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Course Outline

DAY ONE

  • Defining Policies And Procedures
  • Understanding the Needs and Benefits of Good Policies and Procedures
  • How Policies and Procedures Stem from an Organization’s Values
  • When is a Policy or Procedure Required?
  • The Relationship between Policies/Procedures and Internal/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 in Writing a Procedure?
  • The Benefits of Collaborative Procedure Writing
  • Using Flow Charts for Drafting 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

 14 Hours

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