Crafting Policies & Procedures | CSU Pro Dev


Crafting Policies & Procedures

Course Description

In this course, participants will learn the basics for crafting policies and procedures.  We will develop a definition of policies and procedures, explore their relation to mission and objectives, complete tools to aid in planning your writing project, perform practice exercises for clear, concise and logical writing, write, and start to edit and evaluate your written document. This class is beneficial for learning to write clear instructions. The focus is on writing. Please bring a draft of your writing project to class.

Real-World Application

Writing. Students will start to write, edit and evaluate their projects.

Course Objectives

Upon successful completion of the course, participants will be able to:

  • Define policies and procedures
  • Consider policies in relation to mission and objectives
  • Complete a technical writing brief
  • Write in active voice and parallel construction
  • Edit for conciseness
  • Format for readability
  • Write clear policies and procedures
  • Start to edit and evaluate their writing project

Course Content

  1. Brief Introductions
  2. Defining Policies and Procedures
    • Definition of Policies and Procedures
    • Relation to Mission Statement and Objectives
    • Example Objectives
    • Example Policy Manual Categories
    • Policy Form Template
    • Technical Writing Brief
  3. Completing the Technical Brief
    • Overview
    • Completing the Brief
    • Project Introduction Discussion
  4. Writing Exercises
    • Active vs. passive
    • Indicative vs imperative (command) mood
    • Parallelism
    • Conciseness
    • Simplicity
    • Negative vs. positive
    • Formal vs. informal
  5. Writing and Formatting
    • White Space
    • Visuals
  6. Testing Your Documents
  7. Checklist for Procedures/Writing Time
  8. Summary of Improvements Discussion


February 20, 2018
8:30 a.m.-4:30 p.m.


CSU's Monte Ahuja College of Business, 1860 E. 18th St., Cleveland, OH 44115 (map)

CEUs: 0.7

Fee:  $350

To receive the EARLY BIRD RATE, you must register at least 6 weeks prior to the start date of the course. Corporate, CSU Student, Alumni and Organization membership discounts available!

Course Benefits

Competency-Based Professional Development: Our programs increase learner retention through application, which results in a more productive workforce.  Students demonstrate their competence by successfully completing a course assessment.

All Inclusive: Each course delivered at CSU includes materials, pre-test and post-test, coffee, snacks, lunch and convenient, on-site parking.

Educated and Experienced Instructors: Our instructors bring years of real-world, classroom and CPA, CFA, SHRM, PhD and MBA experience. Many hold leadership positions in northeast Ohio organizations and have taught at the graduate and undergraduate levels.

Cost-Effective: The course is designed to minimize travel expenses and time away from work.

Convenient: Flexible schedules are not only an attractive option, but a necessary for busy professionals.

Networking Opportunities: Learn from instructors and colleagues who have a variety of industry experiences to share.

Audit option: Students have the option to audit a course they have already attended at no charge within one academic year. Interested students must notify the ProDev office requesting to audit a course a minimum of 10 business days prior to the course start date to ensure there is enough seating. Audit students are responsible for their own parking and lunches. New materials will not be provided.

Corporate, Custom Availability: Can be custom-tailored to the needs of your organization to provide skills your workforce can apply immediately as a corporate training if requested.

Refund Policy

No refunds will be issued if notification is not received seven business days prior to the first day of class. Registrants who cancel will receive a refund, less a $50 processing fee, if we receive written notification a minimum of seven business days prior to the first day of class.