Free policies and procedures manual

This template coordinates each maintenance program and reveals how it liaises with other departments. It also involves the procurements and maintenance of all the real property, production equipment, utility services, communication services, and other assets that are present in the office.

The Shared Governance Policy and Procedure template consists of the basic rules that govern the specific internal affairs of the organization. It entails the team that provides governance that is shared between multiple business units or functions. It also includes the corporate charter that identifies with the affairs of decision-making through a democratic process.

Within or outside the workplace, accidents can happen. This unplanned event disrupts normal work activities. The Return to Work Policy and Procedure template highlights how accidents are reported, the medical procedure that it passes through, and how the emergency responses are followed.

The Electronic Communication Policy and Procedure template emphasizes the responsible use of electronic tools. The Incident Management Policy and Procedure template guides actions that enable the response to a major incident or disaster.

It achieves this by implementing a plan to restore the critical business functions of the organization when the incident happens. It is like a plan B document that works during process emergencies. The Social Networking or Social Media Policy and Procedure template ensures that some level of specific risks is considered before posting, and excellent response management is in place should your audience post derailing comments.

It provides a solid and complete asset management strategy that points employees and employers in the right direction when making decisions about assets.

The Product Management Policy and Procedure template helps you fill the missing link between the product ideation, user story, product design, development, implementation, and testing. It creates a synergy between the data, design, and software development departments to ensure that products are well designed, produced, delivered, and supported for organization quality and customer satisfaction.

It captures the research commencement date, the timeline, budget, methodology, process, and the desired outcomes from the project. It also doubles as a tool for receiving quicker sign-off from management when embarking on a new venture. The Customer Service Policy and Procedure template helps you deliver excellent services to your customers. It includes the etiquette and processes that the customer services representative of a business or company must follow while dealing with customers to resolve their queries.

The Customer Satisfaction Survey Policy and Procedure template helps you gather data to inform the direction of decision-making in your business. It also helps you to know what customers think about your business so that you tweak your system to improve satisfaction and overall performance. This is crucial for adequate planning and to ensure that controls are established, implemented, and maintained during the design phase to optimize quality, effectiveness, safety, and customer satisfaction before manufacturing the new products.

The Product Shipping Policy and Procedure template outlines the important information around shipping products when an order is placed online. It shows how specific orders are packaged, the details on shipping costs and methods, delivery times, etc. The medical industry policy and procedure templates are documents ranging from home care, infection control, overdose prevention, parental issues and concerns, sickbay, etc.

These policy and procedure templates guide personal and workplace hygiene, improve immunity against diseases, and protect the rights of children and young people. The Infection Control Policy and Procedure template provides guidelines for professional hygiene standards required to avoid infection transmission risks in your workplace. It deals with the standards of personal hygiene and workplace cleanliness for employees and employers in the workplace.

The Parents Issues and Concerns Policy and Procedure template highlights the general and peculiar issues that parents or guardians regularly take active roles in discussing with their employees. It covers what the child is experiencing, how the parents communicate, the effect it has on the program, and the support the parents get. The Home Care Policy and Procedure template highlights both the community and institutional services needed to provide quality of life for people.

This varies from short- and long-term illness or disability and support needs. The Injection Safety Policy and Procedure template ensures the proper disposal of used injection and presents preventive actions to continued risk of infection and an environmental hazard to individuals and local communities. The Overdose Prevention Policy and Procedure template directs physicians, physician assistants, or nurse practitioners to oversee the clinical aspects of opioid overdose prevention.

The Vaccine Maintenance Policy and Procedure template ensures that vaccines are handled according to standards to maintain its potency. It also encourages the effective use of vaccines to improve immunity against disease. The Managing Medical Emergencies Policy and Procedure template highlights how to call for help in an emergency situation.

They comprise the priority call which is if severe illness or injury is possibly life-threatening. The Sick Bay Policy and Procedure template applies to the educational environment. It guides teachers on how to manage general or emergency situations of unwell students. The document entails the transportation of animals by ensuring how they are transported, for instance, by road, motor vehicle, rail, ship, and air.

