Templates & Resources

Policy: A policy is a formal written statement that defines, restricts, or requires specific behaviors and decisions to support the university's mission, ensure compliance with applicable laws and regulations, improve operational efficiency, and minimize risk. Policies establish mandatory expectations and provide the foundation for institutional governance.

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Standard: Standards are mandatory rules that provide the specific requirements needed to support and enforce policies. They translate policy principles into measurable and technical specifications, such as defined configurations, timelines, or processes, ensuring consistency and enabling effective compliance.

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Procedure: Procedures are detailed, step-by-step instructions that describe how to implement and comply with a policy. They specify roles and responsibilities, outline required actions, and indicate where to find additional information or resources. Procedures are maintained separately from policies to allow clarity and operational flexibility.

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Guideline: Guidelines are advisory in nature and provide recommended practices, interpretations, or operational guidance to support policy implementation. They are not mandatory but help promote consistency, efficiency, and best practices. Guidelines may be updated more frequently to adapt to evolving institutional needs.

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Directive: A directive is a formal, authoritative instruction issued by university leadership to mandate specific actions, priorities, or outcomes. It is binding and often time-sensitive, used to ensure alignment with strategic objectives or to address urgent matters. Directives may lead to the creation or revision of policies, standards, and procedures to support their implementation.

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Not sure which template to use?

Use this tool to quickly identify the appropriate type of policy document by answering a few simple questions. Based on your responses, it will guide you toward the document type that best fits your needs; however, this is only indicative, and the Policy Office team may recommend a different classification if necessary.

1. Is the document intended to be mandatory and enforceable?
2. Is the document issued as a high-level rule or statement to define, restrict, or require behaviors across the university?
3. Does the document establish specific, measurable, or technical requirements (e.g., configurations, timelines, thresholds) to ensure compliance with a policy?
4. Does the document describe step-by-step instructions, roles, and responsibilities for implementing a policy?
5. Is the document a formal instruction from leadership requiring immediate or strategic action across the university?