Creating a policy templates? Having a tough time figuring out what sections to add? Here are 10 sections every policy documents should aim for.

1. 10
POLICY TEMPLATE
BASICS
Learn the various sections that should be included in
every policy with these 10 policy template basics from
ConvergePoint.

2. Section 1.0 - Purpose
The first section that should be included in any policy is
the purpose.
The policy purpose is a brief statement about the intended
purpose of the policy, why it is being put into place, and
should articulate the overall goal of the policy.

3. Section 2.0 – Policy Details
The second section should describe the details of the
policy.
Here a policy writer should detail the specific information,
principles, and any other particulars relating to that policy
outlined in key points.

4. Section 3.0 – Policy Scope
The third section should contain the scope of the policy.
The “who” or “what” of the policy. Which persons,
departments, branches, regions, etc. does this policy affect?
The information in this section should also note which
actions are impacted by the policy.

5. Section 4.0 – Related Policies
The fourth section should contain any and all other
policies that are related to the original policy.
Be sure to include how the other policy or policies are
related. Also include links and location information to
related policies.

6. Section 5.0 – Policy Owner
The fifth section should detail the owner of the policy. An
organization should assign a responsible party for each
policy. The policy owner is the individual who is given the
responsibility to review, edit and maintain the policy.
The policy owner will also be the point of contact for any
questions regarding said policy.

7. Section 6.0 – Definitions
The sixth section should include definitions for words or
phrases used in the policy details section of the policy.
This is where any and all verbiage should be defined clearly
and without misinterpretation.

8. Section 7.0 – Procedures
The seventh section should include the procedures that
coincide with the policy.
This section should be an easy-to-follow, step-by-step list of
actions that should be followed in order to fulfill the policy
agreements. The procedures should be very specific with
definite beginning and ending points.

9. Section 8.0 – Exhibits/Appendices/Forms
The eighth section should include any exhibits, appendices
or forms that are tied to the policy.
This additional information should be linked to or a specific
location of the information should be noted. The policy
owner should test the links and confirm location regularly to
ensure function.

10. Section 9.0 – Supporting Information
The ninth section should include additional information
regarding the policy that has not been covered so far in
sections 1.0-8.0.
Here the policy owner can make any miscellaneous
notations about the policy or link to any related information
such as exclusions or special situations.

11. Section 10.0 – Document History
The tenth section should include a detailed history of each
version of the policy document. This section should include
a detailed history of any minor and/or major adjustment
made to the policy. It should also contain the name of the
person approving the adjustment and the date the
adjustment was made.

12. BONUS – Formatting Part 1: Header
The policy should include a header which contains the
following information:
 Document/Policy Number
 Document/Policy Name
 Effective Date
 Document Status

13. BONUS – Formatting Part 2: Footer
The policy should include a footer which contains the following
information:
 Last Modified By
 Last Modified On
 Original Date
 Document Owner

14. Download a free policy and procedure template that includes each
section outlined in this guide, as well as formatting best practices.
FREE TEMPLATE

15. MORE FREE RESOURCES
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organization.
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16. TAKE CONTROL OF
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convergepoint.com