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Policy instrument training. Strategic Policy and Analysis Branch. Key features. ED endorsement, D-G approval Work from the highest authority No repetition Minimal prescription and detail User-friendly Accessible. Use of Templates. Templates must be used for consistent results.

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policy instrument training

Policy instrumenttraining

Strategic Policy and Analysis Branch

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key features
Key features
  • ED endorsement, D-G approval
  • Work from the highest authority
  • No repetition
  • Minimal prescription and detail
  • User-friendly
  • Accessible

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use of templates

Use of Templates

Templates must be used for consistent results

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meta data must be provided
Metadata must be provided
  • Meta information must be provided in each document (“File” - “Properties” – “Summary”)
  • enables fast / accurate search for documents

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To print the information contained in a property sheet, from the File menu choose Print, and in the Print What drop-down list box select the Document Properties option, and click OK.

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meta data content
Metadata content


The name of the document and version number


For a procedure - copy and paste the “Purpose”

For an appendix or form - name of related procedure/s

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meta data content1
Metadata content


The name of the person responsible for the content of the document

Key Words (not required if document is published in HTML format)

Identifying words used by search engine


The name of the Policy officer

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Development stage

  • all areas of the Agency affected
  • three weeks for consultation of procedures (perhaps one week for simple amendments not requiring detailed review)

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compliance check
Compliance check

Send to Policy Branch:

  • Memorandum
    • detailing identified need, background, specific issues, rationale, those consulted (details that would go into a D-G Brief) and Summary of changes
  • Procedure

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  • procedure – Policy Officer prepares Briefing Note to DG for approval; or
  • administrative form or amended appendix – submitted for approval to Executive Director, Strategic Policy and Services

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publication and notification
Publication and Notification
  • Policy Branch request publication
  • Information Management Branch
    • publishes to web
    • displays “Summary of Changes”
    • archives if required

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publication checklist for authors
Publication checklist for authors
  • Document appears in all appropriate areas (Internet, Intranet)
  • Document published in correct directory
  • If applicable, file name is the same as earlier versions.
  • Correct version of document is published on correct template
  • Implementation date appears
  • All links have been checked
    • go directly to correct form/appendix/Act etc
    • appear in forms/appendices as required
  • Summary of changes has been published

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after publication
After Publication

When approved—

  • executive directors notified by email
  • EDs notify relevant staff
  • original signed procedure retained by Policy Branch

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where to from here
Where to from here
  • ask for assistance early and as often as needed
  • monitor and review how Policy Instruments Procedure is working to assist continuous improvement

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