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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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What’s In Your Policy Closet?

Posted By Sara Gigeroff, University of New Brunswick, Monday, February 13, 2023
Updated: Tuesday, February 14, 2023

Rearranging Priorities When You Have “Too Many Hats”

The Potential For Cluttered Closets

I often comment that policy professionals are a unique group of people.

Our coworkers don’t completely understand our passion for policy, let alone the timelines associated with the policy process. They are aware of some of our skills, but not necessarily the many hats we wear behind the scenes due to the amount of autonomy we have in our positions. Despite juggling additional tasks along with our established responsibilities, many of us would enthusiastically affirm that we chose policy as a career path due to the meaningful change we see across the academy based on the work we are involved in.

That said, our passion for creating positive change can make it difficult for us to decline opportunities to employ our niche skills when we are requested elsewhere across the institution. Before we know it, our policy closet is filled with hats of all sorts. It looks like we’ve hit a big sale, except . . . we already had a favorite hat, maybe a few lost in the back of our closet, and we didn’t get rid of any old hats to make room for the new ones. An overflowing closet can become overwhelming, but sorting through it and establishing boundaries can help us maintain that peculiar passion for all things policy while keeping our closets organized.

New Hats Can Be Fun, But A Messy Closet Is Overwhelming

The bulk of policy work is work we do independently and behind the scenes, which can result in numerous requests for our information analysis skills, our keen eye for detail, and our comprehensive planning strategies.

In my case, as an employee dedicated to a research office, it can involve assisting an agreements group, advising on community partnerships, navigating culturally appropriate methods of conducting research, sitting on ad hoc committees, and assisting with strategic plan development, all while prioritizing my everyday policy-related needs. Being involved in these additional projects is usually a nice change of pace.

Of course, the policy process can be long and lonely, so working with colleagues across campus on various initiatives and representing an office on ad-hoc committees can provide the little break we sometimes need from the frustrations of policy planning and programming. Personally, being involved with ACUPA and lending my skills elsewhere on campus re-ignite the passion I have for policy work, but possessing the niche skills of a policy specialist can lead to big or frequent donations of hats, as well as the gift of many new hats to our closets if we aren’t careful.

Communicating Your Closet Contents To Others

Years ago, when managing a non-profit program for individuals experiencing mental illness who found their diagnoses negatively impacted their work lives, I spent a lot of time training employees and those we supported to recognize their limits in the workplace, to advocate for themselves, and to respectfully set boundaries with employers. Now, having returned to work in academia where my skills can be spread thin due to requests outside of my core duties, I often remind myself of the importance of establishing boundaries at work so as to keep my policy closet tidy.

In my current position, this means having to politely decline when asked to independently draft campus-wide policies that are out of my scope, while still offering to be part of working groups and carving out time to review a draft in its entirety prior to consultation. It also involves reminding others that I work in a policy position dedicated to the research office, and therefore, my top priority in any project is to ensure researchers, graduate students, and post-doctoral fellows are considered and appropriately represented in policies external to our office.

Along with that, having regularly scheduled, honest conversations and check-ins with senior management is extremely important. Policy positions, job responsibilities, and priorities all expand and change over time, so re-evaluating responsibilities and advocating for change within our positions is necessary or our closets become overwhelming.

Purging And Re-evaluating Closet Contents Is Advantageous For Everyone

Ultimately, advocating for yourself and politely setting boundaries is advantageous not only to you, the employee, but often positively impacts the office or unit you work in because you are then better able to focus on their needs and priorities rather than getting sucked into every possible project. Having those conversations with senior management doesn’t necessarily mean you won’t be required to stretch yourself now and then to pitch in. Revealing your closet contents, reevaluating them, and rearranging them, however, can help keep you passionate about the work you do, while providing more balance in your work life, and oftentimes, your home life, which is something most of us need more than we are willing to admit.

What’s In Your Policy Closet?

What does your policy closet look like? Is it small and stuffed to the brim? Do you have a well-organized walk-in closet? How many hats do you have? Do you have a favorite hat or a least favorite hat? Are there hats lost in the back of your closet? Tell us in the comments below.



