Summary:
Developing clear, accurate and concise policies and procedures creates a solid framework for organizations and ensures things are running smoothly and efficiently while maintaining fairness and consistency. This workshop has been designed to provide participants with tools and best practices to write understandable policies and procedures in order to overcome the risk of mistakes, complexity, misinterpretations and miscommunications
Learning Outcome:
• Understand the difference between policies and procedures and how they are strategically linked
• Define the required component and design that would support conformity to objectives, regulations and best practices
• Identify a clear process for writing Policies and Procedures as well as the factors to consider to be able to optimize the time of writing
• Acquire tips that would leverage the buy-in from peers and management through the positive presentation of rules and processes
Topics Covered:
1. Writing Policies and Procedures: Pillars
a. Policy vs. Procedure: Difference and Relationship
b. Benefits and risks
c. Who is responsible
d. Policies and Procedures development: how to identify the need
e. Legal considerations to be kept in mind
f. Policies and Procedures revision: signs and symptoms
2. The structure and content of Policies & Procedures
a. Policies
i. Different types of policies in an organization
ii. The policy document: contents and structure
b. Procedures
i. Different types of Procedures
ii. The procedure document: contents and structure
3. Writing Effective Policies & Procedures
a. Preparing to Write
i. Understanding why employees resist P&P
ii. Identifying “what’s in it for employees”
iii. Putting: collecting information, analyzing, drafting