in Orlando, beginning with the Welcome Reception event on Sunday. Dawnell Claessen, treasurer and past SIG manager, and Ann Marie Queeney, SIG co-manager, greeted Summit attendees at the P&P SIG table. Unfortunately, Emily Kowal, SIG co-manager, was unable to attend the Summit due to an illness in her family. We thank Emily for her time and contributions in planning our Summit activities.
The P&P SIG celebrated fun and Florida with a flamingo-themed table and motto, “Let’s flamingle.” Keeping with the theme, attendees participated in a word game (How many words could they create from “flamingos” in one minute). Two word-savvy competitors tied with 21 words and were awarded a flamingo-decorated tote bag and giveaways.
In addition to a P&P SIG info sheet, the SIG gave away mini flamingo bubble bottles, flamingo stickers, P&P SIG pencils, and temporary tropical tattoos.
The P&P SIG presence continued on Monday with a well-attended program (53 participants), entitled “Policies and Procedures – Communicate the Future”, presented by Dawnell and Ann Marie. Emily was also scheduled as a co-presenter and had co-created the presentation. For P&P SIG members unable to attend the Summit, the SIG leadership is planning to hold a webinar of the presentation later in the year.
On Tuesday, Dawnell and Ann Marie hosted the SIG’s business meeting, where they updated attendees on SIG activities and discussed ideas for improving the SIG. One popular suggestion was a SIG virtual bookshelf, where members write reviews of books covering our profession. Following the meeting, SIG members enjoyed lunch at the hotel’s B-Line Diner, compliments of the SIG. The lunch provided an opportunity for members of our virtual community to meet other members, socialize, and share information regarding our profession.
On Wednesday, the closing day of the Summit, people said their good-byes and made plans to meet at next year’s Summit in Denver. The P&P SIG’s two yard flamingos (who were stationed at our table), found a home with an STC member and former Floridian.
Dawnell and Ann Marie enjoyed meeting P&P SIG members and thank you for your membership. See you at next year’s Summit in Denver!

P&P SIG Webinar

Wednesday, 02 December 2015
12:00 noon – 1:00 pm Eastern Daylight time, USA

Using Zoupio for Publishing Policies and Procedures

This webinar focuses on using Zoupio by Lexum for internal publishing of policies and procedure documents sourced from MS Word files. Throughout many organizations, Word is the preferred drafting platform. See how Zoupio (SaaS) can propel that Word file to the next web level (hosted & mobile ready responsive design).

By the end of the webinar, you will have learned how process and publish text-heavy documents with Zoupio from MS Word files. We’ll show you how to facilitate web publishing from those Word files as well as the general best practices of web publishing for text-heavy documents.

One lucky attendee will win a $25 Amazon Gift Card.

Register now to attend.
Send an email to for instructions on how to join the webinar.
This webinar is free for STC Policies & Procedures SIG members.
Not a P&P SIG member? Current STC members can join this SIG for only $10.

For over 20 years, Lexum has enabled the web publishing of tens of millions of pages of content, both on the public internet and client intranets with private industry, professional editors, international & domestic government entities, education, legal and medical sectors as well as the telecommunications industry.

Summit ’15 is 21 -24 June in Columbus, Ohio. P&P SIG will be there!

The Policies and Procedures SIG is gearing up for another great Conference in Columbus, Ohio NEXT WEEK! Below is a quick preview of P&P SIG-related and SIG-sponsored events, as well as a selection of sessions that may be of interest to policies and procedures professionals.  Check your Conference Program for times and locations of other sessions.

 Sunday, June 21

8:00 a.m. – 12:00 p.m. Leadership Program

5:30 – 6:45 p.m. Opening Keynote (Nancy Duarte)

Regency Ballroom

7:00 – 8:30 p.m. Welcome Reception and EXPO

Monday, June 22

8:30 – 9:15 a.m. Progression: Business Management Topics

  • Solving People Problems (Beth Agnew)
  • Communicating with Clout: Enhancing Your Organizational Power (Liz Herman)
  • Approvals: How High (or Low) Should You Go? (Emily Kowal)
  • Simple Scheduling: Tracking Projects in Excel (Mike Sawyer)
  • Copyright Licensing for Review and Reuse (Dylan Tuttle)

Regency Ballroom

8:30 – 9:15 a.m. 6 Steps to Writing Effective Procedures (David Singer)

Union A

11:00 a.m. – 12:00 p.m. Annual P&P SIG Business Meeting.  This is our only face to face meeting of the year. Every SIG member is invited (and encouraged) to attend and participate. We will provide attending SIG leaders, members and volunteers a report and we will hear SIG news, stats and make our plans for the coming SIG year. Directly after our meeting, we will adjourn to lunch at Market Stand Café in our hotel for a networking lunch. All attendees and guests are welcome to join us for lunch at this modest priced restaurant. The SIG will buy lunch for P&P SIG members who attend our business meeting.

