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Discussing the ROI on ACUPA's Annual Conference

Posted By Monique Everroad, Clemson University, Tuesday, September 16, 2025
Updated: Tuesday, September 16, 2025

An in-depth interview with the maestro behind the 2026 Annual Conference, Kelly Cross

ACUPA recently opened its Call for Proposals for the 2026 Annual Conference in Denver, Colorado. As a member of the Event Planning Committee (EPC), I know just how much the committee pours into making sure this conference is worth every minute and dollar spent attending.

With the expansion of ACUPA's institutional memberships, our membership stretches beyond direct policy office administrators, so many of you may not have experienced the caliber of the conference we put on each year. I also know higher ed institutions are tightening their belts under financial uncertainty. So, for this month’s post, I sat down (in front a screen) for a chat with chair-elect of ACUPA’s Board of Directors and Event Planning Committee chair, Kelly Cross, to dive into what makes ACUPA's annual conference one of the best professional investments you can make in 2026.

I hope you’ll be inspired to join us in Denver, April 20-22, and consider submitting a conference session proposal. The deadline to submit a proposal is October 16, 2025.

Editorial Note: I am convinced that this interview should have been podcast. I regret that you can’t see our facial expressions and gestures, or hear our asides. Editorial liberties were taken to ensure this post captured the essence of our conversation and came out (somewhat) shorter than a federal regulation.


The Interview

MONIQUE: What makes this year’s conference unique compared to previous years?

KELLY: We've seen a few different things over the last few years.

One, we've seen increased attendance, which we love. I hope it's a reflection of how important policy administrators are on their respective college campuses. I also suspect it might be a reflection of how much we need each other and want to have a network of colleagues.

But we've also noticed that our sessions’ contents have become more and more advanced. Typically, they represent experiences or questions that folks might have if they're more seasoned in the field or they've already gone through some of the foundational elements of a policy program.

One thing that we [ACUPA] really want to focus on this year is pulling back in that foundational element in a pretty unique way. To that end, we're going to do our first ever solo pre-conference. The pre-conference is going to be focused on those foundational elements, and so it's going to be great for an individual who is new to higher education policy. We're going to talk about your Policy on Policies. We're going to talk about the intersections of shared governance, and all of those key things. I also think it's going to be good for people who might need a refresher. 

MONIQUE: From your perspective as a board member, and not just EPC chair, why is this conference a “must-attend” event?

KELLY: Our annual conference is a must attend event for a number of reasons, not least of which for me personally is that I find it to be very rejuvenating. I am the only, you know, enterprise-wide policy administrator at my institution. That may be true for many of our members. To be able to have our own conference is great, but it's also kind of like an intensive, right? There are sessions, but you're all in this kind of cohort experience together while we're going through it. We're all attending the same sessions together and we can network in a way that is super beneficial and I think rejuvenating and energizing for the field. 

And so I think--there's probably a better way to say this--the bang for the buck, or the return on the investment, is excellent. I can get so much information in one place at one time and feel great about it and want to stay employed in my field work. It's really a one stop shop for me, and honestly, it's so valuable to me that even if I wasn't EPC chair and I think even if I wasn't a member of the board, if for some reason I didn't have funding, I would still personally pay to come to this conference because I need to go for myself. 

MONIQUE: I've said the same thing.

KELLY: I think it's worthwhile from a budget standpoint, but I think it's worthwhile from a professional development standpoint. It gets me connected in a way that it doesn't just solve these immediate questions that I have at the conference. It gets me connected to professionals that I contact throughout the year. So, it's facilitating these kind of one-off interactions that last year-round really. 

MONIQUE: And that kind of already answered my question, but what do you look forward to most about the conference?

KELLY: Oh my gosh, all of it! I look forward to so much.

I look forward to the content because I know I'm going to learn something new. I also have to say I know I'm going to see people doing really amazing things. I do have to work on being OK with what I'm doing, you know, not feeling like I'm not doing enough, you know what I mean? And I think that's the other benefit of the conference is that every policy program is in a different place and we're all doing what we can and it's all, it's all good.

I look forward to that. But it's the network for me that I love so much. I have members of a ACUPA pinned in my Teams chat because I talk to y'all so much throughout the year and its one-off conversations about policies or procedure or process or how people are handling X, Y and Z. I also love the post-conference vacations that some of us take together.

MONIQUE: Yeah {sighs and looks off into the distance longingly}

KELLY: Yeah. Yeah. You know!

MONIQUE: So, I know we talked a little bit about why you and I, who are in this field, want to go to the conference.

But what would you say to those folks who are part of institutional memberships who maybe don't have the word “policy” in their title? Why should they attend this conference?

 KELLY: So as a policy administrator, I work with a lot of people who are responsible for policy who do not have “policy” in their title, and it's because they're the content subject matter expert, the SME.

I think once you get to a certain level of an organization, the likelihood that you are responsible for a policy, and in most cases many policies, is very high. So, we have our financial compliance officer who is one of our [ACUPA] institutional members at Georgia Tech. She's responsible for like eight policies and “policy” is not in her title anywhere. I think the benefit of attending this conference for her or for an HR project manager that oversees policies for human resources is that they're getting to connect with other people who are in similar roles.

You get insight into some of the behind the scenes work that goes on so that you can more efficiently and more effectively navigate your own processes when you return to your primary campus. Also, you are hearing about how other schools manage the work and you might be able to advocate for a change in process or procedure at your own institution. Even though you may not be directly responsible for the enterprise-wide policy process, policy owners can request and advocate for quite a lot, because most policy administrators, we want it to be a good experience. So, they're looking at it from a different lens than we might be, and I think it's just going to help their own personal experience just be even better.

