Writing financial policies and procedures training course

Finance focused exercises

The exercises in this course are based on some of the common policies and procedures that most Finance departments need to write.

Virtual Classroom

Learn how to create clear and effective financial policies and procedures

Cherryleaf’s Writing Financial Policies and Procedures course teaches you how to write clear and effective policies and procedures for the Finance (and other) departments, in a straightforward and efficient way.

Which describes you?

three people looking at computer

Just as there are all kinds of policy and procedures, so there are different kinds of policy and procedure writers.

Each has a unique set of skills and experience, and they tend fall into common groups. These groups, or “types”, benefit from a career path and skills development that is appropriate to them.

This quiz will tell you what type of policies and procedures writer archetype you are, and suggest what to do with that information, once you have it.

Take this two minute quiz:

Who is this for?

This course is for anyone involved in writing or editing financial policies and procedures.

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
  • Accruals and prepayments
  • Depreciation
  • FX revaluation
  • Preparation and review of monthly management accounts
  • Preparation of statutory accounts
  • Claiming expenses
  • Ledger maintenance and security
  • Capitalisation policy
  • Intangibles
  • Depreciation
  • Accounts receivable
  • Budgeting
  • Procurement
  • Credit approval

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

Topics covered

Introduction

What do we mean by policy/process/procedure?

  • What are policies, processes and procedures and why do you need them?
  • Policies
  • Processes
  • Procedures
  • Common financial policies, processes and procedures

What can help us write good policies and procedures?

  • Knowing your audience
  • Writing for different audiences (internal and external)
  • Research
  • How much detail do they want/need?
  • What exactly do they need to know?

Outlining and planning the document

  • How to structure and organise the content to assist users in finding what they are looking for

When to write a policy

Review process

  • Verification
  • Validation
  • Editing
  • Proofreading
  • Approval

Writing the policies and procedures

  • Overview

Topic/Page layout

  • Topics and chunking
  • Headings and labels

Using clear English

  • What do we mean by clear English?
  • How do we write in clear English?
  • Words to avoid and their alternatives

How to structure a procedure

  • Presenting different types of information
  • Organising the content on a page/screen

Software tools

  • Using Microsoft Word
  • Alternatives

Duration and delivery format

Screenshot of class delivered over Microsoft TeamsThis course is currently offered to your staff teams as a virtual classroom course, delivered over Microsoft Teams or Zoom.

The course is split into two sessions of 3 hours each, delivered on different days.

Our expertise

Cherryleaf has experience in:

  • Writing and editing financial policies and procedures documents for clients, and
  • Teaching procedures writing skills to staff within organisations.

Price

The prices for the group courses depend on the number of delegates taking them. If you have a rough idea of numbers, then we can put together a quotation for you.

Contact us

Interested in this training course?

To help us gain an initial understanding of your situation, please answer the questions in the contact form below.

Don’t worry if you don’t know the answers to all the questions.

We will contact you to discuss your situation and requirements.

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