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

Systems Development Lifecycle (SDLC) and Change Management P…

This sample outlines a set of policies and procedures designed to provide an orderly process in which changes to a company's IT infrastructure are requested and approved prior to the in...
Subscriber Content
Mon, Oct 22, 2012
Policies & Procedures

Check Distribution Policy

This policy provides guidelines for authorizing, processing and distributing checks.
Subscriber Content
Mon, Oct 22, 2012
Policies & Procedures

Accounts Receivable Policies and Procedures - Returns

This sample policy provides guidance on the procedures to be followed when merchandise (damaged or otherwise) is returned by mail or shipment.
Subscriber Content
Mon, Oct 22, 2012
Policies & Procedures

Order Receipt and Fulfillment Policy

This sample outlines guidelines for receiving and entering customer orders to ensure the timely and accurate fulfillment of those orders
Subscriber Content
Mon, Oct 15, 2012
Policies & Procedures

Accounting: Asset-Backed Securitization and Factoring of Rec…

This sample policy outlines a set of policies and procedures for asset-backed securitization and factoring of receivables.
Subscriber Content
Mon, Oct 15, 2012
Policies & Procedures

Vendor Contracting Policy

This policy establishes procedures to follow prior to signing vendor contracts on behalf of a company, including obtaining required approvals from the legal department and vendor.
Subscriber Content
Mon, Oct 15, 2012
Policies & Procedures

Price Administration Policy

This sample outlines a set of policies and procedures for establishing guidelines related to price administration, including price set-up, price maintenance and review, and the timely u...
Subscriber Content
Mon, Oct 15, 2012
Policies & Procedures

Estimate-at-Completion Policy

This policy establishes guidelines and methods for maintaining an accurate revenue recognition process by periodically assessing the company’s projects’ profitability so that the overal...
Subscriber Content
Mon, Sep 24, 2012
Policies & Procedures

User Malicious Software Policy

The purpose of this security policy is to outline the user’s responsibilities in ensuring updates and maintenance of anti-virus computer software.
Subscriber Content
Mon, May 28, 2012
Policies & Procedures

Blog and Social Networking Policy

The purpose of this policy is to ensure that all employee blog and social networking activities incorporate consistent standards to maintain and reinforce the corporate image.
Subscriber Content
Mon, Apr 9, 2012
Policies & Procedures

Retainage Policy

This policy is intended to provide a standardized means of identifying and accounting for the retainage of funds related to large scale projects.
Subscriber Content
Mon, Nov 28, 2011
Policies & Procedures

Accounts Receivable Policies and Procedures - Credit Holds

This policy outlines a set of procedures for correctly dealing with withholding or delaying an order as a result of customer non-payment.
Subscriber Content
Mon, Nov 14, 2011