The finance-related policy and procedure templates are documents ranging from grant management, anti-money laundering, payment security, billing services, etc. Grant Management Policy and Procedure templates are for businesses or nonprofits that want to access global opportunities. The template lets you oversee the financial and program administration of grants. It takes a comprehensive approach to grant management from grant sourcing, the language, and storytelling, products or services to pitch in the application, etc.

The Financial Program Management and Control Policy and Procedures template highlights the management cores like the administrative, accounting and finance, internal control, risk reduction, and office administration. With it, your organization will be able to make policies that guide the interest of the organization.

This could be incorporated with the state bylaws, audit committee, etc. The Employee Mental Health Policy and Procedure template promotes positive mental health in the workplace. It erases discrimination, stigmatization, social exclusion, and workload in the workplace. The Anti-money Laundering Policy and Procedure template will help your organization to adopt the best practices of anti-money laundering.

It includes anti-fraud, anti-corruption, and taking measures to mitigate against financial crime. Click here to download the Accounting Policy and Procedure Template. The Accounting Policy and Procedure template can be used by small, medium, and larger enterprises.

It contains the financial framework to satisfy auditors, obtain accreditations, certifications and satisfy boards looking for higher standards of strategic governance and administration in your company. The Payment Security Policy and Procedure template is created to help organizations processing card payments to prevent card fraud.

It includes verticals that put strict control of data and confidentiality on card payment details. For instance, it pushes for a global data security standard that businesses can adopt to accept card payments, and to store, process, and transmit cardholder data. It involves the process of proceeding with the compliance team, how to take stock of a broad aspect of information, and regulations to cater to administrative responsibilities.

It also relates to guidelines that control the day-to-day activities of service billings between companies and their customers. The security-related policy and procedure templates are documents ranging from firewall configuration security, information security, internet, and intranet security, data protection, etc.

This Office Security Policy and Procedure template outlines basic security rules, guidelines, and definitions that are standardized across the entire organization. It outlines the importance of wearing ID badges at all times and information about how to make an acceptable password. The Firewall Configuration Security Policy and Procedure template provides the essential guidelines for the information systems security infrastructure. It itemizes how to control security systems and restrict network connectivity on network services.

It also defines the rules of managing and maintaining owned, rented, or leased firewalls as controlled by the company. The Information Security Policy and Procedure template outlines the requirements around which encryption algorithms define the acceptable use of equipment and computing services that the organization subscribes to.

So, employees are expected to have a good knowledge of internet services; else, they may lose their system privileges. The Data Protection, Confidentiality, and Information Services Policy and Procedure template address data encryption, password protection, compliance requirements, and access control.

It also highlights the data protection process and explains the roles and functions of the data protection process. The Safeguarding Customer Information Policy and Procedure template outlines the behavioral expectations of employees when dealing with the customer. This policy also includes the requirements for data leakage prevention and protects restricted, confidential, and sensitive customer data.

A policy in an organization is a clearly defined, easy-to-understand statement that directs how the organization operates. They are guiding rules that every staff member should follow when delivering their assigned responsibilities. Policies are regulations that govern process delivery in the organization. About Us Resources Careers Support. Free Policy and Procedure Template.

Download A Free Policy and Procedure Template — Microsoft Word ConvergePoint is committed to helping organizations improve their policy and contract processes — not only through our compliance management software, but also by offering free tools and guides.

Download Free Policy Word Template. Policies, Processes and Procedures: Why You Need All 3 Businesses know that they need to have a system made up of policies, processes and procedures. You Don't Have to Be a Large Organization to Have Great Policies and Procedures Every time a discussion on policy and procedure management arises, there are always people in the room who think it applies to large enterprises only — and definitely not to them yet.

Policies and Procedure Management: Proactive vs. Calculating the True Cost of a Policy or Procedure Businesses are dynamic to meet the demands of the marketplace. Policy and Procedure Management: You're Only as Compliant as Your Employees Policies are put in place to ensure everyone is on the same page about their jobs, from how to take vacation and sick days to how to use equipment safely.

