Policies, Procedures, & Manuals

Checklist

I. Analysis

• • Why is the policy, procedure, or manual being created?

  • Who are the people needing the information?

  • How is the policy, procedure or manual to be conveyed to those who need the information within the documents?

  • Is there a plan in place for regular reviewed and updating? What is it?

II. Evaluation

Content

• • • Does the policy, procedure or manual have a clear objective?

    • Does the policy, procedure or manual contain tested directives (i.e., was it found to be a successful policy, procedure, or manual elsewhere)?

Tone

• • • Is the policy, procedure or manual written in a way encouraging people to follow the directive, i.e., not punitive?

Style

• • • Is the policy, procedure, or manual written in as a step-by-step guide?

    • Is it brief?

Attitude

• • • Does the presentation of information consider the needs of persons with different learning styles and differing abilities/disabilities

Appearance

• • • Does the policy procedure or manual include visual aids?

    • Is it presented in a way which is easy to understand and navigate?

    • Uses step-by-step style as well as lists and table of contents?