This workshop provides participants with what they have to know and to consider before writing a policy or procedure. We’ll look at what the courts expect, how policies differ from procedures, essential information for headers and footers, format options, success checkers, and writing style.
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Every organization needs policies and procedures in order to operate efficiently, to avoid employee confusion, and to adhere to legal and regulatory guidelines. But writing these documents — and getting employees to actually pay attention to them — can be a challenge.
This training program is a highly interactive workshop designed to provide participants with a guide for creating policies and procedures that people will use and read.
WHO SHOULD ATTEND:
- All those who wish to update their current skill levels in manual writing.
- Anyone who wishes to learn to write effective policies & procedures documents
YOU WILL LEARN TO:
- Plan the manuals preparation process
- Identify the appropriate contents for the manual and organize it in an appropriate manner
- Write clear, concise policies and procedures
- Establish a program for keeping your documents up to date
Determining the Types of Manuals Your Organization Needs
- Differentiating between the various types of manuals
- Identifying primary and secondary users
- Evaluating alternatives for managing a system of interrelated manuals
- Deciding when to update an existing manual or when to create a new one
Planning the Process
- Identifying all the tasks necessary to prepare or update a manual
- Evaluating alternative approaches for writing the manual
- Developing a realistic project timetable
Deciding What Information to Include
- Determining the needs of the users
- Identifying key activities
- Establishing clear accountability for managing key activities
- Evaluating risks, consequences and impacts of activities
Preparing Policies & Procedures that Get Results
- Understanding the differences between policies and procedures
- Determining the appropriate level of detail to include
- Using “playscript” to simplify complex procedures
- Clarifying “if-then” situations through action-condition logic
Writing Clearly & Concisely
- Applying the 7 rules for clarity
- Choosing appropriate words & phrases
- Using parallel structure to convey ideas
- Understanding voice: active or passive voice
- Simplifying actions with well-written numbered/bulleted lists
- Making the manual an attractive reference tool
Using Visual Aids
- Using flowcharts to outline and illustrate complex procedures
- Communicating alternative policy or procedure options though decision tables
- Including forms and other illustrations in manuals
METHODS TO BE USED
This workshop involves discussions and group and individual exercises. Ideally, participants should bring an outline of a policy they would like to work on to the session.
If the client has a preferred template, the facilitator will build the workshop around it.
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Course Code: WSJ705