Are Your Policies Centralized? Policy and Procedure Management: Behind the Scenes Every industry and business has certain regulations to follow and policies to implement for very different, yet equally important, reasons. Preventing Data Breaches Starts with Creating and Training on Policies The Target breach, Sony breach and other highly publicized security breaches have pushed the need for strong cyber-security to the forefront. Why Policy Management is Essential to Your Disaster Recovery Plan Do your policies and procedures include a disaster recovery or emergency action plan?

Policy Management Software on Microsoft SharePoint Looking for guidance on how to ensure employee accountability and compliance through effective policy management, or how to streamline the policy and procedure lifecycle? Industries Served. Education Protect intellectual property, manage grants, preserve student privacy, and outline ethical procedures. Insurance and Employee Benefits Improve organizational transparency, underwrite policies and procedures, mitigate risk centers, and reduce volatility.

Manufacturing and Retail Industry Establish procurement policies, outline employee safety procedures, specify quality control of products, and satisfy changing regulatory guidelines.

Energy and Utilities Avoid heavy penalties from local, regional, state and federal regulators, manage potential risks, and enhance employee safety and training retention. Policy Management — Best Practices Visit our resource library for industry best practice tips and tools and for case studies on how our software has helped clients in your industry. Privacy Policy. We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits.

However, you may visit "Cookie Settings" to provide a controlled consent. Cookie Settings Accept All. Policy and procedure templates can help. Use language and tone appropriate to your audience. If your organization keeps a style guide and in-house glossary, use it.

Consider these tips:. If your documents are easy to find and read, users will be more inclined to read and reference them. Consider the following structural tips for your policies and procedures:. Your company may publish policy and procedure templates on the company website, which can help reduce the need to consider design and formatting, and provide hints about content to include.

Certain standards and fields also publish templates online. Your organization may also specify references to keep tone and language accessible and inclusive as well as clear, correct, and concise. For legal questions, you can include a contact email with the policy and procedure templates you post online.

Depending on your industry, certain content may be mandatory in policies and procedures. However, in general, the document should serve your organization, not the other way around. Customize your content to support your situation. You may have separate policy and procedure documents or one large document. The following are some of the possible policy topics:. Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. Try Smartsheet for free, today. In This Article. Sample Policy and Procedure Templates Professional associations and government departments frequently publish policies and procedures as well as sample templates for example, consider these tips for nonprofits and small businesses.

IT Policy and Procedure Template. Keep your employees connected, informed, and engaged with Smartsheet. What Is a Policy? What Is a Procedure? What Is a Process? What Separates Policies and Procedures? How to Write Effective Policies and Procedures Policies and procedures can take a long time to develop and perfect, but you can expedite the experience by following a few developmental and structural steps. Here are the major steps for writing effective policies and procedures: Preparing to Write: You can make your policy and procedure-writing process more efficient by treating the activity as a project and ensuring you get management support.

That way, time and resources will be available to you. Because policies and procedures often involve legal and regulatory consequences, consider having documents reviewed by legal counsel. Having a clear understanding of why a policy is necessary is also vital to keeping the project focused. Choosing an appropriate template for your field or industry will help you gain a better understanding of what content you need to add, and can also relieve you of the need to design a template.

Moreover, if your organization has the means, a document management and tracking system can help you track revisions and publish the document in a place that is accessible to those who need it. Writing Your Documents: To write your documents, begin by reading current policies and procedures, if any exist. Also, review any compliance or regulatory guidelines that apply.

Consulting employees on the creation of documentation is one of the best methods for ensuring their interest in and use of procedures. After you draft the document, verify its accuracy by walking through the steps.

Have those affected by the document evaluate the document. Finally, get approval for and sign off on the document from the highest level of management you can, such as a CTO or CEO. Implementing Policies and Procedures: To encourage the success of a document, plan its implementation. Publish the document in one central location, such as on a company website.

Employees should sign off when they have read the document. Create a training plan to support the new policies and procedures. Then, establish a review cycle so that new regulations and practices can be incorporated into your documents to keep them relevant.

Language and Tone Use language and tone appropriate to your audience. Consider these tips: Use terms and definitions consistently. Explain acronyms. Use plain language rather than jargon.