Readiness Checklist Option 2
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.
To start planning a policy revision or creation:
| Completed | Item |
|---|---|
| I have ready Policy 4.1, Formulation and Issuance of | |
| I have reviewed other relevant policies such as University Policy 4.7, Retention of University Records | |
| I have reviewed the University Policy website guidance on Policy Development | |
| I have received approval from responsible office to develop or revise a policy | |
| I have received approval from the responsible executive to develop or revise a policy | |
| I have completed a policy planning consultation with UPO | |
| I have an attorney assigned from General Counsel | |
| I have submitted a Policy change request to UPO | |
| I have identified my key stakeholders to consult during the revision or development process | |
| I have identified any absolute deadlines to meet legal requirements or business cycles and have communicated those to UPO | |
| I have received guidance from the UPO on whether the development will be designated as new, interim, substantial, or non-substantial | |
| I have received training from the UPO on the policy development process and expectations | |
| I understand that the UPO can facilitate policy planning sessions for my team |
Instructions for preparing and presenting the Impact Statement with EPRG:
| Completed | Item |
|---|---|
| I have requested an impact statement template and presentation deck materials from UPO | |
| I have consulted my key stakeholders and internal team on the drafted impact statement | |
| The responsible executive has reviewed and approved the impact statement draft and presentation materials | |
| The director level of the responsible office will present the impact statement materials to the EPRG | |
| I have scheduled an EPRG meeting date through the UPO to present the impact statement |
Instructions to draft and present the draft policy to PAG:
| Completed | Item |
|---|---|
| I have requested the most up to date policy template and presentation deck materials from the UPO | |
| I have a policy writer available who can incorporate the 8 core policy requirements | |
| I have consulted my key stakeholders and internal team on the drafted policy | |
| I have consulted with the UPO on policy draft feedback | |
| My responsible executive has reviewed and approved the PAG policy draft and presentation materials | |
| The director level of the responsible office will present the draft policy to the PAG | |
| I have the scheduled a PAG meeting date through the UPO to present the draft policy |
Instructions to review your final draft policy for EPRG:
| Completed | Item |
|---|---|
| I have refined the draft policy based on stakeholder, PAG, and UPO feedback | |
| I have consulted with the UPO on any open questions related to the policy | |
| My responsible executive has reviewed and approved the EPRG policy draft and presentation materials | |
| The director level of the responsible office will present the final policy draft to the EPRG | |
| I have scheduled an EPRG meeting date through the UPO to present the final policy draft |
Instructions for publishing the policy:
| Completed | Item |
|---|---|
| I have refined the draft policy based on EPRG feedback | |
| I have submitted the final policy to the UPO for final editing | |
| I have a website identified to host unit-owned programs, procedures, and other information to support the policy | |
| I have developed a Communication and training plan and coordinated any announcements or CULearn trainings accordingly | |
| I have scheduled a specific launch date and timing through the UPO |