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 Duration 14 hours

Course Outline

DAY ONE

  • Defining the distinction between Policies and Procedures
  • Recognizing the needs for and benefits of well-structured policies and procedures
  • How policies and procedures are derived from an organization’s core values
  • Determining when a new policy or procedure is required
  • The relationship between policies and procedures and both internal and external customers
  • Classifying different types: Board Policies, Management Policies, HR Policies, etc.
  • Key steps in the creation of policies and procedures
  • Essential techniques for an effective writing style
  • Standard formats for presenting policies and procedures

DAY TWO

- Developing Procedures

  • Understanding the reasons behind writing a specific procedure
  • Identifying who should assist in the procedure writing process
  • The advantages of writing procedures collaboratively as a team
  • Utilizing flow charts to enhance policy and procedure clarity
  • Methods for testing policies and procedures
  • Preparing a comprehensive Policies and Procedures Manual
  • Considerations for physical document design
  • Drafting the Introduction Page
  • Structuring the Table of Contents
  • Compiling the core Policies and Procedures
  • Including any optional sections

- Implementing Policies and Procedures

  • Strategies for notifying users of new or updated documentation
  • Ensuring organizational compliance
  • Managing the process for updates and changes

- Comprehensive Policy and Procedure Checklist

- Strategies for transferring learning outcomes back to the workplace

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