Writing Effective Policies and Procedures

This course is about writing policies and procedures, not about developing them.

Well-written policy documents guide an organization’s decision-making and help bring consistency to those decisions. They also provide much needed direction for employees, customers, and others.

The course includes a discussion of policy-writing challenges and how to address them. The organization of ideas and information will be explored using mind mapping and policy-specific formatting. You will learn how to write clear and effective policy documents and develop a template for policy preparation. The difference between policies and procedures will also be reviewed and participants will write a detailed procedure.

This course can also help you decipher the often legalistic, dense, and complex, language of your organization’s policies and procedures.

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


(ONLINE: 3 partial days, Atlantic Time)

  • November 18 - 20, 2024 (Online, 1 pm - 5 pm Atlantic time) FULL-waitlist only
  • January 27 - 29, 2025 (Online, 1 pm - 5 pm Atlantic time)
  • April 7 - 9, 2025 (Online, 1 pm - 5 pm Atlantic time)
  • May 5 - 7, 2025 (Online, 1 pm - 5 pm Atlantic time)

Facilitator: Eileen Pease, BA, M.Ed, CSP

Location: Online 

Program Content

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

  • Identifying the sections of a typical policy document and what goes in each section
  • Writing policy documents and procedures that are clear and effective
  • Improving the process of writing policies and procedures


  • Checklist to determine need for a policy or a procedure document
  • Plain language writing techniques
  • How to do mind-mapping
  • Steps for writing policies that people can read quickly and easily
  • Sample formats for policies
  • Sample policy template

What You Will Learn

  • The key problems with policy writing
  • What policy users are looking for in a policy
  • Sample formats for policies
  • Sample formats for procedures

Who Should Attend?

You will benefit from this seminar if you are:

  • responsible for writing policies and procedures as part of your job
  • beginning to revise your organization’s policies and procedures documents
  • oversee or are involved in policy development, policy writing, implementation, or monitoring