Does anyone have a Company Office Policy and Procedure Manual they are willing to share?
The title pretty much sums it up......looking to implement one into our boutique CRE firm. Thanks in advance!
[{"id": "hy4fcyq", "text": "As it relates to what?  How the office should be run?  How deals are structured?  How approvals are made?  \n\nAre you looking to establish a policies and procedures document?  I ask because your request is ambiguous, at least to me.", "replies": [{"id": "hy578v2", "text": "As it relates to how an office should be run aka CYA policies as a owner/managing broker. Basically breaking down the HR policies, agency policies, anti-harassment, etc.", "replies": [{"id": "hy5oeao", "text": "Honestly, just hire a local HR consulting firm to help you out. I needs to be tailored to your local area anwyay.", "replies": [{"id": "hy5rbnh", "text": "I've thought about that but I don't think they are going to have the expertise. They need to understand agency law, Antitrust, Fair housing (even though we don't sell housing), and laws pertaining to independent contractors. Too much of a specialty.....I've found some forms online that are for resi firms that I may modify. Was hoping there was an ex-CBRE, Cush, NAI, etc on here that may have one to modify.", "replies": [{"id": "hy5rw03", "text": "Speaking as an ex Cushman broker, they've got thousands of pages of code of conduct guidelines and office-level deal process guidelines but that's their IP. They paid lawyers and HR consultants to produce those documents, and so should you. \n\nYour firm's presumably small, regional and more specialized based on the fact you're even asking for this so it should be cheaper.", "replies": [{"id": "hy5sjyq", "text": "Thanks that is helpful.....kind of shocked/disappointed to hear thousands!?!? I was heading that route anyway but it's nice to start from something since most attorneys aren't that specialized in this kind of arena.", "replies": [{"id": "hy5tfjs", "text": "Yeah thousands of pages for them but they're multinational firms with 25,000+ employees, and a dozen unrelated service lines, the largest of which is brokerage. They need those policies on the books to protect themselves from lawsuits, win government contracts, govern employee or subcontractor conduct etc...\n\nYours can be much more efficient and focused. Sounds like you're really looking for common sense HR policies and a bit of conduct governance specific to your jurisdiction. That shouldn't be hard for most HR consultants to produce in coordination with a real estate lawyer in your city.", "replies": [], "depth": 7}, {"id": "hy5tg9n", "text": "Yeah thousands of pages for them but they're multinational firms with 25,000+ employees, and a dozen unrelated service lines, the largest of which is brokerage. They need those policies on the books to protect themselves from lawsuits, win government contracts, govern employee or subcontractor conduct etc...\n\nYours can be much more efficient and focused. Sounds like you're really looking for common sense HR policies and a bit of conduct governance specific to your jurisdiction. That shouldn't be hard for most HR consultants to produce in coordination with a real estate lawyer in your city.", "replies": [], "depth": 7}], "depth": 6}], "depth": 5}], "depth": 4}], "depth": 3}, {"id": "hy5wn02", "text": "Like others have said, when it comes to HR policies, you want to hire an HR consultant.  You don\u2019t want to mess around when it comes to HR, because the potential penalties can be severe.", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "hy6xujr", "text": "We use ADP for our payroll and they also provide a ton of general HR guidance including assistance in preparing manuals and handbooks for our employees. Not cheap necessary but it keeps us focused on the business and not having to worry about staffing an HR department.", "replies": [], "depth": 1}, {"id": "ifj90ks", "text": "https://www.digitaldocumentsdirect.com/shop/templates/procedures/procedure-manual-template/", "replies": [], "depth": 1}]