Course Description: 
Learn about policy and best practices for policy development.  Use the Policy Wheel to develop, deliver and assess your policy effectiveness.  Learn the “Must Have” financial policies, clear and concise policies, policy engagement and communication, corporate policy management, and policy and change management.

Also covered: policy as a project – plan for policy development success, the three key financial policies reviewed, how to reach organizational goals through effective policy, and effective communication of financial policy to Council and the public.

Learning Outcomes:

• Learn the basic meaning of policies and how they can shape positive outcomes.
• Best practice components for policy development and how to use them to guide quality creation.
• How to use the “policy wheel” to develop, deliver and assess your policy effectiveness.
• The must have financial policies for municipalities in the order of importance.
• How to write clear and concise financial policies – less can be more is essential.
• How to Involve stakeholders in the development of policy and communicate policy in an engaging way to improve organizational “buy in”.
• Learn the 5 key steps to managing policy in an effective way.
• Strategies and tips to bring ease to the change process and to communicate policy effectively.
• How to develop a project plan to tackle policy development – who, what, how, when.
• Three key financial policies reviewed – 1) Debt Management 2) Reserves 3) Year End Surplus.
• Learn effective policy that guides and enables.
• How-to’s of engaging policy communication.

Who Should Attend?

Any municipal financial professionals and senior executives from small, medium, or large municipalities.

All municipal financial officers will benefit from having a fundamental understanding and core knowledge of all financial processes.

Currently available ON DEMAND

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