MONIQUE: Awesome. I think that’s great. {ready to move on}

KELLY: Yeah, I'm going to add something to that one. Sorry. So, we have had some members who are, you know, we talk a lot about higher education and our higher education policy administrators or our institutional members. But we know we have members that are staff or employees at state agencies. 

MONIQUE: OK, go for it. {chuckling}

KELLY: A few years ago, we had a member from one of the Illinois state agencies who was building an entirely new office and program. And one of the things she had to do was do a lot of policies. And there is so much overlap between a higher education institution and a state agency and kind of policy, procedure, bureaucracy. She found it incredibly beneficial because she, similar to many of us, felt alone and wasn't really sure how to do things. She was able to get connected to other employees from other states who run policies for their respective unit that is not a college, and I think she still keeps in touch with them as well. So, there's a lot of benefit even if you're not in higher education. 

MONIQUE: Absolutely. I agree with you. Some of the things that we talk about are so foundational to program building in general, whether we’re talking about stakeholder development or risk assessment or some of these other topics. It’s really a “plug and play.” While we all have unique lenses on higher ed, especially coming from a public institution, we have that state entity and federal bureaucracy lens that we get to carry. Like state agencies, we very similarly understand doing a lot with a little. 

KELLY: Yes, yes, and documenting. {Laughs}

MONIQUE: Making it all work and documenting the heck out of it!

MONIQUE: In what ways does the conference strengthen ACUPA’s community and network and advance the mission? What impact is ACUPA having in our community, but also the industry? 

KELLY: I think there is a real tangible benefit that we get from being from being in the same place at the same time, where we can immediately engage in some cross-institutional dialogue around what we're learning in the moment so we can engage in the “pair and shares.” We can formulate opinions. We can make recommendations that other schools might consider that would not have popped up, in an otherwise organic way.

And it’s also not recorded. So, people are more willing to say things that they may be less inclined to put in a forum post or e-mail to someone. You kind of get the real, off-the-cuff responses from other policy administrators that might be more.

MONIQUE: Well, I think of the depth of what you can provide to somebody in these spaces, right? We understand confidentiality and sensitivity. We get what you might be inferring, but you can finally just say out loud, “this is a really tough situation I’m dealing with,” without it sounding like you're whining about your job.

KELLY: Yeah, absolutely. We can get to--and I think you hit it--we can get to that depth of knowledge and depth of sharing that is very difficult to do via a forum post or an e-mail and because we're all together. It's much more effective. You're not having to schedule 15 30-minute meetings to try to figure things out.

MONIQUE: Yeah, I just feel like sometimes like our conferences are so intense, because you're taking in so much that like, I leave and there's that high that we're all together, and then that low that I'm worthless and not doing enough {laughs}. And then there's like this middle ground that’s like, “OK, what can I do?”

KELLY: No, that's exactly it, Monique. “What can I do immediately? Because I see all of the amazing things that my colleagues are doing. How can I do a smidge of it?” But I think we're all feeling that because we all want to do good work. We're all trying to do more with less.

MONIQUE: Well, let's jump into impact of the organization. How is this conference advancing this profession? 

KELLY: One, this is really, to my knowledge, the only conference where we are focused on policy administration, right? It is not a backburner topic at a larger organization. You know, every single session is going to be applicable, and every single session is going to bring some advanced knowledge, interest, skill, right? And all of those things drive the profession forward. There are so few of us at our respective college campuses, most of us are in office of one, or half of one… unless you're Tony Graham and then you have 12 people. 

{both start laughing}

MONIQUE: You’re totally right. This is going in... “unless you’re Tony Graham” –

KELLY: --unless you're at the University of Pittsburgh, and you got a billion people working with you… I think that being together at the conference, it gives us some weight. In a way, it is advertising that the profession and field and organization exists. I think in general, getting people together as a field of study and field of work to share ideas, share knowledge, share expertise, moves, moves the functional area forward. 

We come from a lot of different places and [policy] is one of the critical elements of the seven elements of an effective compliance program, right. And this is the only conference exclusively focused on one of those seven. You know, auditors have their conference and organizations, but this this is specific to policy.  And that has far, far reaching impacts, right? If we're saying that this is a standard for the field, it has huge impacts for our larger compliance programs and how those functions work together or don't work together.

MONIQUE: We’ve talked about how the conference has really become more and more advanced. How does the conference support the policy program maturity levels of all possible attendees?

KELLY: There are some targeted aspects of it where we're going to hit people who might want either new foundational knowledge or a refresher on foundational knowledge.

There's going to be a benefit to employees who are kind of moving from their initial years in the field to more senior roles. Even if you have all the experience in the world with policy, so much our success and ability to do good work is dependent upon others in an in an institutional administration or where we are in the organization.

What if we suddenly have an executive leader who wants to change a lot of things that goes counter to your established process? Revisiting those foundational elements can be very useful. Or connecting with individuals from schools who are doing things the way they want to switch to.

Or maybe you're starting a new job and you need to reconnect to see how people are doing things. Things are never static. We think we've solved a problem and then the problem circles back around. People change and so questions that have been asked and answered years ago come back around, and I need to remember why the answer I provided years ago or the decisions we made years ago may not be relevant anymore or may not be enough. Times have changed, y'all.  Doesn't matter how much experience I have, this is my first experience--

MONIQUE: --with this rain fire?! {throwing hands up in the air}

KELLY: Bam, that's exactly it! This is my first experience being a policy administrator after 183 executive orders.

You know, I'm at a state institution, the leadership of our Regents, our legislators, those change. So even if I stayed the same, the things around me are changing and I need to be prepared to respond and do so in an informed way. Which is why I think colleagues who have that experience are incredibly valuable, like you, Katheryn Yetter, definitely.  And Tony “I have a million employees” Graham.

