This checklist supports the efforts of departmental managers in tracking policies applicable to the organization(s) and system(s). The checklist is designed to facilitate administration of the entire policy lifecycle—from draft through adoption, publication, communication, review, and revision.

How to Use this Checklist

Required Policies

The checklist by default indicates the status of policies are required for [variable: Covered Organization or system(s)], based on the nature of the Information Resources used by the organization. For each policy in the list:

• Indicate “YES” in each column where the column heading indicates a true statement
• Note a targeted completion date in each column where the column heading indicates a condition that is not yet met

Optional Policies

The checklist does not indicate the status of policies is required. [variable: Covered Organization or system(s)] should verify whether the policy is required, based on 1) the nature of the Information Resources used by an organization, and 2) the requirements statement noted by each policy title.

If [variable: Covered Organization or system(s)] falls under the policy requirements noted:

• Indicate “YES” under the “Required” column heading
• Indicated Yes under each additional column heading that indicates a true condition
• Note a targeted completion date in each column where the column heading indicates a condition that is not yet met

If the policy is not required based on the requirements statement simply mark the Required column “No.”

Policy Checklist Form

References

Tool model(s)

State of Texas, Department of Information Resources