Effectively Managing And Implementing Policies And Procedures

Effectively Managing And Implementing Policies And Procedures 4 – 7 November 2012 • Kempinksi Hotel, Mall of the Emirates, Dubai, UAE

Key Learning Outcomes • Define and understand the relationship between processes, procedures, policies, people and jobs • Use the life cycle concept to manage policies and procedures • Learn to identify and map business processes aligned with procedures and policies • Utilise policies as a driver of processes and procedures • Gain some P&P usage efficiency through organising, updating and deploying procedures • Explore the relationship between workflow, processes and procedures • Understand policy compliance needs

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Who Should Attend?

This cutting edge course is designed for: business process teams, procedure analysts, technical writers, personnel officers, procurement managers, administrative managers, job analysts, business analysts and IT documentation specialists.

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Effectively Managing And Implementing Policies And Procedures 4 – 7 November 2012 • Kempinksi Hotel, Mall of the Emirates, Dubai, UAE Course Timings: Registration will be at 07.30 on the first day. Course sessions start promptly at 8.00 and end at 14.30.

There will be two short refreshment breaks at appropriate times. Lunch will be served at the end of each day’s sessions.

Meet Your Expert Course Leader Rita Riordan has over 30 years of engagement as a business and technical consultant to global 100 and 500 corporations in financial services, manufacturing, transportation, professional services, telecommunications, computer software, and pharmaceutical industries.

She has been an adjunct professor for twenty years, and has published over 50 papers in professional and industry journals world-wide. She is a certified business advisor for the US Department of Commerce, guest lecturer and seminar teacher on topics of business processes and operations management, customer relations, technical implementations, business analysis, human resources development and training curriculums, business infrastructure planning, and project delivery methodologies. She was a member of the Bell Laboratories team which won the international Franz Edelmann Award for innovations in business operations analysis, awarded by the Institute for Management Sciences. Rita has earned a bachelors honors degree and three masters degrees.

Delegate comment on Rita’s previous course:

"She is excellent in training, coaching, linking the subject and also fulfilled the objective of the course."

Salwa Ibrahim Ahmed, Presidential Palace Sudan

Would you like to run this course in-house?

Course Overview From the CEO to the front line worker, everyone needs to know how to execute the key processes of the enterprise.

Workflow, process flow, policies and procedures all need some form of documentation and communication to the enterprise workforce. With all the changes in today’s business environment, keeping these updated, current, complete and relevant has become much more significant.

This course brings together several different perspectives and components of organising and managing policies, procedures and processes in the enterprise. Key questions in managing and implementing are answered such as: • What is the life cycle of policies and procedures?

• What is a methodology for developing them?

• How do you organise them?

• How do you manage them?

• How do these procedures relate to policies?

• What is the relationship of policies, procedures and processes?

Each area of the enterprise has its own way of looking at how things get done. Important processes emerge from everyday business needs and have default procedures that people are comfortable with. This makes compliance with procedures today an important consideration of any policies and procedure system. Lectures are supplemented by exercises and demonstrations of tools providing you a rich learning experience.

The course will include a few short tests to help you evaluate your understanding of the course material.

Course Outline Day One Managing P&P Today Section 1: Overview – Procedures And Processes Today • Course objectives and structure • A little history on procedure documentation • The life cycle of policies and procedures (P&P) • A policy, procedures and process concept • A simple procedure methodology Exercise – Assessing P&P posture

The in-house training division of IIR Middle East Tel: +971 4 407 2624 • Email: CTS@iirme.com www.iirme.com/cts

Section 2: How Policies Drive Procedures • The traditional role of P&P • The diminishing procedure • Understanding the P&P as content • Policies as direction for rules • The new role of business rules in procedures

T: +971 4 3352437 F: +971 4 3352438 E: register@iirme.com W: www.iirme.com/documenting

Exercise – Determining procedure requirements Section 3: The Relationship Of Processes, Procedures And Workflow • The emerging process and workflow emphasis • The process flow diagram • Workflow and process flows • Workflows and procedures • Process and workflow enablers • Defining the job, job structures and classification schemes and skills • Analysing knowledge enablers

Section 8: Aligning Policies, Procedures With Business Direction • Linking strategy and policies • Policies as linked to procedures (rules) • Procedures and processes • Inference analysis • Indicators of change impact Exercise – Assessing P&P posture

Day Two

Section 9: Aligning Procedures With Operations • Defining the procedure context • Cultural context • Gathering context material • Analysing relationships • Assessing context impact • Context analysis example

Managing P&P Needs And Performance

Demonstration – Basic context analysis

Demonstration – Developing a process flow

Section 4: The Changing World Of Procedures – New Formats And Use • Documentation formats • Traditional procedures • Transition formats • Content based approaches • The articulation of rules Exercise – Selecting a format Section 5: Determining Procedures Needs – Requirements • Types of procedures - Administrative, operational, systems, audit, technical and engineering • Identifying P&P needs • Developing the procedure for the process • Identifying candidates for change and update • Determining what goes into a procedure Exercise – Developing procedure requirements Section 6: Auditing P&P • Processes and risk • Planning the audit • Conducting the audit • Interpreting results • Reporting on results Demonstration – A simple risk assessment

Day Three Implementing P&P: Assessment Techniques Section 7: Developing Processes From Procedures • Business process analysis methodology • Process documentation techniques • Embedded processes in procedures • Policies and rule extraction • Linking the procedure with the process

Day Four Implementing the P&P System For Efficiency Section 10: Organising P&P For Efficiency • The structure of the P&P • Organisational approaches • Number and indexing schemes • Managing the documents • Defining the life cycle in your company • The policy management system Exercise – Designing the P&P structure Section 11: Policy, Governance And Management Of Procedures • Types of governance • Governance and policy • The relationship between policies and procedures • The external and internal policy view • The format of a policy • Procedure management concepts • Roles and responsibilities Demonstration – Managing P&P with a document management system Section 12: Achieving Procedure Compliance • Defining the compliance cycle • Training and support • Publishing approaches • Procedure deployment and testing • Auditing and reporting Wrap – Final question and answer session

Exercise – Reverse engineering a procedure

T: +971 4 3352437 F: +971 4 3352438 E: register@iirme.com W: www.iirme.com/documenting

Effectively Managing And Implementing Policies And Procedures 4 – 7 November 2012 • Kempinksi Hotel, Mall of the Emirates, Dubai, UAE FIVE WAYS TO REGISTER +971 4 335 2437

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DISCOUNTS AVAILABLE FOR 2 OR MORE PEOPLE CALL – +971 4 335 2483 E-MAIL – a.watts@iirme.com Event Effectively Managing And Implementing Policies And Procedures

Date

Course Fee before 19 August 2012

Course Fee before 9 September 2012

Final Fee

4 – 7 November 2012

US$ 3,895

US$ 4,395

US$ 4,695

BC4489

Course fees include documentation, luncheon and refreshments. Delegates who attend all sessions and successfully complete the course assessment will receive an IIRME Certificate of Attendance.

Would you like to run this course in-house?

Save training $$ and create learning experiences relevant to your business. To customise this course and increase value and impact, contact Leigh Kendall on +971 4 407 2624 or email the team at cts@iirme.com

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