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Administered by the Blog Committee, Policy Matters posts are written by members on a variety of topics. From think pieces to how-to's, editorials to news round-ups, there is something for every policy administrator. Interested in contributing a post? Let us know by emailing admin@acupa.org.

 

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A Policy Office and Office of General Counsel Partnership

Posted By Cara O'Sullivan, Utah Valley University, Tuesday, August 19, 2025
Updated: Monday, August 18, 2025

Forging Accessible and Legally Sound Policy Language

As a regional teaching institution with an open admissions model, Utah Valley University (UVU) is committed to making education accessible to all in its service region. To support this commitment, the UVU Policy Office strives to make university policy accessible to the university community. We are uniquely positioned to do this: our two-member team consists of two trained and experienced editors, and we are housed within the Office of General Counsel (OGC). Our senior editor, Miranda Christensen (who you may recall from an ACUPA online seminar she conducted) brings experience with Plain English from a previous position at an education company. Our attorneys, with their varied backgrounds and expertise, often participate not only in the legal review of drafts, but also as integral members of drafting committees.

Since the Policy Office became part of OGC two years ago, we have developed a partnership with OGC attorneys to craft policy language that balances legal accuracy with clarity for their intended audience. In this article, we’ll explain how the UVU Policy Office editors and OGC attorneys collaborate by sharing their editorial and legal expertise and by using MS Teams and AI tools.

The Quest for Accessible Language

Step 1

Our drafting committees are chaired by a policy steward tasked with drafting policy and leading the draft through our process. The Policy Office editor assigned to a policy provides ongoing editorial support and guides the policy steward throughout all phases. Once a drafting committee finalizes its draft, it submits it to the Policy Office for a comprehensive editorial review.

Step 2

In addition to typical editing tasks, the Policy Office editor conducts readability tests. The one we rely on the most is the Flesch-Kincaid test. These readability tests help us determine whether the draft is at a reading level that is appropriate for its intended audience. For example, for policies intended for students, we try to keep the reading level at Grade 10 to 14. For policies intended for faculty and graduate students, a higher reading level is appropriate. (We have not yet established a concrete Plain English rubric with formalized recommendations for reading levels and audiences—we hope to return later with another blog post about that.)

Step 3

If the editor determines that a lower reading level would be appropriate, they discuss this with the policy steward and the assigned attorney and begin their work. We have experimented with using AI (CoPilot or ChatGPT) as a tool to help us simplify complex passages. We may use prompts similar to this:

Simplify this paragraph into plainer English:

{Text inserted}


“Recast this text into reading level 12.”

{Text inserted}

Step 5

Once AI provides the revised paragraph, the editor reviews it to determine if it is sufficiently recast and if it fits the tone and context of the policy. Often, the editor makes further revisions. When the editor completes making the revision, they tag it with a comment. In this comment, the editor indicates they used AI to help simplify the text. They also use the comment to ask the assigned attorney to review the proposed revision. The prevailing concern for the editor is to ensure their revision didn’t lose any intended legal meaning.

Collaborating with our Attorneys

The assigned attorney conducts their legal review to ensure the policy content is legally sound and meets compliance requirements with Utah Board of Higher Education policy, state laws, and federal laws and regulations. The attorney is also tasked with ensuring the policy language itself communicates clearly any required legal meaning.

Because we use MS Teams to collaborate during the review process, the editor, the attorney, and the policy steward can chat or comment back and forth within the document. Once the attorney completes their review, the editor, attorney, and policy steward meet to review all revisions and resolve outstanding issues or questions.

This collaboration requires diplomacy and compromise. As the Policy Office editors, we do our best to advocate for clear, accessible language, while the attorneys focus on ensuring legal soundness to protect the institution and its community. There are situations where established legal language must prevail, and others where plain language is sufficient. The editors and attorneys, along with the policy stewards, can prioritize these needs through collaboration. The result of this collaboration is a policy that has benefited from those with editorial skills, subject matter expertise, and legal expertise.

One of our attorneys, Greg Jones, said this about his experience with the collaboration between editors, attorneys, and policy stewards:

“This was an ensemble project; team members respected each other’s proposed edits, even the ones that were ultimately rejected. We learned how to work with each other through the process of back-and-forth. Toward the end, a moment came when I thought everything was coming together, but I could see we had some legal problems with the draft. I saw a way to both fix those problems and significantly simplify the policy, but my solution would trample past edits of team members, and for all I knew it might break something. The team let me take a shot at it. The next day, we started our meeting, and to my surprise, they not only accepted my edits but liked them. This turned out to be a collaborative effort in which everyone enhanced the effectiveness of the others, focused on our objective, and we achieved success. In the end I did not feel like an attorney advising the drafting committee but simply felt like another member of the team.”

