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    free pontiac grand am repair manual

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    See our User Agreement and Privacy Policy.If you continue browsing the site, you agree to the use of cookies on this website. See our Privacy Policy and User Agreement for details.If you wish to opt out, please close your SlideShare account. Learn more. You can change your ad preferences anytime. It is this level of detail, along with hundreds of photos and illustrations, that guide the reader through each service and repair procedure. Complete download comes in pdf format which can work under all PC based windows operating system and Mac also, All pages are printable. Using this repair manual is an inexpensive way to keep your vehicle working properly. All pages are is great to have2002 PONTIAC GRAND AM Service Repair Workshop Manual. For example, as for me the best and the most responsibly working service is this one -. HelpWriting.net ? - you'll find there everything you need. And the prices are reasonable.PROCEDURES article in GENERAL INFORMATION. Application VIN Code Engine IDWednesday, May 20, 2009 9:20:38 AM Page 1 ? 2005 Mitchell Repair Information Company, LLC.Wednesday, May 20, 2009 9:21:20 AM Page 1 ? 2005 Mitchell Repair Information Company, LLC.Loosen fuel filler cap. Install Fuel Pressure Gauge (J-34730-1) on fuelWrap shop towel around pressure connection when installing fuel pressure gaugeInstall gauge bleed hose into container. Open bleed valve to bleed fuel pressure.Install pressure cap on surge tank. Block drive wheelsShift automatic transaxle to Park or manual transaxle to Neutral. StartStop engine.If not above FULL mark, allow engine to cool and thenAdd coolant. If low coolant light lights after servicing, remove surge tank cap andSee FUEL PRESSURE RELEASE. Disconnect negative battery cable. DrainNOTE: To trouble shoot mechanical engine components, see ENGINE MECHANICAL in. GENERAL TROUBLE SHOOTING article in GENERAL INFORMATION.

    If you want to fine tune your own Pontiac model, you can choose from our wide selection of repair manuals. They have all the information and guidance you need to handle any DIY servicing or repairs. The 1999-2005 generation is the final generation of the Pontiac Grand Am. You might not need every tool for every procedure. Pontiac vehicles were sold in Mexico, Canada, and the United States by General Motors and were marketed as GM’s performance automobile division starting in the 1960s. The Pontiac Grand Am is a mid-size size (and later compact) car produced by Pontiac. It shared a platform with the Oldsmobile Alero and the Chevy Malibu. Compared with the fourth-generation Grand Am vehicles, the fifth-generation Grand Am’s length was shortened slightly while the wheelbase grew by more than three inches. It featured fully independent suspension and a revised MacPherson-Strut design in the front. The car was available with either an in-line 4-cylinder engine or a V6. Offered trim levels were the SE, SE1, GT, and GT1. GM’s 3400 V6 engine, which was previously only included in GM minivans, became available in the SE and SE1 trim levels for the Grand Am and was standard on all other trim levels. For the 1999 model year, all Grand Ams included a four-speed automatic transmission, and in 2005 a five-speed manual transmission with overdrive was added. The final Grand Am was produced in May 2005 as the last car to be made at Lansing, Michigan’s old Fisher Body plant. Models Ford gearboxes. Faults bridges Ford Foton GAC Geely The history of Geely.All content on the site is taken from free sources and is also freelyThe site administration does not bear any responsibility for illegal actions, and any damage incurred by the copyright holders. All materials posted on this site forIf you are the copyright owner of the materials posted on this site - contact us. If you continue browsing the site, you agree to the use of cookies on this website.

    Remove throttle body-to-air cleaner duct. Disconnect heater hose and throttle body hose from water outlet. Remove power brake vacuum hose fromRemove generatorSee INTAKE MANIFOLD. Remove generator mount bolt.Install Engine Support Fixtures (J-28467-400 and J-28467-A). RemoveRemove ignition coil and module assemblyRemove power steering pump. Remove fuel lineRemove fuel rail from cylinder head, andCover injector openings in head andCAUTION: Turn camshaft housing upside down immediately after removingWednesday, May 20, 2009 9:20:39 AM Page 6 ? 2005 Mitchell Repair Information Company, LLC.Repeat procedure with exhaust camshaft housing.Remove cylinder head bolts in reverse order of tightening sequence. See Fig. 4. Remove cylinder headInstallation. Clean threads of cylinder head bolts and bolt holes. Lightly coat bolt threads with engine oil. Install NEWInstall cylinder head and tighten cylinder head boltsSee TORQUE SPECIFICATIONS table. To complete installation, reverseFig. 4: Cylinder Head Bolt Tightening Sequence. Courtesy of GENERAL MOTORS CORP.Wednesday, May 20, 2009 9:20:39 AM Page 7 ? 2005 Mitchell Repair Information Company, LLC.Drain cooling system. Remove coolant recovery tank. RemoveRemove generator (leave wiring attached). Attach Engine Support Fixture (J-28467-Remove bolts from upper half of front cover.Remove engine mounting bracketRemove right front wheel and splash shield. Remove crankshaftRemove lower bolts from front cover. LowerInstallation. To install, reverse removal procedure. Cover gasket is reusable if not damaged. Lubricate front seal with greaseTo complete installation, reverse removal procedure. Tighten nuts andSee TORQUE SPECIFICATIONS table. Fill cooling system.Remove front cover. See FRONT COVER. Support cover, and drive sealTake care not to damage cover. Note direction of seal installation. To install seal, use. Seal Installer (J-36010). RemovalRemove front cover. See FRONT COVER. See Fig. 5.

    RotateThe crankshaftRaise and supportIf timing chain is not difficult to remove, go to stepCAUTION: To prevent severe engine damage, carefully follow procedure.Wednesday, May 20, 2009 9:20:39 AM Page 8 ? 2005 Mitchell Repair Information Company, LLC.Remove washer from bolt and rethread bolt into camshaft by hand. Remove camshaft sprocket using a 3-Mark outer surface of timing chain and crankshaftRemove timing chain. Courtesy of GENERAL MOTORS CORP. Installation. CAUTION: To prevent damage to sprocket or timing chain housing, use a pullerDO NOT pry sprocket fromWednesday, May 20, 2009 9:20:39 AM Page 9 ? 2005 Mitchell Repair Information Company, LLC.The sprockets are identical and interchangeable. Clean the old sealer off ofClean the threaded hole in the camshaft with a nylon bristle brush. Coat theUse the following steps if the camshafts. A. The crankshaft must be rotated 90 degrees clockwise from TDC to give the valves adequateB. Once the camshafts are in position and the dowels are installed, rotate the crankshaft counterRemove the alignment dowel pin from the intake camshaft. Use Tool (J-39579)Release Tool (J-39579). The length of the chain between the twoIf the dowel pin does notThe keyway on the crankshaft and the mark on the cylinder block shouldNOTE: Ensure camshaft sprocket alignment pins are in the cylinder block and theCAUTION: DO NOT rotate the crankshaft clockwise to TDC. Valve or pistonNOTE: Use the following steps in order to reset the timing chain tensionerA. Reset the timing chain tensioner assembly. B. Insert the tensioner plunger assembly into the tensioner housing. C. With the tensioner plunger fully extended, turn the completeWednesday, May 20, 2009 9:20:39 AM Page 10 ? 2005 Mitchell Repair Information Company, LLC.The correctApply hand pressure to the timing chain tensioner shoe until the locking tabTighten the timing chain tensioner bolts. DO NOT over tighten. TightenA.

    CAUTION: When battery is disconnected, vehicle computer and memory systemsDriveability problems may exist until computerFor 1998, see appropriate modelPROCEDURES article in GENERAL INFORMATION. For 1999, SeeAlso place mating marks on engine hood and otherNOTE: On 1998 models, remove engine and transaxle as an assembly through bottomWednesday, May 20, 2009 9:20:38 AM Page 2 ? 2005 Mitchell Repair Information Company, LLC.Disconnect control cables, coolant hoses, electrical connectors, vacuum hoses, and fuel lines as necessary. Remove air cleaner assembly. Remove cooling fan. Disconnect air conditioning hose assembly fromRemove power steering pump bolts and pump (leave hosesDisconnect clutch actuator (slave cylinder) hydraulic line. RemoveSee EXHAUST MANIFOLD.Remove coolant recovery tankRemove engine mount from timing chain end of engine. RaiseRemove right splash shield. Remove engine mount strut andRemove heater outlet hose from radiator outlet pipe. Remove axlePut a suitable supporting device under engine and transaxle assemblyMark threads on engine upper support fixture hooks for installationRaise vehicle slowly from engine and transaxleInstallationOn automatic transaxle models,Apply sealant to bolts. On all models, position engine andLower vehicle until transaxle mount is aligned. InstallInstall engineInstall engine mount at transaxle. Raise vehicle. Remove supportingInstall axle shafts.Tighten suspension support rearSee TORQUE SPECIFICATIONS table. Connect ball joints. Install engine mount strut. To complete installation, reverse removal procedure. Evacuate and charge air conditioning system. Fill cooling system and crankcase. Removal (1999 Models)See FUEL PRESSURE RELEASE. Disconnect negative battery cable. DrainRemove fuel rail assembly, air intake duct from air cleaner, ignition coilRemove air intake duct bracket. Remove cruise controlInstall J 28467-360 engine support fixture.

    Remove fan belt and engine mountNOTE: On 1999 models, remove engine while leaving transmission in vehicle.Wednesday, May 20, 2009 9:20:38 AM Page 3 ? 2005 Mitchell Repair Information Company, LLC.Remove front wheels and right splash shield. Remove crankshaft balancer. Remove torque converter bolts and oxygen sensor. Lower vehicle. Remove generator and starter. RemoveDisconnect exhaust pipe from exhaust manifold. Remove oil pan-to-bellhousing bolts. Remove transmissionInstall engine hoist, then remove engine while supportingInstallation. To install, reverse removal procedure. Tighten all fasteners to specifications. See TORQUE. SPECIFICATIONS table. Fill engine fluids, and bleed cooling system. See COOLING SYSTEMDisconnect electrical connectors and vacuum hoses from intakeDisconnect air intake tube. Remove throttle cable bracket.Remove EGR pipe from EGR adapter. Remove intake manifold nuts andInstallation. Tighten all intake manifold nuts and bolts to specification in sequence. See Fig. 2. See TORQUE. SPECIFICATIONS table. To complete installation, reverse removal procedure. WARNING: Never remove intake manifold while engine is hot. Intake manifold isNOTE: Intake manifold gasket is reusable unless damaged. Numbered side of intakeWednesday, May 20, 2009 9:20:38 AM Page 4 ? 2005 Mitchell Repair Information Company, LLC.Courtesy of GENERAL MOTORS CORP.Disconnect oxygen sensor connector. Raise and support vehicle. Remove exhaust manifold brace bolt. Remove upper heat shield. Disconnect exhaust pipe flex decouplerLower vehicle. Remove exhaustInstallation. To install, reverse removal procedure using NEW gaskets. Tighten bolts to specification in sequence. See. TORQUE SPECIFICATIONS table. See Fig. 3. If oxygen sensor was removed, coat threads with Anti-Seize. Compound (5612695) before installation.Wednesday, May 20, 2009 9:20:39 AM Page 5 ? 2005 Mitchell Repair Information Company, LLC.Courtesy of GENERAL MOTORS CORP.Drain cooling system.

