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Course Outline

DAY ONE

  • Defining Policies and Procedures
  • Understanding the Needs for and Benefits of Good Policies and Procedures
  • How Policies and Procedures Derive from Organizational Values
  • Determining When a Policy or Procedure is 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
  • Effective Writing Style Techniques
  • Formats for Policies and Procedures

DAY TWO

- Developing Procedures

  • Reasons for Writing a Procedure
  • Identifying Who Should Assist in Writing a Procedure
  • The Benefits of Collaborative Procedure Writing
  • Utilizing Flow Charts for Policies and Procedures
  • Testing Policies and Procedures
  • Compiling a Policies and Procedures Manual
  • Physical Design Considerations
  • Creating an Introduction Page
  • Preparing a Table of Contents
  • Structuring Policies and Procedures
  • Including Optional Sections

- Implementing Policies and Procedures

  • Notifying Users
  • Achieving Compliance
  • Managing Updates and Changes

- Policy and Procedure Checklist

- Transferring Learning Back to the Workplace

 14 Hours

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