The Nuts & Bolts of Setting Up an Ombuds Office Course


About the Course

This on-demand course will introduce new ombuds to the fundamentals of setting up a successful organizational ombuds office. Participants will be provided with a cursory review of IOA’s Standards of Practice & Code of Ethics, as well as the competencies required to effectively practice as an ombuds. Other topics include appropriate procedures for establishing an ombuds office charter, developing proper intake processes, managing data, and constructing a Standard Operating Procedure Manual. In addition, participants will have the opportunity to create a marketing and outreach strategy.

This may be taken as a standalone course and serves as a complement to IOA’s Foundations Course as well. 

Note: This course is intended specifically for individuals who are responsible for establishing a new organizational ombuds program.


Registration Information

This course is hosted on IOA's Online Learning Center. You must have an IOA account in order to participate. If you do not yet have an account you can recreate one during the registration process. Once you have registered for the course, you will receive additional information to gain access to the Online Learning Center with all of the course recordings and materials. 

On-Demand Course Registration Rates

  • $300 USD for IOA members
  • $500 USD for Non-Members

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Course Participants Will...

  • Understand role expectations and required competencies 
  • Apply IOA’s ethical principles and standards throughout office development 
  • Identify intake processes
  • Establish appropriate processes for building Charters 
  • Understand data management protocol 
  • Consider logistical requirements 
  • Develop an outreach and marketing strategy 
  • Establish resources and build a personalized and comprehensive training map 


Professional Development Hours (PDH)

This course has been approved for five Professional Development Hours (PDH) towards the Candidate for CO-OP® and CO-OP® credentials. Participants must attend both parts of the course in order to obtain their certificate of participation and PDH.

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