Policies, Procedures, and Business Processes – Easy to Use Writing Methods – Free Template

Policies and Procedures 5-Book Set for Sale

Policies and Procedures
How to Write Effective Policy & Procedures Documents

Contact Author


PH: 614-323-3617

5-Book Set
for Sale ONLY by Author
Not SOLD by Amazon

Buy from Amazon.com
Paperback and Kindle formats available

1280+ Pages

Special only available from AUTHOR: 5-Book PDF Set for $72.00, 55% off Retail

Author Biography



Click Book Cover
to  Order

Book Highlights, Definitions, and Book Themes


to order from




Establishing a System of Policies and Procedures Introduction and Basic Primer.
168 pages. Easy to read in a few hours.  Basics for all new policy/procedure writers.

Read this “no fluff” policies and procedures book that will help you write effective policy and procedures documents that are consistent, logical, and reliable. 


Use a proven “Writing Format Template” for policy and procedure documents (provided with every order) that will become the “focus” or “heart” of your policy and procedure documents. Without a logical, consistent layout for your words and sentences, your documents may be difficult to read and apply to real-world situations.


Discover that the “Art of Writing Policies and Procedures” is actually a methodology in itself. The methodology encompasses instructions for: Researching, Writing, Editing, Approvals, Publishing, Communications, Training, Improvement, and Revisions.  Each of these phases will help you to "collect information," "write a draft," "get it reviewed and approved," "publish the document and communicate/train it," "make improvements," and "make subsequent reviews."

Many policy and procedure writers THINK their job is done after writing and publishing:



to order from





7 Steps to Better Written Policies and Procedures Do’s and Don’ts of Writing Policies and Procedures. 136 pages. Follow along with a case study, scenarios, and writing exercises. The result is a well-written policy or procedure document!!!


This book contains individual chapters on each of the 8 section headings contained in the Writing Format Template. The 8 required section headings and 2 optional section headings are shown below:

  • Purpose
  • Scope
  • Policy
  • Definitions
  • Responsibilities
  • Procedures
  • Document Approvals
  • Revision History
  • Inquiries (Optional)
  • Appendices (Optional)


Learn why the writing format is an ENABLER to help you write policies and procedures consistently, logically, and clearly with every document.  Easily fill in the blanks of this “provided template” using preset Microsoft styles.  Add your own sections headings, e.g. Inquiries or Appendices.  Email me with any questions about using this template.



to order from





Best Practices in Policies and Procedures Best of the Best Writing Methods.
168 pages.  In addition to chapters on important areas such as team building, writing methods, taking notes, there is also an UNIQUE chapter on how to align content to the vision/mission of your company.
The primary subjects of this book include but are not limited to:

  • Processes to select and/or create a policy or procedure title
  • Processes and purposes of a preliminary table of contents
  • Impress management by aligning policy and procedure content to the vision and mission of your organization
  • Methods on creating and running a team
  • Methods on selecting the best “decision-making” tool for your team or group, e.g. consensus or simple majority.
  • Methods to modify the section headings (my template has 8 pre-defined section headings), e.g. you might want to add an inquiry section or a references section.  Email me if you want to add or modify section headings and I will be happy to help and give you the pros and cons of adding and/or subtracting section headings.
  • Important chapter for using other table of content pages (as extracted from the Internet) from publicly available policy and procedure manuals, as a source for WHAT TOPICS SHOULD BE INCLUDED IN YOUR POLICY AND PROCEDURE MANUAL.


NOTE:  The URL references in this book are likely to be out of date.  Instead of trying to maintain the URLs, I ask that you please email me for added methods for searching the Internet for table of contents pages. Invaluable aid.



to order from





Achieving 100% Compliance of Policies and Procedures – Advanced book that uses a case study and scenarios to show you how to make significant improvements to the processes contained within your policies or procedures.  380 pages.


This book focuses on using simple statistics and metrics to make continuous improvements to your policy and procedure documents.  No other book takes this approach to actually show you how to improve document content. 


A case study is incorporated into most chapters of this book; the case study begins by taking an “outdated” procedure from a procurement department.  Then, as I address writing, reviewing, training, communication, and improvements, in great detail (as opposed to my other books that present the bare basics), I will show you how to use metrics and very simple statistics to make improvements and cost savings to this "outdated" procurement procedure.