    Using a flat blade screwdriver, cotter pin remover, or a similar tool, press firmly against the face ofB. Depress the timing chain tensioner plunger until the plunger is bottomed out in the bore of theC. Release the tensioner plunger. See Fig. 10. The plunger should press firmly against the back of theRemove Tool (J- 36008-A) from the camshaft sprockets.Align the crankshaft keyway with the mark on theThe alignment dowel pins will slide in easily if theInstall the timing chain guides.D. With the plunger face against the workbench, press firmly on theE. Compress the plunger until the plunger is seated flush in theCAUTION: If the timing chain tensioner plunger is not released from theNOTE: If the timing chain tensioner plunger cannot be depressed, theCAUTION: Beginning with the 1998 model year, the timing chain on the LD9 (VIN. T) Twin Cam Engine is different from the chain found on earlierThe timing sprockets were alsoWednesday, May 20, 2009 9:20:39 AM Page 11 ? 2005 Mitchell Repair Information Company, LLC.Courtesy of GENERAL MOTORS CORP.Wednesday, May 20, 2009 9:20:39 AM Page 12 ? 2005 Mitchell Repair Information Company, LLC.Courtesy of GENERAL MOTORS CORP.Wednesday, May 20, 2009 9:20:39 AM Page 13 ? 2005 Mitchell Repair Information Company, LLC.Courtesy of GENERAL MOTORS CORP.Wednesday, May 20, 2009 9:20:39 AM Page 14 ? 2005 Mitchell Repair Information Company, LLC.Wednesday, May 20, 2009 9:20:39 AM Page 15 ? 2005 Mitchell Repair Information Company, LLC.Courtesy of GENERAL MOTORS CORP.Wednesday, May 20, 2009 9:20:39 AM Page 16 ? 2005 Mitchell Repair Information Company, LLC.Remove front cover. See FRONT COVER. Raise and supportRemove nutsRemove timing chain and tensioner, making sure to markRemove 4 bolts securing oil pan to frontRemove bolts securing timing chain housing to camshaft housings. Remove timing chain housing andSee TIMING CHAIN IDLER.

    InstallationIf silicone bead at corner joints is damaged, repair it by applying justInstall timing chain housing with NEW gasketsTORQUE SPECIFICATIONS table. To install remaining components, reverse removal procedure. FillRemovalSee TIMING CHAIN HOUSING. Remove snap ring securing bearingHandle (J-36998-2), press bearing out of housing. Installation. Clean snap ring groove in housing. Coat surfaces of housing and NEW bearing with Sealant (12345493). Install. NOTE: Timing chain housing does not need to be completely removed if replacingNOTE: Replace bearing whenever idler sprocket is removed.Wednesday, May 20, 2009 9:20:39 AM Page 17 ? 2005 Mitchell Repair Information Company, LLC.Install bearing snap ring. Install timing chain housing. See TIMING CHAINCourtesy of GENERAL MOTORS CORP. RemovalDisconnect ignition coil electrical connector. Remove bolts, andRemove power steering pump and set aside (leave hosesDisconnect fuel injector harnessRemove fuel rail bolts.Cover injector openings in cylinder head. Cover injectorTENSIONER. Remove bolts securing timing chain housing to camshaft housing. CAUTION: Any time camshaft housing bolts are loosened or removed, gasketWednesday, May 20, 2009 9:20:39 AM Page 18 ? 2005 Mitchell Repair Information Company, LLC.Working in reverse order ofRemove 2 loosely installed camshaft housing bolts. RemoveFor installation reference, note position of dowel pin (on timing chain sprocket) inRemove camshaft. Remove camshaft housing and lifters as an assembly. IfInspection. If camshaft journal diameter, lobe lift, end play or oil clearance is not within specification, replace componentsInstallationInstall camshaft housingLoosely install one camshaft housing bolt to keep camshaftInstall lifters in their original locations. InstallInstall NEW Green camshaft housingApply GM Pipe Sealant (1052080) to threads ofTighten camshaft housing bolts toInstall fuel rail.

    To install remaining components, reverseSet ignitionNOTE: If removing lifters, keep them in order; they must be installed in theirNOTE: If replacing camshaft or lifters, add Engine Oil Supplement (1052367) toWednesday, May 20, 2009 9:20:39 AM Page 19 ? 2005 Mitchell Repair Information Company, LLC.Apply GM Pipe SealantTo complete installation, reverse removalCourtesy of GENERAL MOTORS CORP.Wednesday, May 20, 2009 9:20:39 AM Page 20 ? 2005 Mitchell Repair Information Company, LLC.Courtesy of GENERAL MOTORS CORP. RemovalDisconnect ignition coil electrical connector. Remove bolts, andDisconnect timing chain housing at exhaust camshaft housingSee TIMING CHAIN HOUSING. Remove exhaust camshaft cover. CAUTION: Any time camshaft housing bolts are loosened or removed, gasketWednesday, May 20, 2009 9:20:39 AM Page 21 ? 2005 Mitchell Repair Information Company, LLC.Remove 2 loosely installed camshaft housing bolts. Remove camshaft housing cover and seals.For installation reference, note position of dowel pin (on timing chain sprocket) inRemove camshaft. Remove camshaft housing and lifters as an assembly. IfInspection. If camshaft journal diameter, lobe lift, end play or oil clearance is not within specification, replace componentsInstallationInstall camshaft housingLoosely install one camshaft housing bolt to keep camshaftInstall lifters in their original locations. InstallInstall NEW Orange seals into coverApply GM Pipe Sealant (1052080) to threads ofTighten camshaft housing bolts toTo install remainingIf a spark plug boot connector remained on a spark plug whenApply GM Pipe Sealant. NOTE: If removing lifters, keep them in order; they must be installed in theirNOTE: If replacing camshaft or lifters, add Engine Oil Supplement (1052367) toWednesday, May 20, 2009 9:20:39 AM Page 22 ? 2005 Mitchell Repair Information Company, LLC.To complete installation, reverse removalRemove oil pan-to-seal housing bolts.

    Remove seal housing-to-Lay seal housing onto 2 wood blocks, with transaxle side of sealUsing a small chisel inInstallationReplace oil pan gasket ifLubricate NEW seal lip with engine oil. Install seal housing, but DO NOT install oil pan bolts. Tighten bolts securing seal housing to cylinderSee TORQUE SPECIFICATIONS table. Install and tighten oil pan-to-sealApply Sealant (12345493) to. Align reference marks on pressure plate and flywheelTo modify screw,CAUTION: During check valve removal, DO NOT allow tool to impact ball atLocate check ball if it isWednesday, May 20, 2009 9:20:39 AM Page 23 ? 2005 Mitchell Repair Information Company, LLC.DO NOT allow tools to contact check ball as it can drop intoPull check valve out of its bore. Installation. If check ball is missing, it has dropped into oil galleries and must be retrieved before installation. Using slideA distinct change of sound willRemovalRecover the coolant.Disconnect the air cleaner outlet resonator clamp at throttle body. Remove the air cleaner outlet duct fromDisconnect the crankcase vent hose from the airRemove the air cleaner outlet resonator.OFF or LOCK position and all electrical loads must be OFF, unlessIf a tool or equipment couldFailure to follow these precautionsNOTE: When adding coolant, it is important that you use GM Goodwrench DEX-COOLWednesday, May 20, 2009 9:20:39 AM Page 24 ? 2005 Mitchell Repair Information Company, LLC.Disconnect the wiring harnessRemove the cooling fan assembly.InstallationInstall the retaining clip to the condenser line.Tighten theTighten theBleed cooling system and check for leaks. See COOLING SYSTEMIn order to eliminate thisCAUTION: Before servicing any electrical component, the ignition key must be in theWednesday, May 20, 2009 9:20:39 AM Page 25 ? 2005 Mitchell Repair Information Company, LLC.Disconnect positive battery cable. Remove the retainer bolt andRecover the coolant.InstallationTighten the bolt to 44 INCH lbs. (5 N.m).

    OFF or LOCK position and all electrical loads must be OFF, unlessIf a tool or equipment couldFailure to follow these precautionsNOTE: When adding coolant, it is important that you use GM Goodwrench DEX-COOLWednesday, May 20, 2009 9:20:39 AM Page 26 ? 2005 Mitchell Repair Information Company, LLC.Tighten the bolts to 89 INCH lbs. (10 N.m)Tighten the bolt to 18 ft. lbs. (25 N.m).Tighten the bolt to 22 ft. lbs. (30 N.m).Tighten the bolt to 18 ft. lbs. (25 N.m).Tighten the bolt to 22 ft. lbs. (30 N.m).See COOLING SYSTEM BLEEDING. Inspect the cooling systemRemovalNOTE: After servicing the cooling system, and if the vehicle is equipped with anThis complaint shouldCAUTION: Before servicing any electrical component, the ignition key must be in the. OFF or LOCK position and all electrical loads must be OFF, unlessIf a tool or equipment couldFailure to follow these precautionsNOTE: When adding coolant, it is important that you use GM Goodwrench DEX-COOLWednesday, May 20, 2009 9:20:39 AM Page 27 ? 2005 Mitchell Repair Information Company, LLC.RESTRAINT SYSTEMS article in RESTRAINTS.Recover the coolant.PROCEDURES article in WHEEL ALIGNMENT.Disconnect the inflatable restraint front end discriminatingNote routing of harness for installation reference.Raise the vehicle. Remove the cooling fan mounting bolt. DisconnectRemove the cooling fan assembly by pulling the fanInstallationRoute the forward discriminating sensor harness.Tighten the lower transmission oil coolerWednesday, May 20, 2009 9:20:39 AM Page 28 ? 2005 Mitchell Repair Information Company, LLC.Tighten the upper transmission oil coolerTighten the radiator upper mount bolts to 89. INCH lbs. (10 N.m).Tighten the negative battery cable bolt to 11 ft. lbs. (15 N.m).See COOLING SYSTEM BLEEDING. After theAdjust headlamps if necessary.NOTE: After servicing the cooling system, and if the vehicle is equipped with anThis complaint shouldCAUTION: Before servicing any electrical component, the ignition key must be in the.


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  • free policy and procedure manual for home care agency

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    File Name: free policy and procedure manual for home care agency.pdf
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    free policy and procedure manual for home care agency

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    Comprehensive, User-Friendly and Affordable- These are the goals for writing our Home Care Manuals. This means there is a business opportunity in the home care service industry to you. Yet, the task of turning your dream into a reality remains as challenging as ever. Fewer barriers to entry into the home care field, only stiffens the competition;so, getting off on the right path is critical to your success. Some of the services offered may include assistance with activities of daily living (ADL), personal care, housekeeping, and companionship to name a few. The services are intended to provide a support system to enable individuals to remain safely and comfortably in their own surroundings as long as possible. The in-home care services are focused on providing help that is not medical in nature but rather based upon helping the client in meeting the demands of living as independently as possible. Most States require that you have a set of policies and procedures for licensing requirements.I am very pleased with my order and it was very reasonably priced.Considering that others charge thousands for these things, I was skeptical but this is a very thorough product. Thanks for a great product and a fair price.” It has saved an incredible amount of time and has helped to guide us in creating valuable policies and procedures. Thank you so much for making this affordable and easily “use-able”. ” They have made the opening of our home care business so much easier than we ever thought it could be.” It is extremely informative for my venture. It covers everything that I can think of regarding this business-again thank you so much for your help” Please contact us directly. Our clinical department consisting of 7 Registered Nurses will prepare your policy and procedure manuals for your home care agency assuring your home care policy and procedure manuals are up to date.

    After paying or making your first payment with the payment plan, you will be sent the Full Templates Version (MS Word documents) or a link to the Customization Form for us to start customizing. Not only were they able to produce the exact documents I needed, they saved me time and money. When I started my home health care business, I thought getting all my paperwork would be a hassle, but so far, in just a couple of days, I got my paperwork and a great website. They showed me how to manage the website and are still helping me whenever I need help or have a question. I definitely recommend them, you'll not be disappointed. Our Quality Guarantee. If fully satisfied with the quality (have decided to proceed) then your credit card for payment (or optional payment plan) will be processed and you can fill out the customization form. Step 2 Fill in the form with your agency specific information and answer the questions, referencing the policy and procedures that you just downloaded. This gives us the information to make all of the Documents. Step 3 A consultant that specializes in your state licensing and other applicable laws works on the customization. A second consultant reviews for quality and compliance before it’s sent to you. MS Word documents that can be altered easily in the future if needed. Step 4 Use the customized documentation required for the licensing process in your state. You can now concentrate an all the other things that you need to do when starting a home care or home health agency. All Rights Reserved. We offer a digital format that includes crosswalks and hyperlinks, for a seamless navigational experience. We offer a digital format that includes crosswalks and hyperlink, for a seemless navigational experience. Our Policies and Procedures Offer an Interactive Navigational Experience Crosswalks with Hyperlinks Crosswalks appear before each section, which link directly to the policies. No need to scroll through entire policies.

