How to use the Policy rollout template

Start a board from it
Use this template opens a new Freero board with the Policy rollout template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Policy rollout”.
Follow the instruction on the board
“Consult the people it affects before it is final, not after. Every manager should be able to explain it in two sentences on the day it is announced.”
Fill in each part
- Draft Weeks 1–2
- Consult Weeks 3–4
- Approve Week 5
- Announce Week 6
- Train Weeks 6–8
- Check it works 3 months on
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Policy rollout board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Volunteer onboarding
Take a new volunteer from signing up to their first shifts without losing them to slow replies, checks or a confusing first day.
Role handover
Hand over a role when someone moves on: responsibilities, open work, key relationships, where things live and what’s risky.
Offboarding checklist
Everything to do when someone leaves, from the day they resign to after their last day: access, equipment, pay, handover and goodbye.
Skills matrix
Who knows what on the team, at which level, so you can spot single points of failure and plan cross-training.
Role definition
One role on a page: why it exists, the outcomes it owns, the decisions it makes and where it stops.
Volunteer role description
Describe a volunteer role so the right people say yes: why it matters, what they will do, the time it takes and the support they get.