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Course CWS-024

Writing Policies, Procedures and Manuals

Policies, procedures and manuals tell people what must be done, how to do it and who is responsible. The outline covers Purpose and Types of Governance Documents, Planning and Gathering Content, Writing Clear Policies, a...

  • 5 daysClassroom or online
  • 49Upcoming dates
  • 12Cities
  • €1,825Fees from

Choose your format and date

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

Classroom sessions

  1. 7–11 Dec 2026

    Barcelona

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  2. 14–18 Dec 2026

    Frankfurt

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  3. 21–25 Dec 2026

    London

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  4. 4–8 Jan 2027

    Kuala Lumpur

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  5. 11–15 Jan 2027

    London

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  6. 18–22 Jan 2027

    Barcelona

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  7. 25–29 Jan 2027

    Frankfurt

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  8. 1–5 Feb 2027

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  9. 8–12 Feb 2027

    Madrid

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  10. 15–19 Feb 2027

    London

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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

    Paris

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  20. 3–7 May 2027

    Rome

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  21. 10–14 May 2027

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  22. 17–21 May 2027

    Barcelona

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  23. 24–28 May 2027

    Frankfurt

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  24. 7–11 Jun 2027

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  25. 14–18 Jun 2027

    Frankfurt

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  26. 21–25 Jun 2027

    London

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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

    Amsterdam

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  30. 26–30 Jul 2027

    London

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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

    Frankfurt

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  34. 23–27 Aug 2027

    Cape Town

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  35. 6–10 Sep 2027

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  36. 13–17 Sep 2027

    Frankfurt

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  37. 20–24 Sep 2027

    London

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  38. 4–8 Oct 2027

    Frankfurt

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  39. 11–15 Oct 2027

    Geneva

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  40. 18–22 Oct 2027

    London

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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

    Frankfurt

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  44. 15–19 Nov 2027

    Istanbul

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  45. 22–26 Nov 2027

    London

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  46. 6–10 Dec 2027

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  47. 13–17 Dec 2027

    Barcelona

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  48. 20–24 Dec 2027

    Frankfurt

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  49. 27–31 Dec 2027

    Kuala Lumpur

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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, procedures and manuals tell people what must be done, how to do it and who is responsible. When they are long, vague, inconsistent or difficult to navigate, staff ignore them, errors increase and the organisation is exposed to compliance and operational risk. Well-written documents, by contrast, make good practice easy to follow.

This Writing Policies, Procedures and Manuals training course gives participants a practical method for producing clear, consistent and usable governance and operational documents. Participants learn how to distinguish policies from procedures, gather content from subject experts, structure documents logically, write precise requirements in plain language, use flowcharts and checklists, and manage review and version control.

Participants work on documents from their own organisations, leaving the course with improved drafts and reusable templates.

View full course outline

What you will achieve

Learning objectives

  • Distinguish policies, standards, procedures and work instructions
  • Plan documents around users and their tasks
  • Gather accurate content from subject matter experts
  • Structure documents for easy navigation and reference
  • Write precise, enforceable requirements in plain language
  • Use flowcharts, tables and checklists to simplify procedures
  • Build consistent templates and style rules
  • Manage review, approval and version control

Who should attend

Target audience

  • Policy writers and governance officers
  • Quality and compliance professionals
  • Process owners and operations managers
  • Technical writers and document controllers
  • HR and administration professionals
  • Managers responsible for operating manuals

Methodology

Learning approach

  • The course is workshop-based. Participants review and critique sample documents, interview a colleague acting as a subject expert, draft and redraft policy and procedure sections, create flowcharts and checklists and build a template. Peer review and trainer feedback guide each revision.

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

Purpose and Types of Governance Documents

  1. Why policies and procedures matter for performance and compliance
  2. Policies, standards, procedures, guidelines and work instructions
  3. Common problems in existing documents and their causes
  4. Understanding users and how they use documents
  5. Coffee break
  6. Understanding users and how they use documents (continued)
  7. Document hierarchy and cross-referencing
  8. Legal and regulatory considerations in overview
  9. Exercise: critiquing a sample policy and procedure

Day 2

Planning and Gathering Content

  1. Defining scope, audience and purpose for each document
  2. Interviewing subject matter experts effectively
  3. Observing processes and capturing real practice
  4. Coffee break
  5. Reconciling different views and conflicting practices
  6. Organising content into a logical outline
  7. Agreeing ownership and approval routes early
  8. Workshop: planning a document and interviewing an expert

Day 3

Writing Clear Policies

  1. Standard policy structure and essential sections
  2. Writing purpose, scope and policy statements clearly
  3. Using must, should and may consistently
  4. Defining roles and responsibilities precisely
  5. Coffee break
  6. Defining roles and responsibilities precisely (continued)
  7. Avoiding ambiguity, duplication and loopholes
  8. Plain language techniques for policy writing
  9. Exercise: drafting a policy from rough notes

Day 4

Writing Usable Procedures and Manuals

  1. Step-by-step procedure writing principles
  2. Writing one action per step with clear actors
  3. Using flowcharts and swimlane diagrams effectively
  4. Checklists, tables and decision aids
  5. Coffee break
  6. Designing manuals for quick reference and search
  7. Screenshots, examples and visual aids
  8. Workshop: converting a dense procedure into steps

Day 5

Templates, Review and Maintenance

  1. Designing consistent templates and style guides
  2. Peer review and usability testing of documents
  3. Approval workflows and sign-off records
  4. Coffee break
  5. Approval workflows and sign-off records (continued)
  6. Version control, change logs and archiving
  7. Publishing documents for easy access
  8. Scheduling periodic review and updates
  9. Personal action plan for document improvement

Ready to book?

Writing Policies, Procedures and Manuals

Next session: 7 - 11 December 2026, Barcelona

Course FAQs

Questions about this course

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What does Writing Policies, Procedures and Manuals (CWS-024) cover?

This course covers Communication and Writing Skills 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 21 - 25 December 2026. See the course schedules section for the available dates and delivery formats.

Who should attend this course?

Policy writers and governance officers, Quality and compliance professionals, Process owners and operations managers

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, Kuala lumpur, Madrid, Munich, Paris, Rome, Amsterdam, Cape Town, Geneva, Istanbul.

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).