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.