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Course Outline

DAY ONE

  • Defining Policies and Procedures
  • Understanding the Needs and Benefits of Strong Policies and Procedures
  • How Policies and Procedures Stem from Organizational Values
  • Determining When a Policy or Procedure is Required
  • The Impact of Policies and Procedures on Internal and External Stakeholders
  • Types of Policies and Procedures: Board, Management, HR, and Others
  • Steps to Develop Policies and Procedures
  • Effective Writing Style Techniques
  • Standard Formats for Policies and Procedures

DAY TWO

- Developing Procedures

  • Rationale for Writing a Procedure
  • Identifying Who Should Assist in Procedure Development
  • Advantages of Collaborative Procedure Writing
  • Utilizing Flow Charts for Drafting Policies and Procedures
  • Testing Policies and Procedures
  • Compiling a Policies and Procedures Manual
  • Physical Design Considerations
  • Creating the Introduction Page
  • Structuring the Table of Contents
  • Drafting Policies and Procedures
  • Optional Sections

- Implementing Policies and Procedures

  • Notifying Relevant Users
  • Ensuring Compliance
  • Process for Updates and Changes

- Policy and Procedure Checklist

- Transferring Learning to the Workplace

 14 Hours

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