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 Duration 14 hours

Course Outline

DAY ONE

  • Defining Policies and Procedures
  • Recognizing the Need for and Benefits of Robust Policies and Procedures
  • How Policies and Procedures Stem from an Organization’s Core Values
  • Identifying When a Policy or Procedure is Required
  • The Relationship Between Policies and Procedures and Both Internal and External Customers
  • Categories of Policies and Procedures: Board, Management, HR, etc.
  • Step-by-Step Process for Creating Policies and Procedures
  • Effective Writing Style Techniques
  • Appropriate Formats for Policies and Procedures

DAY TWO

- Procedure Development

  • Rationale for Writing a Procedure
  • Determining Who Should Contribute to Procedure Writing
  • Advantages of Collaborative Procedure Writing
  • Utilizing Flow Charts for Policy and Procedure Documentation
  • Testing Policies and Procedures
  • Compiling a Policies and Procedures Manual
  • Physical Design Considerations
  • Crafting the Introduction Page
  • Structuring the Table of Contents
  • Documenting Policies and Procedures
  • Including Optional Sections

- Implementing Policies and Procedures

  • Communicating with Users
  • Ensuring Compliance
  • Managing Updates and Change Processes

- Policy and Procedure Checklist

- Applying Learnings in the Workplace

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