What are Examples of Policies and Procedures?

If you are planning to write your own policies and procedures manual from scratch, examples of policies and procedures give you a practical starting point. A good sample lets you see how the policy statement, procedure steps, responsibilities, forms, and records fit together before you try to build the entire manual yourself.

There are a number of free sample policies and procedures templates that you can use to start your manual of policies and procedures. The value is not just the free download. It is the ability to compare real procedure structure across accounting, finance, HR, IT, sales and marketing, security, disaster recovery, quality, food safety, aerospace, and general business operations.

What Are Examples of Policies and Procedures?

Examples of Policies and Procedures are sample documents that show how a company can write rules, responsibilities, step-by-step activities, and supporting forms in a consistent format. Each sample procedure provides a manual table of contents, a sample policy and procedure, and associated forms in Microsoft Word format so you can see the ISO based format, procedure structure, and overall style used in a complete manual.

Microsoft Word templates are useful because they let you reuse formatting, section order, and repeated boilerplate without starting from a blank page every time. Microsoft explains the same template principle in its official guidance on how to create a template in Word, and the same idea applies when you are building repeatable company policies and procedures.

The samples below show the range of free procedure examples available from Bizmanualz manuals. Choose from Accounting, Finance, HR, IT, Sales and Marketing, Security, Disaster Recovery, ISO 9001 Quality, ISO 22000 Food Safety, AS9100 Aerospace, or the Business Sampler manual.

Policy and procedure sample templates being organized in a binder

Which Free Procedure Samples Are Available?

The free procedure samples are organized by department and manual type so you can start with the area that matches your current project. If you are building a full procedure manual, compare several examples before writing. You will quickly see how the same basic structure adapts to vendors, bank reconciliations, merchant accounts, access control, IT assets, leads, risk assessment, recovery sites, service satisfaction, record control, food safety records, and aerospace manufacturing.

For many small businesses, written policies and procedures also support compliance discipline. The U.S. Small Business Administration guidance on legal compliance notes that businesses need to stay legally compliant as they operate, and documented procedures are one way to make those responsibilities visible to employees.

Sample Vendor Selection Procedure

Start with a Free Procedure from the Accounting Manual. The Sample Vendor Selection Procedure shows how a company can evaluate suppliers before purchasing from them, including the criteria used to compare potential vendors and the records that should support the decision. Many more policy and procedure examples are available for you to download and use to get your policy and procedure manual started.

Sample Bank Account Reconciliations Procedure

From the Accounting Policies and Procedures Manual, the Bank Account Reconciliations Procedure shows how accounting staff can compare internal records against bank statements and identify differences before they become larger control issues.

Bank Statement Preparation
Computerized Format
Manual Preparation and Reconciling Items
Computerized Preparation and Reconciling Items
Adjustments and Other Troubleshooting

Sample Merchant Accounts Procedure

The Financial Policies and Procedures Manual has a Merchant Accounts Procedure. This sample is useful when your company accepts card payments and needs a repeatable way to compare merchant account options, monitor performance, and improve the account setup over time.

Merchant Account Plan
Merchant Account Comparisons
Merchant Account Comparison Review
Merchant Account Improvements

Colleagues reviewing sample accounting finance and HR procedures

Sample Property & Access Control Procedure

The HR Policies and Procedures Manual has a Property & Access Control Procedure. This sample shows how HR and management can control access to company property, protect proprietary information, and handle physical access responsibilities.

Background Checks
Physical Access Controls
Key Controls
Proprietary Information Controls
Collection of Access Controls
Visitors and Guests

Sample IT Asset Assessment Procedure

The IT Policies and Procedures Manual has an IT Asset Assessment Procedure. This example is useful when you need to inventory technology assets, find gaps, document nonconformances, and update records in a controlled way.

IT Asset Assessment Plan
IT Asset Scan
Documentation and Distribution
Nonconformance Handling
IT Asset Records Update

Sample Qualifying Leads Procedure

From the Sales & Marketing Policies and Procedures Manual, the Qualifying Leads Procedure covers how a sales or marketing team can define, review, monitor, and improve the lead qualification process.

