====== Policy Plan ======
A plan assists the voting body in determining the fraternity's need for your proposed policy. Help them gauge whether the [[wp>Risk_assessment|risk]] or value is sufficient to warrant the dedication of resources for its development and management. They'll be wondering if the purpose and goal of your proposed policy may be accomplished in a different way.

Following is an example policy plan. Print this out or copy-paste it into your notes as you begin your development process.

  Date: 
  Administrative Policy Title: 
  Policy Owner: 

====== Needs Assessment ======

**Summarize the proposed policy. What is the policy's purpose?**
   

**Explain the reason for the proposed policy. Why is it needed?**
   

===== Risk =====

**Please respond to the following questions relating to risk:**
  * Is there a [[http://uscode.house.gov/|national law]] or [[wp>List_of_U.S._state_statutory_codes|state law]] that requires the fraternity to have this policy? ''yes/no''
  * Is there a collegiate policy that requires the fraternity to have this policy? ''yes/no''

**In the absence of the proposed policy, estimate risk:**
  * Likelihood that unwanted behavior will occur? ''high/medium/low''
  * Severity of financial consequences? ''high/medium/low''
  * Severity of reputational consequences? ''high/medium/low''
  * Severity of health and safety consequences? ''high/medium/low''
  * Severity of management and operational consequences? ''high/medium/low''
  * Overall risk if this policy did not exist? ''high/medium/low''

**Explain any //medium// or //high// responses to the questions above.**
  Provide details to explain medium or high risk.

**If not driven by risk, what other factors drive the need for this policy?**
   

**What recent incidents prompted the request for this proposed policy?**
   

===== Impact =====

**Does the proposed policy:**
  * Comply with [[policies:articles-of-incorporation|Articles of Incorporation]]? ''yes/no''
  * Comply with existing collegiate policies? ''yes/no''
  * Comply with existing federal and state laws, rules, and regulations? ''yes/no''
  * Impact existing [[policies:|fraternal policies]], procedures or forms? ''yes/no''
  * Impact other relevant areas in the National Organization or Chapters? ''yes/no''

**What are the financial, technology, or operational resources affected by this policy?**
  Financial resources impacted (cost savings, initial cost, ongoing costs):
  
  Technology resources impacted (unlocking possible features, needed features, ongoing maintenance):
  
  Operational impacts (processes, preparation to implement, ongoing oversight):

====== Development and Management ======

When answering the questions below, consider your responses to the risk assessment. Higher-risk policies need more frequent and extensive activities related to consultation, communications and training, enforcement and compliance, measures for effectiveness, and regular review. Lower-risk policies allow more flexibility, discretion, and opportunity for exception.

===== Stakeholders =====

**List the individuals who fill the specified roles:**
  Responsible (implements policy and procedures): 
  Accountable Policy Owner (develops, owns, and answers to leaders about the policy): 
  Stakeholders (those affecting/affected by the policy):

**Explain how [[wp>Stakeholder_analysis|stakeholders]] were (or will be) involved in the policy development.**
   
===== Procedures =====

**When is the desired (or required) implementation date?**
   

**What mechanisms are needed to implement this policy?**
  Awareness (communications and training) activities: 
  
  Compliance (maintenance and monitoring) activities: 
  
  Archival (historian) activities: 
  
  Review / revision frequency (typically one to four years): 

**To what extent will the policy allow discretion or flexibility?**
   

**If relevant, what is the criteria and process to grant exceptions to this policy?**