DESCRIBED / Governance Simplified / Resource 02
Policy to action map
Turn one policy sentence into a named action, a record and a way to check it.
By Jonathan Malchow Vega · Free · No signup
Start here
- Choose one policy sentence people struggle to carry out.
- Name the action, trigger, owner and record.
- Walk through a fictional case and identify gaps.
A useful finish: A colleague can tell what to do, when to do it, and what record to leave.
Use it here or take a copy
Fill in the browser worksheet below, or download the three-page workbook with a quick start, fictional example and two fillable pages.
Blank text template · Text example
Print pages 2 and 3 for a blank worksheet. Save and reopen a filled PDF to check your entries. Use the text template for longer notes.
See a completed fictional example
This example is invented to show how the worksheet works. It is not a client case study.
- Policy statement and source
- Fictional policy P-4: a new supplier must be reviewed before onboarding.
- Action in ordinary language
- Collect the supplier details, complete the review and record the outcome before access is granted.
- Trigger and action owner
- A new supplier request starts the process. The supplier coordinator owns the action.
- Record of completion
- Completed review record linked to the supplier entry and the decision date.
- Who checks and how
- Team lead checks the review record before authorizing onboarding.
- Exceptions and follow-up
- Unclear cases go to the policy owner. Record the question and pause the affected step until resolved.
Write your own notes
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Read alongside the worksheet
Version 1.1 · 19 October 2026. Adapt for personal or internal organizational work. Keep the author and source credit on blank copies shared internally. Share this page when recommending the resource.