Beyond the Shelf - Ensuring Policy Understanding with Communication and Training

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Beyond the Shelf - Ensuring Policy Understanding with Communication and Training
February 11
11:00 AM
Time zone:
Webinar Filed in Policy Management

The Policy Management Illustrated Webinar Series This installment of the Policy Management Illustrated Webinar Series focuses on how to ensure those who need to understand a policy can recall what they need to know when they need to know it.

Written policies are essential — but they are only effective if individuals are aware of them and both understand and demonstrate commitment to them. Too often, policies (even well written ones) simply sit on the shelf and employees have to think to look for them.

In today’s legal climate, having an audit trail of when policies were communicated, when individuals were trained, and when individuals acknowledged their commitment and understanding is critical to both building compliance and defending the organization when faced with legal and regulatory matters that may arise despite your best efforts.

There are best practices for distributing policies and determining when and how to provide training. We often think that once a policy has been formally issued the job is done, but that is far from the truth. Properly communicating about the availability of the policy is only the start. Join us for a discussion of the challenges, best practices, and benefits of a well thought out policy communication plan.

Learning Objectives:

  • Define the key parts of a policy communication plan
  • Outline methods for tracking and delivering training and attestations
  • Identify ways to both push and pull employee access to policies and related materials


  • Michael Rasmussen, GRC Research Analyst and Pundit, GRC 20/20 and OCEG Fellow
  • Robert O’Brien, CEO, MetaCompliance
  • Carole Switzer, Co-Founder and President, OCEG

Additional Information:

Field of Study: Management Services

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

CPE Credit Notice

This is a group internet-based event for NASBA authorized continuing education credit. OCEG webinars are free for anyone to attend, but only Attendees who have an OCEG All Access Pass will receive a Certificate of Completion for the webinar indicating 1 hour of CPE credit.

OCEG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For information regarding administrative issues such as complaints or refunds, please contact OCEG at