A useful policy names what must be reviewed, which information cannot enter a tool, when disclosure is needed, and who owns the final approval.

Keep the policy short enough to use. Review it after real projects, then improve the examples as your team learns where ambiguity appears.

Set rules around outcomes

A useful policy names what must be reviewed, which information cannot enter a tool, and who owns final approval.

Keep the policy short enough to use and improve it after real projects reveal ambiguity.