100% Online
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1.5 hours
$99 CAD
Learning Objectives

By the end of this course, you will know how to:

Distinguish when a situation requires a policy or a procedure – and when neither are appropriate.

Explain the common components of a policy and of a procedure.

Differentiate between a board policy and management policy.

Write and communicate clear policies and procedures which encourage compliance.

About Course

Policies and procedures serve many purposes within an organization. Therefore, it’s important to understand the difference between the two and differentiate between a board policy and a management policy. It is also imperative to understand when policies and procedures are needed and how to develop and communicate clear policies and procedures. This course is designed to help you do just that.

Course Curriculum

This course provides a list of online and downloadable resources, including a course transcript.

  • Part 1: Defining Policies & Procedures

  • Part 2: When to Develop Policies & Procedures

  • Part 3: Creating Policies & Procedures

  • Part 4: Ensuring Policies & Procedures are User-Friendly and Accessible

  • Part 5: Communicating and Implementing Policies & Procedures

Individual Course Price

$99

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Course Access & Duration

This course is online and self-paced, meaning that you can take it at anytime and anywhere. It will take approximately 1.5 hours to complete it. You have 1 year (365 days) to complete the course from the date of purchase before it will automatically expire in your account.
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Course Level/Prerequisites/Final Exam

This is an introductory level course. A Certificate of Completion is issued once you pass the final exam with a mark of 70% of higher. Recommended companion courses are; Strategic Planning, and Decolonizing the Boardroom.

Certification Credits

This training may be used to meet the requirements for:

  • Certified in Volunteer Administration (CVA) credential. For more details about the CVA program and renewal requirements, visit www.CVAcert.org or email [email protected].

  • Continuing education certification may be eligible through the Professional Administrators of Volunteer Resources – Ontario (PAVRO). For more information, please email [email protected].

About Course Author

Dr. Sharilyn Hale partners with those who want to make the world better. As President of Watermark Philanthropic Counsel, she supports philanthropists, generous families, and social purpose organizations across Canada and the Caribbean, resulting in them having greater confidence and clarity. With a passion for great governance, she works with boards of charities and nonprofits, as well as private and public foundations, to help them improve their governance performance. An experienced board director herself with a leadership career spanning the social profit sector, Sharilyn is a Chartered Director (C.Dir.) and a governance advisor and trainer with BoardSource. She holds a doctorate degree in leadership where her research focused on governance and philanthropy. Committed to the leadership development of the nonprofit sector, Sharilyn serves on the Advisory Council for the Masters in Philanthropy and Nonprofit Leadership (MPNL) program at Carleton University, where she teaches the Governance & Leadership graduate course.
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