Writing Effective Policies & Procedures

NA

This program includes writing procedures that translate policy into ‘action’, and techniques for ensuring that policies and procedures are accepted positively by those who use them. In addition, consultation and communication strategies will be addressed. The program is very ‘experiential’ in nature, using real-life scenarios and case studies. Delegates will also be given models and checklists for future use and reference.

Course Objectives

• To identify the necessity for having good organizational policies and procedures
• To understand the differences between ‘policies’ and ‘procedures’
• To understand the link between an organization’s values, and its policies and procedures
• To identify the relationship between having effective, policies and procedures, and the overall performance of any organization
• To learn the process of writing clear policies and procedures
• To examine writing formats and writing styles
• To practise writing clear, effective, policies and procedures
• To understand the necessity of regularly updating, reviewing, and revising your organization’s policies and procedures

What You Will Gain

• An appreciation of the need to establish new policies and procedures, as well as reviewing and revising existing ones
• A clear understanding of the principles, guidelines, formats, and writing styles that create effective policies and procedures
• Practical experience in writing policies and procedures
• An understanding of policy and procedure implementation techniques, including communication and training strategies

Who Should Attend?

Staff responsible for writing policies and procedures, will greatly benefit from this program. You will learn how to write clear and effective policies and procedures. The course will offer templates, exercises, and plenty of brainstorming activities, to help you write your policies and procedures. It will also help you to apply writing processes and checklists to your organization’s internal and external systems, enabling you to feel confident when producing top-quality documents.

DAY ONE 

• Defining Policies And Procedures
• Understand The Needs For, And Benefits Of, Good Policies And Procedures
• How Policies And Procedures Flow From An Organization’s Values
• When Do You Need A Policy Or Procedure?
• How Policies And Procedures Relate To Both Internal And External Customers
• Types Of Policies And Procedures: Board Policies, Management Policies, HR Policies, Etc.
• Steps To Create Policies And Procedures
• Useful Writing Style Techniques
• Formats For Policies And Procedures

DAY TWO

- Developing Procedures

• Reasons For Writing A Procedure
• Who Should Assist When Writing A Procedure?
• The Benefits Of Writing A Procedure As A Team
• Using Flow Charts For Writing Policies And Procedures
• Testing Policies And Procedures
• Preparing A Policies And Procedures Manual
• Physical Design Considerations
• Introduction Page
• Table Of Contents
• Policies And Procedures
• Optional Sections

- Implementing Policies And Procedures

• Notifying Users
• Achieving Compliance
• Updates And Changes Process

- Policy And Procedure Checklist

- Transferring Your Learning Back To The Workplace