I hope you find this step-by-step process useful if you need to develop a corporate policy.
I developed this process for an internal policy. If you are developing a public-facing policy you will need to add extra community engagement steps, and seek approval from elected members for its development and adoption.
Step 1 – Scoping and project planning
a) Review the source documents.
b) Identify the scope of the content to be included in the policy.
c) Prepare a timeline for completion of the work, including the formal approval process.
Check in: Sign off by the manager before progressing to Step 2.
Step 2 – Analysis
a) Clarify the following:
- desired outcome
- audience
- how the policy will be accessed and used within the organisation
- consequences for the organisation of non-compliance.
b) Identify any potential improvements to, or gaps in, the existing policy content – and the subject matter experts to talk to about these aspects.
Check in: Discussion with the manager before progressing to Step 3.
Step 3 – Research
a) Discuss the policy content with the subject matter experts identified in Step 2.
b) Review any related guidance documents.
c) Scan for useful examples from other councils.
Step 4 – Outline
Develop a draft structure, format and content outline for the policy.
Check in: Review by the manager before progressing to Step 5.
Step 5 – First version of the policy
Draft the policy.
Check in: Review by the manager and any other subject matter experts identified in Step 2.
Step 6 – Complete the policy
Amend the draft policy to reflect feedback from the subject matter experts.
Check in: Review by the manager – to advise of any further changes required prior to the formal approval process.
Step 7 – Formal approval process
This will depend on the formal approval process noted in Step 1. It might involve drafting and presenting a memo to the council’s executive team.
Note: We often talk about writing a policy, but when you look at the detailed steps involved in this process, it’s clear that thinking and talking are also essential ingredients for creating a successful policy.
Policy development: Please get in touch if you would like help with a policy.
