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Posted By Alison Whiting, Mount Royal University,
Tuesday, May 20, 2025
Updated: Monday, May 19, 2025
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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.
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Posted By Olivia Welsh, student, UNC - Chapel Hill,
Tuesday, February 18, 2025
Updated: Wednesday, March 19, 2025
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The Underrated Role of Understanding LanguageRules for policy writing, like the training and resources offered by the University of North Carolina at Chapel Hill’s (UNC-Chapel Hill) Policy Office, are helpful tools to improve the overall accessibility and utility of policies. However, as is true in almost all fields, rules have their limits. It never makes sense to apply the same rules to every piece of policy writing. Policy writers need to consider how language furthers their policy goals and institutional values. In order to understand when the “rules” are useful and when they should be ignored, policy writers and editors need to be familiar with why guidelines are given. Fortunately, this is exactly the type of question linguists study: how does human cognition interact with language, and how can that information be used? From this perspective, policy administrators can better examine and justify writing and editing decisions. This is illustrated by looking at a few examples of common policy-editing rules.
Rule: Remove Barrier LanguageOne of the most obvious changes in updated policy language is the removal of marginalizing or otherwise exclusionary words. This includes gendered terminology, non-preferred labels, or unnecessarily limited categories (e.g., outdated country names, normative descriptors). Generally, though not always, this rule of using inclusive language is conceptually understood – why be exclusive when you could be inclusive? Still, it can seem trivial for organizations to devote resources to combing through old policies, looking for violations of inclusivity rules and making tiny changes. The field of sociolinguistics provides a lot of evidence that this investment is actually not trivial at all. For example, the use of gendered terminology triggers mental concepts of gender categories, making gendered stereotypes more accessible in the mind. This unconscious process has very real consequences on behavior. When masculine forms are used as “neutral” (e.g., “mankind”), it promotes stereotypes that male is the default, expected category – making those who do not identify as male feel less suited to the environment. A 2021 study of adults in Israel demonstrated that addressing women with masculine (neutral usage for Hebrew) pronouns in online math testing resulted in poorer performance, whereas feminine testing language reduced the gender achievement gap by one-third. The converse held for men, who performed worse when addressed in the feminine. Furthermore, both genders exhibited more effort (measured in time) when taking a test with language corresponding to their gender identity (Kricheli-Katz & Regev, 2021). The use of gendered language influenced the perception of the “prototypical test-taker,” making those of a gender not addressed directly in the test’s language feel alienated from the field of mathematics. The simple act of changing pronouns to be properly inclusive significantly improved test-takers’ attitudes and achievement. In Sweden, a gender-neutral pronoun was officially incorporated into their language in 2015. This faced backlash, being criticized as a performative action of “political correctness” with little tangible impact (Tavits & Pérez, 2019). Yet experiments here again reveal that gender-neutral pronoun use weakens people’s bias favoring men, and that this reduced salience of masculinity promotes more equal attitudes towards women and members of the LGBTQ+ community. This was displayed in more positive attitudes toward female politicians and less hostility towards LGBTQ+ individuals, and more support for policies that benefit both groups (Tavitz & Pérez, 2019). These results should be hugely important in the world of higher education policy and administration. The purported goal of education is to promote opportunity without discrimination. By this standard, it is problematic to use language in policies that makes certain groups or individuals feel alienated because this negatively impacts their academic performance and undermines their sense of belonging in the institutional setting. As such, removing barrier language is not about “following the rules” just because they exist, but about recognizing the very real impacts that language has on behavior and ensuring that the attitudes of an institution are represented correctly in policy. As language continuously evolves and preferred, maximally inclusive language changes, a review that is sensitive to the realities of how policy language impacts people is an essential tool. Rule: Avoid Negative StatementsLooking at more technical elements of policy review guidelines, let’s consider the long-promoted practice of avoiding negative statements. Or, to state the rule more simply: no negative statements. Interestingly, this rule is clearer when stated in a way that violates the rule itself. So why is it such a common recommendation for clear writing?
Traditionally, proponents of avoiding negative statements in policy cite processing difficulties and assert that telling people what to do is more helpful than telling them what not to do. It’s not that these ideas are “wrong.” However, linguistic evidence reveals a more complicated picture than any rule could account for.
