Policy Change - Planning Checklist

Management Planning Checklist

**SUGGESTION CHECKLIST**

I.	PRELIMINARY THOUGHTS. Before writing a suggestion, the following questions should be answered in the affirmative:

		[]	Is a change needed to accomplish the objective, rather than effecting the change administratively (e.g., compliance with internal policies, or procedural changes)?

		[]	Does the suggestion have potentially broad application, rather than addressing a single customer or a very limited situation?

II.	WRITING A SUGGESTION. Consider the following:

		A.	The proposal:
			[]	Clearly state the problem/issue.
			[]	Identify the policy or procedure that causes the problem.
			[]	Suggest a solution.

		B.	Reasons for change:
			[]	Explain how current policy and/or procedures cause the problem or fail to address certain situations.
			[]	Discuss the benefits of the suggestion. For example:

				->	simplification of the policy or procedures
				->	compliance, adminitrative or other burden reduction
				->	firm or customre safeguard or protection
				->	potential administrative cost savings
				->	compliance benefits
				->	potential revenue gain

		C.	Provide the originator's name, telephone number, and facsimile number.

III.	REVIEW/SCREENING PROCESS. The following questions should be considered before the suggestion is forwarded:

			[]	Does the screening office/function think the suggestion is a good idea?
			[]	Can the objective be accomplished only by a change in the policy or procedure?
			[]	Is all pertinent information provided?

[mgt_planning_checklist]