Analising and Documenting Work Procedures and Policies

Analysing And Documenting Work Policies And Procedures 17 – 20 March 2013 • The Address Hotel, Dubai Marina, Dubai, UAE

5 Learning Outcomes:

Who Should Attend?

1. Identify and define the basic alignment of Policies and Procedures with the needs of the business

Business process teams, procedure analysts, technical writers, personnel officers, procurement managers, administrative managers, job analysts, business analysts and IT documentation specialists

2. Assess the current situation with respect to the usefulness and applicability of existing Policies and Procedures 3. Determine best practice for a Policies and Procedures infrastructure, formats and goals 4. Define the requirements for a Policies and Procedures system along with the need for innovative ways of looking at them 5. Analyse and assess the impact of changes in Policies and Procedures on the organisation

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Analysing And Documenting Work Policies And Procedures 17 – 20 March 2013 • The Address Hotel, Dubai Marina, Dubai, UAE Course Meet Timings:Your Registration and coffee will be at 07:30 on Day One. The course will commence at 08:00 and conclude at Expert Course Leader 14:30 with lunch. There will be refreshment breaks at approximately 10:30 and 12:30.

Course Overview Enterprise governance of any organisation depends on establishing a well defined and clear set of Policies and Procedures (P&P). Whether starting from an existing set of Policies and Procedures or developing a completely new set, it is important to understand what makes the policies and procedures successful. Success depends on knowing what the business needs and defining a set of Policies and Procedures that meets that need.

This course brings together two key perspectives of policies and procedures. The first perspective is achieving an understanding of how to determine what is needed. The second key perspective is knowing how to convert the needs into an active and viable set of Policies and Procedures.

Key techniques used: • Policies and Procedures assessments • Aligning P&P with the needs • Measuring performance of P&P • Identifying best practice • Identifying the relationship of policies, procedures and processes Effective and efficient execution of processes in the organisation depends on the proper application of the Policies and Procedures. This makes communication of P&P and compliance with procedures today an important consideration.

Day One: Developing The P&P Capability Organisation Vision And Alignment Of P&P • Course organisation and structure • The motive for P&P • Defining the P&P capability • The ‘ideal’ of Policies and Procedures • The emerging workflow emphasis and P&P • Automation and P&P

Aligning P&P With The Business • Understanding organisation vision and strategy • Defining the P&P need in context with the strategic plan • Identifying core processes • Aligning policies with rules • Aligning procedures with processes

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Exercise – Defining the scope of P&P Understanding Your Current P&P Situation • The P&P assessment - The P&P life cycle • An assessment template - The P&P toolkit and workbook • Auditing P&P • Evaluating the results of an audit • Preparing the report on current status • Developing the business case for change Exercise – Developing a business case for P&P change Day One Exam

Day Two: Determining P&P Capabilities P&P Infrastructure And Support • The core structure of P&P • Best practice for polices • Best practice for procedures • Linking policies and procedures • Core structures for P&P content (formats) • Setting performance goals for P&P Exercise – Selecting a format Organising For P&P Development • Types of procedures - Administrative, Operational, Systems, Audit, Technical and Engineering • Training and competency • The P&P team • Handling revisions • Communicating P&P • Determining proficiency in use Exercise – Identifying performance requirements

Exercise – Determining direction of P&P

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• Governance and policies – The rules • Governance and procedures – The process

Determining P&P Content • Sources of content • Organising P&P content • Selecting topics for easy reference • Domain experts and work instructions • Testing requirements Demonstration – Using a document management system for P&P Day Two Exam

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Day Three: Preparing And Writing Policies The Policy Structure • Corporate policy • Polices for functional organisations • Operating policies • Identifying the ‘business rules’ • The policy management system

Meet Your Expert Course Director Linda A. Sagamang – Principal Linda Sagamang is a principal with Knowledge Consultants, Inc. and has over 25 years of engagements in oil & gas, legal, insurance, banking, telecommunications, and hospitality operations.

Exercise – Designing the policy

She has been an adjunct professor for over five years, and a frequent instructor on topics of

Policy Content • Governance and policies • Defining the focus of governance • The external and internal policy view • The relationship between policies and procedures • The format of a policy

business processes, computer systems, technical implementations, telecommunications and unified communication systems. As previous manager of technical publications and training for a large oil and gas company for over ten years, she developed the initial policies and procedures and oversaw the

Exercise – Writing a policy

migration from paper-based operations standards

Deploying A Policy • Defining the compliance cycle • Communicating the policy • Deploying the policy • Determining compliance • Versioning policies • Issues with policies today

to online systems. She also led the effort to create their online knowledge-base development projects.

Linda is currently developing training curriculum and mentoring instructors at a large property insurance company.

Linda has earned a Bachelors degree with high

Day Three Exam

honors in Business Administration. She has an

Day Four: Preparing And Writing Procedures The Procedures Structure • The structure of a procedure • The procedure hierarchy • Procedures and processes • Managing the documents • Defining the life cycle in your organisation • The policy management system

extensive background in training, policies and procedures, line management and business analysis including, Senior Instructional Designer as well as Project Manager/Instructor of Telecommunications and Unified Communications at a major insurance company. She was the office manager at a major legal firm, Manager of Technical Publications, at a major oil company including responsibility for Policies, Procedures, Technical Instructions, Manager of IS

Exercise – Defining the procedure Procedure Content • Procedures and operations • Defining a procedure ‘family’ • The body of the procedure • Where do the rules fit?

• References and knowledge in procedures • Approvals and reviews

Training, including developing training materials at the same oil company. Linda was the Project Manager of Knowledgebase Technologies in the oil industry, adjunct faculty member teaching IT classes at a major university, Analyst at a major bank, Technical Writer to several companies such as Pizza Hut, Marriott Hotels and ChiChi’s.

Exercise – Writing a procedure

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Deploying Procedures • Methods of deployment • Training and support • Publishing approaches • Procedure deployment and testing • Issues in deploying procedures - The emerging workflow emphasis and P&P - Automation and P&P Wrap – Final Question And Answer Session

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Day Four Exam

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Analysing And Documenting Work Policies And Procedures 17 – 20 March 2013 • The Address Hotel, Dubai Marina, Dubai, UAE FIVE WAYS TO REGISTER IIR Holdings Ltd. P.O Box 21743 Dubai, UAE

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

WEB BC5058

Course Fee Before 30 December 2012

Course Fee Before 20 January 2013

Final Fee

US$ 3,895

US$ 4,395

US$ 4,695

Analysing And Documenting Work Policies And Procedures 17 – 20 March 2013

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Course fees include documentation, luncheon and refreshments. Delegates who attend all sessions will receive a Certificate of Attendance.

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Event Venue: The Address Hotel, Dubai Marina, Dubai, UAE Tel: +971 4 436 7777 Accommodation Details We highly recommend you secure your room reservation at the earliest to avoid last minute inconvenience. You can contact the IIR Hospitality Desk for assistance on: Tel: +971 4 407 2693 Fax: +971 4 407 2517 Email: hospitality@iirme.com © Copyright I.I.R. HOLDINGS B.V.

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