Templates
Policies and procedures template

Policies and procedures template

Get clear, consistent policies in place with a ready-to-use template designed to guide employee conduct, improve safety, and support compliance across your organization.

Use this template
or download pdf
Policies and procedures template

Get clear, consistent policies in place with a ready-to-use template designed to guide employee conduct, improve safety, and support compliance across your organization.

Use this template
or download pdf

About the Policies and procedures template

From safety protocols to operational guidelines, a company’s policies shape its success. With this policies and procedures template, you can more easily set expectations for employee behavior around a range of topics. It enables managers to communicate clearly and unambiguously, ensuring a safer, more efficient work environment for everyone.

Writing policies and procedures with Lumiform

It’s essential for employees to know the safety, security, conduct, and other standards they should follow. That’s why explicit policies and procedures are so valuable.

Policies and procedures not only build understanding among employees, but they also provide a good way to measure compliance. By clearly defining what is expected and how to meet those expectations, you’ll have an easier time ensuring those expectations are met.

This policies and procedures template is easy to adapt to any topic you wish. After downloading it, you can give all employees a digital copy to refer back to in case of any compliance questions. With Lumiform, you also have a customizable template that you can reuse and update as many times as you like.

How to use the policies and procedures template

From initial setup to everyday use, following a few steps will help you make the most of the template:

  1. Set up and customize. Start by tailoring the template to reflect your company’s specific policies. You can edit sections directly within the app, whether you’re looking to focus on workplace conduct, safety protocols, or operational standards.
  2. Enter general information. Begin by filling out basic details and then defining key terms. Also, include the approving authority to communicate who’s backing this policy.
  3. Write a clear policy statement and scope. Draft a straightforward statement on what the policy covers and whom it applies to. Specify the policy’s scope—is it for certain departments or the entire company?—and outline the primary responsibilities for those involved.
  4. Outline procedures step-by-step. Next, break down each task involved in implementing the policy. Describe each task clearly, from assigning roles to assessing compliance. Highlight important steps to make it easy for employees to follow without guesswork.
  5. Distribute and track compliance. After customizing the template, share it with your team. Ensure that everyone has access to a copy for reference. Set up a channel for questions and monitor usage to address any points of confusion promptly.

Download Lumiform’s policies and procedures template today

Get started with this policies and procedures template to establish clear, structured guidelines for your team. Easily set responsibilities and expectations while keeping your team aligned and engaged. This template makes it easy to standardize operations, from defining protocols to tracking ongoing compliance.

Categories

  • Operational excellence templates
  • General templates
  • Leadership and management templates
Preview of the template
GENERAL INFORMATION
Policy title
Policy number
Date and time that the policy becomes active
Short policy description
Who approved this policy?
POLICY DETAILS
Define any specific terms or acronyms involved in the text of this policy
What is the purpose of this policy?
Policy statement
Policy scope
Parties responsible for upholding the policy
PROCEDURES FOR ENACTING POLICY
Task one (describe task)
Task two (describe task)
Task three (describe task)
EMPLOYER CONTACT INFORMATION
Email address to contact in case of any policy or procedure questions

Frequently asked questions

What is the purpose of policies and procedures in a workplace?

Policies and procedures create a structured framework for workplace operations, guiding employee behavior, decision-making, and expectations. They also foster a safer, more productive environment by defining clear standards for tasks and interactions. With set guidelines in place, everyone knows what’s expected.

What’s the difference between a policy and a procedure?

A policy outlines what should be done and why, often representing the company’s values or principles. A procedure, on the other hand, details how to carry out a specific action or task, such as the steps to safely operate machinery. Together, they provide a comprehensive guide for employees.

What’s the best way to introduce a new policy to my team?

Introducing a new policy works best when it’s part of a discussion. Start by explaining the policy’s purpose and how it impacts each person’s work. Use a meeting to go over key points, answer questions, and gather feedback. This approach not only builds understanding but also promotes buy-in from your team.

What are common mistakes to avoid when writing policies?

One common mistake is using complicated language, which can confuse employees and lead to misunderstandings. Avoid broad or vague statements, as they leave room for interpretation and inconsistencies. It’s also essential to avoid creating policies without a clear purpose—each policy should have a defined goal that’s relevant.

How can I make policies and procedures easier for employees to remember?

Make policies memorable by keeping them clear, concise, and relevant. Highlight the main points and offer examples of how they apply to everyday tasks. Use visuals like flowcharts or step-by-step guides where possible, and encourage managers to refer back to policies regularly.

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.