In some regards, the “no negative statements” rule has obvious applicability. If a policy intends to have employees submit paperwork to the Human Resources department, saying “submit paperwork to the Human Resources department” is more informative and useful than saying “do not submit paperwork to the Finance department.” A rule to avoid negative statements helps ensure actionable policy statements. Some statements, however, have equally informative positive and negative versions (when they refer to a binary). Still, negative statements have been found to be more cognitively demanding than positive statements (Agmon et al., 2022). This phenomenon is demonstrated in simple experiments measuring reaction time in verification tasks of statements like “the square is blue” and negated statements like “the square is not blue.” The delay of task completion for negative sentences can sometimes be attributed to processing cost (for example, some linguistic theorists posit that double-processing is necessary for negation: first processing a situation to then be able to process its negation). Negation also has a verification cost, which is an additional effort to determine the truth value of a negative sentence (Agmon et al., 2022). Another concern is that negation often increases structural complexity by requiring the addition of auxiliary verbs (e.g., in a sentence like “The student reads,” negation requires the addition of the auxiliary verb “do,” in the form “The student does not read”). Difficulties can also arise from a pragmatic perspective, since readers find negation to be strange if the specific context does not invoke it. In other words, if there is no expectation of some positive statement, it is hard for readers to determine the relevance of its negation (Nordmeyer & Frank, 2014). As such, policies that include negative statements carry a contextual burden that may be lessened by avoiding negative statements.
At the same time, there are cases where a negation is processed faster than an affirmative, which is particularly true of “real-world” language use compared to artificial research contexts (Orenes, 2021). Eye-tracking studies have demonstrated that participants quickly fixate on a negative phrase corresponding to a statement they heard without first fixating on the non-negative version. This is evidence for a more immediate integration of negation, contrary to the double-processing theory (Orenes, 2021). As it turns out, both slower and faster processing of negative versus affirmative statements can be true. In comprehending language, people are fast to represent an explicit negation but slower to process an affirmative alternate (Orenes, 2021). The policy implication here is that avoiding negatives is counterproductive if the goal of a policy statement is centrally to avoid some behavior. People are quite adept at integrating meaning for explicit negation. However, issues arise when understanding the explicit negative is insufficient for the given context, and readers have to mentally represent some affirmative that is not explicitly stated. Effective policy writers exhibit flexibility in applying the “no negation rule,” in accordance with principles of cognition.
Rule: Eliminate Passive VoiceThere is a similar nuance to consider for eliminating passive voice. This rule has been taught in schools for ages. Passive voice is said to be the enemy of clarity. A passive sentence, such as “The book was read,” provides no insight into the sentence’s subject. This leaves the sentence vulnerable to multiple interpretations (one could assume, as we might in our office, that the book was read “by zombies”). Linguists grate against the idea of banning passive voice, however, because the simple fact that native speakers opt for passive voice when they speak and write indicates that it is a valuable practice. Passive voice is socially useful (e.g., to avoid placing blame), but it is also useful for topicalizing some part of a sentence to focus attention. For example, in the sentence, “Millions of people read the book,” the focal point is the subject (people). If I want the attention to be on the book, passive voice facilitates its topicalization: “The book was read by millions of people.” In the world of policy, using passive voice to obscure a subject is resoundingly problematic. Policies are meant to be instructive, so it needs to be explicitly known who is meant to be doing what (rarely is it meant to be zombies). In this regard, the “eliminate passive voice” rule makes sense. Another good reason to eliminate passive voice in policy is that passive sentences increase the processing load for the reader. Passive sentences cause a delay in resolution; readers have to search for the subject and then connect it to the rest of the statement. Generally, the sentence “Sam ate an apple” is easier to process than “An apple was eaten by Sam.”
Still, there may be cases in policy where avoiding passive voice introduces more problems than it solves. Sometimes, avoiding passive voice becomes cumbersome, like when there are several potential actors, or if some object is the actual focal point of a statement. This is where it is essential to stay focused on the policy’s goals. A policy produced by student services might discuss a form that students need to submit, and then provide a timeline for request approval: “The form will be reviewed within 10 business days.” If the policy is designed to be student-facing, who reviews the form is not particularly important. If it is simple to indicate the subject (e.g., “The Vice Chancellor for Student Affairs will review the form within 10 business days”), that is probably best practice to promote accountability. However, the form may not have a single, definable reviewer. A student reading the policy will be more burdened by an explanation of all the potential reviewers than by the processing load of not being able to find a subject for the sentence. Only by understanding why “eliminate passive voice” is a rule can a policy writer be equipped to compare the difficulty introduced by passive voice to the difficulty introduced by avoiding it.
