Clear, consistent policies and procedures lie at the foundation of any organization, but they take time to craft and implement. A ready-to-use policies and procedures template can make the task much easier since you can follow its structure to document essential guidelines. Whatever your industry, you can download any of the 16 policies and procedures templates below to keep teams aligned and set clear expectations.
By setting robust policies and procedures, everyone knows the best steps to take and what standards to uphold, no matter the situation. Whether you’re in the process of establishing your organization or refining existing policies, these templates support consistent, accessible documentation.
Essential policies and procedures templates
All of these templates are fully editable. You can access them as printable PDFs or as digital forms for easy updating and sharing:
Policies and procedures template
This template helps you set up well-defined policies, providing a clear structure for outlining their purpose, related roles, and procedures to follow. Key sections guide you in detailing responsibilities and compliance requirements. You’ll also list down specific steps so team members can apply them consistently. With prompts for documenting key actions and approval points, this template streamlines the creation of policies that are straightforward and actionable. Feel free to adjust the language and sections to reflect your policies’ goals and scope.Home care policies and procedures template
Designed for the home care industry, this template guides you through establishing patient care protocols, employee duties, and regulatory compliance. With sections about health documentation, emergency response, and client interaction standards, it enables care teams to maintain consistency and quality. You can use it to align caregivers and managers on best practices so that every aspect of care meets high standards. Customize care guidelines as needed to match your patient and regional requirements.Non-medical home care policies and procedures template
This template is a simple but effective tool for non-medical home care providers. It covers key areas like client interactions, daily care routines, and essential safety protocols. On top of these, you’ll detail caregiver responsibilities and communication guidelines so that every service is consistent, professional, and aligned with client needs. Since every client’s needs are unique, you can easily adjust sections to fit specific care requirements or your company’s standards.HIPAA policies and procedures template
If you’re handling protected health information (PHI), then HIPAA (Health Insurance Portability and Accountability Act) compliance is a must. This template supports you in safeguarding patient data with protocols for secure handling, access controls, and data-sharing practices. It’ll guide you in defining data access policies, employee training requirements, and periodic review schedules so that your organization can establish a strong compliance framework. It works for various healthcare environments, from small practices to larger facilities, and it’s a practical tool for maintaining secure, compliant data practices.IT policies and procedures template
This template aids you in designing comprehensive policies for IT management, covering essential areas like cybersecurity, asset management, and user support. With detailed sections on hardware and software protocols, data access control, and troubleshooting procedures, you can create a reliable structure for IT teams to follow. You can easily adapt the template for different organization sizes and security needs, making it more convenient to maintain and update IT practices across the board.Daycare policies and procedures template
If you’re running a daycare, implement this checklist to outlien essential policies for developing a safe, nurturing environment. It prompts you to detail child pick-up and drop-off protocols, staff responsibilities, activity schedules, hygiene practices, and emergency preparedness, providing a comprehensive framework for both staff and administrators. By documenting these, you’ll encourage consistent practices across all daycare activities. To personalize the template, adjust it based on different age groups, dietary needs, or program types.Security policies and procedures template
Use this template to address both physical and digital security measures. It features questions about access control, emergency protocols, incident response, and more. By going through the template systematically, you can reinforce site security, regulate employee access, and maintain data protection standards at your company. With this organized tool, you can set policies to prevent security breaches and foster a safe, compliant workplace. Feel free to edit it to match your site layouts and security goals.Restaurant policies and procedures template
Designed for the fast-paced demands of the food industry, this template covers critical areas like food safety, employee hygiene, and customer service standards. With structured sections for health protocols, incident reporting, and daily operational guidelines, it helps ensure that every shift runs smoothly and consistently. Use it to establish clear expectations for your staff, aligning each team member with industry standards and creating a safe, efficient dining environment. You can modify any of the sections based on your restaurant’s specific menu items, service styles, and local health regulations.Nonprofit policies and procedures template
