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The Policy Planning Worksheet
The Policy Planning Worksheet is used to track and plan IT management policies, documenting details, production tasks, and key content elements. IT policies can include internet access policies, e-mail policies, end-user technology standards, procurement policies, etc.
Instructions
- Enter the policy title (name of the policy) in the space provided.
- Select the policy subject area from the pull-down list.
- Select the policy status and version number. Is this a new policy or revision of an existing policy?
- Enter the policy document classification. i.e. Confidential, Internal, Public, or appropriate alternative
- Enter the expected implementation and expiration dates for the planned policy. (How long will this policy be in effect?)
- Document the policy development timeline according to phase, target start date and target end date. Typical policy development phases are "Draft, Review, Revise, Final Review, Approval and Distribution".
- Enter the names of all policy stakeholders, including any individuals or groups involved in policy preparation, review, approval and/or implementation.
- Provide "policy statement" summary in the space provided.
- Document policy scope inclusions and exclusions. Scope defines policy applicability according to staff, technical environment and related business circumstances.
- Document policy purpose. What intent and function of the given policy? How will it be used to benefit the business and to improve/secure technology services and systems?.
Learn More about IT Management Policies
Plan Practical Policies for IT Management: Policies and procedures - oh no! Let's face the facts, policies and procedures are often seen through negative eyes, commonly viewed as an administrative burden, designed to limit creativity and impede the need to "just get things done".
And in fact, IT management policies, and related procedures, are often used to limit and control technology utilization, lower operating costs, and to limit risk exposure (financial, security, and otherwise. From this perspective, policies and procedures are a necessary, and at times, intrusive, means to an end. However, the story does not have to end there. When used effectively, "policy and procedure" can also be used as a promotional tool, to maximize the use of technology and IT related services.
Planning Templates from ITtoolkit.com
The Project Planning Roadmap
The Asset Management Planning Template
The Business Benefits Checklist
The Project Planning Checklist
The Technology Upgrade Planning Template
The Troubled Project Assessment