MONIQUE: Last thing, what is one thing you hope every attendee takes away from this conference, this year's conference? 

KELLY:  Yeah.  {sheepishly} So, I'm going to say that there are two things. I know you asked for one thing. 

MONIQUE: {rolls eyes and laughs} I hate you so much. Nothing's more Kelly than that statement. Go for it.

KELLY: So first of several things is: YOU CAN DO THIS. You can do the work. 

There are resources and people who want to help each other out and it can be very stressful trying to figure out what to do first and then what to do next. And you can figure it out and we can help you.

Which leads into the second thing that is YOU ARE NOT ALONE.

You're not alone in this field. You may be the only person on your campus with the title. You may feel alone, but you're not alone with us. We got your back and selfishly, maybe not selfishly, but--this is my personal perspective, right-- what I gained from attending this conference are the things that kept me in the field. I alluded to this before, but I was really ready to leave the field, and then I attended one of ACUPA’s in-person conferences and I really felt like I could just breathe. I could take a deep breath again and I didn’t have to figure things out by myself. I had a team of people that I could connect with, and the work felt much more achievable. 


We collect feedback via surveys at the end of each conference, but please feel free to share what you find most valuable about attending the annual conference by emailing the EPC at events@acupa.org.

Tags:  colleagues  community  Conference  Continuous Learning  Events  Interview  Monique Everroad  Policy Administration  Professional Development  ROI  value 

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From the Trenches to the Ivory Tower

Posted By Shoshana Ellis, University of North Carolina at Chapel Hill, Wednesday, February 14, 2024
Updated: Tuesday, February 13, 2024

A public defender’s path to policy in higher education

Shifting from a career as a courtroom lawyer to one in higher education policies can be a challenging yet rewarding experience. This blog post explores the differences between law and policy and how they relate to higher education. I also discuss the differences for those working in the legal and policy fields and some tips to keep in mind for those making the transition.

Defining law and policy

First, let’s define the terms law and policy. The law is a set of rules and regulations that govern society. Policy is a set of principles that guide decision-making within an organization.

Are law and policy really so different?

One of the key differences between law and policy is the level of detail. The law is very specific and prescriptive, while policy is more general and flexible. In a criminal context, think of the law as a checklist. If defendants meet all the conditions spelled out in the law, they are “guilty.” If one or more conditions are unmet, they are “not guilty.” Laws are generally reactionary: someone at some point in history did something that society deemed terrible, and society responded by creating a law to warn future individuals against doing the same terrible thing and to punish them if they commit the act. As there is a wealth of bad behavior in the world, the number of laws that attempt to control bad behavior have steadily grown in number.

In higher education, institutions often develop policies to address specific, recurring issues or challenges facing the institution or as pre-emptive answers for anticipated questions. For example, a policy might be developed to address improper relationships between employees and students or diversity and inclusion issues either in response to, or in anticipation of their existence. Policies are drafted to be forward-thinking to prevent unintended consequences and get everyone on the same page in terms of goals, limits, and expectations.

Bark versus bite and the enforceability problem

Another difference between law and policy is the level of enforcement. Laws and policies are only as effective as they are enforced, but the goals of those enforcing the laws and policies may vary.

Laws are written by elected officials, whether at the federal, state, or local level, but are enforced by government agencies that exist solely to enforce the laws. In theory, laws are meant to be applied equally to all individuals, but in practice this is not always the case. Punishments for breaking laws are meant to be punitive and discourage future violations. Changing a law in any way, even to prevent a future miscarriage of justice, requires the full legislative process, which naturally takes a substantial period of time.

This substantially long revision process, coupled with the fact that the “law of the day” must be applied to any illegal act, can create severe consequences and equity issues. Take for example a criminal charge for possession of a small amount of recreational marijuana. Washington state voters approved Initiative 502 to legalize possession of up to one ounce of recreational marijuana on November 6, 2012, but the law didn’t go into effect until December 6, 2012. People arrested for possession of recreational marijuana prior to November 6, 2012, were clearly intended to be found guilty of Washington’s existing possession laws. But what if they’d been arrested between November 6 and December 5, 2012? Unfortunately, the “law of the day” governs, and a person arrested on December 5 would be treated as guilty under the law, even though everyone knew that the following day the law would change, and that the charged behavior would no longer be illegal. Of course, not every prosecutor would choose to pursue cases of this nature, thus creating an obvious equity issue.

On the other hand, policies are enforced by the organization that created the policy. At UNC-Chapel Hill, policies are created and enforced by the university unit—whether a college, school, department, or office. UNC-Chapel Hill policies outline consequences for violations, but are generally not meant to be punitive. Instead, policy documents are meant to increase awareness, and consequences are intended to correct behavior and prevent reoccurrence. This means that policies can be more flexible and adaptable to changing circumstances, but more difficult to enforce than laws. If a policy has unintended consequences, the university unit can immediately choose whether to enforce its policy and may amend the policy document to prevent future unintended consequences. Adjustments to existing policies can generally be done quite quickly, especially when there is a collaborative feedback process in which stakeholders can raise awareness of problems and bring potential solutions to the table for a speedy resolution.

The big transition

If you are considering a career shift from law to policies in higher education, there are several things to keep in mind. Many of the skills you have acquired practicing in the legal field will still serve you well in a career in higher education policy, but there are also additional skills you will need to develop.

