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Course AGRC-064

Policy Management Framework and Governance Documentation

Policies and procedures translate laws, regulations, strategy and risk appetite into clear expectations for behaviour an... The outline covers The Role of Policies in Governance, Designing the Policy Framework, Writing E...

  • 5 daysClassroom or online
  • 49Upcoming dates
  • 12Cities
  • €2,175Fees from

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  • 5 days
  • 09:00–14:00
  • Certificate of attendance

Classroom sessions

  1. 7–11 Dec 2026

    London

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  2. 14–18 Dec 2026

    Barcelona

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  3. 21–25 Dec 2026

    Frankfurt

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  4. 4–8 Jan 2027

    Frankfurt

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  5. 11–15 Jan 2027

    Istanbul

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  6. 18–22 Jan 2027

    London

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  7. 25–29 Jan 2027

    Barcelona

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  8. 1–5 Feb 2027

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  9. 8–12 Feb 2027

    Frankfurt

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  10. 15–19 Feb 2027

    Kuala Lumpur

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  11. 22–26 Feb 2027

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  12. 1–5 Mar 2027

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  13. 8–12 Mar 2027

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  14. 15–19 Mar 2027

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  15. 22–26 Mar 2027

    Madrid

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  16. 5–9 Apr 2027

    Munich

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  17. 12–16 Apr 2027

    London

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  18. 19–23 Apr 2027

    Barcelona

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  19. 26–30 Apr 2027

    Frankfurt

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  20. 3–7 May 2027

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  21. 10–14 May 2027

    Paris

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  22. 17–21 May 2027

    London

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  23. 24–28 May 2027

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  24. 7–11 Jun 2027

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  25. 14–18 Jun 2027

    Barcelona

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  26. 21–25 Jun 2027

    Frankfurt

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  27. 5–9 Jul 2027

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  28. 12–16 Jul 2027

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  29. 19–23 Jul 2027

    Frankfurt

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  30. 26–30 Jul 2027

    Vienna

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  31. 2–6 Aug 2027

    Amsterdam

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  32. 9–13 Aug 2027

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  33. 16–20 Aug 2027

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  34. 23–27 Aug 2027

    Frankfurt

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  35. 6–10 Sep 2027

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  36. 13–17 Sep 2027

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  37. 20–24 Sep 2027

    Frankfurt

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  38. 4–8 Oct 2027

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  39. 11–15 Oct 2027

    Frankfurt

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  40. 18–22 Oct 2027

    Dubai

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  41. 25–29 Oct 2027

    London

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  42. 1–5 Nov 2027

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  43. 8–12 Nov 2027

    Barcelona

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  44. 15–19 Nov 2027

    Frankfurt

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  45. 22–26 Nov 2027

    Geneva

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  46. 6–10 Dec 2027

    Istanbul

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  47. 13–17 Dec 2027

    London

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  48. 20–24 Dec 2027

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  49. 27–31 Dec 2027

    Frankfurt

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Online / Live sessions

  1. 7–11 Dec 2026

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  2. 14–18 Dec 2026

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  3. 21–25 Dec 2026

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  4. 4–8 Jan 2027

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  5. 11–15 Jan 2027

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  6. 18–22 Jan 2027

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  7. 25–29 Jan 2027

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  8. 1–5 Feb 2027

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  9. 8–12 Feb 2027

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  10. 15–19 Feb 2027

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  11. 22–26 Feb 2027

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  12. 1–5 Mar 2027

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  13. 8–12 Mar 2027

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  14. 15–19 Mar 2027

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  15. 22–26 Mar 2027

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  16. 5–9 Apr 2027

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  17. 12–16 Apr 2027

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  18. 19–23 Apr 2027

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  19. 26–30 Apr 2027

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  20. 3–7 May 2027

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  21. 10–14 May 2027

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  22. 17–21 May 2027

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  23. 24–28 May 2027

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  24. 7–11 Jun 2027

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  25. 14–18 Jun 2027

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  26. 21–25 Jun 2027

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  27. 5–9 Jul 2027

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  28. 12–16 Jul 2027

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  29. 19–23 Jul 2027

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  30. 26–30 Jul 2027

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  31. 2–6 Aug 2027

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  32. 9–13 Aug 2027

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  33. 16–20 Aug 2027

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  34. 23–27 Aug 2027

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  35. 6–10 Sep 2027

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  36. 13–17 Sep 2027

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  37. 20–24 Sep 2027

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  38. 4–8 Oct 2027

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  39. 11–15 Oct 2027

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  40. 18–22 Oct 2027

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  41. 25–29 Oct 2027

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  42. 1–5 Nov 2027

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  43. 8–12 Nov 2027

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  44. 15–19 Nov 2027

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  45. 22–26 Nov 2027

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  46. 6–10 Dec 2027

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  47. 13–17 Dec 2027

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  48. 20–24 Dec 2027

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  49. 27–31 Dec 2027

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Introduction

Course overview

Policies and procedures translate laws, regulations, strategy and risk appetite into clear expectations for behaviour and decision making. Yet many organisations struggle with outdated, inconsistent or duplicated policies that staff cannot find or understand, creating compliance gaps and confusion.