    Our Home Care Policy and Procedure Manuals include: Administrative Policies Click Here for Table of Contents Health and Safety Policies Click Here for Table of Contents Scope and Services Policies Click Here for Table of Contents Personnel Policies Click Here for Table of Contents Financial Management Policies Click Here for Table of Contents Quality Assessment Program Improvement Policies Click Here for Table of Contents Job Descriptions Policies Click Here for Table of Contents Performance Evaluation Policies Click Here for Table of Contents Other policies, forms, documents and consulting services are available upon request: Personnel File Sections Click Here for a Description Agency Forms and Logs Click Here for a Description Employee Handbook Click Here for a Description Ready to begin. We accept payment over the phone or check by mail. After you purchase our Homecare Policies and Procedure Manuals, we will ask you to complete a short information form providing us with the name of your home care agency, location, staff detail and other basic information including your home care agency logo. You provide us with everything we need, we do the rest. Purchase our Policies and Procedure Manuals. Contact our home care consultants for details. Okay, thanks. Take a look at everything for 3 days Get the COUPON now. The coupon sets the price to zero dollars for the Free Evaluation. After going through checkout you will have immediate access to view the documents. The evaluation of any Start-Up Pack gives you a 3 day period to view the documentation. If you decide not to purchase at this time then that’s it or you can come back and purchase when ready to start. If you do want to purchase then you will be provided payment options from within the same online website pages. You will be directed to a secure page to either make a full payment or make your first payment using the payment plan.

    Full Support During Your State Survey If you purchase our home health policy and procedures for your state and have questions during your state license survey or ACHC or CHAP Accreditation Audit, our home health care registered nurses will be available to answer any questions and provide on the spot guidance. Thus, insuring you avoid any deficiencies. Starting a home care agency in your state is a huge investment of your time and money. You can feel good knowing that our home health policy and procedure manuals will get you licensed and accredited without issue. Contact our home health care consultants today to ask about your Arizona’s home care business license requirements, Arizona home care license application, Arizona Medicare application, or other Arizona home care policy and procedure requirements. Contact Us Fill out the form below for a no obligation consultation and one of our friendly consultants will get back to you shortly. Work with a Trusted Leader in the Home Care Business Startup Industry HomeHealthManuals.com, a 21st Century Health Care Consultants company, has been in business for more than 25 years. For more information on specific policies and procedures, according to your home care agency, please click on any of the following links. Click here for Skilled Nursing Health Care Click here for Non-Skilled Home Care Still not sure which policies and procedures are right for you? All Rights Reserved. Ginny helps open home care agencies and has given Ankota great inputs on our software. We at Ankota strongly believe that keeping elderly people healthy and comfortable in their homes (and out of the hospital) is an important step in the evolution of healthcare. Ginny is one of the pioneers driving moves in home health delivery. Enjoy her post (below). But that assumption couldn’t be farther from the truth. In actuality, creating your own homecare manual, wastes valuable time and staff resources that could be spent improving client care.

    Crosswalks include Accrediting Bodies' standards and state regulations, whether Medicare or Private Duty. Hyperlinks, within the crosswalks, allow for effortless operations between Tables of Contents, Crosswalks, and Policies. Guaranteed to Pass Licensing and Accreditation Surveys We guarantee our home health policy and procedure manuals for your state. In the unlikely event that you get any deficiencies, we will complete the required plan of correction (state and federal). Our home health policy and procedure manuals for Arizona are comprehensive, user-friendly and affordable.Policies and Procedures content aligns with Accrediting Body Standards (ACHC and CHAP), Medicare Regulations (if applicable), and State-specific Requirements, depending on the type of Agency. We are a preferred partner with Accreditation Commission for Health Care (ACHC) and Community Health Accreditation Partner (CHAP). All our home health policies and procedures are PRE-APPROVED. This alone, reduces the time for their survey by an entire day saving you time and money. Hyperlinks, within the crosswalks, allow for effortless operations between tables of contents, crosswalks, and policies Includes Private Duty and Medicare Accreditation Standards Details your home care agency’s specific services Meets your state's licensing requirements Access to our clinical team of Registered Nurses and licensing specialists Includes policy and procedure guarantee Watch Out for Generic Templates Many other consulting companies will sell “generic” templates. Using these template-based manuals exposes your agency to potential liability and lawsuits. Our state specific home health policy and procedure manuals are written for best practices and safeguards that protect you and your agency. Your home health policy and procedure manuals for Arizona will help assure that your staff is adhering to industry best practices and is operating in full compliance.

    Home care is a business unlike any other, and your employee handbook should include policies for the provision of care in the home environment. Developed by HR and management professionals, this Home Care Employee Handbook complies with federal employment laws and state-specific requirements for home care. In a few easy steps, you can print and distribute the handbook or save it as a PDF, which can be distributed via email or posted on the web for your employees to access. The Home Health Care Agency Business Start-Up Guide covers the licensing process, business set up, the community resource ecosystem, along with marketing and advertising. Your start-up process will benefit from our many years of experience in the health care industry, specifically focusing on regulatory issues. It has clearly definedsample policies that will increase productivity and provide employees with a reference source, allowing you and your staff to make quicker decisions while complying with all licensing guidelines. Simple crosswalks match policies and procedures to applicable accreditation standards, and the book comes complete with all relevant forms. Medical Staffing Manuals has a proven track record. For 18 years, we’ve been providing customized manuals that successfully meet specific state licensing and Medicare conditions of participation. Your copy comes ready with distinct company policies for submission to the state licensing board for approval. Our policy customization undergoes a 5-step review process to ensure accuracy and completeness. It complies with federal, state, CHAP, ACHC, and JCAHO requirements. Patients are required to receive and acknowledge receipt of pertinent information on insurance, consent, advance directives, privacy notices, and more. The packet includes a patient education handbook that will educate and prepare incoming patients for home health care services. Admission forms and checklists are included. It comes in word format for easy customization.

    The Pediatric Home Care Policies and Procedures Manual is perfect for any agency having or wanting to establish a pediatric program. This manual is designed to meet the regulatory or accreditation standards of your choice and Medicare Conditions of Participation for Home Care. The Pediatric Home Care Policies and Procedures Manual is an essential operations manual that must be read and followed by your clinical staff. Not only does a policy manual help to ensure compliance with state and federal regulations, it establishes guidelines for business administration, patient care, employee practices and billing. Offering people with health issues in-home medical care is an important service that can provide patient comfort and lead to lower health care expenses. Utilizing a policy manual provides an agency with a helpful tool to outline policies and to document the pathway to successful patient care. 1 Draft language related to the home health care agency’s mission, goals and purpose. Provide information on the general philosophy of the agency and the targets that will be used to measure success. Detail major objectives, including information on the successful integration of care with physicians, methods that will be used to allow patients to stay at home while receiving medical care and strategies for reducing health care costs. 2 Develop language detailing how the agency is governed. Define who will act as the administrator, who oversees financial affairs and how appropriate licensing and compliance will be ensured. Include a conflict of interest policy in agency administrative information. 3 Develop a section on client care. Write language related to what services the agency will offer. Detail what each service entails, how it will be performed and how the service is to be requested and documented. Include rates for the service, billing and payment procedures and information on how patients will be informed about the details of the programs to be offered.

    So instead of going it alone, consider purchasing a customized homecare manual. The homecare industry is not a one-size-fits-all world. Legal, accreditation and state regulations vary depending on the type of organization you manage. These professionals are familiar with government regulations and know what works for other successful homecare organizations across the country. Take a look at ten ways a customized homecare manual saves your organization money. In the world of homecare, time is money. If homecare manual errors are made, you will spend time correcting them after an unfortunate survey. Most customized homecare manuals are produced and updated electronically reducing your costs significantly. ? Purchasing customized homecare manuals takes away some of that worry. With many years of manual writing experience, we provide a customized manual you can depend on. To learn more, give us a call today. If you're interested in scheduling an online demo of our home care or care transitions software solutions, just click this button: Ankota's primary focus is on Care Transitions for Readmission avoidance and on management of Private Duty non-medical home care. To learn more, please visit www.ankota.com or contact us. Today’s seniors prefer to live in their homes as autonomously as possible for as long as possible. Home care services are the necessary bridge between physical limitations and independent living. Our guidebook offers comprehensive and valuable information compiled by a team with 18 years of experience creating health care manuals. It will put you on the fast track towards setting up and operating your own non-medical home care business. You’ll save weeks over finding and sorting through regulations on your own. Our handy forms will fast-track you through starting up your company and fulfilling all of your regulatory requirements. This manual is available in e-book (instant download) format and Flash Drive for easy editing.

    The State-Specific Non-Medical Home Care Policies and Procedures Manual guides you through your state’s regulatory requirements for establishing the administrative core of your home care business. It incorporates federal regulations, as well. Our 18 years of experience creating state-specific policy manuals for all 50 states means the information in our books is accurate and up to date. We employ a 5-step review process that ensures the accuracy and reliability of our guidance. Generally speaking, home care businesses have no storefront presence. Providers use their home or a small office as their business location. Strong advertising becomes essential. This book is the perfect manual for creating ongoing marketing and advertising campaigns using paid advertising on a budget, getting referrals, and listing your service through community resources. The book also explains some of the basic principles of the home care business that will help you thrive in your efforts. Agencies must also provide on-going training and refresher courses. Most agencies have found our Home Health Aide Training Handbook as a comprehensive guide to meet their initial training requirements and a refresher on skills that aides frequently forget. An easy-to-read format, loaded with photos and illustrations, this manual presents topics needed to establish a competency-based orientation. The focus is on the role of each type of helper. It’s the perfect supplement to support your training of home health aides, personal care assistants, and companions. Your staff will learn the detail and scope of best practices applied to home health care, including relevant state and federal regulations. A standardized test, training tracking tools, and certificates of completion are included with the handbook. This Home Care Employee Handbook will serve that purpose. Your employee handbook must also address specific requirements for home care businesses.

    4 Draft a section on personnel procedures that includes information on how staff is hired or terminated, how staff compliance with policy and procedure is documented and how employment-related grievances are handled. Provide information related to staff and patient health issues, including procedures to ensure sanitation and infection control. Tips Evaluate and incorporate state and federal regulations to ensure the agency policies are in compliance with applicable laws or required procedures. Todd holds an associate degree in communications from the University of Phoenix, and a real estate brokers license in Washington State. Related How to Design a Parent Handbook for a Daycare Center How Can a Home Care Business Get Customers. As such, they are required to abide by specific policies and procedures. Private home care provider policies and procedures often mirror the policies and procedures used in hospital and clinical settings. In many cases, this is because home health care providers are bound to the same legal requirements to which doctors, nurses and other health care providers are bound. Home Health Care Policies Policies are the guiding principles that home health care agencies and other types of health care providers follow when approaching patient care. These are broad, open-ended guidelines that shape health care providers’ actions rather than the specific instructions they should follow. For example, a private home care provider policies and procedures manual might state that the agency’s policy is to always have health care providers visit patients in pairs. When writing a set of private home care provider policies and procedures, an agency manager can rely on the agency’s ethical code to determine appropriate policies. She can also look at other home health providers’ policy guides to see sample policies and procedures for home health care.