  1. Focus on the big picture: As a lawyer, you are used to focusing on the details of a case. While you probably have a caseload with many cases, each case operates independently from the others. However, when working on policies in higher education, it’s important to focus on the big picture. You will need to see how different policies fit together and how they impact the entire institution to prevent duplication and conflict.
  2. Take your advocacy hat off: As an attorney, you view the laws in a light most favorable to your client. You cherry-pick legal rulings to support your position and try to refute any that don’t support your position. The position you hold for one client might be contrary to a position you hold for another. Policy is different. A good policy is built from a position of neutrality where the policy means the same thing to everyone; this includes the policy creator, the institution, and the intended audience, whether employees, staff, students, or faculty. The goal is for everyone to understand and follow the policy.
  3. Develop your analytical skills: Working in policies in higher education requires a strong analytical skill set. You will need to be able to analyze data, identify trends, and make recommendations based on your findings. This requires a different set of skills than those you use as a lawyer, where every case is a fresh start. In higher education policy, you will conduct peer institution research and use this information to improve your institution’s policy documents. You will receive feedback from units about a policy document, and you will have to consider if and how to respond to that feedback based on your analysis.
  4. Be prepared to work collaboratively: Policies in higher education are often developed collaboratively, with input from various stakeholders. You will need to work effectively with faculty, staff, students, and administrators to create policies that meet the institution's needs. Without a majority, and in some cases, unanimous support for a policy, that policy may not see the light of day. Legal settings are more adversarial even when they’re meant to be collaborative, like drug treatment courts, mental health courts, or diversion programs. In those specialty courts everyone works together until they can’t, in which case disputes are resolved the old-fashioned way with a decision made by a judge.
  5. Be adaptable: Policies in higher education are constantly evolving, and you will need to be able to adapt to changing circumstances. This may require you to be flexible in your approach and willing to try new things. If a policy creates unintended consequences, policy creators and relevant stakeholders can adjust the policy. This can frequently be done quickly, especially when there’s buy-in from fellow collaborators who recognize the problems and solutions. In contrast, lawyers must follow the law, even when a law seems unjust, until the law is changed. Unfortunately, that’s not something you can readily count on.
  6. Communicate effectively: Effective communication is critical when working on policies in higher education. You will need to be able to communicate complex ideas to various stakeholders, including faculty, staff, students, and administrators. This requires strong written and verbal communication skills you have undoubtedly acquired in your legal career. However, unlike the law, where you keep your cards close to your chest, policy-making in higher education is where all the cards are on the table. You can share your concerns and be candid about potential conflicts. Being transparent is a good way to earn and maintain trust in your relationships with stakeholders across the campus.
  7. Be patient: Developing new policies in higher education can be a slow process. It may take time to get buy-in from stakeholders and to see the impact of your work. Be patient and persistent and remember that change takes time. Not all policy creation is slow, especially when there is widespread support, but many higher education policies are designed to follow the academic calendar to avoid changing things in the middle of the semester. This creates a speed bump in the process that you are unlikely to avoid. This differs from the law, where emergency hearings, temporary restraining orders, and arrest warrants can be done on any day the court is open, which is most of the time.

Shifting from a career as a lawyer to working in policies in higher education has shown me the similarities and differences between the fields. While there are differences between law and policy, like advocating for a client and the fast pace of courtroom life, both fields require critical thinking, problem solving, and effective communication. What could be more rewarding than that?

 

Tags:  communication skills  lawyer  legal  Policy Administration  Shoshana Ellis 

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Policy in the News

Posted By Sara Gigeroff, University of New Brunswick, Monday, April 10, 2023
Updated: Thursday, April 6, 2023

Articles on Topics that May Affect Your Policies

Due to the popularity of our previous Policy in the News post, the Blog Committee wanted to take this opportunity to share recent policy-related higher education articles ahead of the ACUPA Annual Conference.

Administration

Guidance for an Often Thankless Task: Revising the Faculty Handbook
By Laura L. Behling, Inside Higher Ed, April 4, 2023

AI in Academia

AI Tools Don’t Have to be the Enemy of Teaching and Learning
By Gavan P.L. Watson & Sarah Elaine Eaton, University Affairs, February 17, 2023

Canadian Universities Crafting ChatGPT Policies as French School Bans AI Program
By Aaron D’Andrea, Global News, February 1, 2023

Campus Safety

West Virginia Governor Signs Campus Carry Gun Bill
By John Raby, AP News, March 1, 2023

Equity, Diversity, Inclusion

Free Speech vs. Hate Speech
By Safia Abdulahi, Inside Higher Ed, April 4, 2023

Harvard Grad Union Members Mixed on New University-Wide Policies on Bullying and Discrimination
By Julia A. Maciejak, The Harvard Crimson, April 5, 2023

How EDI Policies are Failing International Students
By Karine Coen-Sanchez, University Affairs, January 24, 2023

The Ohio Education Bill that Stands Against Diversity Training—and China
By Alcino Donadel, University Business, March 15, 2023

Health and Wellness

New ‘Disconnecting from Work’ Policies Aren’t Enough to Tackle the Problem of Work-life Balance
By Michael Rancic, University Affairs, August 8, 2023

What Higher Ed's Paid Parental-Leave Policies Look Like
By Megan Zahneis, The Chronicle of Higher Education, March 28, 2023

Yale University’s New Mental Health Policy Raises Discussions Among BW Communities
By Madeline Dwyer, The Exponent, March 23, 2023

Information Technology

Education Espionage: FSA “Secret Shoppers” to Monitor Higher Ed for Unethical Practices
By Alcino Donadel, University Business, March 15, 2023

How IT Departments Can Shape Acceptable Use Policies in Higher Ed
By Alexandra Shimalla, EdTech: Focus on Higher Education, March 29, 2023

U.S. Department of Education Announces Updated Data Security Expectation for Postsecondary Institutions
By Sarah Pheasant, Jonathan Tarnow (Faegre Drinker Biddle & Reath LLP), J.D. Supra, March 31, 2023

