Policy & Procedure Documentation
Create comprehensive policy documents and procedure manuals with version control, approval workflows, and compliance mapping.
The auditor asks for your data retention policy and you find a 3-year-old Google Doc that nobody follows. Policies exist in someone's head or not at all. When compliance gaps surface during audits or incidents, retroactive documentation costs 10x more than getting it right the first time.
Who it's for: compliance officers building policy libraries for regulatory audits, operations managers documenting standard operating procedures, quality assurance leads creating ISO-compliant process documentation, HR directors formalizing company policies, IT managers writing security and acceptable use policies
Example
"Create a remote work policy for our 200-person company" → Complete policy package: policy statement with scope and applicability, detailed procedures with step-by-step workflows, approval chain and version control metadata, compliance mapping to relevant regulations, FAQ for employees, and manager implementation guide
New here? 3-minute setup guide → | Already set up? Copy the template below.
# 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"