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Policy Overview Template

Policies are meant to be followed, but if your folks don’t read them, they can’t follow them. Give your org the gift of brevity with this at-a-glance resource that summarizes key points and nudges them to dig deeper into the full policy when needed.

Broken down into five distinct sections (key terms, what’s NOT allowed, who to call with Qs, etc.) this template gives you the structure to outline each policy in a way that makes sense to everyone—not just to your legal team. 

Looking for extra credit? Let Broadcat Advisory do the work for you. Reach out to your Customer Success Manager to learn how we can help!

Policy Overview Template

Policy Overview Template

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Policy Overview Template

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