Basic Policies and Procedures Template – Guided & Fill-In for Businesses

This policies and procedures template is a guided, fill-in framework designed to help businesses and organizations create basic internal policies quickly, clearly, and professionally.

Created by LC Business Consultants & Advisory, this template eliminates confusion by walking you through the most essential policies every business should have — without requiring legal knowledge or industry-specific compliance experience.

This is not a generic policy outline. This policies and procedures template includes guided explanations, prompting questions, and example language so all you have to do is replace the bracketed text with your company’s information.

What This Policies and Procedures Template Includes

This basic policies and procedures template covers foundational internal policies, including:

• Company Overview

• Purpose of Policies

• Code of Conduct

• Anti-Harassment & Respect Policy

• Equal Opportunity Statement

• Confidentiality Policy

• Conflict of Interest Policy

• Employment & Engagement Guidelines

• Attendance, Availability & Remote Work

• Technology & Communication Use

• Client & Customer Interaction Policy

• Financial & Operational Standards

• Safety & Incident Reporting

• Reporting Concerns & Non-Retaliation

• Policy Review & Updates

• Policy Acknowledgment Form

Each section includes:

• A brief explanation of why the policy matters

• Guided questions to help you think through your business needs

• Example policy language you can customize

Who This Policies and Procedures Template Is For

This policies and procedures template is ideal for:

• Startups and new businesses

• Small business owners

• Nonprofit organizations

• Online and service-based businesses

• Companies needing basic internal structure

It is designed to work across any state and any industry as a foundational internal policy framework.

Important Information

This policies and procedures template is provided for educational and organizational purposes only and does not constitute legal advice.

Some industries and states require specialized or regulated policies that are not included in this template. Users are responsible for reviewing and customizing policies to meet applicable requirements.

Businesses needing state-specific, industry-regulated, or fully customized policies and procedures manuals may engage LC Business Consultants & Advisory LLC for professional services.

Why This Template Matters

Clear policies create structure, protect your business, and set expectations before problems arise. This policies and procedures template gives you a professional starting point without the overwhelm.