Business OS

Governance & Compliance

Policies, risk, audit and compliance

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All Governance & Compliance templates

Non-Profit Gift Acceptance Policy

This template outlines the policy and procedures for accepting gifts and donations made to the non-profit organization. It ensures that all gifts are handled in a manner consistent with the organization's mission, values, and legal obligations.

gift acceptance policydonation policynon-profit
2w ago

Accounts Payable Policy

This Accounts Payable Policy outlines the procedures and controls for managing all financial obligations to suppliers and vendors, ensuring timely and accurate payments. It should be used by all employees involved in the procurement and payment process.

accounts payablepolicyfinance
1d ago

Policy Letter on Vehicle Expense Reimbursement

This template outlines the company policy regarding reimbursement for vehicle-related expenses incurred by employees for business purposes. It should be used to communicate the guidelines, procedures, and limitations for claiming such expenses.

vehicle expensesreimbursement policycompany policy
2w ago

Billing Policy

This document outlines the billing procedures and policies for services rendered by the company, providing clarity on payment terms, invoicing, and dispute resolution for clients.

billingpolicyfinance
2w ago

Expense Policy

This Expense Policy outlines the guidelines and procedures for employees to incur and report business expenses, ensuring compliance with company standards and financial regulations. It should be used to clearly define reimbursable expenses, approval processes, and reporting requirements.

expense policycompany policyexpenses
2w ago

Cash Handling Policy

This Cash Handling Policy template outlines procedures and controls for managing cash transactions within a business, ensuring security, accuracy, and accountability. It should be used by any business that handles physical cash payments or receipts.

cash handlingpolicyfinance
2w ago

Business Travel Expense Approval Policy

This template outlines the policy and procedures for employees requesting and obtaining approval for business travel expenses. It should be used to ensure all business travel is justified, budgeted, and properly documented.

Travel PolicyExpense ApprovalBusiness Travel
2w ago

Non-Profit Whistleblower Policy

This template outlines a whistleblower policy for non-profit organizations, providing a safe and confidential mechanism for reporting unethical conduct without fear of retaliation. It should be used to establish clear guidelines for employees, volunteers, and stakeholders to report concerns.

whistleblower policynon-profitgovernance
2w ago

Checklist Business Social Media Profile

This checklist helps businesses create a comprehensive and professional social media profile across various platforms. It ensures all essential information is included and optimized for engagement and brand consistency.

social mediaprofilechecklist
2w ago

Product Management Marketing Strategies

This template outlines comprehensive product management marketing strategies for African SMEs, providing a structured approach to product promotion and market penetration. It is useful for companies developing or refining their marketing plans for new or existing products.

product managementmarketing strategySME
2w ago

How to Creating a Customer Service Strategy

This document outlines a comprehensive guide for small and medium-sized enterprises (SMEs) in Southern Africa to develop and implement an effective customer service strategy, enhancing customer satisfaction and loyalty.

customer servicestrategySME
2w ago

Implementing A Marketing System

This template outlines the procedures and policies for implementing a new marketing system within an organisation. It is used when integrating new marketing technologies or strategies to ensure a smooth transition and consistent application.

marketing systemimplementationpolicy
2w ago

Implementing A Sales System

This template outlines a comprehensive sales system for businesses, detailing processes from lead generation to post-sales follow-up. It is intended for companies looking to establish or refine their sales operations.

salessystempolicy
2w ago

Content Strategy

This Content Strategy document outlines the principles, guidelines, and procedures for creating, publishing, and managing content across all platforms for the company. It ensures consistency, quality, and alignment with business objectives.

content strategymarketingcommunication
Today

Board Resolution Adopting Campaign Contribution Limitations Policy

This template provides a formal board resolution to adopt a policy limiting campaign contributions made by the company or its representatives. It should be used when a company wishes to formally establish and document its stance on political donations.

board resolutioncampaign contributionspolicy
2w ago

Sales Commission Policy

This document outlines the sales commission policy for employees, detailing eligibility, commission structures, payment terms, and related guidelines. It should be used to formally communicate the company's commission plan to its sales team.

sales commissioncommission policysales plan
2w ago

Sales and Marketing Policy

This template outlines the sales and marketing policies for a company, providing guidelines for ethical conduct, branding, and customer engagement. It is intended for internal use to ensure consistent and compliant sales and marketing practices.

sales policymarketing policycompany policy
2w ago

Customer Data Protection Policy

This Customer Data Protection Policy outlines how {{company_name}} collects, uses, stores, and protects customer personal data, ensuring compliance with data protection regulations. It is intended for internal use and for informing customers about their data privacy rights.

data protectionprivacy policyGDPR
1d ago

Sales Funnel Guide

This Sales Funnel Guide provides a comprehensive framework for understanding and managing the sales process from lead generation to conversion. It is designed to help sales teams optimize their strategies and improve efficiency.

salesfunnelguide
2w ago

Online Sales Disclaimer

This Online Sales Disclaimer template is for businesses that sell products or services online. It helps protect the business from legal liabilities by clearly outlining terms and conditions related to product information, pricing, availability, and customer responsibilities.

online salesdisclaimere-commerce
2w ago

Merchandising and Marketing Agreement

This template outlines the terms and conditions between a company and a merchandiser or marketer for the promotion and sale of products or services. It is used when establishing a partnership for marketing and distribution efforts.

merchandising agreementmarketing agreementpartnership
2w ago

Worksheet_Products and Services Differentiation

This worksheet helps businesses differentiate their products and services from competitors by systematically analyzing unique selling propositions, target markets, and competitive advantages. Use it to refine your market positioning and communications strategy.

differentiationproductsservices
2w ago

Copywriting and Branding Essentials

This template outlines the essential guidelines and standards for all copywriting and branding activities within the company, ensuring consistency and effectiveness in communication.

copywritingbrandingstyle guide
2w ago

Guide On Growth Hacking

This guide provides a comprehensive overview of growth hacking strategies and tactics for Southern African SMEs, detailing methodologies to achieve rapid and sustainable business growth. It is intended for businesses looking to implement innovative and cost-effective growth initiatives.

growth hackingSMEmarketing
Today

List Of Marketing Channels

This document outlines the various marketing channels utilised by the company. It serves as a guide for understanding the scope of marketing activities and resource allocation.

marketingchannelsstrategy
Today

Social Media Plan

This Social Media Plan outlines a company's strategy for using social media platforms to achieve business objectives. It details target audiences, content strategies, engagement tactics, and measurement methods.

social mediamarketing plandigital strategy
2w ago

Announcement of New Discount Offer

This template is used to formally announce a new discount offer to customers or clients. It outlines the details of the discount, terms and conditions, and how to redeem it.

discountofferannouncement
2w ago

Marketing Automation Guide

This document outlines the framework and guidelines for implementing and managing marketing automation strategies within a company.

marketing automationdigital marketingSME guide
2w ago

Press Release New Distribution Channel

This press release template announces a new distribution channel for a company's products or services. It is suitable for businesses looking to inform the media and public about expanded availability.

press releasedistributionnew channel
2w ago

Rating Marketing Media

This template outlines the procedure for rating and approving marketing media within the company. It ensures consistency, brand compliance, and effectiveness across all marketing materials.

marketingmediapolicy
2w ago
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