Writing Effective Policies and Procedures

SCHEDULE

No schedule at the moment

If you have three or more candidates or you would like to run this course as an in-house programme, please contact us.

COURSE AIMS

Writing policies and procedures is a challenge, even for the experienced technical writer. In order for any organisation to function properly, policies and procedures must be clearly written. They need to be accurate, brief, and easy to comprehend. When written correctly, policies and procedures can save time, eliminate frustration, and increase efficiency.

Working in an environment where most of the workers are second language speakers can pose problems. This course will address the issues relating to the vocabulary used and how to get the message across clearly and concisely.

Delegates will be equipped with tools and techniques to write policies that are easy to read and procedures that guide a performer in completing a given task with success.

WHO WILL BENEFIT FROM THE COURSE?

Anyone in the organisation who is responsible in producing well-written policies and procedures. Delegates will learn how to draft coherent policy statements and procedures following proven techniques.

WHAT WILL YOU GAIN FROM THIS COURSE?

  • Learn how to identify which operations require procedures
  • Which language to use when writing procedures
  • Who should write the procedures – making sure the right person is doing the right job
  • When should you write a procedure?
  • Develop a writing style that is easy to read and understand
  • Grasp a methodology for writing consistent and measurable processes, policies and procedures that can be easily applied by users and customers
  • Communicating, training and mentoring your policies and procedures with confidence
  • Understand the importance of writing format and learn why this structured format is at the heart of any policy or procedure system regardless of industry or company size
  • Discover how to measure whether policies and procedures are understood and applied
  • Understand quality tools, which are used for the measurement of process, policies and procedures
  • Enhance your career development by broadening your policy and procedure skills

SAMPLE COURSE CONTENT

Below is an example of the course content. The content can be ‘tailored’ to meet the exact requirements of the client.

Introduction
  • Definition of Policies and Procedures
  • The Importance of Policies and Procedures
  • Types of Policies and Procedures
  • Applicable Writing Style
  • Steps in Writing Policies and Procedures
Research Methods
  • Why Research is Important to a Policies and Procedures System?
  • Establishing the Target of the Research
  • Ways to Determine Content for Manuals
  • The Importance of Reviewing Core Business Processes
  • Consideration of the External Sources that Influence Content
  • Determining the Details Behind Policies and Procedures
  • The Use of Cross-Functional Teams
  • The Importance of Conducting Frequent Team Meetings
  • The Selection and Development of Alternate Solutions
  • Converting the Alternate Solution to Writing Format
  • Speaking and Listening Skills
The Writing Format
  • The Purpose of Good Writing for Policies and Procedures
  • The Reasons for a Writing Format
  • Flexibility of the Writing Format
  • Establishing a ‘Plan of Action’
  • The Layout of the Writing Format
The Writing Process
  • The Definition of ‘The Writing Process’
  • The Writing Process:
    • Prewriting
    • Preparing the First Draft
    • Editing Subsequent Drafts
    • Obtaining Reviews and Approvals
    • Publishing the Approved, Final Document
Writing Style
  • Effective Writing
  • Organisation of Thoughts
  • Clarity of the Writing
  • The Meanings of Words
  • Jargon
  • Punctuation, Spelling, and Abbreviations
  • Verb Tenses
  • The Choice of Words and Sentence Structure
  • The Use of Gender Words
  • Editing
Draft Coordination and Approvals
  • The Rough Draft Phase
  • The Review Process
  • User Review Group
  • Management Review Group
  • Attorney Review
  • Final Approval Authority
  • Approval Signatures on Policies and Procedures
  • Final Review and Document Sign-Off

METHODOLOGY OF TRAINING

The foundation of our training is anchored in activity-based experiential learning. This methodology takes into consideration different learning and communication styles, and more importantly language and cultural differences. It is through active participation that the adoption and application of theory is expedited.

Our training team pays careful attention to planning and designing effective instructional methods essential for the transfer of knowledge. It is the creative skill of our management trainers and consultants that reveal untapped skills of the delegates through:

  • Group discussion
  • Individual and syndicate activities
  • Individual and group tasks
  • Case studies
  • Role plays
  • Audio and video evaluation
  • Action planning
  • Experiential learning games
  • Presentations

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