Governance & Compliance
Policies, risk, audit and compliance
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Employment At Will Policy
This template outlines the Employment At Will policy, clarifying that employment can be terminated by either the employer or employee at any time, with or without cause or notice, unless otherwise prohibited by law. It is suitable for companies operating under an at-will employment framework.
Sales Expenses Reimbursement Policy
This document outlines the company policy for reimbursing sales-related expenses incurred by employees. It details eligible expenses, submission procedures, and reimbursement limits to ensure fair and consistent practices.
Board Resolution to Negotiate a Specific Contract
This template provides a formal board resolution to authorize company representatives to negotiate the terms of a specific contract. It should be used when a significant contract requires formal board approval for negotiation.
Employee Sickness Policy
This template outlines the procedures and guidelines for employees regarding sickness and absence from work. It details reporting procedures, sick pay, and return to work processes.
Credit Policy
This Credit Policy template outlines the guidelines and procedures for extending credit to customers, managing credit risk, and ensuring timely collections. It is intended for businesses to establish clear credit terms and minimize financial exposure.
Non-Profit Investment Policy
This template outlines the investment policies and guidelines for a non-profit organization, ensuring responsible management of assets to support its mission and long-term sustainability.
Data Loss Prevention Policy
This document outlines the Data Loss Prevention (DLP) policy for a business, detailing procedures and responsibilities to protect sensitive company information from unauthorised access, disclosure, or destruction. It should be used to establish clear guidelines for data handling and security.
Budgeting Policy
This Budgeting Policy template outlines the guidelines and procedures for budget preparation, approval, and monitoring within an organisation. It is used to ensure financial discipline and strategic resource allocation.
Bylaws Not for Profit Corporation
This template provides a comprehensive set of bylaws for a Not-for-Profit Corporation, outlining the internal governance structure, rules of operation, and responsibilities of its members and directors. It should be used when establishing a new non-profit entity or reviewing existing governance documents.
Fixed Assets Policy
This Fixed Assets Policy template outlines the guidelines for the acquisition, management, and disposal of fixed assets within a company. It is essential for maintaining accurate financial records and ensuring compliance with accounting standards.
Effective Public Relations Strategies For Small Businesses
This document outlines effective public relations strategies specifically tailored for small businesses to enhance their brand visibility, manage reputation, and engage with their target audience. It is intended for small business owners and marketing teams looking to implement or improve their PR efforts.
Brand Reputation Management
This template outlines the policy and procedures for managing and protecting the brand reputation of a company. It is to be used by all employees to ensure consistent and positive representation.
Brand Style Guide
This Brand Style Guide template provides a comprehensive framework for maintaining consistent brand identity across all company communications and materials. It should be used by marketing teams, designers, and all employees involved in creating branded content.
Strategic Communications Plan Simplified
This template outlines a simplified strategic communications plan for businesses to effectively manage internal and external communications. It is ideal for developing a clear and concise strategy for various communication objectives.
Social Media Branding Strategies
This document outlines the social media branding strategies for a company, providing guidelines for maintaining a consistent and professional online presence. It should be used to inform employees and stakeholders about the company's approach to social media.
Checklist Social Media Profile
This checklist helps employees ensure their social media profiles align with company guidelines. It is used when setting up new profiles or reviewing existing ones.
Customer Service Policy
This Customer Service Policy outlines the standards and procedures for providing excellent customer service. It should be used to guide employees on how to interact with customers and resolve their issues effectively.
Memorandum on Sales Seminar
This memorandum announces and outlines details for an upcoming sales seminar, providing essential information to attendees. It is used internally to inform sales teams about training events.
Customer Complaint Resolution Policy
This template outlines the procedures for handling and resolving customer complaints efficiently and fairly. It ensures a consistent approach to customer feedback and problem resolution.
Sales Commission and Incentive Policy
This template outlines the Sales Commission and Incentive Policy, detailing commission structures, eligibility, payment terms, and performance expectations for sales employees.
Sales Commission Plan
This Sales Commission Plan outlines the terms and conditions for sales commission earnings for employees within a company. It is used to clearly define compensation structures and performance incentives.
Customer Confidentiality Agreement
This template outlines the terms and conditions under which a customer agrees to keep confidential information shared by a company. It is used when engaging with customers who will have access to sensitive business data or intellectual property.
Digital Customer Experience Strategy
This document outlines a comprehensive Digital Customer Experience Strategy for businesses, focusing on enhancing customer satisfaction and engagement across all digital touchpoints. It is to be used by companies developing or refining their digital customer interaction approach.
A 5-Minute Guide For Updating Your Public Relations Strategy
This document provides a concise, actionable guide for Small and Medium Enterprises (SMEs) in Southern Africa to quickly review and update their public relations strategy. It is ideal for periodic strategic reviews or in response to new market conditions.
Communications Strategy
This Communications Strategy template outlines how a company will manage its internal and external communications to achieve its business objectives. It is used to ensure consistent messaging, build brand reputation, and foster effective engagement with stakeholders.
Email Marketing Best Practices
This document outlines the best practices for email marketing campaigns to ensure compliance, maximize engagement, and protect brand reputation. It is intended for all employees involved in creating, sending, or managing email communications.
How To Develop A Digital Strategy
This template outlines a comprehensive process for developing a digital strategy tailored for businesses, focusing on key areas from assessment to implementation and review. It is to be used as a guide by companies looking to establish or refine their digital presence and operations.
What Are Branding Guidelines
This document outlines the branding guidelines for a company, ensuring consistent use of its brand assets across all platforms and communications. It is intended for internal use by all employees and external partners involved in marketing and communications.
Worksheet Brand Positioning Statement
This worksheet helps businesses define and articulate their brand positioning statement. It guides users through identifying their target audience, unique value proposition, and competitive differentiation to create a clear and compelling brand message.
Board Meeting Minutes Template
This editable board meeting minutes template helps African SMEs keep accurate and comprehensive records of their board meetings for compliance and decision-making.