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Effective Policy Training: Creating Policy Highlights for Compliance, Summaries of Ethics

Insights from Eric Bottelier, Training Lead at NA Ethics & Business Integrity, Sanofi US, and Adam Oakley, Director at Potomac River Partners, on developing and implementing effective policy training. They discuss the importance of understanding the 'why' behind policies, identifying risk areas, and crafting policy highlights. The document also covers training approaches, communication strategies, and measuring success.

What you will learn

  • What are some effective communication and pull-through strategies for policy training?
  • What are some common challenges with traditional policies and training?
  • What are the key elements of effective policy training?
  • How can companies simplify policy information for employees?
  • How can companies identify areas of potential non-compliance?

Typology: Summaries

2021/2022

Uploaded on 09/27/2022

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TASTES GREAT,
LESS FILLING
DEVELOPING
“POLICY HIGHLIGHTS”
Eric Bottelier
Training Lead, NA Ethics & Business Integrity, Sanofi US
Adam Oakley
Director, Potomac River Partners
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Partial preview of the text

Download Effective Policy Training: Creating Policy Highlights for Compliance and more Summaries Ethics in PDF only on Docsity!

TASTES GREAT,

LESS FILLING

DEVELOPING

“POLICY HIGHLIGHTS”

Eric Bottelier Training Lead, NA Ethics & Business Integrity, Sanofi US Adam Oakley Director , Potomac River Partners

SPEAKER INRODUCTION

DISCLAIMER: The views expressed in this presentation are the personal views of the speakers and do not necessarily represent the views of Sanofi US or Potomac River Partners.

› Start with the “Why”

› Philosophy

› Identify where the risk lies

› Quantitative › Qualitative › Survey

› Training approach

› Start with the “Why” › Risk-weighted modular training › Short & engaging user experience › Tailored to your audience

APPROACH

WHY? HOW? WHAT?

THE STORY: WHY?

LAWS CODES POLICIES SOPs WORK INSTRUCTIONS

THE STORY: WHERE THE RISK LIES

› DOJ “Evaluation of Corporate Compliance Programs”

› February 2017 › Common questions used in making individual determination

› Excerpts: Training & Communications:

› Risk-Based: “Has the company provided tailored training for high-risk and control employees…?” › Form/Content/Effectiveness: “Has the training been offered in the form and language appropriate for the intended audience?” › Availability of Guidance: “What resources have been available to employees to provide guidance relating to compliance policies?”

› Excerpts: Policies & Procedures:

› Design: “What has been the company’s process for designing and implementing new policies and procedures?” › Accessibility: “How has the company communicated the policies and procedures…? How has the company evaluated the usefulness of these policies and procedures?”

› Philosophy

› If behaviors don’t change, the training didn’t work › Principles vs. Policies › Understand the why behind the what

› Training approaches

› CIA training › Risk-weighted training › Commercial-based training

› Goals

› Simplify information exchange › Support a learning environment › Creates an engaging user experience

THE STORY: TRAINING APPROACH

› Challenges with traditional

policies/training

  • Excessive information
  • Difficult to access/retain
  • Multiple employees asking identical questions

› Simplify policy information

with policy highlights

MAKING POLICIES STICK

› Identify the most

important policy topics

  • Pinpoint areas of potential non-compliance

› Architect information into

relevant focus areas

  • Example: Commercial vs. Medical Interactions

› Use clear and concise

language

› Address recurring

questions through Q&A’s

DEVELOPMENT: CRAFTING POLICY HIGHLIGHTS

DEVELOPMENT: CRAFTING POLICY HIGHLIGHTS

DEVELOPMENT: CRAFTING POLICY HIGHLIGHTS

DEVELOPMENT: CRAFTING POLICY HIGHLIGHTS

LAUNCH: VIDEO

MANAGEMENT

PLANNING & PREPARATION

› Facilitate efficient

downstream updates

› Frequent communication

between departments

› Update training regularly

IMPLEMENTATION & DISTRIBUTION

› Store new documents on

Intranet / Sharebox

› Communicate changes to

appropriate employees

› Distribute via email, website,

app, or print material

› Positive feedback

from employees

› Limited redundant calls

to company hotline

› Anecdotes:

› Another division wanted to use the highlights as their policies › Support during monitoring interactions

MEASURING SUCCESS