Documenting Policy and Procedures

In the age of business effectiveness and accountability, the writing of policy documents is a foundation stone of any organization’s process control, change management, and technical or administrative infrastructure.

This two-day course enables participants to apply a standard documentation process to their own policy and procedures documents. It provides guidelines for assessing audience needs and expectations, for designing documents to “layer” detail effectively, and for revising according to sound editorial standards.
We frequently run this course as a public session. Check the current public schedules in Ottawa and Toronto.

Who Should Attend

  • Writers who must standardize policies and procedures in formal documents
  • Managers and supervisors of policy-writing groups

Course Topics
In this two-day workshop, you will learn to

  • confirm the objectives of the policy
  • analyze the needs of the audience
  • accommodate multiple audiences with different interests
  • plan the policy documents for completeness and effectiveness
  • determine the compliance and success factors underlying the policy
  • use specific design models to organize the policy for descriptions and procedures
  • draft quickly and comprehensively
  • revise policy documents effectively
  • apply these techniques to hands-on examples and case studies

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