In this page
Why attend this course?
Who should attend?
Comments from delegates
What will I learn?
Topics covered
Delivery format
Our expertise
Pricing and how to book
Contact us
Learn best practices for writing policies and procedures
Cherryleaf’s instructor‑led policies and procedures training course teaches you how to write clear and effective policies and procedures, in a straightforward and efficient way.
These documents are important, because:
- The content you create can affect whether staff in your organisation make mistakes or work efficiently.
- They could expose your business to the risk of fines or litigation.
This training course gives you the skills you need.
Why attend this course?
Attending Cherryleaf’s Policies and Procedures writing training course can be beneficial for several reasons:
- Learn best practices
- Discover how to write clear, concise, and effective policies and procedure
- You’ll learn best practices that have been developed through years of experience and research.
- Improve compliance with clear and concise writing
- Policies and procedures that are easy to understand reduce the risk of errors and misunderstandings
- Enhance productivity by streamlining processes
- Well-written policies and procedures can help streamline processes and enhance productivity.
- Boost organisational credibility
- Clear and concise policies and procedures demonstrate that your organisation takes compliance seriously and is committed to quality.
- Get feedback on your writing
- During the training course, you will have the opportunity to receive feedback on your writing from experienced professionals.
- This can help you identify areas for improvement and refine your skills.
Who should attend
This course is for anyone involved in writing or editing policies and procedures, and who is:
- Having to deal with policies and procedures that overlap, repeat or contradict each other
- Dissatisfied with the performance of their policies and procedures
- Having trouble getting colleagues to understand the differences between policies, processes and procedures
- Having trouble convincing others of the value of policies and procedures
- Wanting to write clearer policies and procedures
Past delegates include staff from:
- Avon Fire and Rescue Service
- BankWest SD
- Barrett Developments plc
- Border to Coast Pensions Partnership
- Calderdale College
- Equiniti
- Federation of Small Businesses
- Good Energy
- HSBC
- KAL Software
- Idemia
- Livestock Information Service
- MSI
- Nottingham Community Housing Association
- Rainbow Hub charity
- Shropshire Fire Service
- Swindon Borough Council
- Tate Museum
- The Ace Schools Multi Academy Trust
- The Care Agency Gibraltar
- The General Optical Council
- The Nautical Institute
- The Nursing and Midwifery Council
- TTTech Auto
- University of Southampton
- VWV Solicitors
- Warwickshire Fire and Rescue Service
- West Midlands Fire Service
- Worthing Homes
Comments from delegates
Writing policies and procedures training course – Ann M.
I thoroughly enjoyed the policies and procedures course and thought the content was excellent.
Writing policies and procedures training course – Traci J.
I found the course material very relevant to the day’s training. Very pleased I took part.
Writing policies and procedures training course – Sally B.
The trainer’s flexibility and delivery were fantastic, making this a really worthwhile day.
Writing policies and procedures training course – Charley C
Delivered in such an engaging way to inspire the masses.
Writing policies and procedures training course – Karen T.
Good trainer, approachable. Good ideas to take forward.
Writing policies and procedures training course – Steve V.
It was inclusive and interactive. Ginny was well prepared about our current practice, and had tailored the session to our needs.
Writing policies and procedures training course – Lizzie H.
Definitely sending colleagues on this course!
Writing policies and procedures training course – Lynsey H.
Great course! Definitely recommend.
Writing policies and procedures training course – Alice L.
It was really informative, and Ginny is a very engaging trainer.
Writing policies and procedures training course – Victoria S.
A really engaging and informative course. I will be able to use a lot of what went through today in current internal policy development.
Writing policies and procedures training course – Rebecca Y
Thank you for a really good training course! You were obviously so knowledgeable about the subject and presented everything clearly and in a logical order. The pace was just right with breaks and partner working. Asking people to share answers and thoughts kept it interactive and us all engaged. The feedback from the rest of the team is positive and although we all have slightly different roles, we each got something out of the training.
What will I learn?
- How to write clearly, even if writing doesn’t come naturally
- Confidence in the work you produce
- A framework to ensure consistency
Topics covered
Introduction
What do we mean by policy, process, procedure, and guideline?
