Drafting Effective Finance Policies

A workshop for Finance professionals who write rules

Every organization needs policies and standards that govern the organization’s finances, and the financial obligations of employees. This hands-on workshop leads Finance professionals through the steps required to organize policies, directives, rules and guidance.

Scheduling this workshop

This workshop is available by arrangement for individual organizations or teams. It is tailored to your specific policy environment, priorities, and level of maturity.

Typical Session Outline

1. Topics Include

  • establishing a policy framework and policy document types
  • selecting appropriate content
  • removing overly aggressive language
  • determining standard elements
  • identifying common policy writing errors.

Participants leave this workshop knowing:

  • how to determine what belongs in a Finance policy instrument and what doesn’t
  • the best way to organize Finance policies, directives, standards, and guidelines
  • how to word Finance rules in a way that’s respectful to the people affected
  • how to approach a policy renewal exercise

2. Agenda

  • Goals of Finance policies
  • Characteristics of good Finance policy instruments

Policy frameworks

  • Foundational documents
  • Distinguishing Authorities from Guidance
  • Distinguishing policies from directives, guidelines, standards and procedures

Policy statements

  • Choosing the right content
  • Choosing the right language
  • Words and phrases to avoid

Policy components

  • Standard elements
  • Terminology and style guides
  • Cross-referencing other documents
  • Best practices

Moving forward

  • Fixing bad policy documents
  • Developing an action plan for policy refresh

3. Outcomes

  • Organizations that host this workshop can expect:

    • Increased efficiency — fewer rewrites, shorter approval cycles, and significantly less duplication and rework

    • Improved effectiveness — a more defensible policy framework, clearer governance structures, and stronger integration of rules across departments

    • Stronger organizational culture — policy language that signals trust, encourages cooperation, and reinforces stated values

    • Future-ready stability — durable, scalable policy components that evolve with the organization and remain resilient as technology and AI change

    • Enterprise-wide alignment — practical methods and tools to reduce policy silos, harmonize processes, and ensure the organization’s rules speak with a single, coherent voice

Next Steps

If you’d like to explore whether this workshop is a good fit for your organization, let me know.

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