All Tools

Scroll down the page to browse all of our downloadable tools, or select a category below to narrow your view down to a specific tool type.

Policies & Procedures

Policies and procedures influence and determine major actions and processes throughout an organization. These policy and procedure samples can be used to review and update existing documentation or to create new documentation to promote the conduct and consistency of authorized activities.

The following 363 tools are listed based on publish date.
Policies & Procedures

Corporate Governance Policy: Shareholder Meetings

This sample policy simplifies and clarifies the essential elements of shareholder meetings.
Subscriber Content
Mon, Apr 10, 2023
Policies & Procedures

Manual Journal Entry Review Policy

This tool contains three policy samples that establish guidelines and procedures that must be followed with respect to an organization's manual journal entry review process.
Subscriber Content
Mon, Apr 10, 2023
Policies & Procedures

Corporate Treasury Policy

This policy establishes guidelines for company activities related to bank accounts, wire transfers of cash, short-term investments of surplus funds, financing, foreign exchange exposure...
Subscriber Content
Mon, Apr 3, 2023
Policies & Procedures

Corporate Governance Policy: Board Committees

This sample policy sets standards for board committee structures and protocols.
Subscriber Content
Mon, Apr 3, 2023
Policies & Procedures

Corporate Governance Policy: Relationship With Internal Audi…

This sample policy establishes reporting relationships for the internal auditors of a company.
Subscriber Content
Mon, Apr 3, 2023
Policies & Procedures

Accrued Liabilities Policy

This tool contains five sample policies that establish processes where the accrual processes ensure that all expenses related to the month are properly included in the company’s financi...
Subscriber Content
Mon, Apr 3, 2023
Policies & Procedures

Control Self-Assessment Policy

The purpose of this policy is to assist control owners, process owners and internal audit with implementing and executing the control self-assessment (CSA) process.
Subscriber Content
Mon, Mar 27, 2023
Policies & Procedures

Control Transition Policy

This policy establishes procedures to ensure the continued integrity of a company’s internal controls system.
Subscriber Content
Mon, Mar 27, 2023
Policies & Procedures

Contract and Project Approval Policy

This policy outlines procedures for evaluating, negotiating, and executing significant contracts and internal and external projects with legal and/or financial implications.
Subscriber Content
Mon, Mar 20, 2023
Policies & Procedures

Accounts Payable Policy

The seven sample policies included in this accounts payable audit template can be used to better document, record and issue your company’s AP transactions.
Subscriber Content
Mon, Mar 20, 2023
Policies & Procedures

Complaint Handling Policy and Procedures (Non-U.S.)

This sample outlines a set of policies and procedures governing the handling of complaints regarding harassment, discrimination and bullying.
Subscriber Content
Mon, Mar 13, 2023
Policies & Procedures

Computing Operations and Support: Service-Levels Policy

The purpose of this policy is to ensure that there are defined and documented IT services, service times and user-agreed metrics for objective evaluation of the services provided.
Subscriber Content
Mon, Mar 13, 2023