Guidelines: Overview, definition, and example

What are guidelines?

Guidelines are a set of recommended practices or instructions designed to guide individuals or organizations in making decisions, taking actions, or completing tasks in a consistent and effective manner. Unlike strict rules or laws, guidelines offer flexibility by providing a framework for how things should be done, leaving room for judgment and adaptation based on specific circumstances. They are commonly used in various fields, such as business, healthcare, education, and law, to ensure that actions align with best practices, ethical standards, or organizational goals.

For example, a company may have guidelines on how to handle customer complaints, outlining the recommended steps for addressing issues and maintaining customer satisfaction.

Why are guidelines important?

Guidelines are important because they provide clarity, consistency, and structure, helping individuals and organizations navigate complex tasks or decisions. By following established guidelines, employees or members can ensure they are working towards the same objectives, using best practices, and maintaining high standards of quality, safety, or ethics. Guidelines also help prevent errors or missteps by offering a clear path forward, making them especially valuable in industries where precision and adherence to certain standards are critical.

In addition, guidelines serve as useful tools for training and onboarding, as they provide clear instructions for new employees or members to follow as they get acquainted with procedures, policies, and expectations.

Understanding guidelines through an example

Let’s say a hospital develops infection control guidelines to help staff manage the proper use of personal protective equipment (PPE) and hygiene practices in patient care areas. These guidelines recommend how staff should properly wear masks, gloves, and gowns, as well as how to disinfect equipment between patients. By following these guidelines, healthcare workers can ensure they are minimizing the risk of infection for patients and themselves, thereby promoting safety and compliance with health regulations.

In another example, a software company may issue guidelines for developers on how to write clean, efficient code. These guidelines might include suggestions on coding style, documentation, and best practices for error handling, ensuring that all developers on the team follow the same approach and contribute to the overall quality and maintainability of the software.

An example of a guidelines clause

Here’s how a guidelines clause might appear in a policy manual or agreement:

“The Company has established guidelines for handling customer service inquiries, which include the recommended procedures for addressing concerns, documenting interactions, and following up with customers. Employees are encouraged to adhere to these guidelines to ensure consistency and maintain high customer satisfaction standards.”

Conclusion

Guidelines provide valuable frameworks for individuals and organizations, offering clear instructions on how to carry out tasks, make decisions, or follow procedures. They help ensure consistency, improve efficiency, and align actions with desired outcomes or standards. While they allow for flexibility and judgment, guidelines are an essential tool for fostering quality, safety, and best practices across various industries and sectors.


This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.