Writing Effective
Policies & Procedures

This highly interactive and practical training course is designed to thoroughly equip delegates with the skills needed to develop and write effective policies and procedures. The focus will be on ensuring these documents are fully functional within their organization, addressing all relevant aspects such as processes, workflows, compliance, language, and organizational values and culture. Delegates will learn techniques to ensure that policies and procedures are well-received, accepted, and effectively implemented by all users. The course offers a comprehensive guide to creating impactful policy and procedure documents, demonstrates online resources, and provides editable templates for future use. It will also cover the distribution of documents via modern devices like smartphones and tablets and identify key publishing resources.

By attending this training course delegates will be able to make a substantial, positive impact on the Policy Management best practices within their organization, more specifically:

• Demonstrate highly effective drafting skills, which will be useful tools in all types of documents
• Analyse the clarity of expression in all documents
• Apply methods to highlight potential problems with existing Policies and Procedures and improve their effectiveness
• Illustrate the impact of non-compliance and build fully compliant procedures
• Demonstrate ability to manage and reduce risk effectively

This course is designed for delegates to build key capabilities to optimize productivity, that enable organizational success through the achievement of corporate goals.

This training course is suitable to a wide range of professionals but will greatly benefit:

• Human Resource Professionals and Policy Owners and Writers who wish to advance their knowledge and skills
• Managers at all levels who wish to consolidate, refresh and reinforce their knowledge and skills

• Importance of policies and procedures to the organization
• Hierarchy of documents and types of policy and procedures
• Mapping of Process and workflow for efficiency and productivity
• The impact of change on Policies and Procedures
• The DDIE Strategic Planning Process
• Considering Organisational Culture and Values

• Simplifying process with a flow chart
• Mind mapping as a pre-writing exercise
• Effective technical writing cycle
• Defining Key Content that matters
• Developing A Policy – Best Practice Template Framework & Content
• Developing A Procedure – Best Practice Framework and Content

• The legal and compliance role of Policies and Procedures
• The review process and approval
• The rationale of writing disclaimers
• Reviewing for absolutes, conditional phrases and other hidden legal issues
• Importance of Employee Acknowledgment and Compliances
• The Importance of International Standards –ISO

• Change Management strategies to ensure effective implementation
• Differentiate between visual clarity and visual clutter
• Enabling users to locate information efficiently
• Publication formats and related technology
• Checklist: Is your document format designed for readability?
• Coordinating and communicating the changes

• Management of the Revision cycle
• Evaluating the need for changes in policy or procedure
• Revisions with minimum disruptions inclusive of acceptance
• Do’s and don’ts of electronic policies and procedures
• Case Studies of Policies and Procedures
• Action Plan for Sustainability – DDIE and Policy Content Checklist