This template supports nonprofit organizations in structuring policies around governance, volunteer management, and compliance. Key sections focus on ethical guidelines, financial procedures, and donor relations. This way, your non-profit can align with mission-driven objectives and uphold transparency standards. With clear policy outlines, the template aids nonprofits in maintaining accountability and operational consistency across all levels of the organization. Customize it to fit specific program areas or funding sources, ensuring that each procedure reflects your organization’s valued.Company policies and procedures template
This template is an essential tool for setting up clear, organization-wide policies across various departments, from HR to operations. It includes structured sections for employee conduct, workplace safety, and operational protocols, helping to establish a consistent approach to internal processes and compliance. With this template, you can also define role-based responsibilities and align each department with company standards. You can tweak the template to address unique aspects of your company culture or specific regulatory needs.ISO 27001 policies and procedures template
Built to align with ISO 27001 standards, this template focuses on information security management, guiding you in keeping sensitive data safe and maintaining compliance. Key sections cover access controls, incident response, and risk assessment protocols so that you can have a structured approach to information security and mitigate data risks. This template provides a strong starting point if your company is working toward ISO 27001 certification. Customize it to address specific threats or IT structures unique to your organization.Cleaning company policies and procedures template
This template provides a structured framework for cleaning companies to maintain high-quality standards. It prompts you to set policies and rules for health and safety practices, chemical handling, and equipment maintenance for consistency across all jobs. With this template, you can document best practices and establish clear expectations, creating a reliable guide for both in-house and contracted cleaners. To modify the template, you can add specific procedures for residential or commercial cleaning services.Cybersecurity policies and procedures template
This template supports organizations in establishing comprehensive cybersecurity policies, addressing critical areas like data protection, access control, and incident response. With thorough sections covering network security, employee training, and threat monitoring, it aids teams in staying proactive against digital threats. By setting clear expectations, this tool ensures that every team member is aware of best practices to protect sensitive information. Feel free to adjust the template based on regulatory standards or your organization’s needs.Policy and procedure template for healthcare
This template is ideal for documenting a single healthcare policy, with a step-by-step layout for outlining specific procedures, compliance needs, and staff responsibilities. It prompts you to define the policy’s purpose, applicable roles, and exact steps for consistency in patient care or facility operations. Designed to help healthcare teams maintain regulatory standards, the template enables you to come up with clear, actionable processes for a specific protocol. Add relevant details to match the policy’s scope and requirements, ensuring that every team member understands their role.Accounting policies and procedures template
This template supports you in establishing robust accounting practices, covering areas like financial reporting, expense management, and compliance with accounting standards. It provides structured sections for documenting approval processes, audit procedures, and internal controls so you can build a strong foundation for financial accuracy and regulatory adherence. By implementing this, you can simplify daily financial management and boost transparency. You can tailor the template to address specific accounting software or documenting requirements.Hospital policy and procedure template
For hospitals looking to implement policies efficiently, this template provides a clear framework, from patient care to emergency response. It includes sections for defining the procedure’s purpose, step-by-step actions, and compliance requirements, ensuring staff alignment on critical tasks. Use it to promote a consistent approach to workflows at your hospital, making it easy for teams to follow a standardized protocol. Adjust the language or steps to fit relevant departments for smoother adoption.
How to create a policies and procedures template in Lumiform
It’s straightforward to create a policies and procedures template in Lumiform that matches your organization’s needs. First, select any of the templates above, then use the app’s drag-and-drop form builder to make any changes. All of these templates cover objectives, steps, and assigned roles, with organized sections that your team can easily follow.
On top text fields, you can leverage multiple input types like checkboxes, signatures, dropdowns, and photo uploads. Descriptions can be as detailed as you want for thorough records, with the option to add signatures at the end to signify approvals.
Once you’ve built the template, share it easily across your team, allowing team members to receive updates in real-time and stay aligned on the latest procedures. You can also assign tasks to individuals through the template, giving them clear responsibility for each step and keeping workflows smooth.
With convenient access to the template, your team can view and reference it anytime, supporting consistent use and adherence to every policy.