Policy Template

Download the template below to get started. Remove sections that don't apply right now; you can always add them back. Refer to the Guide to Writing Policies, so your policy is easier for people to read.

policy-template.txt
====== Policy Title ======
 
This template is based on the [[resources:template]]. Add each detail about your policy, removing placeholders as you go.
 
  * //Policy Owner: //
  * //Policy Contact: //
  * //Date Proposed / Last Reviewed: //
  * //Date Effective: // 
 
----
 
===== Policy Statement =====
 
The policy statement is the governing principle, rationale, or intent of the action we take. It says what we do, but not how. This statement should be concise — brief enough to memorize word for word.
 
==== Reason for Policy ====
 
Justify why the policy is being issued. Reference the policies, statutes, etc. that mandate (or constrain) its application. This section may include a statement of how the policy is related to our purposes and values. 
 
===== Enforcement =====
 
  * To whom does the policy apply?
  * How does someone report suspected violations of the policy?
  * What are potential repercussions for violating the policy? Define the consequences for the various types and frequency of noncompliance that may occur. List each one on its own line.
  * What is the effective time period? Specify whether this represents an ongoing change or a short-term effect. This section may include a review frequency, to check the policy for substantive or technical updates.
 
===== Procedures =====
 
  * Procedures are the //required// action steps to implement the policy. You may want to include guidelines, but guidelines are not mandatory. Guidelines would go in the "Forms and Instructions" section or "Resources" section instead.
  * List each action step clearly and accurately. These procedures are organized as a chronological series of steps required to accomplish a task. Specific methods of participation (below) are organized as lists of tasks that must be completed by an individual or office.
 
==== Forms and Instructions ====
 
  * Links to guidelines or supporting documents needed to comply with the policy
 
===== Policy Details =====
 
==== Definitions ====
 
  ; Term
  : Explanation of the term in [[wp>Plain language]]
  : Additional meanings if the term can mean several things
  ; Term
  : Explanation of the term in [[wp>Plain language]]
  : Additional meanings if the term can mean several things
 
==== Responsibilities ====
 
//List each position or office that's directly related to the above procedures or enforcement sections. Each position or office will have its own brief list describing how they participate; see example below. Keep each line short, so the responsibilities are easy to skim and remember.//
 
=== Position/Office ===
  * What **responsibilities** are held by this position or office? List each responsibility on its own line, starting with an [[resources:action-verbs|action verb]]. There must be __at least one__ role doing the work for each task. If some parts of the work may be delegated to people at different levels, then mention likely delegates.
  * Is this position or office **accountable** for the correct, thorough application of the policy? List each element on its own line, starting with an [[resources:action-verbs|action verb]]. Then name likely roles who seek final approval from this position or office. There must be __only one__ accountable position or office specified for each task associated with this policy.
  * Is this position or office **consulted** by others to achieve a task of their own? Using an [[resources:action-verbs|action verb]], list each subject matter or opinion offered by this role to help others achieve their own tasks. This is usually two-way communication.
  * Will this position or office be **informed** by others? Use an [[resources:action-verbs|action verb]] to list each task on its own line that cause this position or office to expect routine progress reports, or announcements of completion. This is usually one-way communication.
 
==== Related Information ====
 
  * [[policies:|Fraternal policies]] that expand upon, or constrain, or relate to the policy
  * Laws, policies, and regulations at the Federal, State, or Campus level that relate to the policy
  * Associated websites, and documents that provide supplemental information to the policy