1:00 p.m. – 1:45 p.m. Information Design for Technical Communicators (Linda Oestrich)

Delaware A

3:45 – 4:30 p.m. Get Out of Your Office: Conducting Successful Site Visits (Rhyne Armstrong)

Franklin A

3:45 – 4:30 p.m. Performing a Global Audit (Leah Guren)

Franklin C

5:00 – 6:00 p.m. STC Annual Business Meeting

Regency Ballroom

Tuesday, June 23

9:45 a.m. – 10:30 a.m. Progression: Policy and Procedure Topics

  • Best Practices in Policies and Procedures (Audrey Bezner)
  • Links, References, and Resources for Policy and Procedures Analysts (Dawnell Claessen)
  • Career Development in Policies and Procedures (Emily Kowal)
  • What I Know Versus Reality (Cindy Pao)
  • Getting Started in Policy and Procedure (Jayme Sagan)
  • Technology and Tools in Policy and Procedure (Louise Tincher)

Regency Ballroom

11:00 a.m. – 12:30 p.m. Communities Reception

Check the P&P SIG table in the exhibition hall for news, flyers, and updates!

Expo Hall

5:00 – 7:00 p.m. Honors Reception

Regency Ballroom

Wednesday, June 24

8:30 – 9:15 a.m. The Secure Communicator (Ben Woelk)

Delaware D

11:00 a.m. – 12:30 p.m. Closing Keynote (Denise Jacobs)

P&P SIG Progression at Tech Comm Summit

This year’s Tech Comm Summit will be in Columbus, OH 21-24 June 2015. We sure hope you plan on attending.

Here is a link to all the conference particulars:

The P&P SIG will be there! We will hold our annual meeting and there will be a luncheon. In addition, we will host the following progression session topics:

#1 Dawnell Claessen – Topic: Links, references and resources for policy and procedures analysts. A presentation and discussion of a bibliography of printed and online resources for everyday use in Policy & Procedure.

#2 Emily Kowal – Topic: Career Development in Policies and Procedures. Practical tips and ways to develop your skills set, gain experience and advance your career in Policies and Procedures.

#3 Louise Tincher – Topic: Technology and Tools in Policies and Procedures. An overview of some of the technology and tools we use to write, reviews, organize and deliver our Policies and procedures.

#4 Jamye Sagan – Topic: Getting Started in Policy and Procedure – What I know now that I wish I’d known then. A presentation and discussion of what I consider my most helpful lessons learned in P&P.

#5 Audrey Bezner -Topic: Best Practices in Policies and Procedures. A set of guidelines and “tips and tricks for policy and procedures analysts to work with.

#6 Cindy Pao – Topic: What I know Versus Reality. What we memorialize in a policy or procedure versus what really happens in the field. Releasing a policy or procedure that has been approved, but was never edited by me. Hurry up and produce this document; wait and wait and wait to release it. What should be versus what the field says.

#7 Sherri Henkin – Topic: Documentation and Compliance: What regulations do you answer to? All industries have regulations, sometimes multiple sets of conflicting regulations. The key to compliance is clear documentation – policies, procedures, and forms, etc.  THIS TOPIC CANCELLED.

P&P SIG Webinar

SharePoint Information Architecture
Improving the Policy and Procedure Process

Mark your calendar for 16 0ctober 2014 (Thursday)
1:00-2:00 pm eastern time
This webinar is free for P&P SIG Members

Here is a link for more information and to register:

Once you register, you’ll get an email with links and instructions. Be sure to manually mark your calendars.

STC Member Rate is $29

Non Member Rate is $59

Communicating with the STC P&P SIG

The Policies and Procedures SIG is full of policy and procedures professionals with years of experience in many fields—so how can you get in touch with these people?

If you’re not an STC member

For STC SIG members only

  • Join our mailing list
  • Join our MySTC site

What the STC P&P SIG is, and how it can help you

What a SIG is

A SIG (special interest group) is a community in the Society for Technical Communication (STC), a professional association for technical communicators. SIGs focus on specific areas in technical communication, allowing members to find others who specialize in those areas and to share ideas. We’re a professional virtual community who comes together once a year at the STC Summit.

What the Policies and Procedures SIG can do for you

We give you communication with other policy and procedure professionals. We often share ideas on our mailing list—you can get answers to your questions, particularly if you’re a lone policy and procedure professional. You can learn more about how policies and procedures can help your organization operate efficiently and how they can protect your organization from legal disputes. You’ll hear from people who’ve been there and done that and can offer you advice based on their own experience.

How do I join the Policies and Procedures SIG?

First, you need to join STC. If you’re already an STC member, you can add the SIG to your membership. However, if you’re not an STC member, you can still read and comment on our blog, and you can talk to us through various social media channels.

So prepare yourself for learning and growing as a policy and procedure professional!