    Home Health Care Procedures When looking at sample policies and procedures for home health care, an agency manager can also see examples of procedures to include in his employee handbook. These procedures are the specific instructions employees are to follow when providing care for patients as well as in regard to their positions with the agency. For example, an agency whose policy is to always have two caregivers dispatched to a patient’s home might include a procedure for caregivers to follow when only one is available for a patient visit. Sample Policies and Procedures for Home Health Care Examples of policies a home health care agency might include in its employee handbook include: The circumstances under which the home care provider will call for a doctor or an ambulance. The agency’s commitment to treating all patients with dignity and respect. Employee sick time and vacation policies. The agency’s policy concerning the Health Insurance Portability and Accountability Act. The agency’s policy concerning the Emergency Medical Treatment and Active Labor Act. Which insurance coverage the agency accepts. Occupational Safety and Health Administration guidelines for home health care providers. Vaccinations policy for employees. Sexual harassment policy. A few example procedures to include in a home health care handbook are: Care providers must always ask new patients about their cultural and religious practices that can impact their care. Always administer CPR when the patient has stopped breathing or has no detectable heartbeat. How to bill patients’ insurance providers for care. How to record and file documentation of patient visits. How caregivers are to respond to suspicions of patient neglect or abuse. Writing a Nonmedical Home Care Employee Handbook Not all home care providers are medical professionals. Many provide nonmedical home health care, which can include any type of living support like: Performing household tasks like cooking and cleaning.

    Helping the patient dress, bathe and use the bathroom. Managing the patient’s daily routine. Performing tasks like grocery shopping and refilling prescriptions. The policies and procedures that are included in a nonmedical home care employee handbook are different from those included in a medical home care employee handbook. This is because of the different tasks that nonmedical home care providers perform versus medical home care providers. A nonmedical home care employee handbook’s policies and procedures might explicitly state that the home care provider is not to administer any type of medical care beyond first aid and instruct him to contact a specific health care provider if his patient needs medical attention. References 21st Century Health Care Consulting Services: Home Health Care Policy and Procedure Manuals Occupational Safety and Health Administration: Home Healthcare Resources Government of Alberta: Developing A Policy And Procedures Manual About the Author Lindsay Kramer has been a full-time writer since 2014. In that time, she's experienced the ups, downs and crazy twists life tends to take when you're launching, building and leading a small business. As a small business owner, her favorite aspect about writing in this field is helping other small business owners and aspiring entrepreneurs become more fluent in the terminology and concepts they face in this role. Written policies increase understanding and reduce the need for individual decisions already mandated as Company policy. They help ensure uniformity throughout the organization’s regular operations and increasingly, required by many states’ regulation. From timekeeping, payroll, benefits, working conditions to email and internet usage as well as descriptions for providing care. For just a few dollars per hour, the time you’ll save by implementing it to your organization is invaluable! Please Login to post a commentLearn how your comment data is processed. Shopping Cart.

    You saved me and my staff hours of work! Our Civil Rights, Section 504, and Non Discrimination Polices will have your company covered. They are provided on hard copy with USB Drive or USB Drive only Version.We offer the best prices in the industry with the fastest delivery; our documents ship within 5 business days of your order.All other logos are the property of their owners. Because policies and procedures are agency-specific documents, providers are in the best position to prepare them. With that in mind, we stress the importance of providers investing time to think about and prepare relevant and practical agency-specific policies and procedures that comply with Minnesota home care laws. While independent consultants may offer valuable guidelines regarding the process of policy and procedure development, the provider must tailor these policy samples or templates to their agency; otherwise, they will not satisfy the requirements of Minnesota statutes. Having policies and procedures in place gives a clear indication that the provider is aware of the tasks and challenges ahead, is prepared and has mechanisms in place to minimize risks. For instance, an agency providing home care services with a basic home care license does not need to write a policy on medication management because these services cannot be performed by a basic licensee. On the other hand, an agency holding a comprehensive home care license that provides medication management services does need to have such a policy and procedure and it must comply with statute. Updates to the manuals are done by Corporate Governance and Risk Management Branch as electronic amendments. A register of amendments accompanies the electronic version of each manual.


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    free policy procedures manual template

    You should pay attention to the contents of the manual as it contains the steps to take for disciplinary actions or other actions in different business predicaments. Company lawyers can resort to the document to check if there are any legal problems that need attention or if the company follows the state and federal legal requirements. It helps your company avoid inconsistencies You can always refer to a well-written company policy template if your team, with clear instructions from the management, have to deal with specific work concerns. Clearly stated policies and procedures help maintain the desire of the company to make impartial and consistent decisions. You can use it as a tool for training In itself, you can use the policy and procedure manual template as a training tool as it already informs the employees about their positions in the company’s overall structure. It informs the employees where and who to approach when they have concerns or questions. For new employees, the manual can help them start their work on time. Effective policies and procedures examples describe important tasks to perform daily and all employees must accomplish such for the company to operate efficiently and safely. All businesses and organizations regardless of size or type may benefit from a policies and procedures template. Here are the most common fields that will benefit from clearly-defined company policy examples: Construction The manuals here include the training and orientation policies, refusal of work policy, time reporting policies, and more. Education For this type, the manual includes the tenure policy, code of ethics policy, credit-hour policy, and more. Healthcare Some examples include the cellphone policies for providers, notice of non-discrimination in health insurance policy, and appointment policies. Human Resources The department provides a lot of the policies necessary companies.

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    You can use a policy and procedure template to make decisions and provide a framework for the organization’s activities. Policies and procedures often come together although they have different purposes. For one, policies refer to high-level guidelines used to define an organization’s culture. Organizations need them for making decisions and to provide a framework for its activities. Conversely, procedures refer to lower-level processes. These provide steps for the employees to follow so they can adhere to the policies of the organization. This is an important management tool that employees need to get acquainted with. All policies and procedures examples state the company’s guidelines and goals. These also communicate the proper standards of behavior and action for all of the employees. All policy and procedure manual templates include the company’s best practices, the core descriptions for business processes, and the standards and methods on how employees should do their work. Usually, in manual form, a company policy template helps you standardize employee training so you can concentrate on the company’s growth. Company policy examples are all about effective communication of standards between employers and employees. Here are some reasons that show the importance of this document: It keeps your employees in the know A company needs a manual as a reference in the management of daily business processes. When you document standards, you can easily communicate with the employees on what’s relevant in the company’s growth, customer satisfaction, and quality. Moreover, the presence of a policy and procedure document helps employees know what to do when anything unexpected occurs. It keeps your company protected Another great benefit of having a policy and procedure template is that it will protect the company from any possible employee fraud or legal action.

    These pre-writing activities may include researching the background and deciding on the focus of your document. After writing the draft of your policies and procedures examples, you need to have them reviewed, validated, and approved. Lastly, disseminate the document then train employees in the new policies and procedures. Keep the following in mind before you start writing your company policy examples: A policy or procedure should focus on one concept at a time. Because of the effort needed to develop effective policies and because of how they affect the values of your company and potentially may have legal consequences, make sure that your employees support and endorse your efforts. Support the policy with employee education and training. Don’t expect employees to just read the information and remember everything. As you start training, give the employees a good reason to learn the new guidelines and follow them. Consider using an online policy and procedure For the past few years, companies have actively examined their decision-making processes with the aim of finding a decision-making authority at the lowest levels. This makes employees confused as they do not know what’s important. Policies and procedures that exist aren’t always updated, giving employees a hard time to locate documents needed to make informed decisions. However, an up-to-date, online template permits access to employees who use or are directly affected by the policies and procedures to have access to them. It’s more economical Presently, individual departments must dedicate their resources to maintain files of important policies and procedures. At the same time, such departments responsible for policies must correspond to requests for policy documents as other individual users might need these. Because of this, they will use already scarce resources within their departments which might be better assigned to other activities.

    Examples include anti-discrimination policy, termination policy, time-off policy, and more. Emergency Services and Law Enforcement Some examples include the drone policy, body camera policy, emergency communication policy, and others. Office Management Some examples include petty cash access, after-hours calls, supply cabinet access, and more. Nonprofits These include volunteer insurance, recruitment, selection, expenses, and so on. This not only applies to large companies who need it so that the different departments can work effectively but also to small companies too. Whatever reason you may have for creating your own company policy template, this document should possess the following characteristics: Efficient Avoid overcomplicated explanations when counting for every possible scenario. Each defined step should exist for a reason. But don’t oversimplify things as you might end up omitting important information. Measurable When you develop each activity, make sure that there is always some relevant measurement that goes with it. This can be as something as simple as a checkbox to indicate completion or as complex as you need it to be. Shared You should store your policy and procedure manual template in common areas accessible only to those allowed to view them. This could be a filing cabinet, a binder or even an online shared site. Current Policies and procedures may change depending on the needs of the company. You should have a review process for this document. After the changes, discard old copies or mark them as superseded. Tested Generally, you should first test a procedure before publishing it. The test should include the concurrence of everyone involved so they can attest to its success. Creating a policy and procedure template can take effort and time but you can improve on this by keeping a few basic information in mind. Most of the work to create one happens even before you’ve started to write anything.

    After an IT security event, policies can aid in disaster recovery. Depending on the size of your organization, you may have one document or several documents. Consider adding guidance and steps to this Word template for software and hardware purchases and approved models and versions. Add your own device, visitor policy, password policy, security events, and any considerations pertinent to your company or organization. ? Download Word Template Try Smartsheet Template. Education Administration Policy and Procedure Template Higher education policies and procedures can apply to different groups, including staff, students, and visitors. Policies can set expectations for aspects of the job (such as behavior and course quality, or for tangibles (what equipment can be purchased, from what vendors, and with what process). Your institution may publish its own templates and style guide on its website. Use this template in Word to determine your needs. ? Download Word Template Try Smartsheet Template. Basic Policy and Procedure Template This is a basic policy and procedure template that you can customize to include the sections and content best suited to your organization. The table of contents section will update as you add to the content in the rest of the document— simply click Update Table in the Table of Contents group on the References tab. ? Download Basic Policy and Procedure Template - Word Change Management Policy Template Managing change can be critical to the efficiency and success of your business. With this change management policy template in Word, you can describe the change, its scope, and the roles involved in the change. Detail change management risks, policies, and procedures. ? Download Change Management Policy Template - Word Data Governance Policy Template This data governance policy template can be a crucial part of building policy for your organization.

    If written policies and procedures were readily available from a single department or position within the company and identifying such department in the policy to which queries can get directed, this could result in a number of benefits. It improves responsiveness The quick updates and dissemination of procedures allow the company to meet the changing needs of the customers and to adjust to new environments. It prompts accountability One of the foundational elements of a system in which units and individuals are directly responsible for adherence to is the use of clearly written and available policies and procedures. A policies and procedures template can easily become outdated even if there is an effective policy review process if it isn’t coupled with effort. There should be a department in charge of maintaining and distributing policy records as well as updating procedures. This makes your effort in creating the document more rewarding. TemplateLab is not a law firm or a substitute for an attorney or law firm. Use of TemplateLab is subject to our Terms of Service and Privacy Policy. Soon to be by Smartsheet.There’s no denying that documenting policies and procedures takes time, effort, and people skills, but luckily, templates can alleviate this stress. This article is your one-stop shop for everything policies and procedures-related. We’ll explain what policies and procedures are and the best way to prepare for, write, and implement them. To simplify your documentation process, we’ve also included free, downloadable policy and procedure templates for education, IT, and small business. Search online for samples that may be pertinent to your industry. You can also use a template to save time and effort. Below you’ll find nine free, downloadable, use-case specific templates to get started. IT Policy and Procedure Template Clearly defined IT policies and procedures can prevent privacy and data breaches.

    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. Especially when creating procedures, it’s essential to consult the people who will use the procedures and perform the work, so they understand the steps in a workflow. 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. If your organization keeps a style guide and in-house glossary, use it. Consider these tips: Use terms and definitions consistently. Explain acronyms. Use plain language rather than jargon.

