This course is designed to explain a framework in writing policies/procedures to help policy owners organize their written documentation and to act as a resource as they navigate the approval process. This course is a “how to” guide helpful for those who are responsible in formulating, documenting new policies/procedures or maintaining existing policies/procedures.
At the end of the course, the participants will be able to:
- Write policy statements using standard constructs.
- Apply techniques in writing & reviewing policy/procedure documents.
- Explain the roles and responsibilities in policy/procedures design
- Apply the process in designing effective policies/procedures.
- Tailor a policy framework to meet business needs.
I. Foundation Setting
a) Definition of Terms
b) Characteristics of Good Policies/Procedures
III. Architecting Policies – Looking at the bigger picture
IV. Roles and Responsibilities Governing Policies/Procedures
a) Policy Owner
b) Policies/Procedures Writer
V. Preparation Prior to Writing Policies/Procedures
VI. The Writing Format – Setup and Design Decisions
VII. Effective Writing
a) Usage of Word Meanings
b) Verb Tenses
c) Bias-Free Language
d) Inappropriate Word Selection
e) Composing Paragraphs
g) Clear Meanings
VIII. Editing Policies/Procedures
a) Editing your own work
b) The Editor Role
IX. Forms and Forms Management
a) Knowledge about Forms
b) Objectives of Forms Management
X. Competencies for Policies/Procedures Writers
XI. Establishing Policies/Procedures Program
a) Policies/Procedures Design Process
b) Benefits of Using a Team for Policies/Procedures Work
c) Recommended Cross-Functional Team Membership
d) Policies/Procedures Review Process
XII. Conducting Policy Gap Assessments
XIII. Policy Improvements
XIV. Sample Policies for various industries
Duration 2 days