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Introduction

Organisations Organizations must efficiently manage and prioritise their documentation to align with strategic goals and regulatory requirements. This guide provides a comprehensive solid framework for the weighting and evaluation of business documents. By following a structured process, organisations Organizations can ensure that their most critical documents receive the attention they deserve, supporting informed decision-making and compliance with industry standards.

The following sections outline the criteria for document importance, methods for rating and weighting documents, and steps for calculating and normalising scores. This approach helps organisations Organizations prioritise their documentation efforts, ensuring that resources are allocated effectively to support overall business objectives.

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This outlines the process for determining the importance of business documents within your organisationOrganization. We follow these steps to ensure a structured and comprehensive approach to document prioritisation.

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Define the criteria that will determine the importance of each strategic document. These criteria include:

  • Alignment with Organisational Organizational Goals: Evaluate how well each document supports the core objectives of the organisationOrganization.

  • Impact on Decision Making: Assess the influence of each document on key business decisions.

  • Scope of Influence: Determine whether the document impacts the entire organisation Organization or specific departments.

  • Compliance & Regulatory Requirements: Identify documents required for legal or regulatory adherence.

  • Stakeholder Interest: Gauge the importance of documents to key stakeholders, including investors, management, and employees.

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Not all criteria will hold the same level of importance. Assign weights to each criterion based on its relative importance to the organisation’s Organization’s strategy. This is done through stakeholder input, strategic alignment workshops, or expert judgment.

  • Defined Weights:

  • You can update document weighting standards in Settings > Documents

    • Alignment with Organisational Organizational Goals: 30%

    • Impact on Decision Making: 25%

    • Scope of Influence: 20%

    • Compliance and Regulatory Requirements: 15%

    • Stakeholder Interest: 10%

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Example of a Weighting Table (Hypothetical)

Document

Alignment (30%)

Impact (25%)

Scope (20%)

Compliance (15%)

Stakeholder Interest (10%)

Weighted Score

Normalised Score

Strategic Plan

5

5

5

4

5

4.85

1.00

Business Plan

4

4

4

3

4

3.90

0.80

Marketing Strategy

3

3

3

1

3

2.65

0.55

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  1. Relevance: Users determine how closely the domain data aligns with the organisationOrganization's strategic goals. Ratings range from "Very High" (direct alignment) to "Very Low" (minimal support), with an option for "Incomplete" if no relevant data exists.

  2. Quality: This assesses the documentation's adherence to industry standards, specifically ISO 9001 for documents. Ratings span from "Very High" (meets/exceeds Level 5 standards) to "Very Low" (meets Level 1 standards), with "Incomplete" indicating non-compliance with any standard.

  3. Quantity: Users evaluate the comprehensiveness of the documentation against ISO 9001 for documents requirements. The scale goes from "Very High" (surpassing Level 5 requirements) to "Very Low" (meeting Level 1 requirements), with "Incomplete" for insufficient documentation.

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  1. Quality Manual: Does the document include a quality manual that outlines the scope of the QMS, including any exclusions?

  2. Quality Policy and Objectives: Are the organisationOrganization's quality policy and objectives clearly stated?

  3. Procedures and Work Instructions: Are there documented procedures and detailed work instructions that ensure process consistency?

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