Tenure and Recruitment

Florida University System Approves New Tenure Policy, Spurning Faculty Critics
By Jeremy Bauer-Wolf, Higher Ed Dive, March 30, 2023

Texas Senate’s Priority Bills on Higher Ed Would End Tenure, Diversity Policies
By Kate McGee, The Texas Tribune, March 10, 2023

Tags:  acceptable use  administration  AI  articles  Canada  ChatGPT  compliance  data security  diversity  EDI  equity  Florida  free speech  health  inclusion  IT  leave  news  parental leave  policy  policy administration  policy development  policy process  recruitment  Sara Gigeroff  tenure  Texas  wellness  West Virginia  work-life balance 

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The First Element

Posted By Michele Gross, University of Minnesota, Monday, December 12, 2022
Updated: Tuesday, December 6, 2022

Meeting at the Intersection of Policy and Compliance

If you’ve spent any amount of time with your compliance unit, you know about the seven elements of an effective compliance program. These are the foundation pieces that frame compliance at our institutions. The first element speaks directly to the establishment of policies and procedures. It’s not good enough to just have policies and procedures, however. There’s more to this element, namely, policies must be:

  • clearly written,
  • relevant and current,
  • specific to job functions within the organization,
  • reviewed on a regular basis, and
  • readily available.

This is why your role at your institution fits so well with addressing this element.

Clearly Written

This is a bit subjective since everyone has different experiences. Using the word “debit’ in an accounting policy may not resonate with individuals who don’t often use this word. The good news is that it’s also not likely that the policy would apply to them.

Here are some questions to ask yourself or group:

  • Are there words or phrases that are not allowed in your administrative policies?At the University of Minnesota, ‘shall’ was only used in our Board of Regents policies.Administrative policies used ‘must’, ‘are responsible for’, ‘are prohibited from’, etc. to make it clearer to the reader.
  • Do you require that acronyms only be used in policies once the full term has been spelled out the first time it was used? Are acronyms then used consistently throughout the policy?
  • Are there sentences that are too long?How might they be broken up into smaller chunks of information to be more easily absorbed?
  • Are there terms that are not commonly understood?
  • Are the sections of the policy in the correct order (e.g., initiation to termination)?
  • Do you use bullets to make points vs. wordy sentences, when appropriate?
  • Do you have someone with editing skills who is part of the review process?
  • Do you have institutional mechanisms to create usability tests?

The most important question, however, is this: have you asked your stakeholders? This may not be a small investment in time but if the policy is not understood, it’s hard to know if the individual will be able to comply with the requirements.

Relevant and Current

This is typically the role of the policy owner, but you as the policy administrator can send out routine reminders to review the information and let your office know if changes are needed.

  • Are policy owners encouraged/required to regularly review their content to ensure that the content is current?
  • Is the policy still needed? If so, why?This is a hard one because there is ownership, and it can be hard for the owner to ‘let go’ of a policy.
  • Does your office help watch for changes in related policies (e.g., Board of Regents or governing laws and regulations) so that the policies may be updated?
  • Do any new laws trigger the need for a new policy?

Specific to Job Functions within the Organization

Most of the work here likely resides with managers who should ensure that their staff know which policies apply to them. I use the word ‘should’ but it often doesn’t happen, especially if there are a lot of policies in your policy library. Helping the policy owners make it clear as to which audience is impacted by the policy could fit well with your role as policy administrator.

  • Does the policy scope or equivalent state the individuals/groups for whom the policy requirements apply?
  • Are there definitions in the policy that might further elaborate the roles that are impacted?
  • Do you have groupings by high-level functions (research, teaching, outreach, human resources) that might help guide employees to the right sections?

Reviewed Regularly

If a policy needs to be ‘dusted off’ before viewed, it’s likely been too long since an actual review was conducted. There are also flavors of reviews. A simple review might be one that merely confirms that the content is still current. This is the most passive of reviews and it does allow policy owners to take the easy way of just saying ‘yes’.

A more comprehensive approach to regular reviews will net you significant benefits:

  • Are there policies that can be combined because the topics are so closely related?
  • Are there policies that should be retired?
  • Would existing policies benefit from a partial or full re-write to improve readability, etc.?

Readily Available

If part of your responsibilities includes managing the website and the policy library, the onus for this part of the element is all yours. It’s a bit more complicated for you if you depend on technical resources not under your control to accomplish updates and more.

  • Is your website and content available 24/7?
  • Are downtimes announced?
  • Are stakeholders able to view policies on a version specifically for mobile devices?
  • Are you able to promote new and significantly revised policies on your home page to help stakeholders stay up with the most current of information?

Institutions care about being compliant and the important work you do is essentially to helping fulfill this element.

Tags:  compliance  Michele Gross  policy administration  policy management  writing 

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Always Getting Better

Posted By Stefan Fletcher, University of Wisconsin, Monday, March 14, 2022
Updated: Friday, March 11, 2022

A Continuous Improvement Approach to Policy Management

This post is co-authored by Stefan's colleague Erin Hastey, Project Assistant for Administrative Policies and Special Projects at the University of Wisconsin.

In an effective policy administration system, policies are regularly reviewed and revised to align with our institutions’ missions and implementation needs. That same emphasis on review and revision applies to our policy management processes. In the University of Wisconsin (UW) System, we follow these guidelines to facilitate continuous improvement.

  • Appropriate policy work channels

    Policy owners are our subject matter experts, and we leverage their expertise for maximum impact. At the UW System, we do this by having two, separate policy review committees: one for academic and student affairs policies, and another for finance and general administration policies. Each committee is empowered to develop the internal and institutional review processes best aligned with their subject matter.

