When recommending a policy or procedure revision, what is the first action to take?

The correct choice highlights the importance of involving employees and supervisors in the process of revising policies or procedures. Engaging those who are directly affected by the policies ensures that the proposed changes are grounded in practical experience. Their input can help identify potential issues, gaps, or areas for improvement that may not be obvious to those who are not part of the day-to-day operations.

Involving employees and supervisors also promotes a sense of ownership and buy-in for the new policies. When individuals feel consulted and their opinions valued, they are more likely to support and adhere to the revised procedures. This collaborative approach can lead to better, more effective revisions and creates a culture of transparency and teamwork within the organization.

The other actions, such as researching similar policies or drafting a formal proposal, while important in the process, are secondary to the need for initial input from those who will ultimately implement the policy. Presenting a case to upper management would come later, after understanding the perspectives and needs of the team, ensuring the recommendation is well-informed and supported.