What our Attorneys Contribute

Policy Officer editors have discovered the following about what their attorney colleagues contribute to crafting policy language:

  • They do indeed wish to use clear, Plain English as much as possible; they are willing to work with the editors and compromise on language. The exception is where specific language has been established in case law and is imbued with specific legal meaning.
  • They are aware of the subtle legal meaning that certain words or phrases have—this is training most editors do not have. They work with us to determine whether we can use simpler phrasing if we have to use the legal term or language.
  • They have excellent editorial instincts and provide suggestions on the logical order of ideas and consistent use of terms, and which terms are appropriate.
  • They can see how language and legal meaning have a very subtle interplay and how even seemingly small revisions can have an impact on the legal meaning and standing of policy text.

Ongoing Benefits of this Collaboration

We have found it powerful and enlightening to see how beneficial this interaction between editors, attorneys, and policy owners can be. In the UVU Policy Office, we find ourselves amazed at how much we learn from our attorneys about the complex legal landscape of higher education. The Policy Office believes that this partnership results in well-crafted, effective policy.

A metaphor for how this relationship works came from a recent team event: UVU OGC held its annual goal-setting retreat at a lovely cabin in the mountains of Utah. Afterwards, we went on a hike by taking a ski lift to the top of the local ski resort. We then hiked down to a beautiful, well-known waterfall.

Although the hike was a descent, it was challenging for me. I had recently spent 6 weeks limping around with a cane due to a rogue knee. Having just started physical therapy and exercise to regain stability and function, I really wanted to go on this hike but had serious hesitations. The team encouraged me to go.

Within a few minutes of stepping off the ski lift, a teammate stayed behind with me to make sure I made the descent safely. His companionship and care motivated me to not turn back, but to keep going. The group ahead stopped often to make sure we could catch up. Team members took turns asking me how I was doing, whether I needed water or a break, and if I needed assistance crossing the stream at the base of the waterfall. Then our manager and another coworker left the group early to retrieve his SUV and drive up the mountain as far as he could to shorten the distance from the waterfall back to the resort. Three coworkers walked me to the point where our manager picked us up, while the rest of the group took the regular trail down.

Our team collaborated to make this hike enjoyable not only for me, but for all of us. Each person seemed to know instinctively what I, or any of us, needed in the moment. At one point, the team cheered on one of our teammates who has a fear of heights but took the lift up the mountain. Each teammate took turns taking care of each other. This is the core of any work we do in higher education—drawing upon the expertise of colleagues across many disciplines and collaborating to build not only solid policy, but institutions striving to fulfill their educational missions.

 

Tags:  accessibility  Cara O'Sullivan  collaboration  legal  partnership  Policy Development 

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Stop Campus Hazing Act

Posted By Monique Everroad, Clemson University, Tuesday, June 17, 2025
Updated: Friday, June 13, 2025

The group project no one asked for

It was the evening of December 23, 2024. Many policy administrators already turned on their automatic-replies and were preparing for a few days (or a couple weeks) of well-deserved vacation, away from all of those relentless emails and news alerts. It was then, when no one was looking, that H.R.5646 was signed into law. A new email from the Clery Center pinged in inboxes but there was no one there to hear it. If you were one of the lucky policy administrators, someone at your institution gave you a heads up about the bill—now, the Stop Campus Hazing Act (SCHA)--while it was making its way through congressional approvals. Perhaps your institution already assembled a team and was ready to create or revise a new hazing policy. But alas, most policy administrators returned to skeleton offices after a few days off or worse, did not return until mid-January, and waiting in our inboxes was a loud ticking clock – a new regulatory deadline that was less than six months away.

The Dreaded Group Project

Panic

My new year’s resolution had included not taking responsibility for other people’s job duties and SCHA was teeing me up for a failed resolution. Like many policy administrators, I needed to know who was leading the charge on this project.

To nod to Alison Whiting’s Policy Matters post last month, policy administrators are often pulled into drafting teams with varying degrees of direction, engagement, and success. SCHA is complex and meeting the deadline would require more cross-campus collaboration and speed than most policy projects. So, when I returned to the office after two weeks of blissful vacation, I (choosing optimism) looked for a special meeting invite, a notification from being added to a new collaboration folder, or even just an email thread (anything!)... Nothing.