    If you must use jargon, explain it. Use inclusive and gender-neutral language. Provide general information where possible. For example, provide a general departmental phone number, rather than the mobile phone number or office number of an individual who may change jobs. Be clear about required actions versus optional actions by choosing the correct words. The words must and will indicate compulsory actions. The word may suggests an optional action. Write in short sentences with plain words. Write in active voice rather than passive voice when possible. Consider the following structural tips for your policies and procedures: Linking: Hyperlinks to external reference documents and internal sections make it easier for users to find documents. Naming Documents: Use clear and consistent names for documents. Headings, Numbers, and Bullets: Especially for long documents, consider using clear, short subheadings to describe the topic, using numbering sections and paragraphs, and using bulleted lists. In general, limit subdivisions to three levels. Certain standards and fields also publish templates online. Depending on your experience with your organization’s document management platform, you may be expected to compose the document in a word processing program and then send it to be uploaded online. Your organization may also specify references to keep tone and language accessible and inclusive as well as clear, correct, and concise. If you have any legal concerns about what to include in your document, ask to speak to your company’s legal counsel. For legal questions, you can include a contact email with the policy and procedure templates you post online. 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.

    Data governance helps you figure out who has access to your data, your data usage particulars, how data is integrated, and how data is protected. ? Download Data Governance Policy Template - Word Key Remote Access Policy Elements Template Increasingly, employees and other contributors wish to work off site or remotely. While this practice may enhance employee productivity, it presents extra considerations for network and data security. Use this checklist in Word to draft a remote access policy. Considerations include devices used remotely, locations of use, such as home or public areas, secure work areas, and more. ? Download Key Remote Access Policy Elements Template - Word Onboarding Process Template Onboarding, the process of bringing a new employee into an organization, can start with the recruiting process and continue well beyond the initial hiring — for example, to include notifying IT about access requirements and explaining company culture. This onboarding process template describes what to consider before an employee starts as well as what to think about during their first day, week, month, and at their three-month review. ? Download Onboarding Process Template - Excel Small Business Policy and Procedure Template Even if you only employ a few workers, you are still responsible for their safety and well-being as well as the security and maintenance of material assets. Customize this small business policy and procedure template in Word to suit your company. Be sure to consider policies and procedures that cover such things as harassment, non-discrimination, workplace safety, smoking and alcohol or drug use, and IT best practices and security. ? Download Small Business Policy and Procedure Template - Word Construction Policy and Procedure Template One of the key aims of construction policies and procedures is to ensure worksite safety.

    Construction documentation provides for such things as employee safety training, inspections for hazards, and managing emergencies. Complete this template and train all employees in its provisions so all staff are prepared before an incident occurs. ? Download Construction Policy and Procedure Template - Word Policies offer structure for consistency, and also ensure compliance with organizational values and goals as well as regulations and standards. Policies are generally set by upper management. A policy document should describe what the policy does and why it is necessary. It should also explain which individuals, roles, or departments are responsible for writing, reviewing, implementing, and managing the policy. Procedures are usually performed by employees and describe who should perform specific activities and how to complete a task. By contrast, a process describes how procedures across the entire company align with one another in order to realize a product or service. Processes should also detail who is responsible, and ensure that the necessary tasks are completed properly and on time. Policies provide a structure that can define your organization’s culture, and well-defined policies can offer a path to achieving long-term goals and even pursuing continual improvement. Policies can also help your organization reduce or avoid risk. In addition, policies can guide the way to regulatory compliance. Procedures show the steps that employees must take to implement those policies. They can give clear guidance on what to do in particular sets of circumstances in order to avoid improvising solutions. Policy and procedure templates can help. 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.

    The following are some of the possible policy topics: Basic Sections Document Header: Header information, also called meta information, includes the policy title, policy number, revision dates, publication dates, approver’s signature, and department. Purpose: This explains what the policy is about and the reason for having the policy, such as how it promotes compliance with standards or regulations. Policy Statements: Describe the overall framework for the policy and its intent. Definitions: Define terms in your policy, especially words and phrases with multiple meanings. Definitions make policies clearer and can be important if the organization ever faces litigation. Table of Contents: Whether your document is published online, made into a PDF, or printed, a table of contents aids users in quickly finding information. Hyperlinked tables of contents are a helpful feature of electronic documents. Policy and Procedures: Details of the policy and procedures may be included in one document. Scope: This describes the individuals, departments, or groups to whom the policy applies. To increase clarity, describe any employees or others to whom it does not apply. Responsibilities: To ensure compliance, specify which roles are responsible for creating documents and reviewing documentation and activities. Additional Sections Organization Chart: An organization chart can show how departments and individuals relate to one another. Dress Code: Discuss what constitutes appropriate dress for your organization. Reporting: A reporting policy describes how you store any documents required by policies and procedures. Job Descriptions: Define the responsibilities of each position. Smoke, Drug, Alcohol, and Weapons-Free: Organizations can specify that smoking and alcohol consumption are prohibited on their premises. They can also prohibit off-premises drug use through drug testing. In addition, they can ban weapons from organization property.

    Cell Phone: Cell phone policies limit the use of employee-owned cell phones to business-related activities. Computer and Internet: Computer and internet usage policies describe what activities are permitted on organization-owned assets. Social Media: An organization’s social media policy specifies whether or not employees outside certain departments may refer to the organization in their social media activities. Attendance: This describes the expectations for employee attendance, work hours, and unexpected absences or lateness. Anti-Harassment: Anti-harassment policies help an organization communicate what it deems unacceptable behavior. These policies also outline the consequences when unacceptable behavior can be proven. An important part of anti-harassment policy is a predefined complaint procedure. Safety: Safety policies and procedures encourage behaviors that prevent or lessen the chance of accidents and injuries. Employee Evaluation: It is crucial to outline the process for employee evaluations and disciplinary procedures before such actions are necessary. Diagrams and Drawings: Procedures may be best explained through these tools. Records Management: Describe how and where you will store records pertaining to the maintenance of the policy. Public Non-Discrimination Statement: A non-discrimination policy declares that an organization will not tolerate discriminatory treatment on the basis of race, color, sex, gender identity, religion, national origin, or sexual orientation. Governing Policies and Procedures: These are created by an organization’s board of directors as a framework to aid management in making decisions. Financial: Financial policies describe how you procure items as well as the approval path for securing items. In order to ensure that all team members understand and follow processes, consider using a software tool that allows you to store, track, and manage the many aspects of your organization.

    Smartsheet is an enterprise work management platform that is fundamentally changing the way businesses and teams work. Over 74,000 brands and millions of information workers trust Smartsheet to help them accelerate business execution and address the volume and velocity of today's collaborative work. The familiar Smartsheet interface that is designed for how people actually work leads to rapid and broad adoption across your organization. Use self-service reports and dashboards in Smartsheet to provide real-time visibility into resources, status, and performance, so you can rapidly align operations with strategy. Discover why millions of professionals around the world use Smartsheet to move from idea to impact fast. Try Smartsheet for Free. Select any Microsoft Word Standard Operating Procedure (SOP) template. Use these templates, based on best practices, to improve department management in your organization. Select Procedures Samples from Money-Saving Policy Bundles 1 Free Company Policies and Procedures Template 1 Free Sample Internal Control Procedures Get samples from our nine manual bundle. The full bundle contains 373 procedures and 581 forms (6,510 total pages). Get samples from our five manual bundle. The full bundle contains 262 procedures and 374 forms (4,120 pages). You will be added to our confidential email list, which will not be sold or rented. Unsubscribe by clicking the link at the bottom of any email. See our Privacy Policy for more details. Your sample Policy Procedure template is available for immediate download. Why Free Sample Policies and Procedures Template. So what does a typical sample procedure template look like. What does a specific Policy manual cover. Or, how many procedures does a specific SOP template have. You can find answers to all your questions and more when you download a free sample policies and procedures template. As CFO of a public company, this will assist not only in organization, but our audits as well.

    ” Richard Nance, CFO General Automation, Inc Get to Know Us About Bizmanualz Our Customers Our Contributors Featured Products Free Policies and Procedures Privacy Policy FAQs Risk Free Guarantee Process Improvement Contact Us Recent Posts What’s the Difference Between Procedures and Work Instructions. How to Cultivate a Creative Corporate Culture How to Hire Your Dream Team How to Get to Best Practices Faster. The Importance of an Updated Fire Safety Manual In Any Workplace How To Run a Successful Business with Remote Employees What Is a Policies and Procedures Manual. What are SOX Accounting Policies and Procedures. Most companies use Microsoft Office, Active Directory and Outlook so we’ve put together a handy policy and procedure Word template for your use. When you’re ready to take your policy management system to the next level, we can seamlessly migrate your documents to our Policy Management Software, keeping them in their existing formats, because our software is built on Microsoft SharePoint. Often businesses have issues discerning which is which or use the terms interchangeably, resulting in them lacking one of the elements. Sure, there may be quite a few unwritten rules that employees seem to be aware of and your organization just hasn’t gotten around to putting on paper yet, but those rules tend to cause more confusion than not. Building employee engagement (and retention) starts from their first day at the office, when you introduce them to your company’s culture through sharing the company’s policies and procedures. A company’s policies give employees an immediate sense of what the company stands for — its values, business ethics and personality. One of the best ways to improve employee retention is to not just train them initially, but constantly develop them by creating a work environment that fosters communication and learning.

    Reactive Your employees’ knowledge of company policies and procedures makes all the difference when it comes to compliance and industry regulations. Polices and procedures are intended to serve as a reference guide for certain scenarios or situations. What happens when those scenarios actually take place and your employees don’t know what to do. We talk about mergers, acquisitions and subsidiaries as part of the common business dialogue, and we sometimes forget that it’s the compliance team that holds the seams of an ever-changing environment together. It takes time. It takes multiple meetings. It takes dealing with different people from diverse areas both inside and outside the organization. It takes emailing back and forth after the meeting, and it can get confusing trying to keep track of it all. Some policies can be seen as flexible, whereas other policies need to be upheld in order for companies to be compliant with local, state or federal laws. How do you know for sure. Sure, some employees have enough time and interest to read through the documentation, but even within that group, how many pay attention to the changes that matter most. Businesses are dynamic and ever-evolving to meet the demands of the marketplace. We talk about mergers, acquisitions and subsidiaries as part of the common business dialogue, but we don’t often stop to think about the compliance team that holds the seams of an ever-changing environment together. What happens when a natural disaster, power outage or other unplanned event occurs. Check out the resources below: Industries Served Education Protect intellectual property, manage grants, preserve student privacy, and outline ethical procedures. EXPLORE MORE Financial Services and Banking Comply with SEC, FDIC, FINRA, OCC, CFTC, and Federal Reserve regulations, greater transparency, and manage external scrutiny.


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    free policy manual template word

    If you know how to use it, it saves a lot of time and you can produce professional documents very quickly. Firstly, the Automated Table of Contents. This feature is awesome. Create a quality system fast using a policy and procedure template with a table of contents already formatted. If you don’t, it will take a little bit to understand how it works. However, there are numerous benefits of using the automated table of contents feature. Changing it does become a bit harder but use the Styles to create your automated styles. There are plenty of options to consider and you might need to do some research online on how to make it work right. See circled below. Also note the other check boxes below this which allow some pretty powerful functions and are worth experimenting with. Experiment with what they do because they can make your life a lot easier when amending a file. What is the difference? It can be quite detailed and should be easy to read and understand. The last thing you want. A procedure is like a step by step instruction. These instructions need to be detailed and include every single step. If you miss a step can you expect your team to get it right? This policy is an Anti-Bullying Policy. This type of document should be direct and to the point. Creating a procedure is relatively easy. However, should you be breaking down the task into something small so it is manageable? However, this is going to take you a lot of time to create. Speed it up by using a policy and procedure template. All you need is MS Word software and you are ready to go. You can simply open the document and start adding policies and procedures. Nothing to it. Just open up the file and away you go. Train your team to use the search function. They just need to know where it is. Some area you may not want your team to view. They could potentially change it which might have significant consequences to your quality control. Did you know there are a ton of alternatives to using MS Word?

