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Finance, Corporate Governance

The Ultimate Guide to Policies & Procedures

Course details

CPD Points

3.5

Cost

£225

Length

Half day (09:00 – 12:30)

Course Overview

This workshop aims to provide practical approaches to crafting effective Policies and Procedures (P&P’s) to support businesses to comply with regulations and achieve operational success. Using practical examples, delegates will learn about key concepts, develop writing techniques to ensure clear and concise P&P’s and explore how to create robust processes to control both the approval and ongoing review of P&P’s; ensuring these remain up to date and fit for purpose.

Course Content

  • Importance of Policies and Procedures (P&P’s) in business operations
  • Definitions, differences and when to use Policies, Procedures, Checklists, Guidance Notes
  • Practical Exercise: The importance of clear and concise P&Ps
  • Key components of P&P’s and how to make them work for your organisation
  • Writing effective and concise P&P’s
  • How to embed key controls in P&P’s
  • Practical Exercise: Writing a live P&P
  • Approval Process for New or Amended P&P’s
  • Strategies for keeping P&P’s up to date

Course Benefits

By understanding key distinctions, mastering writing techniques, and engaging in hands-on exercises, delegates will develop skills that enable them to craft concise, well-structured P&P’s that mitigate risks and support business operations.

Next Steps

If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] or call us on 01481 224570. If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course.

Course Tutor

  • Victoria Le Poidevin

    Vicky Le Poidevin FCA, Dip IoD regularly provides interactive and engaging training sessions to a wide range of financial services and commercial delegates. Vicky continually adapts her training style to suit the variety of delegates that attend her courses, and she actively enjoys running training for all levels of experience including parties at the beginning of their career, directors looking to continually enhance their skills and all parties in between looking to upskill or get ahead in their career.

    Vicky's training is under pinned by practical, real-life examples that leverage her 20 plus years' experience in the financial services sector. Vicky believes that delegates learn by doing, so she tries to include practical exercises into her courses to ensure the learning experience remains interesting, relevant, and engaging. As well as running numerous training courses, Vicky is a management consultant and has worked with numerous businesses on multiple projects, giving her a unique knowledge and experience to enrich her training. Vicky's generalist financial services experience also includes 10 plus years of auditing and accounting with a big four firm /regional firm and holding senior roles in both the Fund and Trust sector.

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.