Hope

Alas! I didn’t have to panic for long. The invite, folder notification, and emails started mid-January, and we were off to the races. I can look back at the past few months, now, with the deadline for SCHA just a few days away, and confidently say my new year’s resolution remains intact. From a policy administrator’s perspective, the SCHA project execution was a success at my institution, especially when it came to policy development and revision. Here’s why I think it succeeded.

Team > Group

The People

From the beginning, leadership set the tone. The project was led from the top by two executive leaders. Their commitment and engagement kept the project moving and gave it the gravity it needed to stay on track.

Leadership also ensured that all known stakeholder groups were represented on the project team. Even better, the representatives pulled in were decisionmakers and implementers. This had significant impact when it came to keeping discussions productive and outcomes actionable.

The Plan

A plan was clearly defined from before the very first meeting. Regular project all-team meetings were added to our calendars. At the first meeting, deliverables and assignments were outlined upfront, and the policy approval workflow was used to work backwards to help set deadlines. The project team divided into subcommittees with one focused solely on drafting our Hazing policy’s revision. Having these smaller groups made it easier to make swift decisions and produce materials with clear requests or challenges to discuss when the larger team reconvened. All committee materials were shared and organized in a single collaboration folder. Clear direction and required transparency allowed each team member to go “All in.” (IYKYK)

The Discussions

The entire project team worked efficiently. Within the policy subcommittee, emails received quick responses, assignments and drafts were reviewed prior to our meetings. Each of us knew our particular role in the subcommittee and we leveraged the others’ strengths and expertise to come to a consensus on language. For example, our previous definition of hazing required modifications to meet the new requirements in the SCHA definition. We realized we were drafting an endless list of examples and pinning our conduct office in a corner. What if we said “paddling” but left out “spanking” or “whipping?” Wasn’t it all physical harm? If we categorized our examples, we could make sure the definition endured the constant evolution of hazing practices we see with each new incoming class.

We adopted this approach for the rest of the policy. If we stayed broad, it allowed the student conduct and human resources offices to lean into their established procedures to handle each report on a case-by-case basis. Because these conversations and details were hashed out in smaller meetings, we confidently presented our recommendations to the larger team. With some questions, but very few requests for changes, the policy moved forward. Our small group trusted each other and the project team trusted us.

The Foundation

Any project team can fall into the trap of trying to reinvent the wheel. Sometimes it’s necessary. But with less than six months to pull together a policy, trainings, and update processes, taking advantage of what was already in place helped the project team move quickly. The other subcommittees looked at their processes and resources and saw where they could make tweaks just like the policy subcommittee did. As the group came together, we were able to lean into the expectations of the policy. We asked: Does the policy support the procedures? Does it clearly state the requirements needed to hold people accountable? Can the policy be enforced? Does it provide enough latitude for the breadth of the subject matter? As policy administrators, we ask these questions of our policy owners and writers often. It can seem second nature for us, but when asked aloud to a large project team and confirmation was received, the significance of our policy writing standards stood out.

I must also point out a couple foundational components we were able to leverage that I know some policy administrators could not.

  1. Clemson already had a Hazing policy.
  2. South Carolina law requires higher education institutions to track and report certain hazing violations.

These allowed project team members to show up prepared for the group discussions and to update their practices, expand services, build webpages, and revise a policy. And then we had our champions in leadership who set their expectations for us all and kept the momentum all the way to the end.

While I would never wish on any policy administrator another “middle-of-the-night-while- everyone’s-asleep legal requirement to comply with in six months" it was an inspiring experience to see colleagues across campus shine in their areas of expertise, collaborate quickly and effectively, and build trust as a group—ultimately becoming a team. This project gives me hope for future ones and ideas to help course correct others.

I want to give a HUGE shout out to everyone on the project team from Clemson University’s division of student affairs, office of access compliance and education, marketing and communications, office of general counsel, division of public safety, and office of university compliance and ethics! Well done, team. Go Tigers!

*Please note: at the time of the original publication of this post, Clemson's revised  Hazing policy is pending president approval and is not yet publicly available. Visit Clemson University's Policies site on June 23rd to read the final version. 

Tags:  collaboration  deadline  group project  hazing  Monique Everroad  regulation  teams 

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Too Many Cooks in the Kitchen?