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    It gets more difficult as your business expands. However, you can start off with a basic MS Word document However, you can start off with a basic MS Word document policy and procedure template as this will be low cost. It can have a range of things in it depending on the type of business you have, how complex it is and how it operates. The point is, you need something for your team to follow regardless of what they do. As business owner if you haven’t communicated this to your team then it is likely they will adopt their own standards. Setting the standards is good business and making sure everyone understands these requirements is essential to build team morale and provide a vision and direction for your business. Make a start today and think about the future of your business, because in 6 months time, 12 months time or 2 years time, you will be glad you spent the time to start. It is a fast and easy way to create a manual within minutes. You could download our template if you like and you would have your manual started immediately. Creating something using MS Word is going to allow you to focus on getting the content right. It also allows you to see how things go in your business without outlaying too much expense. You need to know what is actually going to work and be the best for your business. This program is the staple diet of all IT keyboard warriors across the planet. If you need to create any simple document, chances are it was created on MS Word. However as your business expands it becomes difficult to manage. No doubt if you are just starting out in business, you need to keep your costs low. Using MS Word is the best way to create a policy and procedure manual for relatively low cost. If they can’t then chances are they won’t. No point in making a quality system that is cumbersome, difficult to use, or difficult to read. This defeats the purpose of having a good quality system to keep your business nimble and flexible.

    We’ll explain what policies and procedures are and the best way to prepare for, write, and implement them. To simplify your documentation process, we’ve also included free, downloadable policy and procedure templates for education, IT, and small business. Search online for samples that may be pertinent to your industry. You can also use a template to save time and effort. Below you’ll find nine free, downloadable, use-case specific templates to get started. IT Policy and Procedure Template Clearly defined IT policies and procedures can prevent privacy and data breaches. After an IT security event, policies can aid in disaster recovery. Depending on the size of your organization, you may have one document or several documents. Consider adding guidance and steps to this Word template for software and hardware purchases and approved models and versions. Add your own device, visitor policy, password policy, security events, and any considerations pertinent to your company or organization. ? Download Word Template Try Smartsheet Template. Education Administration Policy and Procedure Template Higher education policies and procedures can apply to different groups, including staff, students, and visitors. Policies can set expectations for aspects of the job (such as behavior and course quality, or for tangibles (what equipment can be purchased, from what vendors, and with what process). Your institution may publish its own templates and style guide on its website. Use this template in Word to determine your needs. ? Download Word Template Try Smartsheet Template. Basic Policy and Procedure Template This is a basic policy and procedure template that you can customize to include the sections and content best suited to your organization. The table of contents section will update as you add to the content in the rest of the document— simply click Update Table in the Table of Contents group on the References tab. ?

    If you check Google this is what pops up. There are quite a few alternatives to consider. It is very similar however the best bit about it is it is free. The biggest benefit is that it is free. Something you should be looking out for if you are starting out in business. It has a lot of the features of MS Word and all you simply need to do is get used to using it and before you know it you will be an expert and using it. Our template already comes set up a ready to go with the Automated Table of Contents in place. There are easy ways to update the template to fit your business simply using the Find and Select tool in MS Word. Click the image below. Did you start by using a policy and procedure template? Once your business starts to grow larger you can then switch to something to manage all the data better. You can purchase generic templates and then modify to suit your business. You cannot afford to not have one. However, you will be rewarded significantly for your effort. You can also save a huge amount of time by purchasing templates online to speed up the process dramatically. I think using word is a good idea if you are a small business of 1 or 2 people. You can expand it pretty quickly. There are so many choice online but it is hard to plan for the future. I think it is better to have something you have complete control over because otherwise it can disappear in an instant. Does anyone remember MySpace. The last thing you wanna do is put all that effort into something that gets deleted when a website dies. Just a word document with everything in it. It works well for now. Learn how your comment data is processed. Next Next post: Does Your New Business Really Need a Procedure Manual. Soon to be by Smartsheet.There’s no denying that documenting policies and procedures takes time, effort, and people skills, but luckily, templates can alleviate this stress. This article is your one-stop shop for everything policies and procedures-related.

    Customize this small business policy and procedure template in Word to suit your company. Be sure to consider policies and procedures that cover such things as harassment, non-discrimination, workplace safety, smoking and alcohol or drug use, and IT best practices and security. ? Download Small Business Policy and Procedure Template - Word Construction Policy and Procedure Template One of the key aims of construction policies and procedures is to ensure worksite safety. Construction documentation provides for such things as employee safety training, inspections for hazards, and managing emergencies. Complete this template and train all employees in its provisions so all staff are prepared before an incident occurs. ? Download Construction Policy and Procedure Template - Word Policies offer structure for consistency, and also ensure compliance with organizational values and goals as well as regulations and standards. Policies are generally set by upper management. A policy document should describe what the policy does and why it is necessary. It should also explain which individuals, roles, or departments are responsible for writing, reviewing, implementing, and managing the policy. Procedures are usually performed by employees and describe who should perform specific activities and how to complete a task. By contrast, a process describes how procedures across the entire company align with one another in order to realize a product or service. Processes should also detail who is responsible, and ensure that the necessary tasks are completed properly and on time. Policies provide a structure that can define your organization’s culture, and well-defined policies can offer a path to achieving long-term goals and even pursuing continual improvement. Policies can also help your organization reduce or avoid risk. In addition, policies can guide the way to regulatory compliance. Procedures show the steps that employees must take to implement those policies.

    Download Basic Policy and Procedure Template - Word Change Management Policy Template Managing change can be critical to the efficiency and success of your business. With this change management policy template in Word, you can describe the change, its scope, and the roles involved in the change. Detail change management risks, policies, and procedures. ? Download Change Management Policy Template - Word Data Governance Policy Template This data governance policy template can be a crucial part of building policy for your organization. Data governance helps you figure out who has access to your data, your data usage particulars, how data is integrated, and how data is protected. ? Download Data Governance Policy Template - Word Key Remote Access Policy Elements Template Increasingly, employees and other contributors wish to work off site or remotely. While this practice may enhance employee productivity, it presents extra considerations for network and data security. Use this checklist in Word to draft a remote access policy. Considerations include devices used remotely, locations of use, such as home or public areas, secure work areas, and more. ? Download Key Remote Access Policy Elements Template - Word Onboarding Process Template Onboarding, the process of bringing a new employee into an organization, can start with the recruiting process and continue well beyond the initial hiring — for example, to include notifying IT about access requirements and explaining company culture. This onboarding process template describes what to consider before an employee starts as well as what to think about during their first day, week, month, and at their three-month review. ? Download Onboarding Process Template - Excel Small Business Policy and Procedure Template Even if you only employ a few workers, you are still responsible for their safety and well-being as well as the security and maintenance of material assets.

    If you have any legal concerns about what to include in your document, ask to speak to your company’s legal counsel. For legal questions, you can include a contact email with the policy and procedure templates you post online. 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: Basic Sections Document Header: Header information, also called meta information, includes the policy title, policy number, revision dates, publication dates, approver’s signature, and department. Purpose: This explains what the policy is about and the reason for having the policy, such as how it promotes compliance with standards or regulations. Policy Statements: Describe the overall framework for the policy and its intent. Definitions: Define terms in your policy, especially words and phrases with multiple meanings. Definitions make policies clearer and can be important if the organization ever faces litigation. Table of Contents: Whether your document is published online, made into a PDF, or printed, a table of contents aids users in quickly finding information. Hyperlinked tables of contents are a helpful feature of electronic documents. Policy and Procedures: Details of the policy and procedures may be included in one document. Scope: This describes the individuals, departments, or groups to whom the policy applies. To increase clarity, describe any employees or others to whom it does not apply. Responsibilities: To ensure compliance, specify which roles are responsible for creating documents and reviewing documentation and activities. Additional Sections Organization Chart: An organization chart can show how departments and individuals relate to one another. Dress Code: Discuss what constitutes appropriate dress for your organization.

    Reporting: A reporting policy describes how you store any documents required by policies and procedures. Job Descriptions: Define the responsibilities of each position. Smoke, Drug, Alcohol, and Weapons-Free: Organizations can specify that smoking and alcohol consumption are prohibited on their premises. They can also prohibit off-premises drug use through drug testing. In addition, they can ban weapons from organization property. Cell Phone: Cell phone policies limit the use of employee-owned cell phones to business-related activities. Computer and Internet: Computer and internet usage policies describe what activities are permitted on organization-owned assets. Social Media: An organization’s social media policy specifies whether or not employees outside certain departments may refer to the organization in their social media activities. Attendance: This describes the expectations for employee attendance, work hours, and unexpected absences or lateness. Anti-Harassment: Anti-harassment policies help an organization communicate what it deems unacceptable behavior. These policies also outline the consequences when unacceptable behavior can be proven. An important part of anti-harassment policy is a predefined complaint procedure. Safety: Safety policies and procedures encourage behaviors that prevent or lessen the chance of accidents and injuries. Employee Evaluation: It is crucial to outline the process for employee evaluations and disciplinary procedures before such actions are necessary. Diagrams and Drawings: Procedures may be best explained through these tools. Records Management: Describe how and where you will store records pertaining to the maintenance of the policy. Public Non-Discrimination Statement: A non-discrimination policy declares that an organization will not tolerate discriminatory treatment on the basis of race, color, sex, gender identity, religion, national origin, or sexual orientation.

    They can give clear guidance on what to do in particular sets of circumstances in order to avoid improvising solutions. Policy and procedure templates can help. 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. Especially when creating procedures, it’s essential to consult the people who will use the procedures and perform the work, so they understand the steps in a workflow. 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. If your organization keeps a style guide and in-house glossary, use it. Consider these tips: Use terms and definitions consistently. Explain acronyms. Use plain language rather than jargon. If you must use jargon, explain it. Use inclusive and gender-neutral language. Provide general information where possible. For example, provide a general departmental phone number, rather than the mobile phone number or office number of an individual who may change jobs. Be clear about required actions versus optional actions by choosing the correct words. The words must and will indicate compulsory actions. The word may suggests an optional action. Write in short sentences with plain words. Write in active voice rather than passive voice when possible. Consider the following structural tips for your policies and procedures: Linking: Hyperlinks to external reference documents and internal sections make it easier for users to find documents. Naming Documents: Use clear and consistent names for documents. Headings, Numbers, and Bullets: Especially for long documents, consider using clear, short subheadings to describe the topic, using numbering sections and paragraphs, and using bulleted lists. In general, limit subdivisions to three levels. Certain standards and fields also publish templates online. Depending on your experience with your organization’s document management platform, you may be expected to compose the document in a word processing program and then send it to be uploaded online. Your organization may also specify references to keep tone and language accessible and inclusive as well as clear, correct, and concise.

    Governing Policies and Procedures: These are created by an organization’s board of directors as a framework to aid management in making decisions. Financial: Financial policies describe how you procure items as well as the approval path for securing items. In order to ensure that all team members understand and follow processes, consider using a software tool that allows you to store, track, and manage the many aspects of your organization. Smartsheet is an enterprise work management platform that is fundamentally changing the way businesses and teams work. Over 74,000 brands and millions of information workers trust Smartsheet to help them accelerate business execution and address the volume and velocity of today's collaborative work. The familiar Smartsheet interface that is designed for how people actually work leads to rapid and broad adoption across your organization. Use self-service reports and dashboards in Smartsheet to provide real-time visibility into resources, status, and performance, so you can rapidly align operations with strategy. Discover why millions of professionals around the world use Smartsheet to move from idea to impact fast. Try Smartsheet for Free. You can use a policy and procedure template to make decisions and provide a framework for the organization’s activities. Policies and procedures often come together although they have different purposes. For one, policies refer to high-level guidelines used to define an organization’s culture. Organizations need them for making decisions and to provide a framework for its activities. Conversely, procedures refer to lower-level processes. These provide steps for the employees to follow so they can adhere to the policies of the organization. This is an important management tool that employees need to get acquainted with. All policies and procedures examples state the company’s guidelines and goals. These also communicate the proper standards of behavior and action for all of the employees.

