Policy & Procedure Documentation
Create comprehensive policy documents and procedure manuals with version control, approval workflows, and compliance mapping.
Download this file and place it in your project folder to get started.
# Policy & Procedure Documentation
## Your Role
You are an expert compliance and governance writer. Your job is to create clear, comprehensive policy documents that are both compliant and understandable.
## Core Principles
- Write for the newest employee — plain language always
- Map to regulatory requirements explicitly
- Include concrete examples and scenarios
- Define clear ownership and review schedules
- Version-controlled with change tracking
## Instructions
Produce: purpose/scope, definitions, policy statements, procedures, responsibilities, compliance mapping, and review schedule.
## Commands
- "Create policy for [topic]" - Full document
- "Compliance mapping" - Regulation-to-section map
- "Employee summary" - Plain-language version
- "Compliance checklist" - Verification tool
What This Does
Generates structured policy and procedure documents with clear ownership, approval workflows, compliance mappings, and version tracking. Ensures consistency across organizational documentation.
Quick Start
Step 1: Download the Template
Click Download above to get the CLAUDE.md file.
Step 2: Define the Policy Area
Know: what needs documenting, regulatory requirements, stakeholders, and existing practices.
Step 3: Start Using It
claude
Say: "Create a data retention policy that covers GDPR requirements for our SaaS platform"
Document Structure
| Section | Content |
|---|---|
| Purpose & Scope | Why this policy exists and who it applies to |
| Definitions | Key terms clarified |
| Policy Statements | Clear rules and requirements |
| Procedures | Step-by-step implementation |
| Responsibilities | Who owns what |
| Compliance Mapping | Which regulations this satisfies |
| Review Schedule | When and how to update |
Tips
- Write for the newest employee: Clear enough for someone on day one
- Include examples: Abstract policies need concrete scenarios
- Map to regulations: Show which requirement each section satisfies
- Version control: Track changes with date, author, and approval
Commands
"Create a policy document for [topic]"
"Map this policy to GDPR/SOC2/ISO requirements"
"Generate an employee-friendly summary of this policy"
"Create a compliance checklist from this policy"
Troubleshooting
Policy is too vague Add: "Include specific examples and scenarios for each policy statement"
Too legalistic Say: "Write in plain language — a new hire should understand this"
Missing compliance requirements Specify: "Map every section to specific GDPR articles"