Posted By Alison Whiting, Mount Royal University, Tuesday, May 20, 2025
Updated: Monday, May 19, 2025

The benefits and challenges of drafting by committee

I think it is no small secret that universities love a committee. Whether you call them committees, working groups, task forces, advisory groups, steering committees, or something else entirely, it would not surprise me to learn that your university has these in abundance. If there’s a problem, there’s probably a committee being formed to find the solution.

But I jest. Committees (advisory groups, task forces, etc.) are an integral component of collegial governance. And in many ways, there are indisputable benefits to having a cross-institutional committee weigh in on policy decisions that have broad campus impacts.

Benefits such as:

  • Breadth of expertise: Universities are awash with subject matter experts and their expertise can help ground the policy in the context of the university’s campus culture and history.
  • Cross-divisional representation: Including representation across different divisions of the university helps create well-rounded and inclusive policies and ensures relevant application in all areas.
  • Proactive stakeholder consultation: Early input from relevant stakeholders can speed up the policy approval process by identifying and addressing issues right away.
  • Improved uptake: When more people have been involved in the policy process it creates a sense of shared ownership which can lead to better buy-in and uptake during the operationalization of the policy.

However, the question at the heart of this blog post is: Is drafting by committee the most effective strategy for policy writing? And I’m not so sure that it is. While we want to ensure we are capitalizing on the wealth of expertise available on campus and gathering the relevant people in the room, we also run the risk of the proverbial “too many cooks in the kitchen.” And when we have too many cooks in the kitchen, we can end up with a policy that includes everything and the kitchen sink.

Drafting by committee can lose sight of the overall objective.

The challenge with drafting by committee is that we can quickly lose sight of the overall objective as everyone starts getting into the weeds about what the policy needs to say and how it needs to be said. People come to the table with their own personal objectives of what they believe the policy needs to cover, and if they successfully convince the rest of the committee to include each of those objectives or pieces of information, we can quickly end up with a policy draft that is unwieldy.

Drafting by committee can cause logistical challenges.

Challenges such as coordinating meetings, keeping people on task, waiting for each committee member to weigh in on decisions, coming to consensus with there are differing opinions and perspectives, time spent wordsmithing the language so that we can land on a message that's not only precisely accurate, but accurately precise while also artfully exact, with every word pulling its semantic weight. Or at least that’s what the linguists in the room tell me.

So how and when can we use committees in our policy process?

My personal preference is to capitalize on existing committees as part of an early consultation process. As we covered at the start of this blog, it is highly likely that you already have a plethora of committees at your disposal. There is likely one, if not two or three or four, committees scattered across campus that include relevant subject matter expertise and cross-institutional representation that you could utilize to help inform the policy without actually asking them to write it. Why ask people to form and join yet another committee when you can simply go to them? Instead, consider:

  • Take the existing policy (or the plan for a new policy) to the committee and ask the committee members to identify their top one to two pain points with the policy.
  • Take that information away, and use it to help inform the new draft.
  • Bring the new draft back to the committee for feedback.

The key to this process is to let the committee know they are not “the owners” of the policy, you are there seeking their feedback and expertise, but that ultimately the policy drafter is making the final decision on the scope, content and language of the policy.

This process can be repeated with however many relevant committees or groups exist on campus relative to the topic of the policy being drafted or revised. Utilizing existing committees in this way helps reap the benefits, while sidestepping the challenges.

Whether you always write policy by committee, never write policy by committee or occasionally find yourself writing policy by committee, this blog post has hopefully sparked some reflection on the value and pitfalls of drafting by committee.

Tags:  collaboration  committees  drafting policy  how-to  policy development  policy process  writing 

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Where have all the policies gone?

Posted By Gina Kennedy, NOSM University, Monday, March 13, 2023

An Untapped Potential

In the past few years, crisis, cultural shifts, and financial woes have led to a rise of complexity in maintaining our policy systems within our institutions. Meeting all the regulations can be challenging, as they are constantly changing. In addition, institutions are feeling the pressure from regulators, internal staff and faculty, and the community at large to maintain the regulations. Challenges faced yesterday are not the challenges we will face tomorrow or next year. Do you have the confidence that your policies could stand up to regulatory scrutiny? Does this mean that we need to become even more resilient and inventive – is there any untapped potential out there?

