Policy and procedure plan template

Trying to write or update policies without a plan can feel like walking into a maze without a map. Tasks can get duplicated, steps may be overlooked, and it can be challenging to determine which version is the most up-to-date. That’s where a policy and procedure plan template helps. It provides your team with a structured process for writing, revising, and implementing effective policies and procedures.

This template is part of Asana's work management platform, which makes it easier to reuse for new policies, organize related work, and assign tasks across teams. Instead of static PDFs and siloed Google Docs, you get collaborative step-by-step instructions from draft to rollout. Whether you're documenting a social media workflow, revising a harassment policy, or developing onboarding procedures, this policy and procedures template helps you create a repeatable and shared process.

Who benefits from policy and procedure plan templates?

At Asana, we've seen how important it is to provide teams with a simple way to manage policy creation. Without it, policy documents end up scattered across drives and emails, and no one knows who's responsible for updates.

This policy template works for anyone responsible for writing or managing internal procedures:

• Human resource teams standardizing job descriptions, office safety policies, or performance review processes.

• Operations teams documenting work hours, dress code, or standard operating procedures (SOPs) for the workplace.

• Legal and compliance teams drafting or updating security policies and disciplinary actions.

• Small businesses organizing their first set of company policies and workflows.

• Nonprofits creating guides for change management, conflict of interest, or employee conduct.

• Department leads sharing expectations with new hires and long-time employees.

Why use Asana's policy and procedure plan template?

Implementing policy involves more than just writing documents. You need a way to gather feedback, tag drafts for review, track revisions, and assign next steps. This template helps you do all of that in one shared workspace.

Use this policy and procedure template to:

• Standardize how your team writes and updates policies.

• Assign ownership for each part of the process, from writing to approvals.

• Document version history and effective dates for every policy.

• Keep new hires and current employees informed through integrated workflows and processes.

• Link related policies or procedure manuals so nothing gets lost.

How to use this policy and procedure plan template

A policy and procedure plan template helps your team create, revise, and roll out policies with a consistent process. Here's how to get started:

1. Duplicate the template

Click “Use template” in Asana to create your policy project. Name it after the policy you're developing, like "Remote Work Policy" or "Workplace Safety Update."

2. Define the policy scope and owner

In the Overview tab, clarify what the policy applies to, for whom it's intended, and when it's required. Assign an owner to manage the draft and drive implementation.

3. Break work into steps

Use tasks for key phases: research, drafting, legal review, stakeholder feedback, formatting, approval, and publishing. Add subtasks for details like writing the policy statement, listing applicable laws, or setting the effective date.

4. Collaborate in one place

Use comments to collect stakeholder feedback and tag teammates with questions that require their attention. Attach background docs, flowcharts, or past versions for context.

5. Track revisions and approvals

Mark tasks like "Legal Review Complete" or "Approved by Board of Directors" as milestones. Use custom fields to show policy status (draft, under review, final).

6. Publish and notify

Once finalized, upload the policy document or embed it via Google Drive. Create a task for notifying teams, updating handbooks, or adding to onboarding materials.

7. Schedule periodic reviews

Set recurring tasks to revisit policies based on business needs, changes in law, or evolving company culture.

Asana’s policy and procedures features

Asana includes built-in tools that make it easier to manage every step of the policy workflow, from drafting and feedback to approvals and publishing. You can explore the complete list of Asana features to see what's available.

Tasks and Subtasks: Break policies into smaller parts so you can assign tasks such as writing, reviewing, and publishing separately.

Custom Fields: Track policy type, revision date, or status (draft, in review, final) with dropdowns or text fields.

Project View: Choose from multiple layout options to plan and track policy development work, including a list view for task details, a board view for workflow stages, a calendar view for key deadlines, and a timeline view for sequencing steps.

Approvals: Add approval fields to tasks so reviewers can formally sign off on drafts before they are published.

Forms: Collect new policy requests or revision suggestions from employees in a structured format that feeds into the workflow.

Attachments: Store related documents, flowcharts, or previous versions directly in task cards so your policy history stays centralized.

Recommended Asana integrations

Asana connects with your day-to-day tools to simplify how you write, review, and share policies. Explore the full list of integrations to find apps that support your policy process, from storage to communication.

Google Drive: Attach live policy documents so your team always accesses the most recent version.

Slack: Send automatic Asana updates to Slack channels when a new policy is published or feedback is requested.

Dropbox: Share and organize procedure documents and related assets for easy reference.

Microsoft Teams: Collaborate on policy planning by syncing Asana tasks with Teams conversations.

Gmail: Turn emails about policy changes into Asana tasks to keep work moving forward.

FAQs about policy and procedure plan templates