Near the end of the book, a new "updated" and "significantly improved" procedure emerges as a result of the many advanced principles that are introduced in this advanced book. A few improvement methods include but are not limited to:


  • Reduction of duplicated business processes or activities
  • Reduction in the number of steps it takes to do an activity
  • Elimination of bureaucracy or red tape
  • Automation
  • And others




to order from




Writing Effective and Successful Policies and Procedures – This book combines the themes of the first three books and adds 70% new material.  While some material is presented from my fourth book, "Achieving 100% Compliance of Policies and Procedures," that book is so different that it deserves its own book. 380 pages.


Be introduced to the 18 most important decisions to setting up a successful policies and procedures program.  These decisions are essential to every policies and procedures writer/manager as they contain the minimum decisions required to set up a policies and procedures department/program.


A few of these important decisions include:

  • Review and Approval process (e.g. key users and affected managers should sign off all policies and procedures).

  • Writing Format Section Headings (while I offer 8 section headings, management might want to add a Background section, or an Inquiry section, or an Appendices section).

  • Policy/Procedure Document Combination (I prefer to combine the two documents into a single "Policies and Procedures document" to avoid duplication of content and to reduce confusion when duplication of content exists; e.g. I have a Policy Section Heading within every Policy and within every Procedure document). Email me with questions.

  • Publication of Policies and Procedures (e.g. will the documents be available on the organization’s Intranet or in the case of government agencies and universities, available on the Internet? OR will there also be a printed policies and procedures manual? --- Just a few ideas).

  • Who Audits Policies and Procedures (e.g. will the policies and procedures department monitor their own documents [this is typical] or will management assign an independent department to audit the documents?)
  • Refer to this book, Chapter 4, for the rest of the 18 decisions

At the end of this book, I have included an Appendix section that contains 10 policy/procedure documents written in my provided Writing Format Template; I included these samples to give you a sense of what a “real” document might look like.  These documents are shorter than normal --- I just wanted to show you the format in action.


PLEASE NOTE that the FIRST sample PROCEDURE, “Procedure on Procedures,” is a document that you can use as your own – insert your logo, change the organization name throughout, and insert the final management decisions as a result of the 18 decisions.


You have my permission to publish this document as you see fit. NOTE: I do not authorize you marketing this document in any way. I only give you permission to use this template within your policies and procedures program/manual.




Minimum definitions you need to know and understand

Policies and Procedures

Policies and procedures are documents used by companies and organizations to provide the authority, decisions, and actions necessary to guide a company or a single department on general or specific topics, e.g. Document titles might be: Hiring Practices or Bank Accounts or Capital Funding or Contract Administration. 


Using my books, you can learn to write clear, consistent, logical, and reliable policies and procedures every time.  The important goal is to be consistent from document to document, never changing format or style of writing.  My methods and business processes are currently being used by companies and organizations in more than 125 countries.


A POLICY sets the rules, framework, and/or standards that guide or influence future decisions and overall direction.  The intent of a policy within a document is to set a mandate, provide a strategic direction, or state management’s position on a situation, rule, standard, guideline, action, or behavior. 

I highly recommend that you incorporate policy statements within policy or procedure documents for consistency purposes instead of writing separate POLICY and PROCEDURE documents.


A PROCEDURE documents a course of action to be accomplished in a defined order, ensuring a consistent and repetitive approach to specific actions or behaviors.  Procedures identify people, places, business processes, forms, and actions necessary to carry out one or more policies and/or to support other policies and procedures.  I see procedures as business processes or business activities.

Guideline vs. Standard

A GUIDELINE is a recommendation that should be followed versus a STANDARD that must be followed. 

While guidelines are never mandatory, I tend to use the word, “Guideline” in my Policy/Procedure Titles only as a cue to the reader as what is contained within the document, e.g. if I have a title of “Recruitment,” it’s not clear what is going to follow; however, if I have a title of “Recruitment of Manager Guidelines,” to me it’s clear that I am going find information about how to recruit people to work for an organization.

To me, in most cases, GUIDELINES have the same meaning/use as Standards - while I may give you choices, my Guidelines are sitll required.

However you choose to make use of the terms, "guidelines" or "standards," please stick with the words you select so that there is consistency from document to document.