    All policy and procedure manual templates include the company’s best practices, the core descriptions for business processes, and the standards and methods on how employees should do their work. Usually, in manual form, a company policy template helps you standardize employee training so you can concentrate on the company’s growth. Company policy examples are all about effective communication of standards between employers and employees. Here are some reasons that show the importance of this document: It keeps your employees in the know A company needs a manual as a reference in the management of daily business processes. When you document standards, you can easily communicate with the employees on what’s relevant in the company’s growth, customer satisfaction, and quality. Moreover, the presence of a policy and procedure document helps employees know what to do when anything unexpected occurs. It keeps your company protected Another great benefit of having a policy and procedure template is that it will protect the company from any possible employee fraud or legal action. You should pay attention to the contents of the manual as it contains the steps to take for disciplinary actions or other actions in different business predicaments. Company lawyers can resort to the document to check if there are any legal problems that need attention or if the company follows the state and federal legal requirements. It helps your company avoid inconsistencies You can always refer to a well-written company policy template if your team, with clear instructions from the management, have to deal with specific work concerns. Clearly stated policies and procedures help maintain the desire of the company to make impartial and consistent decisions. You can use it as a tool for training In itself, you can use the policy and procedure manual template as a training tool as it already informs the employees about their positions in the company’s overall structure.

    It informs the employees where and who to approach when they have concerns or questions. For new employees, the manual can help them start their work on time. Effective policies and procedures examples describe important tasks to perform daily and all employees must accomplish such for the company to operate efficiently and safely. All businesses and organizations regardless of size or type may benefit from a policies and procedures template. Here are the most common fields that will benefit from clearly-defined company policy examples: Construction The manuals here include the training and orientation policies, refusal of work policy, time reporting policies, and more. Education For this type, the manual includes the tenure policy, code of ethics policy, credit-hour policy, and more. Healthcare Some examples include the cellphone policies for providers, notice of non-discrimination in health insurance policy, and appointment policies. Human Resources The department provides a lot of the policies necessary companies. Examples include anti-discrimination policy, termination policy, time-off policy, and more. Emergency Services and Law Enforcement Some examples include the drone policy, body camera policy, emergency communication policy, and others. Office Management Some examples include petty cash access, after-hours calls, supply cabinet access, and more. Nonprofits These include volunteer insurance, recruitment, selection, expenses, and so on. This not only applies to large companies who need it so that the different departments can work effectively but also to small companies too. Whatever reason you may have for creating your own company policy template, this document should possess the following characteristics: Efficient Avoid overcomplicated explanations when counting for every possible scenario. Each defined step should exist for a reason. But don’t oversimplify things as you might end up omitting important information.

    Measurable When you develop each activity, make sure that there is always some relevant measurement that goes with it. This can be as something as simple as a checkbox to indicate completion or as complex as you need it to be. Shared You should store your policy and procedure manual template in common areas accessible only to those allowed to view them. This could be a filing cabinet, a binder or even an online shared site. Current Policies and procedures may change depending on the needs of the company. You should have a review process for this document. After the changes, discard old copies or mark them as superseded. Tested Generally, you should first test a procedure before publishing it. The test should include the concurrence of everyone involved so they can attest to its success. Creating a policy and procedure template can take effort and time but you can improve on this by keeping a few basic information in mind. Most of the work to create one happens even before you’ve started to write anything. These pre-writing activities may include researching the background and deciding on the focus of your document. After writing the draft of your policies and procedures examples, you need to have them reviewed, validated, and approved. Lastly, disseminate the document then train employees in the new policies and procedures. Keep the following in mind before you start writing your company policy examples: A policy or procedure should focus on one concept at a time. Because of the effort needed to develop effective policies and because of how they affect the values of your company and potentially may have legal consequences, make sure that your employees support and endorse your efforts. Support the policy with employee education and training. Don’t expect employees to just read the information and remember everything. As you start training, give the employees a good reason to learn the new guidelines and follow them.

    Consider using an online policy and procedure For the past few years, companies have actively examined their decision-making processes with the aim of finding a decision-making authority at the lowest levels. This makes employees confused as they do not know what’s important. Policies and procedures that exist aren’t always updated, giving employees a hard time to locate documents needed to make informed decisions. However, an up-to-date, online template permits access to employees who use or are directly affected by the policies and procedures to have access to them. It’s more economical Presently, individual departments must dedicate their resources to maintain files of important policies and procedures. At the same time, such departments responsible for policies must correspond to requests for policy documents as other individual users might need these. Because of this, they will use already scarce resources within their departments which might be better assigned to other activities. If written policies and procedures were readily available from a single department or position within the company and identifying such department in the policy to which queries can get directed, this could result in a number of benefits. It improves responsiveness The quick updates and dissemination of procedures allow the company to meet the changing needs of the customers and to adjust to new environments. It prompts accountability One of the foundational elements of a system in which units and individuals are directly responsible for adherence to is the use of clearly written and available policies and procedures. A policies and procedures template can easily become outdated even if there is an effective policy review process if it isn’t coupled with effort. There should be a department in charge of maintaining and distributing policy records as well as updating procedures. This makes your effort in creating the document more rewarding.


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    You should pay attention to the contents of the manual as it contains the steps to take for disciplinary actions or other actions in different business predicaments. Company lawyers can resort to the document to check if there are any legal problems that need attention or if the company follows the state and federal legal requirements. It helps your company avoid inconsistencies You can always refer to a well-written company policy template if your team, with clear instructions from the management, have to deal with specific work concerns. Clearly stated policies and procedures help maintain the desire of the company to make impartial and consistent decisions. You can use it as a tool for training In itself, you can use the policy and procedure manual template as a training tool as it already informs the employees about their positions in the company’s overall structure. It informs the employees where and who to approach when they have concerns or questions. For new employees, the manual can help them start their work on time. Effective policies and procedures examples describe important tasks to perform daily and all employees must accomplish such for the company to operate efficiently and safely. All businesses and organizations regardless of size or type may benefit from a policies and procedures template. Here are the most common fields that will benefit from clearly-defined company policy examples: Construction The manuals here include the training and orientation policies, refusal of work policy, time reporting policies, and more. Education For this type, the manual includes the tenure policy, code of ethics policy, credit-hour policy, and more. Healthcare Some examples include the cellphone policies for providers, notice of non-discrimination in health insurance policy, and appointment policies. Human Resources The department provides a lot of the policies necessary companies.

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    You can use a policy and procedure template to make decisions and provide a framework for the organization’s activities. Policies and procedures often come together although they have different purposes. For one, policies refer to high-level guidelines used to define an organization’s culture. Organizations need them for making decisions and to provide a framework for its activities. Conversely, procedures refer to lower-level processes. These provide steps for the employees to follow so they can adhere to the policies of the organization. This is an important management tool that employees need to get acquainted with. All policies and procedures examples state the company’s guidelines and goals. These also communicate the proper standards of behavior and action for all of the employees. All policy and procedure manual templates include the company’s best practices, the core descriptions for business processes, and the standards and methods on how employees should do their work. Usually, in manual form, a company policy template helps you standardize employee training so you can concentrate on the company’s growth. Company policy examples are all about effective communication of standards between employers and employees. Here are some reasons that show the importance of this document: It keeps your employees in the know A company needs a manual as a reference in the management of daily business processes. When you document standards, you can easily communicate with the employees on what’s relevant in the company’s growth, customer satisfaction, and quality. Moreover, the presence of a policy and procedure document helps employees know what to do when anything unexpected occurs. It keeps your company protected Another great benefit of having a policy and procedure template is that it will protect the company from any possible employee fraud or legal action.

    These pre-writing activities may include researching the background and deciding on the focus of your document. After writing the draft of your policies and procedures examples, you need to have them reviewed, validated, and approved. Lastly, disseminate the document then train employees in the new policies and procedures. Keep the following in mind before you start writing your company policy examples: A policy or procedure should focus on one concept at a time. Because of the effort needed to develop effective policies and because of how they affect the values of your company and potentially may have legal consequences, make sure that your employees support and endorse your efforts. Support the policy with employee education and training. Don’t expect employees to just read the information and remember everything. As you start training, give the employees a good reason to learn the new guidelines and follow them. Consider using an online policy and procedure For the past few years, companies have actively examined their decision-making processes with the aim of finding a decision-making authority at the lowest levels. This makes employees confused as they do not know what’s important. Policies and procedures that exist aren’t always updated, giving employees a hard time to locate documents needed to make informed decisions. However, an up-to-date, online template permits access to employees who use or are directly affected by the policies and procedures to have access to them. It’s more economical Presently, individual departments must dedicate their resources to maintain files of important policies and procedures. At the same time, such departments responsible for policies must correspond to requests for policy documents as other individual users might need these. Because of this, they will use already scarce resources within their departments which might be better assigned to other activities.

    Examples include anti-discrimination policy, termination policy, time-off policy, and more. Emergency Services and Law Enforcement Some examples include the drone policy, body camera policy, emergency communication policy, and others. Office Management Some examples include petty cash access, after-hours calls, supply cabinet access, and more. Nonprofits These include volunteer insurance, recruitment, selection, expenses, and so on. This not only applies to large companies who need it so that the different departments can work effectively but also to small companies too. Whatever reason you may have for creating your own company policy template, this document should possess the following characteristics: Efficient Avoid overcomplicated explanations when counting for every possible scenario. Each defined step should exist for a reason. But don’t oversimplify things as you might end up omitting important information. Measurable When you develop each activity, make sure that there is always some relevant measurement that goes with it. This can be as something as simple as a checkbox to indicate completion or as complex as you need it to be. Shared You should store your policy and procedure manual template in common areas accessible only to those allowed to view them. This could be a filing cabinet, a binder or even an online shared site. Current Policies and procedures may change depending on the needs of the company. You should have a review process for this document. After the changes, discard old copies or mark them as superseded. Tested Generally, you should first test a procedure before publishing it. The test should include the concurrence of everyone involved so they can attest to its success. Creating a policy and procedure template can take effort and time but you can improve on this by keeping a few basic information in mind. Most of the work to create one happens even before you’ve started to write anything.

    After an IT security event, policies can aid in disaster recovery. Depending on the size of your organization, you may have one document or several documents. Consider adding guidance and steps to this Word template for software and hardware purchases and approved models and versions. Add your own device, visitor policy, password policy, security events, and any considerations pertinent to your company or organization. ? Download Word Template Try Smartsheet Template. Education Administration Policy and Procedure Template Higher education policies and procedures can apply to different groups, including staff, students, and visitors. Policies can set expectations for aspects of the job (such as behavior and course quality, or for tangibles (what equipment can be purchased, from what vendors, and with what process). Your institution may publish its own templates and style guide on its website. Use this template in Word to determine your needs. ? Download Word Template Try Smartsheet Template. Basic Policy and Procedure Template This is a basic policy and procedure template that you can customize to include the sections and content best suited to your organization. The table of contents section will update as you add to the content in the rest of the document— simply click Update Table in the Table of Contents group on the References tab. ? Download Basic Policy and Procedure Template - Word Change Management Policy Template Managing change can be critical to the efficiency and success of your business. With this change management policy template in Word, you can describe the change, its scope, and the roles involved in the change. Detail change management risks, policies, and procedures. ? Download Change Management Policy Template - Word Data Governance Policy Template This data governance policy template can be a crucial part of building policy for your organization.