Note for ACUPA members: Check out the ACUPA Sample Job Descriptions webpage for examples of the numerous roles and responsibilities of policy professionals. These have been provided by policy administrators at multiple institutions and can be valuable resources when evaluating priorities and responsibilities.

Tags:  ACUPA  job descriptions  policies  policies and procedures  policy  policy/procedures  priorities  recommendations  resources  responsibilities  samples  Sara Gigeroff  task management  time management  writing 

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Policy Development – Are Templates Required?

Posted By Deborah Bartlett, Washington State University, Monday, February 14, 2022
Updated: Friday, February 11, 2022

Framework Recommendations Instead of Templates


In conversations and webinars with other policy administrators, the debate about whether or not to use templates for writing and developing policies continually comes up. A number of institutions mandate the use of one or more templates for their users who want to develop policy and/or procedures documents.

I've worked for the past 25 years in the administrative policies office for Washington State University. We've chosen not to use a template for developing the administrative policies and/or procedures our office publishes. We do have a style guide, but it’s mostly involved with formatting and layout so that sections and policies have a uniform “look.” Our choice has predominantly been based on the idea of providing flexibility to our subject expert departments as they update or add new sections to our long-established administrative policy manuals.

In accordance with WSU's executive Policy on Policies (EP5), departments may begin development of their administrative policy/procedure rough drafts prior to bringing my office into the process or may request our assistance with developing the drafts from the beginning. As subject expert administrators get started, we do occasionally get requests for policy framework guidance from those who are new to policy writing and development.

Here’s a general outline that my office recommends for writing a new policy or policy/procedure section for placement in one of our administrative manuals:

  • Overview and/or Policy Statement

    It’s sometimes useful to have both. If a section is especially long, placing a set of links to subsections in the document in the overview can be useful. For examples, see the beginnings of WSU's policy sections EP8 and EP38.

    In a section that's predominantly procedural, an overview might be more appropriate as a place to provide a summary of or references to the applicable policy.

  • Purpose

    A purpose statement provides a brief description of the purpose of the policy and/or activity. In some cases, a purpose statement is provided in an overview or policy statement.

  • Scope

    A scope statement describes the limitations or boundaries of the policy/procedure. Some writers choose to combine scope statements/subsections in either an overview or policy statement or within an applicability statement.

  • Applicability

    An applicability statement or subsection describes the members of the institution's community (internal and/or external) directly impacted by the policy and/or expected to follow the policy/procedures.

  • Roles and Responsibilities

    Roles and responsibilities statements provide a summary of the actions and/expectations each employee or role category is expected to fulfill with relation to the policy/procedures.

  • Requirements

    Policy requirements are provided in this subsection. If procedures are included, any required procedural steps would be provided in the order the actions are to occur.

  • Procedures (if applicable)

    Some institutions choose to keep policies and procedures separate. At WSU, we have quite a number of combined policy and procedures sections in our administrative manuals. For the most part, we recommend publishing procedures and policy/procedures within our business and safety manuals. However, we do have a small number of executive policies in which the executive administrators insisted upon including both policies and procedures.

  • Definitions

    We recommend providing definitions applicable to the policy/procedures in their own subsection, especially if terms are used that are specific to a subject and/or include jargon. If there are only one or two terms that need to be defined, the definitions may be included directly with the reference.

    If this subsection is short, it might be placed after the applicability statement. However, if the definitions list is longer than a page, we often recommend placing the subsection at or near the end and providing an internal document link and/or reference, if needed, earlier in the policy.

  • Additional Resources
    An additional resources subsection provides descriptions or lists and references (e.g., website URLs) including, but not limited to, supporting department contacts, state and federal agencies' websites, other supporting or related institutional policies and procedures.

Every policy office and institution handles their policy development process differently, and there's really no right or wrong answer. Does your institution mandate policy/procedure templates? Or make framework recommendations? Things to consider for both you and your users…

NOTE: ACUPA members have access to a number of resources, including templates, samples, and other tools that you may find useful in writing and developing your policies and procedures. To access the Templates and Tools under the Resources tab, sign in as a member.

Tags:  ACUPA  Deborah Bartlett  developing policies  framework  outline  policies and procedures  policy design  policy development  policy/procedures  recommendations  resources  samples  template  templates  tools  writing 

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