Policy Checklist
Table of Contents
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.
Download or Print this Policy Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Jake R Brady
Stats
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Views: 24
Uses
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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.