| Owner / assigned to: | role or (user-)name |
|---|---|
| Scope: | business units affected |
| Approved by: | (user-)name |
| Status: | in progress / active / obsolete |
|---|---|
| Valid from - to: | mm/dd/yyyy - mm/dd/yyyy |
| Next review: | mm/dd/yyyy |
🎯 Purpose
Why does this guideline exist, and who benefits from it? Guidelines help employees to make decisions in line with the company values.
Example: This guideline defines how we handle customer data in everyday work – so that everyone stays on the safe side legally and customers can rely on us.
👥 Scope
Make it unmistakable who has to follow this guideline.
- Applies to: e.g. all employees with customer contact
- Does not apply to: e.g. external service providers – they are covered by their contract
- Applies from: mm/dd/yyyy
📜 Provisions
Describe in the sub-sections which rules this guideline establishes. Keep your statements short and unambiguous and write for the people who have to apply them every day. Rules of conduct only work if everybody knows their rights and obligations.
Support this guideline with procedures that are described in separate documents, such as work instructions or checklists.
Rule 1
Explain what the rule requires and how it is applied – with a concrete example from everyday work.
- Always: what is mandatory?
- Never: what is prohibited?
- In case of doubt: who decides?
Rule 2
Explain what the rule requires and how it is applied – with a concrete example from everyday work.
- Always: what is mandatory?
- Never: what is prohibited?
- In case of doubt: who decides?
👤 Roles and responsibilities
List all roles related to this guideline and link to the supporting documents, such as procedures, work instructions or checklists.
| Role | Currently assigned | Responsibility | Supporting documents |
|---|---|---|---|
| Position title | Person currently responsible | What does this role decide, check or approve? | Link to the document |
| ... | |||
| ... |
📖 Definitions
Define terms that are ambiguous, technical or specific to your organization.
- Term 1: definition
- Term 2: definition
🔗 Related documents
Guidelines, work instructions or forms that belong to this document.
- Document 1 – how is it related?
- Document 2 – how is it related?
