Executive and Professional Development

Writing Effective Policies and Procedures

Policies guide an organization’s decision-making and bring a consistency to those decisions. They also provide much-needed direction for employees, customers and others. That presumes, of course, that users can decipher the policy language. Often legalistic, dense and elevated, the language of policy can stand in the way of compliance and support. During this two-day course, you will learn how to write clear and effective policies and develop a template for policy preparation. The difference between policies and procedures will also be reviewed and participants will write a detailed procedure. Be forewarned though: you may need gloves to complete this procedure.

Participants will receive a copy of 7 Steps to Better Written Policies and Procedures by Stephane Page.

Writing Effective Policies and Procedures is a required seminar for the Certificate in Policy Development and Implementation.

DATES - 2 Day Seminar

January 31 - February 1, 2018
April 30 - May 1, 2018

Facilitator: donalee Moulton, BA
Location: Saint Mary's at the World Trade Centre, 8th Floor, 1800 Argyle Street


Program Content

Understanding policy and procedure

  • Learn when a situation requires a policy or a procedure, and when neither is appropriate
  • Understand the sections of a typical policy and a typical procedure
  • Compare policies and procedures
  • Differentiate between a board policy and a management policy

Preparing - who should do what

  • Creating policies and procedures that can be easily measured and improved
  • Achieving acceptance of your policies and procedures through clear communication
  • Improving the process of writing policies and procedures


  • Analyze a communication task, identifying the message, purpose and audience
  • Write and edit at a professional level using the principles of plain language and readability
  • Gather and, as required, paraphrase, summarize, analyze, or interpret complex information from print and electronic sources
  • Describe complex policies and procedures in a style and form appropriate to the audience
  • Apply the principles of document structure and design, using headings effectively, chunking information, adding visuals, and choosing a form and design appropriate to the purpose and audience
  • Ensure your policies are "user-friendly"
  • Encourage support for policies and procedures


  • Checklist to determine need for a policy or a procedure
  • Simple writing techniques
  • How to do mind-mapping
  • Steps for creating a policy or procedure
  • Practice writing - policy tone
  • Sample formats for procedures
  • Sample formats for policies
  • Sample table of contents

What You Will Learn

  • To write effective and accurate policies and procedures
  • To identify why policies and procedures are needed, who should write them, when they should be written, and how long they should be
  • To identify the sequence of policies and procedures, and learn how to write them appropriately

Who Should Attend?

You will benefit from this seminar if you:

  • are responsible for writing policies and procedures as part of your job
  • oversee individuals who write policies and procedures
  • need to identify whether you should write policies and procedures for your organization