Policy template
SOP template
Check this template against your local regulations and your own policies before you use it.
| SOP no. | Version | Effective date | |||
|---|---|---|---|---|---|
| Owner | Approver | Review date |
Purpose
Why does this policy exist? Say in one or two sentences what it protects or makes sure of, and which obligation it meets, for example: “To protect the personal information of our clients and staff, as privacy law requires.”
Scope
Who and what does it apply to, such as all staff, contractors and volunteers, every site and system? Say what it doesn't cover.
Definitions
Explain any term a reader might not know or might read differently.
Roles and responsibilities
List each role and what it must do under this policy, for example: “Managers: make sure their team has completed the privacy training.”
Policy statement
The rules themselves, in plain language. Use “must” for what's required and “should” for what's expected. Keep the how-to steps in a procedure.
Related procedures and documents
Name the procedures, forms, registers and laws that go with this policy, so readers know where the how-to is.
Breaches
What happens if the policy isn't followed, how to report a breach, and who to ask for help.
Review cycle
How often the policy is reviewed, such as every year or two, and what else triggers a review, such as a change in the law or an incident.
Revision history
| Version | Date | What changed | Approved by |
|---|---|---|---|