- What would you expect to see in each of these and what not to see.
- What are the characteristics of good policies/procedures?
Why do we need policies and procedures?
- Best Practice and Good Practice
- Benefits of policies and procedures
The characteristics of good policies and procedures
- Utility and usability
- How much detail?
- Audience analysis
The Information Design stage
- Outlining and planning the document.
- How to meet the needs of more than one audience (such as staff and auditors)
- How to structure and organise the content to assist users in finding what they are looking for
Topic-based writing
What content should you write?
Writing the topics
- Using clear English
How to write and present different types of information
- The importance of steps in a procedure
Organising the content in a page
- Page layout and how this can help users find what they are looking for.
Software tools
- What are the best ways to publish your content?
Reviewing your work
- Steps involved in reviewing a document.
The writing process
Measuring if it works
Prerequisites - None
Writing financial policy and procedure documents course
We offer a private course version that focuses on writing financial policy and procedures documentation.
For example:
- Cash management
- Hedging
- Bank account control
- Payroll procedures
- Accounts payable – supplier invoice payments
- Accounts payable – setup of new suppliers
- Balance sheet substantiation and reconciliation
- VAT returns
- Preparation and review of monthly management accounts
- Preparation of statutory accounts
- Claiming expenses
- Capitalisation policy
It is for people who are:
- Having to deal with policies and procedures that overlap, repeat or contradict each other
- Dissatisfied with the performance of their policies and procedures
- Having trouble getting colleagues to understand the differences between policies, processes and procedures
- Wanting to write clearer policies and procedures
Writing HR policy and procedure documents course
We offer a private course version that focuses on writing HR policy and procedures documentation. The course was originally developed for a local authority, and it is ideal for both private and public organisations.
For example:
- Diversity policies and procedures
- Anti-bribery policies and procedures
- Staff handbooks
- Payroll procedures
- Claiming travel, accommodation and other expenses
- Compassionate leave
- Maternity, paternity and adoption leave
- Confidentiality
- Flexible working
- Holiday entitlement (annual leave)
- Disciplinary procedures
- Equal opportunities policies
- Health and safety
- New employees onboarding
Past clients include Islington Council and Your Home Newcastle.
Delivery format
This is an instructor‑led course delivered online.
It is delivered as two 3-hour sessions via Microsoft Teams.
Times: Normally delivered 0930-1230, on consecutive days. If most attendees are US-based, we’ll adjust the timing to accommodate your time zone.
We can also deliver this course as a virtual classroom course for teams within organisations using other platforms.
Our expertise
Cherryleaf has many years experience in writing and editing policies and procedures documents for clients such as Affidea, Almabani, Clearscore, NHS, Samaritans, and a number of rapidly growing software companies. We also have many years experience of teaching writing skills to technical writers and other staff within organisations.
Pricing and Dates
Public course
We’re now taking booking for our next course.
Format: Two 3-hour sessions via Microsoft Teams
Schedule
Session 1: Tuesday 24th March 2026 09:30-12:30 GMT
Session 2: Wednesday 25th March 2026 09:30-12:30 GMT
Pricing and how to book
Public course: £375 ex VAT per attendee.
Payment is via Stripe. Payment is required in advance.
VAT applies to:
- UK-based delegates and companies
- EU companies without VAT registration
Pay £474 (including VAT) by credit card (Stripe):
VAT does not apply to:
- VAT-registered EU companies
- Delegates and companies outside the UK and EU
Pay £395 (no VAT) by credit card (Stripe):
Corporate/Enterprise pricing
Bespoke pricing is available for private sessions for up to 12 participants
- Dedicated session for your organisation only
- Customisable content to your industry/documentation needs
- Can include your company’s documentation examples
- Flexible scheduling
- Optional follow-up consultation session
Priced per team based on number of attendees.
Contact us to discuss this option.
Contact us
Ready to improve your policies and procedures writing?
Email:
info@cherryleaf.com
You also can talk to us via Microsoft Teams, Zoom, GoToMeeting, or another video conferencing platform of your choice. Email us if you’d like to arrange a date and time for a video call.