Policy resources for small business

Clear policies.
Faster work.

Give people the answer before the question slows them down. Build a practical policy system your team can understand, use, and maintain.

Every useful policy answers four questions:

What is expected? Who owns it? What happens next? When is it reviewed?

The essential six

Start where work gets stuck.

A lean starter set for the everyday decisions that consume time, create inconsistency, or leave ownership unclear.

02Technology

Acceptable technology use

Set clear boundaries for company devices, accounts, software, internet access, and approved AI tools.

What to include
  • Approved use
  • Account responsibility
  • Software approval
  • AI boundaries
03Information

Information handling

Explain how customer, employee, financial, and business information should be stored, shared, and removed.

What to include
  • Information categories
  • Approved storage
  • Sharing rules
  • Retention
04Money

Purchasing & expenses

Clarify spending limits, required approvals, reimbursement steps, documentation, and review timing.

What to include
  • Approval thresholds
  • Receipts
  • Reimbursement timing
  • Exceptions
05Vendors

Vendor selection

Create one repeatable path for evaluating cost, fit, access, commitments, and accountable ownership.

What to include
  • Business need
  • Decision owner
  • Access review
  • Renewal date
06Problems

Incident reporting

Make it easy to report safety, service, technology, customer, or workplace issues without delay.

What to include
  • What to report
  • Who to contact
  • Immediate actions
  • Follow-up owner

The maintenance loop

A policy is only useful when it stays current.

Keep the system lightweight: one owner, one source of truth, a known review date, and a clear way to improve it.

1

Write for decisions

Use direct language that tells a person what to do.

2

Assign an owner

Name the role responsible for questions and updates.

3

Make it findable

Keep the current version in one predictable location.

4

Review on purpose

Set a date and update after meaningful changes.

The plain-language standard

Short enough to use.
Specific enough to trust.

A strong small-business policy does not need to sound like a legal textbook. It needs to state its purpose, scope, rule, owner, procedure, exceptions, and review date.

Build your first outline
Practical guidance, not legal advice.

Policy requirements vary by location, industry, contracts, and workforce. Have qualified legal, HR, tax, safety, or compliance professionals review policies when those requirements apply.