Qualifying Leads Plan
Qualifying Leads
Monitoring the Qualifying Process
Improving the Qualifying Process

Procedure binders opened for IT sales security and recovery planning

Sample Annual Risk Assessment and Evaluation Procedure

The Security Policies and Procedures Manual has an Annual Risk Assessment and Evaluation Procedure. This sample helps a company review business risk, security responsibilities, and the records that support risk management.

Risk Assessment
Records, Policies, and Agreements

Sample Centers of Operation Procedure

The Disaster Recovery Policies and Procedures Manual provides a Centers of Operation Procedure. This sample is useful when a company needs to define where essential operations will continue during a disruption and what supplies or equipment must be available.

Supplies and Equipment
Storage Site

Sample Service Satisfaction Procedure

The Business Sampler Policies and Procedures Manual has a Service Satisfaction Procedure. This procedure gives you a short example of how to follow up after service delivery and report satisfaction results.

Post-Service Follow-Up
Satisfaction Reporting

Sample Record Control Procedure

The ISO 9001:2015 Procedures Manual has a Record Control Procedure. This sample shows how quality records are identified, generated, and maintained so that the organization can demonstrate what happened and when.

Identification of Quality Records
Record Generation
Record Maintenance

Completed policy and procedure sample pages being filed into a binder

Sample Food Safety Records Procedure

The ISO 22000 Food Safety Policies Procedures Manual includes a Food Safety Records Procedure. This example is useful for companies that need food safety records to be defined, generated, and maintained consistently.

Identification of Food Safety Records
Food Safety Record Generation
Food Safety Record Maintenance

Sample Aerospace Manufacturing Procedure

The AS9100 Aerospace Policy Procedures Manual has an Aerospace Manufacturing Procedure. AS9100D is the aerospace quality management standard published through SAE, and this sample procedure shows how production control, inspection, packaging, labeling, and final verification can be documented for aerospace manufacturing work.

Production Control
Kitting Work Orders
Production
Inspection and Testing
Packaging and Labeling
Final Verification

How Should You Use Free Procedure Samples?

Use each sample as a model, not as a finished company procedure. Start by reading the manual table of contents, then review the sample policy and procedure, then look at the associated forms. The table of contents helps you see where the procedure belongs in a larger manual. The procedure shows the style and sequence. The forms show what records the process needs to produce.

After you choose a sample, replace generic language with your company roles, approvals, systems, and records. Keep the structure consistent across departments. A procedure manual works best when accounting, finance, HR, IT, sales and marketing, security, disaster recovery, quality, food safety, and aerospace procedures all follow a format employees can recognize.

Free Procedure Samples

Choose Free Examples of Policies and Procedures from the various Bizmanualz Microsoft Word manual products. You can use any one of these free policies and procedures templates as a guide to developing your next standard operating procedure manual for your organization.

If you need more example templates in Microsoft Word format, stop by the Bizmanualz procedure manual template page for an example standard operating procedures manual for your departments.

Frequently Asked Questions

What Are Examples of Policies and Procedures?

Examples of policies and procedures are sample documents that show how a company can structure rules, responsibilities, step-by-step activities, forms, and records in a consistent manual format.

Why Use Free Sample Policies and Procedures?

Free sample policies and procedures help you see the format before you write your own manual. They give you a practical model for headings, responsibilities, procedure steps, and supporting forms.

Are The Samples Available In Microsoft Word?

The Bizmanualz samples are designed around Microsoft Word manual templates so you can review the structure and adapt the format for your own company procedures.

Which Departments Have Procedure Samples?

Sample procedures are available across accounting, finance, HR, IT, sales and marketing, security, disaster recovery, ISO quality, food safety, aerospace, and general business operations.

How Should A Company Adapt A Sample Procedure?

A company should use a sample as a model, then replace generic language with its own roles, approvals, systems, records, and compliance requirements before adding the procedure to a live manual.