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Policies, Procedures and Forms

Last modified: November 7, 2019
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Some general comments about Policies, Procedures, Template Forms and Completed Forms.


A clear, simple statement of how your organisation intends to conduct its services, actions or business. They provide a set of guiding principles to help with decision making. They do not need to be long or complicated – a page or a couple of sentences may be all that is required for each policy area.

Review at least every 5 years.


Describes how each policy is put into action in your organisation. A policy can have multiple procedures and each procedure should outline:

  • Who will do what
  • What steps they need to take
  • Which forms or documents to use

Procedures can be long involved documents detailing multiple scenarios, or they can simply be a few bullet points or instructions. Sometimes they work well as forms, checklists, instructions or flowcharts.

Procedures should be reviewed at least every 5 years.

Templates Forms

Templates are the blank documents to be used when the procedure is used. It’s helpful to provide instructions on the template forms.

Procedures can have multipel template forms. 

Templates should be reviewed at least every 5 years.

Completed Forms

Completed forms are simply a collection of all the forms that have been completed as part of the procedure using the template forms in the procedure. 

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