  • Frequent requests for key stakeholder input

    We cast a wide net for stakeholder input—draft policies and policy revisions are sent to administrators and shared governance groups at every institution each month. Draft policies include web comment forms through which stakeholders can submit their feedback and see others’. Additionally, as part of our annual policy prioritization process, we survey institution stakeholders for their top policy priorities. Based on the survey results, we work with our policy owners to identify areas most in need of attention in the coming year. This allows policy end-users to drive policy prioritization from the start.

  • Regular “fresh eyes” on our process

Perhaps the most important part of continuous improvement for any process is regularly having it considered from different perspectives. At UW System, we do this in three ways:

  1. Attend the ACUPA conference! By sharing information about our process at conferences, we gain valuable feedback from colleagues and learn emerging best practices. The implementation of our policy equity lens was a direct result of participating in an ACUPA conference.

  2. Graduate fellow program. Through the UW System graduate fellowship program, a fellow serves as our process coordinator. Graduate fellowships last one to two years, and students come from diverse backgrounds and programs of study. This gives us a new perspective on our process at least every two years.

  3. Get “familiar eyes” on our process too. While it’s important to get new perspectives, we also benefit from the perspectives of those most familiar with our process. To this end, we survey our policy owners and end-users at least biennially to get their recommendations for improvement.

Questions to inform continuous improvement for your process:

Key stakeholders: Who are the key stakeholders in our policy management process, and how do we engage them? Do we seek their feedback on our process as well as our policies? How does our process support their (and ultimately, students’) success?

Peer benchmarking: When did we last review our peers’ policy management processes, whether through conferences, research, or direct outreach? What questions or new ideas did that prompt with respect to our process?

ACUPA: How have we taken advantage of our ACUPA member resources to improve our process? What’s one resource we could utilize in the next month?

Tags:  benchmarking  continuous improvement  Erin Hastey  improvement  input  perspectives  policy administration  policy management  policy review committees  policy work channels  prioritization  reviewed  revised  stakeholder  Stefan Fletcher  University of Wisconsin 

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What it Takes to be an Effective Policy Administrator

Posted By Jessica Teets CCEP, Purdue University, Monday, September 13, 2021
Updated: Monday, September 27, 2021

Learn All You Can so You Can Forget It

The views expressed in this post are solely those of the author and do not represent the views of ACUPA or Purdue University.

“Jack of all trades, master of none.” That saying is one I use frequently to describe my job. As a policy administrator, I need to learn all that I can about whichever policy or policies are being developed or revised at a given time. The more I know, the better support I can provide to the policy owner with regard to language, organization of information, and stakeholder input. Researching policy topics is what makes me a jack of all trades.

One of the main ways I learn more on a topic is to look at other institutions’ policies. Benchmarking allows me to identify commonalities with regard to scope, affected groups, exclusions, definitions, etc. ACUPA forums are an easy way to get a handful of policies to review. I also have the policy websites of peer institutions bookmarked, so I can search for topics.

Often, there are relevant laws or regulations that need to be considered. I have the U.S. Code, the U.S. Code of Federal Regulations, and the Indiana General Assembly websites bookmarked – talk about some dry reading! Government agency and institute websites provide a fair amount of information in the form of brochures and FAQs, which makes it much easier to get an understanding of the main points.

Once a policy is approved, I move on to the next one. It’s a cycle that has both pros and cons. I enjoy learning new things, so researching policy topics gives me an opportunity to do that. What I don’t enjoy is realizing a year later that most of the information I packed into my brain has disappeared. That is what makes me a master of none. I’m OK with that, because what never changes in this cycle is that drafting and editing policies is like putting together a puzzle. I am continuously gathering all the pieces and figuring out how to put them together so that they create a cohesive image. Maybe that makes me a master of puzzles.

Tags:  benchmarking  Jessica Teets  Policy Administration  research 

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And Now We Zoom...

Posted By Gina Kennedy, NOSM University, Tuesday, May 25, 2021

Accelerate your Membership Experience

by Gina Kennedy

This past year has proven that no matter what happens, there is always a way to get through it. Working in an academic institution, the halls are usually buzzing with chatter from students, faculty and visitors, but now, just silence for the most part. A year ago, if you had a question or wanted to share an idea, you walked down the hall, but now you Zoom. We are all learning how to do the same work differently. Of course, it can be scary – most changes are – but that does not mean it will not lead to something amazing, right? Reflecting on this year, I will try to value the human connection a little bit more.

I am grateful for my ACUPA membership connection to help during these unprecedented times. ACUPA represents more than 150 institutions in the USA and abroad, and  I miss the in-person conferences when I could connect, break bread, share a favorite story and learn something new. When we can get together again, we will…but for now we all Zoom.

As policy professionals we navigate around the emerging changes and concerns, we are always evolving and moving forward. Being a member of ACUPA gives me a forum to solicit advice and share policy issues with ‘like’ colleagues (we really are policy unicorns). In our supercharged Zoom world, it is hard not to feel distanced or that there is too much change, frustrated that we cannot conference or socialize, it gives me Zoom fatigue sometimes just thinking about it.

Socrates writes, "The secret of change is to focus all of your energy, not on fighting the old, but on building the new." These are sage words to live by, and a great way to kick-start something with new perspective and a heavy dose of positivity. So, here are four ideas on how to make the most of your ACUPA membership.

1. Member Spotlight

It’s important in a group as large and diverse as ACUPA to put yourself out there and introduce yourself.  Each month, ACUPA spotlights one individual in an effort to bring you, our unique and diverse group of members, together to network, share, and acquire knowledge. To be a spotlight participant, send us your information.

2. Be Prepared and Make Every Meeting Valuable

Many do not realize the preparation that should go into each meeting role. The better prepared you are for a position, the more you can learn, help others, contribute to the meeting, and energize the organization. Share your ideas – creative members make all the difference to strengthen the connection.