As policy leaders we have learned that we need systems and processes to get things done. But is that enough? Even the most skilled person today is challenged with the immense workload of continuous changes and updates required for policy management. Even the way we distribute, collect, account for and present changes has undergone enormous change. It is not just a check list and process – we need to manage risk, ensure data security and privacy while balancing access and inclusiveness and external influences – it all seems daunting, and to top it all off, failing to comply with the ever-evolving regulations can lead to costly fines and lawsuits.

We are looking virtually everywhere for indicators of change, racing with time to have key policies, procedures and training completed to be compliant. Today, no one is standing waiting for the next change to come down the hall, which makes it even more important that we work with synergy across the institution.

We must support and arm ourselves with the tools, processes and technology that facilitate clear communication. We need to define the review and reflection process of our policies, cultivate open discussion and dialogue all while engaging with other departments and units about the need for change, seek an understanding of the barriers for everyone and then provide the necessary follow up to make the needed changes for lasting growth and compliance.

In September, I wrote “Don’t wait for a crisis to create an efficient policy management system.” That ‘safety net’ is one great way to engage a team to ensure compliance, a tool that builds structure – whether you are a small scale operation or a larger scaled institution, a system and a plan is critical. A plan gives both leaders and others a path forward and provides the principles needed to navigate change. In December 2022, Michele Gross (University of Minnesota) wrote “The First Element: Meeting at the Intersection of Policy and Compliance” - outlining the first of seven elements of a compliance program and the importance of the system to frame our compliance at our institutions. For those who may not be aware, the seven elements of a legally effective compliance program are:

  1. Policies & Procedures
  2. Chief Compliance Officer/Compliance Committee
  3. Education & Training
  4. Reporting
  5. Monitoring & Auditing
  6. Enforcement
  7. Responding To Issues

GRC 20/20 Research, LLC wrote “A Tsunami of Change Overwhelms Compliance,” which states that some institutions have broken processes and insufficient resources to manage compliance. I know that there is not one size fits all -- there can’t be. This is why we must continue to evolve – we should rearrange our priorities when we have too much of anything as Sara Gigeroff (University of New Brunswick) wrote in her blog What’s In Your Closet? (Feb 2023). More importantly she states that communicating, setting boundaries, purging, and revaluating are all key elements in managing our policy framework…and our closets!

There's no time like the present to simplify. Legacy systems are expensive and difficult to use. Manual processing is far too time-consuming and in a hybrid environment its not effective. I say m ake retention simple for users and administrators, so they don’t have to interact with files in a separate, siloed repository or go through cumbersome, manual processes. We must invest in this process for it to be effective. Who can remember five-sheet carbon paper? Now that was cumbersome! We have evolved since carbon paper, but some institutions are still stuck in the dark ages when it comes to making a compliance program a priority.

Who is your untapped potential – identify them and get them on board. This process, more than ever, needs support and buy-in from our leadership and other stakeholders across the institution to be successful (more hands make less work). Beware of analysis paralysis – encourage administrators to work with broad strokes. Show them how proactively setting the boundaries for document lifecycle management, rules for sharing and record management classifications can make work simpler, more consistent and save money. If it was possible to make policies ‘fun’ I would say do that too!

Other areas that untap that potential are field experts like our colleagues at ACUPA . They are an excellent way to leverage all our tools – garner support and encourage others to join in the conversations and become members.

It only takes one incident, one mistake, one error to mark an institution’s reputation and erode trust. In my opinion, our untapped potential may simply be harnessing the power of workplace collaboration and an ability to accelerate the processes to protect our most valuable information.

Tags:  change  collaboration  crisis  Gina Kennedy  innovation  legislation  ompliance  policy  record keeping  records  records management 

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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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The Power of P3s

Posted By Megan Jones, Metropolitan State University of Denver, Monday, October 12, 2020

Public-Private Partnerships in Action


**The views expressed in this blog reflect my personal opinion rather than the official position of MSU Denver or ACUPA.**


Given that colleges and universities are facing daunting economic challenges, one strategy to raise funds to support educational outcomes is to seek a public-private partnership. Metropolitan State University of Denver (MSU Denver) has faced chronic underfunding from the state of Colorado legislature since its inception in 1965—in part, some argue, due to political bias against the university’s mission as a “College of Opportunity” for those Coloradans and others who might not have access to higher education. As necessity is the mother of invention, underfunding led to some creative solutions.

