Policies and procedures writing courses – beginner and advanced

How to create clear and effective policies and procedures

This course teaches your staff in how to write clear and effective policies and procedures, in a clear and simple way.

This course is currently offered as an onsite course for teams, and it can be modified so it suits your requirements. We plan to offer public classroom courses later in the year, at a training venue in central London.

Course content


  • Benefits of policies and procedures.

What do we mean by a policy, procedure and guideline?

  • What is meant by a policy, a procedure a guideline? What would you expect to see in each of these and what not to see.
  • What are the characteristics of good policies/procedures?

Researching the product and audience

  • Who is our audience? In what situation will they be reading this? What exactly do they need to know?
  • How do we meet the needs of more than one audience (such as staff and auditors)?


  • Outlining and planning the document.
  • How to structure and organise the content to assist users in finding what they are looking for.
  • Writing the table of contents.
  • Navigation flows and filtering content for multiple audiences.

Writing the topics

  • Writing a policy and a procedure.
  • Using plain English – what do we mean by this? Description and examples of plain English.

How to present different types of information

  • Page layout and how this can help users find what they are looking for.
  • The importance of steps in a procedure.

Conforming to standards

  • Writing documents that confirm to external standards (and might be audited).
  • How to write documents that meet more than one external standard.


  • Steps involved in reviewing a document.


  • Which are the best mediums for publishing procedures?

Managing and maintaining

  • Content reuse and single sourcing.
  • Governance, maintenance and ownership of procedures.

Contact us for more information

contact cherryleaf
If you'd like more information about Cherryleaf's training courses, including options for courses for groups in a single organisation, contact us using our training services contact form. If you can’t see the course you want, contact us, as we may still be able to cater for your needs.