# Free policy and procedure plan template for any process > Manage every step of policy creation with this policy and procedure plan template: drafts, reviews, approvals, and updates. Source: https://asana.com/templates/policy-and-procedure-plan.md - [Create your template](https://app.asana.com/-/product_templates) - [Custom fields](/features/project-management/custom-fields) - [Workflows](/features/workflow-automation) - [Forms](/features/workflow-automation/forms) - [Tasks](/features/project-management/tasks) - [Dropbox](/apps/dropbox) - [Slack](/apps/slack) - [Gmail](/apps/google-gmail) - [Microsoft Teams](/apps/microsoft) templates Strategic planning Policy and procedure plan template Manage every step of policy creation with this policy and procedure plan template: drafts, reviews, approvals, and updates. Strategic planning Project planning Cross-team planning ## Policy and procedure plan Create, update, and roll out company policies with our policy and procedure plan template. Manage every step from drafting to approval in one shared workflow. ### Create templates with Asana - [Sign up](/create-account) 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](https://asana.com/resources/implementation-plan). This template is part of Asana's [work management](https://asana.com/resources/introduction-to-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](https://asana.com/templates/social-media-calendar), revising a harassment policy, or developing [onboarding procedures](https://asana.com/templates/30-60-90-day-plan), 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](https://asana.com/templates/team/hr) standardizing job descriptions, office safety policies, or performance review processes. - Operations teams [documenting work hours](https://asana.com/templates/work-log), dress code, or standard operating procedures (SOPs) for the workplace. - Legal and [compliance teams](https://asana.com/resources/compliance-management-software) 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](https://asana.com/templates/change-management-plan), conflict of interest, or employee conduct. - Department leads sharing expectations with [new hires](https://asana.com/templates/use-case/hiring-and-onboarding) 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](https://asana.com/templates/lessons-learned), 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](https://asana.com/resources/asana-tips-structure-work). 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](https://asana.com/resources/asana-tips-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](https://asana.com/features) to see what's available. [Tasks and Subtasks](https://asana.com/features/project-management/tasks)**:**Break policies into smaller parts so you can assign tasks such as writing, reviewing, and publishing separately. [Custom Fields](https://asana.com/features/project-management/custom-fields)**:**Track policy type, revision date, or status (draft, in review, final) with dropdowns or text fields. [Project View](https://asana.com/features/project-management/project-views)**:**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](https://asana.com/features/admin-security/admin-console)**:**Add approval fields to tasks so reviewers can formally sign off on drafts before they are published. [Forms](https://asana.com/features/workflow-automation/forms)**:**Collect new policy requests or revision suggestions from employees in a structured format that feeds into the workflow. [Attachments](https://help.asana.com/s/article/task-comments-and-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](https://asana.com/apps) to find apps that support your policy process, from storage to communication. [Google Drive](https://asana.com/apps/google-drive)**:**Attach live policy documents so your team always accesses the most recent version. [Slack](https://asana.com/apps/slack)**:**Send automatic Asana updates to Slack channels when a new policy is published or feedback is requested. [Dropbox](https://asana.com/apps/dropbox)**:**Share and organize procedure documents and related assets for easy reference. [Microsoft Teams](https://asana.com/apps/microsoft)**:**Collaborate on policy planning by syncing Asana tasks with Teams conversations. [Gmail](https://asana.com/apps/gmail)**:**Turn emails about policy changes into Asana tasks to keep work moving forward. ## FAQs about policy and procedure plan templates #### What is a policy and procedure plan template? It’s a reusable framework that guides your team through writing, reviewing, approving, and distributing new company policies. A policy template helps teams follow a consistent process, delegate responsibilities, and avoid version control issues. Instead of juggling Word docs or random comments, you get a structured space to organize tasks, share drafts, and track updates over time. #### How do I write policies and procedures? Start by defining the purpose and audience; who the policy applies to and why it matters. Use a consistent format, including key sections such as title, scope, responsibilities, and effective date. Draft content in plain language, review with stakeholders, and finalize once approved. Distribute the policy through shared channels like your internal handbook, and track revisions with dates and change summaries. For more detailed guidance, see our guides on [documenting procedures](https://asana.com/resources/process-mapping) and [creating SOPs](https://asana.com/resources/standard-operating-procedure-template). #### How do I choose which policies to create first? Start with high-impact topics such as health and safety, harassment policy, code of conduct, or security policy, especially if they impact daily work or legal compliance. #### What should be included in a business procedure template? Include policy title, statement, scope, roles and responsibilities, detailed steps, effective date, and revision history. Additionally, you can add sections for compliance references, related documents, or links to training materials to help with implementation. #### How do I revise existing policies using this template? Copy the policy and procedures template, update the current name, and then follow the steps to draft revisions, assign reviewers, and publish updates. Be sure to include a summary of changes in the task description or attach a change log so that reviewers can easily see what has changed. #### Can I use this template for nonprofits or small business policies? Yes. This policy and procedure template is flexible enough to cover the needs of small businesses, nonprofits, and enterprise HR teams. 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