Template

Policies and Procedures Template for Small Business

by Marcus Cushman, from the Community

10+

Use this editable template to create and maintain clear small business policies and the procedures that support them. Capture policy details (title, number, issue and revision dates, effective version, purpose, and policy statement), link related procedures, and document step-by-step tasks. Define scope and assign responsibilities for owners, managers, and employees, with space for references and help contacts. Add multiple procedures per policy and duplicate pages to scale as your operations grow. Intended as a starting point only; seek professional advice for compliance in your jurisdiction.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Policies and Procedures Template
Use this Policies and Procedures Template to build a comprehensive company policy manual. Designed for HR teams, it includes a title page and structured sections for each policy: title and number, issue and approval dates, effective date, definitions, purpose, official policy statement, related procedures, scope, roles and responsibilities, references, and help contacts. It also supports policy lifecycle management with review and revision fields, including versioning and effective dates. The template enables collaboration by letting users add notes, photos, and actions, and request digital approval signatures. Simple step-by-step instructions are provided to duplicate the policy section for additional policies. Templates in the SafetyCulture Public Library are examples only and should be reviewed for suitability to your workplace and jurisdiction.
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Policies and Procedures Template for Small Business

About author

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