This Policy Management Framework and Governance Documentation training course shows how to build a coherent, well-governed system for policies, procedures, standards and delegations. Participants learn how to design a policy hierarchy, set ownership and approval rules, write clear and usable documents, manage review cycles and version control, communicate and attest policies, and monitor compliance.

The course also covers related governance documents such as charters, terms of reference and delegations of authority, helping participants build a documentation framework that supports accountability and effective governance.

View full course outline

What you will achieve

Learning objectives

  • Explain the role of policies in governance, risk and compliance
  • Design a policy hierarchy and document taxonomy
  • Define ownership, approval and review responsibilities
  • Write clear, concise and enforceable policies and procedures
  • Manage policy life cycles, version control and exceptions
  • Communicate policies and obtain attestations effectively
  • Develop charters, terms of reference and delegations of authority
  • Monitor policy compliance and framework effectiveness

Who should attend

Target audience

  • Governance, risk and compliance professionals
  • Company secretaries and board support staff
  • Policy officers and document controllers
  • Internal auditors
  • Legal professionals
  • Managers who own or write policies

Methodology

Learning approach

  • The course is practical and document-focused. Participants assess a sample policy library, design a policy framework, rewrite poorly drafted policies in plain language, build a delegation of authority matrix and plan policy communication. Peer review and group discussion help refine their work.

Complete course outline

Five focused days of learning and application

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Day 1

The Role of Policies in Governance

  1. How policies connect strategy, risk appetite and operations
  2. Policies, standards, procedures and guidelines distinguished
  3. Consequences of poor policy management
  4. Regulatory expectations for documented controls
  5. Coffee break
  6. Regulatory expectations for documented controls (continued)
  7. Assessing the maturity of a policy framework
  8. Policy management roles across the organisation
  9. Exercise: assessing a sample policy library

Day 2

Designing the Policy Framework

  1. Creating a policy on policies
  2. Policy hierarchy, taxonomy and numbering
  3. Ownership, sponsorship and accountability
  4. Approval levels and governance committee roles
  5. Coffee break
  6. Approval levels and governance committee roles (continued)
  7. Templates and mandatory document elements
  8. Policy management systems and central repositories
  9. Workshop: designing a policy framework

Day 3

Writing Effective Policies and Procedures

  1. Principles of plain language policy writing
  2. Structuring policies for clarity and usability
  3. Writing procedures, flowcharts and work instructions
  4. Making requirements specific and enforceable
  5. Coffee break
  6. Making requirements specific and enforceable (continued)
  7. Avoiding duplication and conflicting requirements
  8. Consulting stakeholders and legal review
  9. Exercise: rewriting a poorly drafted policy

Day 4

Governance Documents and Delegations

  1. Board and committee charters and terms of reference
  2. Designing a delegation of authority framework
  3. Financial and operational authority matrices
  4. Coffee break
  5. Sub-delegation rules and documentation
  6. Keeping governance documents aligned with structure changes
  7. Testing adherence to delegated authorities
  8. Workshop: building a delegation of authority matrix

Day 5

Life Cycle, Communication and Compliance

  1. Review cycles, version control and archiving
  2. Managing policy exceptions and waivers
  3. Communicating and training staff on policies
  4. Staff attestations and policy acknowledgements
  5. Coffee break
  6. Staff attestations and policy acknowledgements (continued)
  7. Monitoring compliance and reporting breaches
  8. Auditing the policy framework
  9. Personal action plan for policy management

Ready to book?

Policy Management Framework and Governance Documentation

Next session: 7 - 11 December 2026, London

Course FAQs

Questions about this course

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What does Policy Management Framework and Governance Documentation (AGRC-064) cover?

This course covers Auditing and Governance Risk and Compliance through a structured five-day outline focused on practical application, discussion, and implementation planning.

When is the next available session?

The next scheduled session starts on 7 - 11 December 2026. See the course schedules section for the available dates and delivery formats.

Who should attend this course?

Governance, risk and compliance professionals, Company secretaries and board support staff, Policy officers and document controllers

Is bilingual course delivery available?

Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.

How can I register for a session?

Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.

Is this course available online as well as classroom-based?

Check the course schedules section for currently published classroom and Online / Live sessions.

Where are classroom sessions delivered?

Current classroom venues include London, Barcelona, Frankfurt, Istanbul, Kuala lumpur, Madrid, Munich, Paris, Vienna, Amsterdam, Dubai, Geneva.

How long is the training programme?

The programme runs for five days from 09:00 to 14:00, which gives 25 contact hours, including a daily 30-minute break (22.5 hours of instruction).