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Writing and Editing Policies and Procedures

Virtual Delivery

9:00 am to 12:00 pm, October 26, 27, and 28 – Zoom Online

Outcomes include:

Development and delivery of policy writing courses that will help participants improve their understanding of policy documents, the elements necessary for effective written policies and procedures, and tips and techniques for successfully writing policies and procedures.

Course overview: 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 and determine what is expected of them. Often legalistic, dense and elevated, the language of policy can stand in the way of compliance and support. During this course, participants 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. The course includes a discussion of policy-writing challenges and how to address these. Organization of ideas and information will be explored through the use of mind mapping and policy-specific formatting including the playscript. Participants will also work in groups to rewrite excerpts from actual policies – then see how the organizations in question altered their language to make it more understandable.

Program Content

• Understanding policy and procedure, how they overlap and how they differ

• Learning when a situation requires a policy or a procedure, and when neither is appropriate

• Checklist to determine need for a policy or a procedure

• Identifying the sections of a typical policy and what goes in each section

• Writing policy and procedures that are clear and effective

• Improving the process of writing policies and procedures

• Resources

• Plain language writing techniques

• How to do mind-mapping

• Steps for creating a policy or procedure

• Sample formats for policies

• Sample policy template What Participants Will Learn

• The key problems with policy writing

• What policy users are looking for in a policy

• How to write effective and clear policies and procedures

• The different writing approaches that are required for policies vs. procedures

Participants will benefit from this seminar if they are:

• responsible for writing policies and procedures as part of their job

• beginning to revise their organization’s policies and procedures

• overseeing or involved in policy development, implementation or monitoring

Donalee Moulton, Principal, Quantum Communications.

 Donalee Moulton has more than 25 years’ experience in policy development, training and facilitation. She has worked in the private sector, the non-profit sector, and for all three levels of government. Donalee is the owner of Quantum Communications, a full-service communications and training firm based in Halifax. As a consultant, Donalee has provided clients across Canada, the United States and beyond with a wide range of services, including comprehensive training and development, policy preparation and review, and procedure and policy writing. Donalee is a professional educator and trainer. She has taught communications and business courses at Dalhousie University, Saint Mary’s University and Mount Saint Vincent University. She has facilitated training programs for organizations, including the Nova Scotia Department of Advanced Labour and Education, Atlantic Provinces Special Education Authority, Public Health Agency of Canada, Deloitte Canada, and Bell Canada. In addition to her communications and training work, Donalee is a professional journalist. Her byline has appeared in more than 100 magazines and newspapers, including The Bottom Line, The National Post, Canadian Medical Association Journal, Investment Executive, The Lawyers Weekly, The Medical Post, Chatelaine, The Globe & Mail and Canadian Living. She is the author of the book The Thong Principle: Saying What You Mean and Meaning What you Say.

Eileen Pease, President of Dynamic Learning Inc.

Eileen Pease has 30 years’ experience teaching programs focused on enhancing skills in the workplace, with a particular understanding of the brain at work. She is the author of Get More Power from Your Brain. She keeps up to date on how insights from neuroscience are being applied to leadership development through her connection with the NeuroLeadership Institute in New York. Their case studies and additional research inform her monthly newsletters to clients and participants in her courses. Since 1991, Eileen has been certified in and uses the Leadership Effectiveness Analysis 360 tool developed by the Management Research Group in Portland, Maine. She has coached many people at different levels of leadership and management. Eileen has a BA (Psychology), B.Ed., Dalhousie University and a Master in Education degree from Mount Saint Vincent University. Eileen has been awarded the Certified Speaking Professional medal from the US National Speakers Association.

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