For example, when I managed MSU Denver’s curriculum process, I was approached by a faculty member who asked me to help her and other faculty in the engineering, aerospace science, math, and computer science fields to develop an interdisciplinary degree program in advanced manufacturing. The program would be used to attract talented students who could go on to become part of Colorado’s aerospace workforce. The program also would help attract investor dollars to build much-needed classroom and lab spaces. While the advancement team was looking for a one-time donation to fund construction of a new, state-of-the-art building, no takers stepped up. So administration got creative and proposed a lease opportunity. MSU Denver and York Space Systems became partners, and the 142,000-square-foot building opened in 2017.

York now rents the top floor of the four-floor building as an office and workspace to build satellites. Students in the advanced manufacturing, aerospace, and engineering programs gain skills working for a high-tech company without having to juggle a long commute from class. The internship and scholarship programs serve as an ongoing investment in human capital for York and provide a continual source of revenue for MSU Denver to support student learning. The reciprocal nature of the relationship brings ongoing benefits to both partners. While identifying the right fit was a challenge, the benefits far outweigh the effort.

I took a moment to enjoy the fruits of my labor when I recently got a call from my colleague in the advanced manufacturing program saying, “York wants to know—what’s our animal policy?” I was pleased to hear that, in addition to building satellites, they are integrating themselves into our community with a Bring-Your-Pets-to-Work Day.

Tags:  advanced manufacturing  aerospace  collaboration  fundraising  industry  Megan Jones  P3  public-private partnership  satellites  workforce preparation 

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Version Control, Auto Saving, and Collaborative Editing

Posted By Jennifer Gallagher, Utah Valley University, Monday, August 24, 2020
Updated: Monday, August 24, 2020

Innovations in Policy Draft Development that Saved Me Time and Tears

It was 10 p.m. on the night before the new draft of our Title IX policy was due for review by our Chief Policy Officer, the final step before it could move to President’s Council and on to Trustees for (fingers crossed) approval and adoption. It was crunch time, just a couple of weeks out from the new Title IX rule’s August 14th deadline, and I was elbows deep and hours into a heavy edit of what I was promised was the final draft from its writing committee. That’s when the emails started.

First, it was, “Just one more quick thing . . .” and “Can you change these lines, too?” then a flurry of discussions, and with it, more and more requested revisions, which I dutifully and meticulously incorporated. And then it happened. The dreaded “I made some additional changes to the draft throughout; see the attached draft.” No, no. I protested internally. That is not the Draft. I have the Draft. That is the Ghost of Drafts Past with (groan) new revisions!

If you have ever edited anything for anyone ever, you likely just visibly shuddered at the above scenario. Every editor will inevitably, at one point or—more likely—many points, experience the same sinking feeling when the sanctity of version control is casually disregarded. But with documents as important as policies (especially ones as critical and time sensitive as the one mentioned above), the balance between editorial courtesy and non-discretionary necessity becomes heavily (and rightfully) skewed toward the latter. So, what’s a policy editor to do, besides swallow her tears and play a very long, very high-stakes game of Spot the Differences? Which is, inevitably, exactly what I did for the next few hours of my evening.

The following morning, I woke from a (dismally short) sleep and decided something had to change about our editorial process. Over the past few months of remote work, our institution has embraced using Microsoft Teams to keep in touch with co-workers and collaborate on projects, but, at the time, we were still using shared Box folders to store working drafts and their numerous past versions. And while Box integrates well enough with Teams, files hosted through Box do not have the same advanced capabilities as files hosted on Microsoft’s cloud services SharePoint and OneDrive. As long as we continued to insist on keeping files scattered on Box, in emails, and on our internal drives, we truly weren’t utilizing Teams to its full potential, and we were creating a lot more unnecessary work for ourselves. Little did we realize we were needlessly complicating a system already automated and optimized through Office 365.

How it Works and How it Works for Us

Like ours, many institutions have adopted Teams for remote communication and project collaboration as we all continue to navigate the new normal of current events. But many Teams users are not aware of what happens behind the scenes of Teams. Every file (including all documents, notebooks, wikis, Planner tasks, calendar entries, and everything in between) shared or created within a Teams channel is uploaded to SharePoint (or OneDrive in the case of files shared in chats). (If you use Teams and haven’t already, I highly encourage you to take a few minutes and explore what your SharePoint site looks like. Think of it as Teams’ central repository—because it is.)

The benefits of this, besides embedded organization and easy access to needed files without leaving Teams, are the integrated collaboration and cross-app features you only get with SharePoint and OneDrive files (Microsoft hosted files play nice with Microsoft apps, go figure!). These features include automatic saving (no more losing progress), automatic version record keeping (eliminating the need for multiple version files), and, most importantly for our office, collaborative editing between multiple authors in real time (goodbye, Ghosts of Drafts Past).