    If written policies and procedures were readily available from a single department or position within the company and identifying such department in the policy to which queries can get directed, this could result in a number of benefits. It improves responsiveness The quick updates and dissemination of procedures allow the company to meet the changing needs of the customers and to adjust to new environments. It prompts accountability One of the foundational elements of a system in which units and individuals are directly responsible for adherence to is the use of clearly written and available policies and procedures. A policies and procedures template can easily become outdated even if there is an effective policy review process if it isn’t coupled with effort. There should be a department in charge of maintaining and distributing policy records as well as updating procedures. This makes your effort in creating the document more rewarding. TemplateLab is not a law firm or a substitute for an attorney or law firm. Use of TemplateLab is subject to our Terms of Service and Privacy Policy. Soon to be by Smartsheet.There’s no denying that documenting policies and procedures takes time, effort, and people skills, but luckily, templates can alleviate this stress. This article is your one-stop shop for everything policies and procedures-related. We’ll explain what policies and procedures are and the best way to prepare for, write, and implement them. To simplify your documentation process, we’ve also included free, downloadable policy and procedure templates for education, IT, and small business. Search online for samples that may be pertinent to your industry. You can also use a template to save time and effort. Below you’ll find nine free, downloadable, use-case specific templates to get started. IT Policy and Procedure Template Clearly defined IT policies and procedures can prevent privacy and data breaches.

    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. Especially when creating procedures, it’s essential to consult the people who will use the procedures and perform the work, so they understand the steps in a workflow. 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. If your organization keeps a style guide and in-house glossary, use it. Consider these tips: Use terms and definitions consistently. Explain acronyms. Use plain language rather than jargon.

    If you must use jargon, explain it. Use inclusive and gender-neutral language. Provide general information where possible. For example, provide a general departmental phone number, rather than the mobile phone number or office number of an individual who may change jobs. Be clear about required actions versus optional actions by choosing the correct words. The words must and will indicate compulsory actions. The word may suggests an optional action. Write in short sentences with plain words. Write in active voice rather than passive voice when possible. Consider the following structural tips for your policies and procedures: Linking: Hyperlinks to external reference documents and internal sections make it easier for users to find documents. Naming Documents: Use clear and consistent names for documents. Headings, Numbers, and Bullets: Especially for long documents, consider using clear, short subheadings to describe the topic, using numbering sections and paragraphs, and using bulleted lists. In general, limit subdivisions to three levels. Certain standards and fields also publish templates online. Depending on your experience with your organization’s document management platform, you may be expected to compose the document in a word processing program and then send it to be uploaded online. Your organization may also specify references to keep tone and language accessible and inclusive as well as clear, correct, and concise. If you have any legal concerns about what to include in your document, ask to speak to your company’s legal counsel. For legal questions, you can include a contact email with the policy and procedure templates you post online. 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.

    Data governance helps you figure out who has access to your data, your data usage particulars, how data is integrated, and how data is protected. ? Download Data Governance Policy Template - Word Key Remote Access Policy Elements Template Increasingly, employees and other contributors wish to work off site or remotely. While this practice may enhance employee productivity, it presents extra considerations for network and data security. Use this checklist in Word to draft a remote access policy. Considerations include devices used remotely, locations of use, such as home or public areas, secure work areas, and more. ? Download Key Remote Access Policy Elements Template - Word Onboarding Process Template Onboarding, the process of bringing a new employee into an organization, can start with the recruiting process and continue well beyond the initial hiring — for example, to include notifying IT about access requirements and explaining company culture. This onboarding process template describes what to consider before an employee starts as well as what to think about during their first day, week, month, and at their three-month review. ? Download Onboarding Process Template - Excel Small Business Policy and Procedure Template Even if you only employ a few workers, you are still responsible for their safety and well-being as well as the security and maintenance of material assets. Customize this small business policy and procedure template in Word to suit your company. Be sure to consider policies and procedures that cover such things as harassment, non-discrimination, workplace safety, smoking and alcohol or drug use, and IT best practices and security. ? Download Small Business Policy and Procedure Template - Word Construction Policy and Procedure Template One of the key aims of construction policies and procedures is to ensure worksite safety.

    Construction documentation provides for such things as employee safety training, inspections for hazards, and managing emergencies. Complete this template and train all employees in its provisions so all staff are prepared before an incident occurs. ? Download Construction Policy and Procedure Template - Word Policies offer structure for consistency, and also ensure compliance with organizational values and goals as well as regulations and standards. Policies are generally set by upper management. A policy document should describe what the policy does and why it is necessary. It should also explain which individuals, roles, or departments are responsible for writing, reviewing, implementing, and managing the policy. Procedures are usually performed by employees and describe who should perform specific activities and how to complete a task. By contrast, a process describes how procedures across the entire company align with one another in order to realize a product or service. Processes should also detail who is responsible, and ensure that the necessary tasks are completed properly and on time. Policies provide a structure that can define your organization’s culture, and well-defined policies can offer a path to achieving long-term goals and even pursuing continual improvement. Policies can also help your organization reduce or avoid risk. In addition, policies can guide the way to regulatory compliance. Procedures show the steps that employees must take to implement those policies. They can give clear guidance on what to do in particular sets of circumstances in order to avoid improvising solutions. Policy and procedure templates can help. 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.

    The following are some of the possible policy topics: Basic Sections Document Header: Header information, also called meta information, includes the policy title, policy number, revision dates, publication dates, approver’s signature, and department. Purpose: This explains what the policy is about and the reason for having the policy, such as how it promotes compliance with standards or regulations. Policy Statements: Describe the overall framework for the policy and its intent. Definitions: Define terms in your policy, especially words and phrases with multiple meanings. Definitions make policies clearer and can be important if the organization ever faces litigation. Table of Contents: Whether your document is published online, made into a PDF, or printed, a table of contents aids users in quickly finding information. Hyperlinked tables of contents are a helpful feature of electronic documents. Policy and Procedures: Details of the policy and procedures may be included in one document. Scope: This describes the individuals, departments, or groups to whom the policy applies. To increase clarity, describe any employees or others to whom it does not apply. Responsibilities: To ensure compliance, specify which roles are responsible for creating documents and reviewing documentation and activities. Additional Sections Organization Chart: An organization chart can show how departments and individuals relate to one another. Dress Code: Discuss what constitutes appropriate dress for your organization. Reporting: A reporting policy describes how you store any documents required by policies and procedures. Job Descriptions: Define the responsibilities of each position. Smoke, Drug, Alcohol, and Weapons-Free: Organizations can specify that smoking and alcohol consumption are prohibited on their premises. They can also prohibit off-premises drug use through drug testing. In addition, they can ban weapons from organization property.

    Cell Phone: Cell phone policies limit the use of employee-owned cell phones to business-related activities. Computer and Internet: Computer and internet usage policies describe what activities are permitted on organization-owned assets. Social Media: An organization’s social media policy specifies whether or not employees outside certain departments may refer to the organization in their social media activities. Attendance: This describes the expectations for employee attendance, work hours, and unexpected absences or lateness. Anti-Harassment: Anti-harassment policies help an organization communicate what it deems unacceptable behavior. These policies also outline the consequences when unacceptable behavior can be proven. An important part of anti-harassment policy is a predefined complaint procedure. Safety: Safety policies and procedures encourage behaviors that prevent or lessen the chance of accidents and injuries. Employee Evaluation: It is crucial to outline the process for employee evaluations and disciplinary procedures before such actions are necessary. Diagrams and Drawings: Procedures may be best explained through these tools. Records Management: Describe how and where you will store records pertaining to the maintenance of the policy. Public Non-Discrimination Statement: A non-discrimination policy declares that an organization will not tolerate discriminatory treatment on the basis of race, color, sex, gender identity, religion, national origin, or sexual orientation. Governing Policies and Procedures: These are created by an organization’s board of directors as a framework to aid management in making decisions. Financial: Financial policies describe how you procure items as well as the approval path for securing items. In order to ensure that all team members understand and follow processes, consider using a software tool that allows you to store, track, and manage the many aspects of your organization.

    Smartsheet is an enterprise work management platform that is fundamentally changing the way businesses and teams work. Over 74,000 brands and millions of information workers trust Smartsheet to help them accelerate business execution and address the volume and velocity of today's collaborative work. The familiar Smartsheet interface that is designed for how people actually work leads to rapid and broad adoption across your organization. Use self-service reports and dashboards in Smartsheet to provide real-time visibility into resources, status, and performance, so you can rapidly align operations with strategy. Discover why millions of professionals around the world use Smartsheet to move from idea to impact fast. Try Smartsheet for Free. Billions of businesses, organizations as well as companies have their policies and procedures, which help them to operate successfully on a daily basis. I am sure that without such a policy document, it would be difficult for any successful operation to take place in a Business Plan. The best tool you should be using right now is downloading free sample Policies and Procedures templates and use them to wrote the policies and procedures for your operations. While all of them are high standard and built with professional designers and developers, searching through the list will help you make the right pick, which you can use for your project. Select any Microsoft Word Standard Operating Procedure (SOP) template. Use these templates, based on best practices, to improve department management in your organization. Select Procedures Samples from Money-Saving Policy Bundles 1 Free Company Policies and Procedures Template 1 Free Sample Internal Control Procedures Get samples from our nine manual bundle. The full bundle contains 373 procedures and 581 forms (6,510 total pages). Get samples from our five manual bundle. The full bundle contains 262 procedures and 374 forms (4,120 pages).

    You will be added to our confidential email list, which will not be sold or rented. Unsubscribe by clicking the link at the bottom of any email. See our Privacy Policy for more details. Your sample Policy Procedure template is available for immediate download. Why Free Sample Policies and Procedures Template. So what does a typical sample procedure template look like. What does a specific Policy manual cover. Or, how many procedures does a specific SOP template have. You can find answers to all your questions and more when you download a free sample policies and procedures template. As CFO of a public company, this will assist not only in organization, but our audits as well.” Richard Nance, CFO General Automation, Inc Get to Know Us About Bizmanualz Our Customers Our Contributors Featured Products Free Policies and Procedures Privacy Policy FAQs Risk Free Guarantee Process Improvement Contact Us Recent Posts What’s the Difference Between Procedures and Work Instructions. How to Cultivate a Creative Corporate Culture How to Hire Your Dream Team How to Get to Best Practices Faster. The Importance of an Updated Fire Safety Manual In Any Workplace How To Run a Successful Business with Remote Employees What Is a Policies and Procedures Manual. What are SOX Accounting Policies and Procedures. This is the reason why this article will focus on the purpose of business policies as well as teach you how to create one that should help your company travel the path to greater success. Data Quality Policy Template health.act.gov.au Download General Environmental Policy marion.sa.gov.au Download Privacy Policy Template business.vic.gov.au Download Company Vehicle Policy Template top.edu.au Download Agency Social Media Policy Template ok.gov Download Corporate Social Media Policy Template herefordshire.gov.uk Download Employee Social Media Policy Template kdla.ky.gov Download General Security Policy health.govt.nz Download Laptop Security Policy Template igt.hscic.gov.

    uk Download Quality Management Policy Template utas.edu.au Download What is a workplace policy. A workplace policy basically underlines how human resource management issues will be dealt with within an organization. It communicates the values that are expected out of an employee, as well as how the employee should behave and perform. With a well-written policy, employers will be able to manage staff more effectively and efficiently by being able to clearly define acceptable and unacceptable behavior and performance within the workplace. The benefits of having a workplace policy It will show employees that the company operates in an efficient and professional manner It can help ensure uniformity and consistency when it comes to decision-making and operational procedures It can save time when a problem occurs by dealing with it quickly and efficiently through the existing policy It can foster stability and continuity within the workplace It will make sure that the direction of the company remains even during periods of change It can help provide the framework for business planning and marketing strategies It can help during performance appraisals and establish accountability It can clearly define the roles and responsibilities of each employee What is a social media policy. A social media policy outlines how employees should conduct themselves online. With it, you can ensure the safety of your company as well as make sure that the employees responsibly share the company’s message. And since social media is constantly updating, it’s best that you consider this as a living document. It should be one that’s constantly updated to better protect your company from anyone who might want to cause any harm to it. Benefits of a social media policy Whether your business is big or small, it’s important that every type of organization has a social media policy.


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