This sensitivity to how artificial rules for writing can contradict natural human language use is why a linguistic background is highly valuable in a policy environment. Policy review guidelines, like UNC-Chapel Hill’s, are a useful starting point, but policy writers will inevitably encounter situations where the rules become cumbersome. In these cases, understanding the cognitive basis for writing recommendations is essential to making the best policy language decisions. ReferencesAgmon, G., Loewenstein, Y., & Grodzinsky, Y. (2022). Negative sentences exhibit a sustained effect in delayed verification tasks. In Journal of Experimental Psychology: Learning, Memory, and Cognition (Vol. 48, pp. 122–141). American Psychological Association. https://doi.org/10.1037/xlm0001059 Committee on the Status of Women in Linguistics. (2003). Guidelines for inclusive language. Linguistic Society of America. https://www.lsadc.org/guidelines_for_inclusive_language Kricheli-Katz, T., & Regev, T. (2021). The effect of language on performance: do gendered languages fail women in maths? Npj Science of Learning, 6(1). https://doi.org/10.1038/s41539-021-00087-7 Nordmeyer, A.E., & Frank, M.C. (2014). A pragmatic account of the processing of negative sentences. Cognitive Science, 36. https://langcog.stanford.edu/papers/NF-cogsci2014.pdf Orenes, I. (2021). "Looking at" Negation: Faster Processing for Symbolic Rather Than Iconic Representations. Journal of psycholinguistic research, 50(6), 1417–1436. https://doi.org/10.1007/s10936-021-09797-w Tavits, M., & Pérez, E. O. (2019). Language influences mass opinion toward gender and LGBT equality. Proceedings of the National Academy of Sciences, 116(34), 16781–16786. https://doi.org/10.1073/pnas.1908156116
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Posted By Gina Kennedy, NOSM University ,
Monday, August 14, 2023
Updated: Friday, August 11, 2023
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Navigating Effective Policy Documents in the University Landscape
In today's dynamic and information-driven world, effective communication is paramount, especially within the academic realm. Accompanying documents such as policy briefs, briefing notes and communications materials play a crucial role in conveying complex ideas, proposals, and information to a diverse audience. In a university environment, where ideas are constantly evolving and diverse stakeholders are involved, mastering the art of crafting these documents is essential. This blog will delve into the key aspects of creating impactful policy briefs and communications documents within a university context. Understanding the Audience
Before setting pen to paper (or fingers to keyboard), it's imperative to identify and understand your target audience. Universities consist of various stakeholders including faculty members, administrators, students, funding bodies, and the wider community. Each group may have different levels of familiarity with the subject matter, so tailoring your content to match their level of expertise is crucial. For instance, a policy brief aimed at university administrators might focus on the practical implications of a proposed policy, while a communication document for students might emphasize the benefits and relevance of the policy to their academic experience. By understanding the needs and expectations of your audience, you can tailor your document to resonate with them effectively. “The idea of citizen participation is a little like eating spinach: no one is against it in principle because it is good for you.” (Arnstein 1969, 216) Social accountability in policy writing can be achieved through mechanisms such as consultations, general feedback mechanisms, and collaboration with internal or external organizations. Social accountability mechanisms provide early warning systems for potential issues or unintended consequences. Identifying challenges early on allows policymakers to make necessary adjustments before problems escalate.
Clarity, Conciseness and Planning
In a university environment, where research and ideas can be complex, it's easy to get lost in technical jargon and intricate details. However, the hallmark of an effective accompanying document is clarity and conciseness. Avoid overwhelming your readers with excessive information. Instead, distill the key points, supporting evidence, and implications into a format that is easily digestible. Use clear, straightforward language to explain concepts and avoid unnecessary jargon. Bullet points, headings, and subheadings can help break up the content and guide readers through the document smoothly. Remember, the goal is not to showcase your vocabulary, but to effectively convey your message.
Structure and Visual Appeal
A well-structured document is easier to navigate and comprehend. Begin with a concise introduction that outlines the purpose and scope of the document. Follow this with the main content, organized logically with headings and subheadings. Each section should flow naturally, guiding the reader through your argument or proposal. Visual elements such as graphs, charts, and infographics can enhance the clarity of your document by presenting data in a more digestible format. However, ensure that these visuals are relevant, clear, and properly labeled.
Evidence-Based Content
In a university setting, credibility is paramount. Back up your arguments and proposals with evidence from reputable sources. Incorporate relevant research findings, statistical data, and expert opinions to support your claims. This not only adds weight to your document but also demonstrates the thoroughness of your research. Tailored Tone and Style
The tone and style of your document should reflect the university's values and standards. While policy briefs may require a more formal tone, communications documents for students might be slightly more casual. Regardless of the tone, maintain professionalism and avoid any language that could be misconstrued or offensive. Engagement, Call to Action and Timing
Engagement is key to the success of any communication. Encourage readers to actively consider your proposal, policy, or message. Pose questions that prompt reflection or suggest potential actions they can take. A clear call to action will help guide readers on how to respond or engage further. In briefing documents by specifying dates, policymakers can allocate resources effectively. This prevents resource shortages or over-allocations, leading to efficient use of funds, personnel, and other resources. Clear timelines enable policymakers to communicate expectations that help in structuring the planning and coordination of policy activities. Certain policies may have legal or regulatory obligations associated with them, such as reporting deadlines or compliance milestones. Clear timelines help ensure that these obligations are met to avoid legal repercussions.
