Blueprint for Progress: Policy Development for Sustainable SACCO Growth Training Course

Introduction

In an environment of constant change, a SACCO's ability to thrive depends on a robust and adaptable policy framework. This training is crafted to empower leaders with the strategic mindset and practical skills required to design, implement, and manage policies that not only ensure compliance but also actively drive sustainable growth. By viewing policy as a dynamic tool for innovation and stability, this course provides a clear blueprint for building a resilient institution capable of navigating future challenges and seizing new opportunities.

This program goes beyond the theoretical to provide an actionable guide for creating a policy ecosystem that is both effective and aligned with the SACCO's mission. Participants will learn how to draft policies that protect member assets, enhance operational efficiency, and support long-term strategic objectives. By the end of this course, leaders will be equipped to transform policy from a static document into a living instrument for fostering a secure, compliant, and prosperous cooperative.

Duration 5 days

Target Audience This course is for SACCO board members, senior managers, compliance officers, risk managers, and all staff involved in the development and implementation of organizational policies.

Objectives

  1. To understand the foundational role of policy in a cooperative's governance and risk framework.
  2. To master the policy lifecycle, from needs assessment to review and revision.
  3. To learn best practices for drafting clear, comprehensive, and legally sound policies.
  4. To ensure that all policies are aligned with the SACCO’s strategic plan and member-centric mission.
  5. To design a robust system for policy implementation, communication, and training.
  6. To conduct effective policy audits and assess the impact of existing policies.
  7. To develop policies that mitigate key financial, operational, and reputational risks.
  8. To create an ethical framework that guides all policy decisions.
  9. To manage the complexities of policy compliance and regulatory reporting.
  10. To champion a culture where policies are viewed as tools for empowerment and progress.

Course Modules

Module 1: The Strategic Value of Policy

  • The difference between policy, procedure, and process.
  • How a strong policy framework drives sustainable growth.
  • The link between policy and good corporate governance.
  • Aligning policies with the SACCO's core mission and vision.
  • The board's ultimate responsibility for policy approval and oversight.

Module 2: The Policy Lifecycle

  • Identifying the need for a new policy or revision.
  • The process of research, drafting, and stakeholder consultation.
  • Formal approval and communication of new policies.
  • Policy implementation and training for staff.
  • Regular review, revision, and archival procedures.

Module 3: Policy Drafting & Best Practices

  • Essential components of a well-structured policy document.
  • Using clear, unambiguous language to avoid misinterpretation.
  • The importance of including a policy statement, purpose, and scope.
  • Defining roles and responsibilities within the policy.
  • Developing a policy template for organizational consistency.

Module 4: Policies for Financial Integrity

  • The role of policy in managing credit and loan risks.
  • Establishing a framework for effective financial reporting.
  • Policies for asset-liability management and capital adequacy.
  • Fraud prevention policies and internal control measures.
  • Policy guidelines for member savings and withdrawals.

Module 5: Operational & HR Policies

  • The importance of a comprehensive human resources policy manual.
  • Policies for employee conduct, performance management, and disciplinary action.
  • Operational policies for daily business activities.
  • IT and data security policies to protect member information.
  • Remote work and business continuity policies for modern operations.

Module 6: Risk Management through Policy

  • Developing a risk management policy framework.
  • Policies for compliance with anti-money laundering regulations.
  • Strategies for managing operational and reputational risks.
  • Creating a risk assessment and mitigation policy.
  • The board's role in overseeing the risk management policy.

Module 7: Policy Communication & Training

  • Designing a communication plan for new policies.
  • Leveraging technology to distribute and access policies.
  • The importance of mandatory policy training for all staff.
  • Measuring comprehension and compliance through quizzes and assessments.
  • Creating a feedback mechanism for policy improvements.

Module 8: Policy Audits & Compliance

  • The role of internal and external audits in policy enforcement.
  • Conducting a policy audit to identify gaps and redundancies.
  • The link between policy compliance and regulatory reporting.
  • Developing a corrective action plan for non-compliance.
  • The legal implications of non-compliance.

Module 9: Member-Centric Policy Development

  • The importance of member privacy and data protection policies.
  • Policies that ensure equitable access to services for all members.
  • Using member feedback to inform policy revisions.
  • How policies can enhance member trust and loyalty.
  • The role of member education in policy understanding.

Module 10: Capstone Project: A Policy Review Simulation

  • Participants will work in teams to review and critique a sample SACCO policy manual.
  • They will identify outdated policies and propose revisions.
  • Teams will draft a new policy for a given scenario (e.g., cybersecurity, remote work).
  • The module culminates in a presentation of their findings and new policy proposal.
  • This project provides a hands-on opportunity to apply the entire policy lifecycle.

CERTIFICATION

  • Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

  • Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

  • Airport Pick Up is provided by the institute. Accommodation is arranged upon request

TERMS OF PAYMENT

Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com

For More Details call: +254-114-087-180

 

 

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