ISO Writer | Writing Policies and Procedures Training Class

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Procedures Training to Build Effective Processes

This Writing Policies and Procedures Training Class focuses on developing and implementing effective business process documentation. In other words, 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.

You can achieve effective business process change management, increased process consistency, compliance, and process control by focusing on your business process procedures journey, a multi-step process.

Bring Your Worst Procedure Challenge

That’s right, you can bring your most difficult process or procedures problem to work on in our procedure writing course. We will use your procedure challenge in many of the exercises to demonstrate the principles of well-defined procedures. Upon completion of 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.

Writing Policies and Procedures Training Class

If you are just 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 towards standardizing processes. In addition, writing policies and procedures can help replicate processes in a consistent manner by facilitating employee training and enhancing communication.

To Ensure Procedures and Processes Meet Industry Standards

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 documentation “Best Practices” for writing policies, procedures and core processes.

Write Better Policies and Procedures

This training procedure writing course is suitable for delegates from all backgrounds, including manufacturing, service, public and private sectors. This procedures training class will be of particular interest to individuals who have responsibility 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 organizations documents.

Participants of this procedures training course are not expected to have prior experience with process development, management systems or procedures 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 documentation “Best Practices” 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. Training instructors are provided by Bizmanualz, Inc., a management training, consulting and technology solutions provider specializing in the development, implementation and maintenance of well-defined processes and effective management systems. Instructors include: Chris Anderson.