Galvin and Associates

Board policy manuals can become a complicated mess over time. Sometimes the policy indents can go five or six levels deep. Many of the more detailed points are written in phrases, not complete sentences. Some policies are just a long list of detailed limitations. This happens because the board has not been using a disciplined approach of nested sets, beginning with the broadest policies first, then moving down one level as a time as needed without skipping levels. Well-written policies at the higher level can eliminate the need for more detailed lists. As new policies are added, they should be placed in the appropriate category and not simply tacked on to the end of a section. Sometimes an entire rewrite is required to make the policy manual easier to use.

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