3. Turn Challenges into Opportunities

Now more than ever, the challenges of COVID and post-COVID provide policy administrators with a wealth of new tools, and I am sure some old tricks of the trade have been used to migrate through the changes needed for our organizations. Having a resource organization like ACUPA established to explore policy processes and to discuss specific policy issues is a great reason to ensure your membership is up to date, that you are participating and that you promote the organization with other policy administrators so they too can turn challenges into opportunities.

4. Be the Dose of Positivity - Engage and Inspire

Do you have a story to tell? Write a guest blog, offer to do a presentation, share with your colleagues!

 

 

 

Tags:  Collaboration  membership  policy administration 

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Organizing a Policy Catalog

Posted By Jessica Teets CCEP, Purdue University, Monday, October 26, 2020
Updated: Monday, September 27, 2021

How a Numbering Scheme Works Behind the Scenes

The views expressed in this post are solely those of the author and do not represent the views of ACUPA or Purdue University.

Does your institution number its policies? Do you sometimes wonder why? I had the opportunity early on in my policy administrator role to get rid of our policy numbers. Upon further examination, I chose not to. Here’s why.

Purdue University’s catalog contains approximately 120 policies and standards. This number may seem big or small, depending on your perspective. Either way, the number is large enough to me to warrant an effective numbering scheme.

Our policy numbers have three components: volume (Roman numeral), chapter (letter), and number. For example, our policy on policies is number V.C.1. Volume five, chapter C in that volume, and the first policy in that chapter. If you’re curious to know more, visit our policy website for a full description of the numbering scheme. I have heard the criticism that nobody should be expected to remember a policy’s number, and, indeed, I definitely do not know the numbers of individual policies. However, I do use the numbers in two very important ways.

First, I use the number in the name of the page that the policy is posted to on our website. So, the URL for our policy on policies ends with vc1. The URL becomes a static address that can be updated with new versions of the policy whenever it needs to be changed. This means that any other page or website that is linking to that policy will always have a functioning link. If the policy is withdrawn or superseded, we remove the text of the policy and put a note referring visitors to the policy archive and/or to the new policy, so the link is still useful—no 404 error codes.

The second way that I use policy numbers is tracking. On occasion, policy titles change. We add a word, take a word away, or completely rename it for one reason or another. The number of the policy does not change, so I can still find it on my master policy list in the same place, and I can note the previous title for reference. My master policy list tracks the dates of every version of a policy and whether that policy superseded or was superseded by another policy. For this purpose, it is much simpler to refer to policies by their numbers, rather than titles. The second part of policy tracking is finding prior versions of a policy in our archives. I just search by the policy number, and all the incarnations of that policy come back in the search results.

If you are on the fence about numbering your policies, I strongly encourage you to do so. It has made several aspects of my job easier over the years.

Tags:  Jessica Teets  numbering  organizational theory  Policy Administration  policy library 

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Equity Review at Georgia Gwinnett College

Posted By Teresa Raetz, Georgia Gwinnett College, Monday, June 29, 2020

Bringing the ACUPA Conference Home

 

 

At last years ACUPA conference, I attended a session called “What Have We Been Missing? Adding Equity Review to Our Policy Process,” presented by Michele Gross from the University of Minnesota. Michele presented information about UM’s “equity lens” facet of their policy review process in which policies are evaluated for unforeseen, undue burdens for groups who have experienced exclusion and/or discrimination. The presentation was informative and thought provoking. I returned to my campus motivated to implement something similar. This post describes the process of realizing this change on my campus. 

 

By way of context, I work at a college of almost 13,000 students with the only student demographic majority being women. Georgia Gwinnett College (GGC) is also relatively new, founded in 2005, and serves large populations of first-generation, immigrant, and students of color. We have approximately 600 faculty and 400 staff. Our policy process involves the following stages: 

1.      Informal review by me 

2.      Informal review (which we call coordination) by senior leadership 

3.      Final reviews by our Legal Affairs team and me 

4.      Final approval by the president’s cabinet.  

 

Despite a growing level of diversity among our faculty and administration, many faculty and administrators are from different demographic groups than our students. Our policy process is relatively streamlined, which has many advantages, but the equity review presentation I attended highlighted one of the disadvantages: A potentially narrow view of the impact of our policies, made even more possible when creators and reviewers of policies aren’t members of the groups potentially impacted by the policies.  

 

Consequently, when I returned from the conference, I began plans to pilot test an equity review stage in our policy review process. After assembling a proposal describing logistics and potential benefits, I met with my supervisor and her supervisor (then, the president’s chief of staff). They were both on board quickly and the idea was presented to the president’s cabinet for their feedback. Because the cabinet is the final approver of all policies and provides oversight for the policy process itself, their support was necessary. They agreed to a pilot test of the idea, so I updated our policy review flowchart and created a memo outlining the process and the reasons behind it. After some discussion, the equity review stage was inserted early in the process, between my informal review and senior leadership coordination. I also assembled a team of campus officials with responsibilities with relevant groups who would compose our equity review team. Because our campus is relatively new and leanly staffed, we don’t have many of the cultural centers that other campuses do. Here is our current equity review team and, where not obvious, the groups for which they review: 

  • Associate Dean for Advising Programs: Students receiving mentoring for academic renewal or enhancement 
  • Executive Director for Diversity and Equity Compliance: Groups covered under federal EEO and Title IX policy 
  • Veterans Success Manager 
  • Executive Director of Financial Aid Services: Pell Grant recipients and other low income students 
  • Director of Disability Services 
  • Senior Associate Vice President, Student AffairsA wide variety of other student groups that don’t currently have dedicated staff, such as LGBTQIA+, returning students, etc. 

