Basics about policies

Technically speaking, policies grant or limit access to something already controlled by a role/circle (i.e. a domain). Since domains give exclusive control, policies are needed to further refine who and/or how someone may impact a domain.

Domains and policies always go together. Always. So, to really understand policies, first you need to understand domains — what they are and how they work (read this article on domains).

Most policies are created during Governance meetings. However, if you have a domain on your role, then you can create and update policies related to that domain at any time, without the need for a Governance meeting.

So, a useful way to think about policies is to start by thinking about what your role/circle controls. You can’t govern what you don’t control. Example: You want to limit what roles can change the website, your first question should be, “Does my role control the website?”

Pre-requisites: To add a policy on a role, a domain must be defined.

How to create a policy during a Governance meeting?

  • To create a policy when processing a Governance agenda item, the secretary would select Add evolution, Policy and click on New Policy

  • The secretary then enters all of the information in the requested fields and click on Save, then Validate.

  • The policy is now created and can be viewed under the Policies section of the circle page.

How to create a policy on a Role's domain

If a role owns a domain, then any role-filler can add a policy on that domain.
As role holder:

  • On the role's page, under the Accountabilities section, click on the icon "+". Clicking on it will allow the role-filler to add a policy on that domain.

  • Fill in the title and description and select the domain on which you want to add a policy.

  • Upon clicking on Add a reason, you will be able to share your tension with the circle's members.

  • Click on Validate

  • Now the policy will appear under the Policies section. You can edit the policy or read it by clicking on it.

  • The changes can be viewed in the Activities feed.

See also

Understanding domains

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