By embracing and encouraging the use of Teams instead of email for sending drafts and Box for housing versions, we were able to ensure that a single working draft was always live and available for authors, editors, and reviewers. Consequently, the next round of review and revision for our Title IX policy went far more smoothly. We were able to work together, simultaneously, on a living document in real time and chat seamlessly with each other as needed, eliminating the need for tracking down relevant email chains, sending out and downloading multiple drafts, re-uploading them, and other general draft babysitting and housekeeping. The sanctity of the working draft was respected without effort. It was a game changer.

Since then, we have integrated this process into how we handle every document that comes through our office, and we continue to explore additional ways to utilize the automation, collaboration, and project management features embedded within SharePoint. It might be dramatic to say that it has revolutionized our editorial process, but it certainly has spared me a lot of extra work and frustration (not to mention, late-night tears).

For those who are interested in utilizing collaborative editing but need additional guidance, Microsoft provides tips and tutorials on their support pages, a few of which I will link below:

I hope this post finds you all well and each one of you survived Title IX season relatively unscathed. I would love to hear how your institutions handled the crunch—the challenges, the triumphs, the good, the bad, and the ugly. Let me know your experiences or if you’ve found any game changers for remote collaboration. And, as always, if you have any questions for me regarding the topics above, feel free to drop them into the comments.

Tags:  Collaboration  Jennifer Gallagher  MS Teams  policy process  Productivity 

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ACUPA Website Features

Posted By Joshua Adams, Cornell University, Tuesday, May 14, 2019

Getting the Most Out of ACUPA Forums and Blogs

To satisfy your desire for a blog post describing some of the features of our website, my next few posts will address a bit of what is offered at acupa.org.

Blogs and forums have the same purpose, to promote communication between members and share information. However, the order and structure of communication is different between the two. They also differ in how you are notified that someone has posted to a forum or blog.

Forums

Forums are threaded ongoing discussions. Any member in good standing can begin a new topic in a forum, or post a comment in any forum discussion. By default, the latest post displays at the top of the list within a forum. Replies within a forum topic are sorted chronologically, so the most recent reply always appears at the bottom. Forums allow for internal quoting and the member’s profile photo is displayed in their forum posts.

The best way to stay on top of discussions in the forums is to subscribe to those that interest you. You can subscribe to get instant updates in your email anytime a forum has a new post. Or, you can subscribe to the digest, which will email you no more than once per day when a forum has a new post. To learn how to set up your forum subscriptions, hover over the “Forums” option in the top navigation and click on “Forums: How-to” from the drop-down menu.

Blogs

Blogs are always organized so that the latest post is at the top of the page, regardless of the addition of comments. Blogs do not pull member profile pictures, but do link to the posting member’s profile. The site-wide blog, to which all members are subscribed, is called Policy Matters. You receive an email notice whenever a new blog is posted. If you would also like an email notice about any comments made on the post, follow these steps from the Policy Matters screen: 1) Click on “Manage Subscriptions,” 2) Click on the speech bubble icon so that it turns green.

Currently, only members of the Blog Committee can post to Policy Matters, but if you would like to write a blog post, the committee would be happy to publish it for you on the Policy Matters blog. If you are interested, please contact Jessica Teets at teets@purdue.edu

Tags:  blog  Collaboration  forums  How-to  website 

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Where Does Your Policy Function Belong?

Posted By Joshua Adams, Cornell University, Monday, February 4, 2019
Updated: Wednesday, February 6, 2019

Reorganization of Policy Administration at Cornell


I am continually surprised by the different organizational placement of so many of our policy offices. When the ACUPA membership was surveyed, we found that organizational placement under executive administration or compliance/risk management made up more than half of those offices responding, with another 23% reporting through general counsel and finance.  The balance of the responding offices were in HR, academic/research, or various other areas, with no single one representing more than 6% of total responders.

Where do you report in your organization, and does it matter?  Is the success of institutional policy at your organization necessarily tied to any particular organizational structure, such as the existence of a central compliance function? Could you have any influence if you believed that your policy function needed to be moved in your organization in order to be successful? To whom would you appeal, if you did want to move your office to another organizational unit? These are the questions many of us ask ourselves, and ones I have asked myself regularly for well over twenty years. 