 

After identifying the group, I met with them to gauge their interest and invite their suggestions about maximizing the success of the groupAll agreed that equity review would provide a beneficial level of review and potentially provide them with a professional development opportunity to become more involved with policy creation and review.   

 

If you’ve managed any type of organizational change, you know how strongly institutional context and timing influence its success, and our equity review implementation was no different. In particular, a series of staffing changes created an environment conducive to success, although this could have easily had the opposite effect. In the past year, a new president and four new VPs (two in newly created divisions) have been hired and three new deans (out of seven total) have either been hired or are in the final hiring stages. This has led to a slow-down in normal policy review activity, but also created fertile ground for new ideas to take root, since the entire campus was in change mode. 

 

The equity review team has reviewed a few policies and we are still in the early stages of implementing equity review, but every sign so far has been positive. I have every reason to believe that it will become a permanent feature of our policy review process. We are currently exploring the addition of staff who work with international students and athletes to the equity review team.  

 

For anyone interested in making such a change, I highly recommend UM’s equity lens website and Michele’s presentation from the 2019 conference and the webinar she and her colleagues presented last week, both available under Resources on ACUPA’s websiteAdditionally, tying the effort to campus culture and traditions strengthens its chance of success, and most campuses have a mission or vision statement or some other foundational document that describes the institution’s commitment to diversity that can add support to the effortA variety of administrative units, such as those whose staff work with underrepresented groups, also may be engaged to build a coalition of support for anyone wanting to implement such a change on their campus. 

 

Tags:  equity review  Georgia Gwinnett College  inclusion  policy administration  University of Minnesota 

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A Sea of Change and a Pandemic

Posted By Meg Resue, Rowan College of South Jersey, Monday, June 15, 2020

How COVID-19 complicated a college merger

Institutional change is hard and a gradual process is best accomplished through a series of baby steps taken over months or years to bring it to fruition. That said, Rowan College of South Jersey (RCSJ) has undergone extreme change on a short timeline, which defies my above logic but perhaps speaks to institutional resiliency.

RCSJ was established as a new institution with the Middle States Commission on Higher Education’s (MSCHE) approval on July 1, 2019. The merger joined two community colleges from two counties into one, with the caveat MSCHE would be back in approximately six months to assess if headway was being made based on the original substantive change request information. A few of areas the MSCHE team would review when they returned to campus were policy development progress, institutional effectiveness, and strategic planning development. All of these areas fall within the President’s Office under the Institutional Policy umbrella.

The Institutional Policy Office in the interim has made progress in these three areas. Policies were systematically reviewed with stakeholder meetings held on both campuses, the practice of electronic review and tracking of revisions continued, and the policy library was maintained. Work has begun and continues on aligning the two campuses’ institutional effectiveness practices. And finally, a timeline and strategy to implement a three-year strategic plan process was developed in October 2019, the initial kick-off took place in November 2019, which started a cascade of in-person meetings over the next several months, with the final product ready to present to the RCSJ Board of Trustees pinned down to June or July 2020.

Seven months into the merger, MSCHE did return for a review site visit on March 10, 2020. While preparations for this visit were underway, the day prior to MSCHE’s arrival, the State of New Jersey’s Governor issued both a Public Health Emergency and a State of Emergency Executive Order due to the COVID-19 outbreak. This was followed by another Executive Order on March 16, suspending all face-to-face instruction effective March 18. The following week the college was closed for spring break. This break was when faculty and staff shifted a two-campus commuter college, accustomed to in-person delivery, to an entirely online delivery more than mid-way through the college’s spring semester and strategized how to effectively and immediately communicate this abrupt change to the student body. No small feat, as others I am certain can attest.

New Jersey, with its close proximation to New York City, was significantly impacted by the pandemic, exerting huge financial implications for businesses, schools, and residents. Subsequently, the governor on March 21 issued Executive Order 107 directing all New Jersey residents to stay at home until further notice. At the time of this writing, the State of New Jersey is re-opening in phases; I and my colleagues remain working from home as higher education has not been released to return to work. All summer session classes and student support services will continue to be provided online --- not ideal, but doable.

From a policy stand point, all policy work was already done electronically, so no problem there. What has been unfortunate is the abrupt move from face-to-face meetings with policy owners to a web-based format with frustratingly poor connectivity at times, particularly when our two campuses are in the midst of building rapport and a collaborative foundation. In addition, due to the pandemic, the alignment of institutional effectiveness is now on hold until we can return to campus, and the last two in-person dinner meetings to review the strategic plan’s finalized goals and objectives with the internal and external constituent groups were forced by necessity to an online format. The strategic plan final draft is complete and ready for presentation at our virtual board meeting in July.

We live in a new era of complexities that will certainly define a new normal and change our practices socially, personally, and professionally. We are in the center of a perfect storm with a trifecta of pressures converging:  the rising anxiety and stress due to escalating coronavirus deaths, massive unemployment generating financial insecurity, and the disturbing recent events calling forth understandable nation-wide civil unrest. These are difficult times and as educators we face many daunting challenges, but we are also positioned to make things better by showing understanding and respect for all.

To end on a positive note, out of darkness comes a sliver of light. Remember the strategic plan I mentioned was about to be published? This document will now have a companion piece that will be a strategic diversity, equity, and inclusion action plan and will serve as its foundation. It may even preface the overarching strategic plan with a “holding a space” notation within for a future insertion. That is what I would call “belt and suspenders”! The design has and will now become the talk of many of our future virtual meetings. And let’s not forget policy work that is tethered tightly to the strategic plan. Our important work goes on. The storm will clear.

A better way is on its way.

Stay well --- stay healthy.


Tags:  challenges  COVID-19  Meg Resue  pandemic  policy administration  strategic planning 

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