Writing Policies & Procedures

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Designed as a (very rushed) 8-hour course, this material presents the common concerns and obstacles facing writers of effective policy/procedure manuals. The participants and I agreed that the content should have been presented over two days, not one.

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The John Scott Dailey Florida Institute of Government at the University of Central Florida

Writing Procedures, Instructions, and Manuals

Facilitated by Chris Friend

The John Scott Dailey Florida Institute of Government at the University of Central Florida

Writing Policies, Procedures, and Manuals

Introductions

Name

Department in the County

Job Title

Years of Service

Nature of Your Work/Procedure

The John Scott Dailey Florida Institute of Government at the University of Central Florida

Writing Policies, Procedures, and Manuals

Today’s Agenda

The Goals

The Wording

The Design

The Process

Part I: The Goals

Policies vs. Procedures

Need Want

Ambiguity

Part II: Wording

Simplicity

© 2008 Mort Künstler

Concision

Plain Language

Fragments

Image courtesy IHeartVector.com

Dangling Modifiers

Jargon

Active/Passive Voice

Parallelism

Packing Sentences

Turn-Offs

Part III: The Design

Design in Print

Differentiation: Serifs

AAa Bookman Old StyleTimes New Roman

Book AntiquaGaramondPalatinoGeorgiaTimes

Differentiation: Sans-Serifs

AAaA Century GothicComic Sans VerdanaHelveticaGill SansCalibriArial

Visual Clutter

Elements of the Text

© 2006 Theodore W. Gray

Presentation of Proceduresfor Proceduresfor Procedures

Short/Simple Long/Complex

Single-Column Narrative

Multicolumn Narrative

Outline

Playscript

Flowchart

Q&A

Troubleshooting

Matrix Table

List

✔ ✘

✔ ✘

✔ ✔

✔ ✔

✔ ✔

✔ ✔

✘ ✔

✘ ✔

✔ ✔

Fir

st C

ho

ice

Fal

lbac

k

Part IV: The Process

Brain Dump

Organize

Compose

Verify

Publish!

Thank you.Writing Procedures, Instructions, and Manuals

Facilitated by Chris Friend

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