Policy Checklist
4.8/5 with 90 votes
Table of Contents
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- Analysis
- Analyse what is the purpose of the Policy.
- Identify policy gaps, modifications and issues.
- Identify Policy Custodian or delegate.
- Identify those who may assist and those who are affected by the policy and any changes to it.
- Identify possible supporting procedures, policies, Codes of Conduct and Guidelines.
- Research
- Compare similar policies at other institutions or within similar contexts.
- Review any relevant literature and good practice on the policy topic.
- Analyse any relevant data.
- Consolidate information.
- Identify the policies, stakeholders, administrative and system requirements for the policy implementation.
- Identify critical stakeholders both internal and external.
- Identify the best ways to consult with Stakeholders.
- Drafting
- Draft New Policy Proposal.
- Take draft to stakeholders for feedback.
- Re-draft as necessary.
- Talk to those affected by the policy/stakeholders.
- Consult with your stakeholders and provide feedback to the stakeholders on both the outcome of the consultation and the final Policy.
- Approvals
- Submit for endorsement to committees or officers on the approval pathway.
- Re-draft and re-consult if necessary.
- Ensure that the policy also has the Policy Implementation and Communication Form.
- Submit for final approval.
- Implementaion and Maintanance
- Undertake strategies outlined in Policy Communication and Implementation Plan.
- Keep abreast of changes both internally or externally that may affect the policy.
- The Policy Custodian or delegate should maintain an Issues log for the policy.
- Undertake evaluation and reviews as programmed.
- Tips
- Use clear, simple policy language.
- Clearly state the penalty for policy violations.
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Presented by:
Jake R Brady
Stats
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140
Views: 140
Uses
9
Uses: 9
Tasks
33
Tasks: 33
Who it's for
This Policy Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Policy steps every time, regardless of who executes
- Save time - reuse a proven Policy workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Policy checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Policy Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Policy comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 90 votes