Free Policy Template Pack
A template gets the first draft written. Keeping a policy current takes two more records: when each policy is due for review and who owns it, and who has acknowledged which version. This free pack gives you all three. No sign-up needed.
1. Policy template (Word)
An editable Microsoft Word policy template with a title page, version number and table of contents. Each of the nine sections has guidance notes to replace with your own text, and the last section is a review history table for tracking every change.
- Introduction
- Purpose and scope
- Definitions
- Flow chart
- Policy details
- Related policies
- Policy owner
- Appeals
- Review history
2. Policy review schedule (Excel)
List each policy with its owner, the date it was last reviewed and its review cycle. The next review date and status are calculated for you, and policies turn amber when a review is due within 30 days and red when it is overdue.
- Policy
- Owner
- Last reviewed
- Review cycle (months)
- Next review
- Version
- Approved by
- Status
3. Policy acknowledgment log (Excel)
Record one row per employee for each policy version they acknowledge, with the date and how they confirmed it. Choose the method from a drop-down list, then use the filter arrows on any column to see who has signed off on a given policy and version.
- Employee
- Employee ID
- Department
- Policy
- Version
- Date acknowledged
- Method
- Notes
How to use the pack
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Write each policy from the Word template.
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Add the approved policy to the review schedule with its owner and review cycle.
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Ask everyone the policy applies to for an acknowledgment, and log each one against the version they read.
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When a policy is updated, change its version in the schedule and collect acknowledgments for the new version.
Outgrowing spreadsheets?
DocRead runs the review and acknowledgment steps inside SharePoint: it assigns each policy to the right people, sends reminders and records a time-stamped confirmation of the version each person read.