Here at Cornell University, the policy function began in 1989, when “higher education policy” was viewed skeptically, at best, and considered Orwellian by many. We were originally part of the internal audit office.  Within a few months, however, senior administration realized that this placement created a conflict of interest: the same individuals who were responsible for the process for developing the policies couldn’t objectively audit against them. So we looked for a new home.  Thankfully, we had a willing vice president for financial affairs, who took over responsibility for institutional policy.  And there we lived—until three weeks ago.

While I’m fairly certain it was not because of my long-held opinion that the university should consider moving the policy function out of the finance area, it appears as though this is the direction the university is headed.  A new chapter has begun for me at the university and, as of now, the policy office reports to the “associate vice president for EH&S and risk management,” a big title for a growing university unit.  Formerly just “Environmental Health and Safety” (EH&S), the unit expanded some months ago to include the area of risk management and insurance and, now, university policy. Cornell does not have a centralized compliance office, and I wonder if that might be the next function to join our unit.

I’m excited about the change, and I look forward to a renewed effort on policy, from the vantage point of institutional risk.  Already, I have begun meeting with the office of risk management to chat about creating “risk registers” and learn about how cooperation between the two areas will drive policy that is stronger, leaner, and more focused.

As you are developing or strengthening your policy process, and considering where the policy function properly belongs at your institution, what factors are the most important? Are you where you should be and, if not, how do you advocate for the policy function in the best interest of your institution? Unfortunately, I don’t have the “correct answers” to these questions; however, if we continue the dialogue, we will undoubtedly gain valuable knowledge together that will help us all achieve our professional goals.

Tags:  Collaboration  Governance  Policy Administration 

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Title IX Officers are the People Who Stay Awake at Night

Posted By Meg Resue, Rowan College of South Jersey, Monday, December 3, 2018

How Centralized Policies Affect Productivity


I work at a community college that, like many of its peer institutions, is experiencing declining funding and, at the same time, escalating regulatory mandates. I recently had the opportunity to speak with our executive director of diversity and equity, Affirmative Action/Title IX officer about her challenges with regulatory requirements and how the establishment of a policy office and a centralized policy library aided her productivity.

Like many of us on campus, the executive director wears many hats, with the assistance of one shared staff member. Here at the college, she administers all programs related to diversity, equity, Affirmative Action, and Title IX, and is responsible for the review and investigation of complaints regarding discrimination, sexual harassment, dating and domestic violence, stalking, Title IX, and workplace issues. During our talk, the executive director noted that budgetary constraints and Title IX were her current challenges. Nearly half of her allotted budget, despite collaboration with other departments to share costs, goes toward campus-wide mandated training initiatives; in her opinion, considering today’s social environment, more training is needed above and beyond the required levels. In addition, a big chunk of her time is spent staying current on national news and the changing federal policy environment. Continual monitoring is necessary to remain ahead of the curve in managing risk, where missteps could be financially catastrophic to a small public institution. As an example, the executive director mentioned that what has been keeping her awake at night is a Proposed Title IX Regulation, released on November 16 for 60 days of public comment. This proposal came after the Department of Education’s decision in September 2017 to rescind prior guidance from 2011 and 2014, leaving in place the 2001 Guidance. These changes have left the college’s published policy in limbo for now, but it will require considerable revision in the not-too-distant future. It is still too early to do a deep dive into the work of revision and procedural considerations until the proposed regulation is finalized.  

Over my college’s 50-plus-year history, published policy has been a hit-or-miss affair, and what policy existed was more likely to be held in a multitude of forms scattered across departments. Since the 2013 creation of the college’s centralized policy office and policy library, the executive director claims to have experienced an increase in her office’s productivity. As she mentioned many times during our conversation, policy in her wheelhouse is always changing, which requires timely updates. She indicated that the services the policy office offers save her time by providing best-practice research, help with writing and editing during the development or revision stage, and shepherding the policy draft through review/approval processes; this allows her more time for implementing budget-friendly staff training and professional development strategies.

It was a fortunate day for the college when two staff members shuffled off to Ithaca, New York to participate in a two-day Policy Development Program hosted by Cornell University’s School of Continuing Education. Since then, the college has done a 180-degree turn, bringing its policies and procedures up to date, providing colleagues with services that increase productivity and regulatory awareness. To all my community college peers:  the Policy Development Program’s return on investment is immeasurable. As for ACUPA, its value as a resource tool to this college continues to be invaluable.

Tags:  Collaboration  Community College  Department of Education  Policy Development  Policy Training  Productivity  Title IX 

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