Policy Ownership & Review Schedule

Having a policy is not the same as governing it.

 Most small businesses have collected policies over time — some written internally, some downloaded from templates, some required by insurers or clients. The problem is rarely that the policies do not exist. The problem is that nobody knows which version is current, when it was last reviewed, who owns it or where it actually lives.

 This register gives every policy a home, an owner and a review date.

 WHAT IS INCLUDED

 One Excel workbook with two tabs.

 The Policy Register tracks every policy your business has or needs. For each one you record the category, the owner, the version number, where the document is stored, its status, the date it was adopted, when it was last reviewed, the review frequency and the next review due date. The Review Alert column calculates automatically — flagging policies as Review Scheduled, Due Within 60 Days, Overdue or No Date Set.

 Pre-loaded with 12 common business policies including those most frequently absent or out of date in founder-led businesses: privacy notice, data retention policy, equal opportunities, disciplinary and grievance procedure, health and safety policy, expenses policy, acceptable use policy, terms and conditions, complaints handling policy, conflict of interest policy, confidentiality policy and social media policy.

 Crucially, some pre-loaded policies are shown as Not Yet Written or Needs Updating rather than all Live — because a register that only shows green is not a register, it is a comfort blanket.

 The Start Here tab explains how to use the register, what the review alert statuses mean and the difference between a policy existing and a policy being governed.

 WHAT YOU RECEIVE

 — One Excel workbook (.xlsx), compatible with Microsoft Excel and Google Sheets

— 12 pre-loaded policies across 6 categories — fully editable

— Automatic review alert formula (Review Scheduled / Due Within 60 Days / Overdue / No Date Set)

— Dropdown controls for category, status and review frequency

— 8 blank rows for your own policies

— Instant download on purchase

 WHO THIS IS FOR

 Founders and business owners who know their policy management is patchy and want a simple, honest view of where things actually stand. Also useful for compliance-focused VAs, OBMs and HR consultants managing policy governance for clients.

 FREQUENTLY ASKED QUESTIONS

 What software do I need?

Microsoft Excel 2016 or later, or Google Sheets. Both work fully.

Does the review alert update automatically?

Yes — the formula recalculates from today's date each time the file opens.

Can I add my own policies?

Yes — 8 blank rows are provided and you can add more by extending the table.

Is the full four-document kit available?

Yes — the Founder Operational Foundation Kit in this shop bundles all four documents at £35.