Writing Policies and Procedures Training Class

Writing Policies and Procedures Training focuses on developing and implementing effective business process documentation—that is, well-written policies, procedures, and work instructions. Business development is a dynamic process that is constantly changing. This constant state of change leads us into “process change—the journey. “

Your business processes change in response to market forces, competition, regulations, customer demand, the economy, culture, personal beliefs, and many other factors. The question isn’t about what is causing business process change — we know your business processes are going to change — the question is, do you have a plan to document processes and procedures.

Your business process procedures journey is driven by your business needs. Your entire business model is in jeopardy if you fail to:

• Adapt to change;
• Build repeatable business processes;
• Adhere to process standards and guidelines;
• Observe regulations and
• Manage your business processes — and process change — effectively.

Focusing on your multi-step business process procedures journey can help you achieve effective business process change management, increased process consistency, compliance, and process control.

Writing Policies and Procedures Training Class

If you are starting a documentation project to create or update procedures, selecting what procedures to write is an important early step. Properly written policies and procedures can go a long way toward standardizing processes. In addition, they can help consistently replicate processes by facilitating employee training and enhancing communication.

Bring Your Worst Procedure Challenge

That’s right; you can bring your most difficult process or procedure problem to work on in our procedure writing course. We will use your procedure challenge in many exercises to demonstrate the principles of well-defined procedures. Upon completing the class, you will have resolved your procedure challenges and be able to take away a solid procedure design, including a process map, draft documentation, and review comments.

By the end of the procedure writing course, you will be able to:

• Define the required components of a well-defined process.
• Design processes that demonstrate conformance with objectives, standards, and regulations.
• Conduct objective appraisals based on good assessment methods.
• Utilize good communication skills to generate buy-in from peers and management for your procedures.
• Incorporate “Best Practices” documentation for writing policies, procedures, and core processes.

Write Better Policies and Procedures

This training procedure writing course suits delegates from all backgrounds, including manufacturing, service, public and private sectors. This procedures training class will be of particular interest to individuals responsible for procedure writing either as a single person or in a team, are project managing the development and implementation of a Management System for compliance, or those wanting to improve the overall performance of their organization’s documents.

Participants of this procedures training course are not expected to have prior experience with process development, management systems, or procedure writing before attending the course.

Course Duration

3 Days or 24 hours
8:00 to 12:00 & 12:30 to 4:30

Writing Policies and Procedures Training Class Outline

DAY-1

Session 1 – Introduction

• Instructor Introduction
• Student Introductions and Personal Objectives

Introduce Course Objectives: Writing Policies and Procedures Training Class

• Define the required components of a well-defined 3-tier process.
• Design processes that demonstrate conformance with objectives, standards, and regulations.
• Conduct objective appraisals based on good assessment methods.
• Utilize good communication skills to generate buy-in from peers and management for your procedures.
• Incorporate “Best Practices” documentation for writing policies, procedures, and core processes.
• Discussion: What goes wrong with procedures?

Session 2 – Understanding Processes

• Process Definition
• Process Management Basics
• Intro to Business Processes
  • Types of Processes
  • Exercise: Red Ball
• Understanding the PDCA cycle and KPIs
• Understanding the SIPOC model and suppliers/customers
• Exercise: SIPOC-PDCA
• Recognizing Effective Processes

Session 3 – Management’s Role and Project Teams

• Management Involvement
• Organizational Roles and Hierarchy
• Typical Process Documentation Project Teams
• Project Scope and Project Activities
• Role of Vision-Mission-Goals-Policies-Objectives in a process
• Design Reviews
• Exercise: Simple Analytical Project

Session 4 – Understanding ISO 9001:2008

• Overview of ISO Systems
• ISO processes & procedures

DAY-2

• Review DAY-1

Session 5 – Writing Review

• The Writing Process
• Direct Writing
• Active Voice Writing
• The Written Product
• Exercise: Procedure Review

Session 6 – Writing Procedures

• Introduction to Procedures
• Procedure Formats and Practices
• Writing for Users
• Creating Clear Procedure Criteria
• Using Procedures to Document Processes
• Exercise: Procedure Writing

Session 7 – Writing Procedures in Word

• Document layout (fonts, spacing, pagination, widows, orphans, bullets, indexing)
• Introduction to MS Word Features
• Style sheets, template styles, outlining styles
• Typesetting (e.g., kerning and leading)
• Document structure (headers, footers, indents, headings)
• Tracking Changes

DAY-3

• Review DAY-2

Session 8 – Procedures in an Organization

• Daily Process Management
• Document and Revision Control Software
• Testing & Process Improvement
• Process/Procedure Training
• Process/Procedure Auditing
• Process/Procedure Buy-In

Session 9 – Course Summary and Review

• Objective Review
• Applying What You Have Learned
• Course Evaluation

Click here for training course policies, terms, and conditions. Bizmasterz, Inc., a management training, consulting, and technology solutions provider specializing in developing, implementing, and maintaining well-defined processes and effective management systems, provides training instructors. Instructors include Chris Anderson.