How to Write a Procedure:
Free Template

Writing clear procedures doesn’t have to be complicated. A simple, well-structured procedure helps your team know exactly what to do, reduces mistakes, and builds consistency in your business or organisation.

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What’s inside

This free downloadable template walks you through the key steps for writing a procedure, and can be adapted for your own needs.

  • Easy to follow steps

  • Practical tips

  • Template included

Take the stress out of documentation and create procedures that actually get used.

Why it Matters

Procedures are the backbone of good governance and smooth operations. They make sure tasks are done the right way, every time — even if staff change or you’re not around.

Whether you’re running a small business, not-for-profit, or professional service, clear procedures save time, reduce risk, and improve efficiency.

 FAQs

  • Yes – the steps and template are designed for small businesses, not-for-profits, and community organisations as well as larger teams.

  • Not at all. The guide is written in plain English and walks you through the process step by step.

  • Yes – just download it, add your own details, and adapt it to your needs. It’s fully editable.

  • Documented procedures help reduce errors, provide consistency, and make handovers or staff changes much smoother.

  • The template is provided as an unbranded Word document so you can customise it easily.

Need More Help?

If you’d like to go deeper, check out our blog on writing effective procedures, explore our Policy Consultant Services, or book a call to chat with me directly.

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Disclaimer

This resource is provided for general information purposes only. It highlights what actions may help improve governance, compliance, or cyber resilience, but it does not provide detailed technical instructions or legal advice. You should seek support from a qualified professional (e.g. IT provider, lawyer, or compliance adviser) to implement or adapt these actions to your organisation’s specific circumstances.

By downloading this resource, you acknowledge that Ellevate Solutions is not responsible for any loss or damage arising from its use.