Collaboration and Feedback
In a university environment, collaboration often leads to richer and more well-rounded ideas. Seek feedback from colleagues, mentors, and peers to ensure that your document is clear, impactful, and well-received. Constructive feedback can help refine your content and catch any blind spots you might have missed. Policies affect diverse groups of people with varying needs and perspectives. Engaging with a wide range of stakeholders ensures that policies are inclusive and consider the interests of marginalized and vulnerable populations. This approach leads to more equitable outcomes and reduces the risk of overlooking crucial aspects of policy implementation. Mastering the message is a critical element and creating accompanying documents such as policy briefs and communications materials in a university environment is an art that requires careful consideration of audience, clarity, structure, evidence, and engagement. By mastering these elements, you can effectively communicate complex ideas, drive meaningful conversations, and contribute to positive changes within your university community. A strong plan and timely implementation enhance public confidence in the policy writer, and sometimes the University’s ability to deliver on its promises. So, whether you're a researcher, student, or administrator, honing your skills in crafting impactful documents is an asset for success in academia and beyond. In the words of Steve Jobs, “Master the Topic, The Message, and The Delivery.”
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Posted By Sara Gigeroff, University of New Brunswick,
Monday, February 13, 2023
Updated: Tuesday, February 14, 2023
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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.
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Posted By Michele Gross, University of Minnesota,
Monday, December 12, 2022
Updated: Tuesday, December 6, 2022
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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.
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Posted By Deborah Bartlett, Washington State University,
Monday, February 14, 2022
Updated: Friday, February 11, 2022
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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.
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Posted By Jessica Teets CCEP, Purdue University,
Tuesday, January 11, 2022
Updated: Tuesday, January 11, 2022
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Seemingly Similar Words Can Be Very Different
Policies would not exist without someone to write them. That may or may not be your responsibility. Once they’re written, they need to be reviewed—for content, accuracy, use of template, comprehension, and grammar. If you are involved in policy administration,
some aspect of review is bound to be your responsibility. My job affords me the opportunity to both write and review policies to one degree or another, so I see examples of good writing and not so good writing all the time. A common mistake I see
when reviewing policy drafts is using one word to mean another. Let me explain what I mean…
Ensure/Insure
These two words used to be synonyms. However, sometime in the 1800s, as insurance policies became more common, the definitions diverged.
- Insure means to have some kind of financial backing for the potential loss of an asset, your health or life, etc. It should only be used when referring to insurance.
- Ensure means to make a promise or guarantee that something will happen.
- Examples:
- The real estate agent recommended we insure our barn.
- The vice president for human resources will ensure that background checks are conducted on all new hires.
Since/Because
Most people say the word “since” when they mean because. For this reason, acceptance of the two words as synonyms in dialogue is growing. However, when writing formal documents like policies, the difference between the words should be recognized.
- Since refers to a period of time between two events or from the last occurrence of an event.
- Because refers to the reason for something happening.
- Examples:
- Since the last time employees had training, the regulations changed.
- Because the regulations changed, employees will be required to go through training.
That/Which
The difference between these two words often comes down to a comma. Both are used to provide further explanation of something, but one is used when the explanation is essential to the understanding of what is being described, and the other provides nonessential
information.
- Use that when the information is essential, and do not use a comma.
- Use which when the information is nonessential, and put a comma before it.
- Examples:
- Information Technology is responsible for maintaining the system that employees use to submit travel requests.
In this sentence, without the information after the word “that,” IT would not know which system it has to maintain.
- Employees must use the travel system, which is maintained by Information Technology, to submit travel requests.
In this sentence, who maintains the system is irrelevant to the employee’s understanding of how to submit requests.
He/She/They
This is another example of language changing with culture. Once upon a time, we used “one” as the pronoun for anyone. “He” also was acceptable as a less formal option to refer to persons of any sex. As times changed, and women demanded more equality,
we began to use “he or she” or “he/she.” As Bob Dylan sang, “the times they are a-changin’” once again, and a more inclusive pronoun is “they.” However, many grammar wonks are not comfortable using a plural pronoun when the noun it describes is singular.
Here are some options that may help make everyone happy.
- Use the word “individuals”
- Instead of: An employee must include their date of hire on the form.
- Write: Individuals must include their date of hire on the form.
- Omit unnecessary pronouns
- Instead of: The vice president, or their delegate, will review the application.
- Write: The vice president, or designee, will review the application.
- Restructure the sentence
- Instead of: When the employee returns from leave, they will need to provide documentation to their supervisor.
- Write: Employees need to provide documentation to their supervisors upon returning from leave.
Word usage and the ever-changing rules that apply to the English language fascinate me. Language is a living, breathing organism that grows and morphs as culture demands. This can make it difficult to keep up with the rules. Are there any examples you have come across in your work?
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