Readiness Checklist

This checklist serves as a prompt for key steps in the policy development process. Please also refer to the relevant policy development and approval process. 

• Plan for a new policy or policy revision is authorized by the responsible executive(s) and responsible office(s)
• Unit policy team is assembled to include a policy coordinator, policy presenter, and policy writer
• Key stakeholders are identified by the unit policy team
• Policy change request is submitted by the policy owner to the University Policy Office
• Absolute deadlines to meet legal requirements or business cycles are identified and communicated to the University Policy Office
• Review of University Policy 4.7, Retention of University Records, is coordinated by the policy owner to determine if the new policy or policy revisions are in alignment
• Website (or other means) is identified to host unit-owned programs, procedures, and other information to support the policy
• Communication and training plan is developed

Additional tasks where applicable:

• If exceptions to the policy are permitted, a process is in place to request an exception, to review the exception, and to decide whether to grant the exception
• If a compliance and audit framework is necessary to manage compliance with the policy, this framework is ready