Follow the steps below when developing or revising a policy (download this content as a fillable Word checklist).
- Contact the policy library coordinator to initiate the process.
- Confirm the content qualifies as a policy, not procedures or guidelines.
- Use the official policy template to format the policy.
- Determine applicable higher-order policies, such as:
- Code of Federal Regulations
- Wisconsin Administrative Code
- Wisconsin Statutes
- Board of Regents
- UW System Administration
- External organizational policies
- Identify relevant stakeholders (e.g., advisory groups, committees, governing bodies).
- Gather and incorporate feedback, including from the offices of Compliance and Legal Affairs, as appropriate.
- Refer to the Policy Library Style Guide for guidance.
- Evaluate the policy for accessibility.
- Review compliance with the policy and address any gaps.
- Ensure the designated approval authority reviews and approves the policy.
- Email the final draft to the policy library coordinator.
- Communicate the new or revised policy to key stakeholders.
- Ensure the policy is not duplicated in other locations (e.g., handbooks, KnowledgeBase articles, websites). Instead, those sources should link directly to the official version in the policy library.