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Company policies and procedures template

Company policies and procedures template

Build a strong foundation for your company with this policies and procedures template. It guides you in creating a consistent resource for smooth, informed decision-making.

Use this template
or download pdf
Company policies and procedures template

Build a strong foundation for your company with this policies and procedures template. It guides you in creating a consistent resource for smooth, informed decision-making.

Use this template
or download pdf

About the Company policies and procedures template

Setting up consistent procedures and policies lays the groundwork for smoother operations and an organized work culture. This company procedures and policies template allows you to document expectations and streamline processes, giving your team the structure they need to perform confidently and stay aligned with company goals. It’s designed with real-world business needs in mind, helping you outline policies for everything from attendance to IT security.

Key elements of the company procedures and policies template

Each section of the template plays an important role in shaping a productive, engaging work environment:

  1. Mission statement: Start by defining why your company exists. The mission statement sets the tone for the entire document so that every procedure and policy follows your company’s broader purpose.
  2. Core values: These values outline the principles your team stands by, serving as a guide for both daily interactions and long-term goals. Reflecting on these values reinforces a unified company culture.
  3. Employee code of conduct: Here, specify expected behaviors across different situations. This section ensures everyone understands the standards of integrity, respect, and teamwork, which helps prevent misunderstandings.
  4. IT and security policies: From acceptable tech use to data security, this section covers how employees should handle digital resources. Given the rising need for data security, clarity here builds trust and minimizes risks.
  5. Health and safety policies: Provide guidelines that keep the workplace safe and compliant with regulations. When clear safety protocols are in place, employees are more likely to prioritize wellness and report issues proactively.
  6. Operational standards: Outlining customer service standards, vendor management, and record retention, this section helps your team deliver consistent quality, ensuring everyone operates from the same playbook.

How to customize the company procedures and policies template

The template is fully customizable so you can adapt it to your company’s needs.

First, incorporate compliance requirements based on your industry. In highly regulated industries, compliance is essential and should be directly reflected in your company procedures and policies. For example, if you operate within healthcare or finance, feel free to include sections dedicated to HIPAA or GDPR standards.

You can also add or remove sections based on department needs. In a large company, you might need expanded sections for departments like human resources, IT, and operations. Smaller businesses or teams might strip it down to core policies that apply company-wide, such as basic conduct or attendance.

The template also allows you to use different response types, including checkboxes, dropdowns, multiple-choice, and photos. Dropdowns, for instance, can streamline sections where you have fixed answers, like selecting a department or job title.

Download Lumiform’s company procedures and policies template today

Make it easier than ever to organize your company’s policies and procedures in one convenient, adaptable document. With features like role-based tasks, easy sharing, and customizable response types, you’ll have a reliable template so every team is aligned and informed. It’ll empower you to document and update policies efficiently, keeping essential information accessible.

Related categories

  • Operational excellence templates
  • Risk management and compliance templates
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Preview of the template
Page 1
General Policies
Company Mission Statement
Core Company Values
Equal Opportunity Employment
Non-Discrimination Policy
Conflict of Interest Policy
Employee Policies
Employee Code of Conduct
Attendance and Punctuality Policy
Compensation and Benefits
Vacation and Paid Time Off
Disciplinary Procedures
IT and Security Policies
Information Security Policy
Acceptable Use of Technology
Email and Internet Usage
Data Backup and Disaster Recovery
Health and Safety Policies
Workplace Safety Guidelines
Emergency Action Plan
Injury and Illness Reporting
Drug and Alcohol Policy
Operational Policies
Customer Service Standards
Procurement and Vendor Management
Record Retention and Document Control
Sustainability and Environmental Practices

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

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Use cases

Check out how the Lumiform software can be utilized for related use cases.

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Frequently asked questions

How can I make sure all employees actually read and understand our policies?

One way to improve engagement is by breaking policies into sections, with highlights on the most important points for each role. Interactive training sessions or quizzes can reinforce key policies. You can also use digital acknowledgment forms so employees can confirm they’ve read and understood the content.

What’s a good way to involve employees in the policy-making process?

You can conduct surveys or focus groups to encourage buy-in among employees and get practical insights. When revising policies, ask for feedback from those directly affected by specific procedures. This creates a more relevant, realistic document that team members are more likely to embrace.

How can I simplify complex policies for easier understanding?

Using plain language, bullet points, and visual aids like flowcharts makes complex policies more accessible. Avoid legal jargon where possible, and use examples to clarify how certain policies apply in real-world scenarios.

How detailed should each policy section be in our company template?

Each section should be detailed enough to clarify the “what, why, and how” but concise enough to keep attention. Aim for a balance–include clear instructions and examples where necessary but avoid overloading with technical language. Think about the template’s main audience and adjust the amount of detail on what they need to work effectively.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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