Policies and Procedures Design

WORKSHOP DESCRIPTION

Every organization relies on clear policies and procedures to operate efficiently, reduce employee confusion, and meet legal and regulatory requirements. However, developing documents that are practical, consistent, and actually used by employees can be challenging.

This workshop helps participants understand the key considerations for creating effective policies and procedures. Topics include what the courts expect, the difference between policies and procedures, required information for headers and footers, common format options, success checkers, and practical ways to make these documents easier for employees to understand and follow.

WHO SHOULD ATTEND:

• Anyone who must write policies and procedures

PARTICIPANTS WILL LEARN TO:

• Understand the differences between policies and procedures
• Be aware of what the courts expect
• Choose the right format for the document
• Prepare documents employees will understand and follow

COURSE OUTLINE

Introduction

• What readers want and need
• Demands on writers

Legal Aspects

• Legal wording
• What the courts expect

4 Steps for Development

Policies Versus Procedures

• Definitions

Formats

• 6 options

METHODS TO BE USED

This instructor-led workshop uses practical discussion, guided examples, and document-focused analysis to help participants understand how effective policies and procedures are structured. The session explores the differences between policies and procedures, key legal considerations, reader expectations, and format options that support clarity, consistency, and workplace use.