In Section 1: Management, you learned that it is important to craft procedures so that staff members understand how to implement or support existing policies. In some cases, however, it might be better to let your staff members develop their own procedures rather than prescribing one for them. Use this checklist to help you determine whether you should establish a specific procedure or leave your staff with flexibility to define procedures locally.
Directions: First, describe the policy or issue in question in the space provided. Then, place a checkmark next to each question for a yes or no answer. When you are finished, tally your yes checkmarks. If you have four or more yes checkmarks (particularly if it is a legal liability question), you may want to consider establishing a procedure.