Creating Policies and Procedures

Enforcing a policy or procedure can quickly become frustrating when no one understands it. Employees misinterpret expectations, managers find it difficult to apply rules consistently, and documents meant to offer clarity end up creating confusion. Well-written policies and procedures help teams operate smoothly, support consistent decisions, and make compliance easier. But unclear or overly complex language leads to mistakes, misunderstandings, and wasted time. These individual issues often become broader organizational problems.

By the end of this session, you’ll know how to create policies and procedures that people will actually read and follow. This hands-on workshop gives you the tools to plan and write policy and procedure documents that people can understand and use. Through practical activities and guided exercises, you’ll learn how to organize information clearly, use accessible language, and ensure compliance with internal and external requirements. You’ll also explore how to introduce policies and procedures effectively and support long-term use through training and maintenance.

Learning objectives 

• Define clear objectives for policy and procedure documents that align with organizational goals. 
• Identify the difference between policies and procedures and when to use each. 
• Plan, organize, and write policies and procedures for clarity, usability, and accessibility. 
• Use plain language, action-oriented phrasing, and structured formatting to improve comprehension. 
• Ensure your policies and procedures meet legal and organizational standards and are consistent across documents. 
• Develop strategies to introduce, share, and support policies across your organization. 
• Establish a system for reviewing, updating, and maintaining policies over time.

Who should attend

This workshop is for professionals who write, revise, or apply policy and procedure documents in their organizations. Whether you’re starting from scratch or looking to improve existing materials, this session offers tools to improve clarity and usability. 

You should attend if you:   

• Are tasked with writing or updating policies and procedures but aren’t sure where to start 
• Struggle to make complex information clear, concise, and easy to apply 
• Want to ensure your documents support compliance, consistency, and accountability 
• Need to align written policies with organizational goals and legal requirements 
• Find it difficult to communicate expectations across diverse teams or departments 
• Work in roles related to HR, operations, compliance, management, or administration

This is a Full Day course can be offered either in person or virtually:

• Virtual includes 3 components: half day virtual learning session + pre-course work + post-course work
• In person is generally offered 8:15 a.m. to 4:15 p.m. at the QNET Training Room

Facilitator

Susan Portelance

Workshop Facilitator and Writing Coach, Eclectic Communications

Susan is an instructor, instructional designer and writing coach for Eclectic Communications. After many years in the corporate world, Susan has turned her love of language into a career as a writer, editor and trainer. As an editor, Susan works with her clients to craft effective communications – from newsletters and blogs to eBooks and proposals. Susan brings to the classroom over 20 years of training experience and four years of Toastmasters participation where she has honed her public speaking and leadership skills. Susan has completed training in adult education, presentation skills and coaching skills. She is certified to deliver presentations, workshops and one-on-one sessions using the EQ-i 2.0 Emotional Intelligence instrument. Susan is also a Certified Training and Development Professional (CTDP).

Fees

• QNET Members: $419.00 + GST  | QNET member list
• Event Partners (see list below): $419.00 + GST
• Non-Members: $489.00 + GST  | Join QNET

Please review event Terms & Conditions

Cancellations (by the attendee) must be received in writing no later than 8 days prior to the course start. 

Partners

Members of the following organizations receive the partner rate for this event.

• CPHR Manitoba

Funding provided by The Manitoba government.

Course Credits

• An optional course (7 credit hours) in the 70 credit hour QNET Certificate in Management Development (CMD). 
• This program has been approved for 8 CPHR Continuing Professional Development Hours by CPHR Manitoba
• Eligible for credit in the CAM:OE (Certificate in Applied Management: Organizational Effectiveness) in partnership with the University of Manitoba, Continuing Education

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