This was a presentation at the 2019 New Jersey School Boards Association (NJSBA) Annual Workshop. Angela De Los Santos from BoardDocs showed how attendees can use the board portal to review, manage, publish and edit their districts' policies.

1. Making the
Most of Policy
in BoardDocs
October 22, 2019
Presenter: Angela De Los Santos, Director
of Policy Services

2. 2
Configuring options
Effective formatting
Integrating with NJSBA resources
Policy management
Session Topics:

3. What are the benefits?
• Single source of truth guiding stakeholders
• Alignment
• Risk management
• Empowered decision making
• Accountability
• Secured data
• Transparency and trust
• Autonomy
• Responsiveness
• Keeping pace with legislation
3
This Photo by Unknown Author is licensed under CC BY-ND

4. Policy Options
4

5. Site Options
5

6. Site Options
6

7. Featuring Policies
7

8. • Policy manual(s)
• Procedures/Administrative regulations
• Codes of conduct
• Operating procedures
• Resolution collections
• Forms
• Exhibits
• Handbooks
To maximize policy alignment, LOAD IT ALL IN.
8

9. Again…load it all in!
9

10. Customize draft statuses to reflect your policy
adoption process
10
Remember, you can customize
your draft statuses in your
BoardDocs options, Policy
options.

11. Policy Fields – Date fields
11
Be conscientious of how you
populate your date fields. This
will improve the organization of
your archive.

12. When was the last time you used an index or table-
of-contents?
Determine what “paper” habits you can let go.
12
CC BY-SA

13. Searching
13

14. Searching
14

15. Creating a new policy
15
Creating an agenda item and
creating a policy are nearly
identical.
So if you know how to do one, you
know how to do the other!

16. Duplicate the current Active policy
16

17. Enable track changes
17

18. Time savers…
18
Double clicking on a word selects
the word.
Triple clicking on a word selects
the entire block of text.

19. Print the new policy or policy version to pdf and
attach to your agenda
19
Attach pdfs to your agenda instead
of links to preserve the integrity of
your agenda and records.

20. • Tracking changes
• Status update
• Print to pdf
• Attach to agenda
Repeat for each reading:
20

21. Retire any superseded or rescinded policies
21

22. DO NOT DELETE POLICIES!
22
If you’ve been deleting policies,
it’s okay. Start retiring them from
this point forward.

23. 23
(800) 407-0141
info@boarddocs.com
go.BoardDocs.com
1515 Courthouse Road, Suite 210, Arlington, VA 22201
Learn more about BoardDocs