Back to Operations Skills
Operations Skill

Policy Document Drafter

Draft a clear internal policy document that sets expectations without drowning people in legalese.

Free skill - no email required

Get the Policy Document Drafter skill

Install it in Claude as an Agent Skill, or copy it into ChatGPT, Gemini, or any assistant. Same method either way.

This is a drafting and analysis aid. It produces a first draft for a qualified professional to review. It is not financial, accounting, tax, or investment advice.

What this does and why it matters

Policies that are unclear or unwritten create inconsistent decisions, unfairness, and risk. This skill drafts an internal policy that states the rule, the reasoning, and the how, in plain language people will actually read and follow, without the dense legalese that gets ignored. Clear policy is how a growing team stays fair and consistent without a manager adjudicating everything.

Inputs to gather

  1. The policy topic and why it is needed.
  2. The rules or expectations to set.
  3. Who it applies to and any exceptions.
  4. How it is enforced and who owns it.
  5. Any legal or compliance requirements to reflect (from the user).

Method

1. State the purpose and scope plainly

Why the policy exists and who it applies to, up front. People follow rules they understand the reason for.

2. Write the policy in plain language

The actual expectations, stated clearly and specifically. Avoid legalese and vague words like "appropriate" without defining them, since vagueness pushes the judgment call back onto every reader.

3. Cover the how, not just the rule

The procedure to comply (how to request, report, or act), so the policy is usable, not just declarative.

4. Address exceptions and edge cases

Where the rule flexes, who approves exceptions, and what to do in the gray areas people will actually hit.

5. Set enforcement and ownership

The consequences of non-compliance, who owns the policy, and when it is reviewed, so it stays current and is applied consistently.

Output format

ALWAYS use:

# Policy: [Topic]
## Purpose
## Scope (who it applies to)
## Policy (the rules, plainly stated)
## Procedures (how to comply)
## Exceptions and approvals
## Enforcement
## Owner and review date

Anti-patterns to avoid

  • Legalese no employee will read.
  • Vague terms like "appropriate" left undefined.
  • Rules with no procedure for how to comply.
  • No owner or review date, so the policy goes stale.

Compliance note

This drafts internal policy language; it is not legal advice. Where a policy touches employment law, safety, privacy, or regulated areas, recommend review by qualified counsel or HR before adoption, and flag the parts that likely need it.

Example

An AI-use policy states its purpose, defines approved and prohibited tools plainly, gives the procedure for requesting a new tool, names the exceptions process, and flags data-handling clauses for legal review.

How to use this skill

In Claude
  1. Download the SKILL.md file above.
  2. Add it to a Claude environment that supports Agent Skills, or attach the file to your conversation.
  3. Make your request and hand over the raw input. Claude triggers the skill automatically.
In ChatGPT or Gemini
  1. Copy the skill text above.
  2. Paste it into a ChatGPT Project, a Custom GPT's instructions, or a Gemini Gem.
  3. Give the model your raw input. It follows the same method and output format.

Frequently asked questions

What does the Policy Document Drafter skill do?

Draft a clear internal policy document that sets expectations without drowning people in legalese. Use this skill whenever a user needs an internal policy (remote work, PTO, expenses, acceptable use, AI use, code of conduct) or says 'write a policy for', 'we need a policy on', or 'document our rules on'. Trigger whenever internal rules or expectations need to be documented clearly and fairly.

How do I use the Policy Document Drafter skill in Claude?

Download the SKILL.md file and add it to a Claude environment that supports Agent Skills, or attach the file to your conversation. Claude triggers the skill automatically when your request matches what it does, then returns a structured first draft.

Can I use the Policy Document Drafter skill in ChatGPT or Gemini?

Yes. Copy the skill text and paste it into a ChatGPT Project, a Custom GPT's instructions, or a Gemini Gem. Then give the model your raw input and it follows the same method.

Is the Policy Document Drafter skill free?

Yes. Every skill in the library is free and ungated. Download it, copy it, and use it however you like.

Is the Policy Document Drafter skill financial or professional advice?

No. Regulated skills produce first drafts and analysis for a qualified professional to review. They do not replace professional judgment and are not financial, accounting, tax, or investment advice.

Where this skill fits in the playbook

This skill does the drafting work inside this play from The AI Workforce Playbook. Read the full build guide to see where it plugs in.

Get the Book

The full system, end to end.

Looking to build your AI workforce? Get the comprehensive guide for professional services - the 12 plays, the frameworks, and the field-tested playbooks.

Buy on Amazon
Revenue Institute

Reviewed by Revenue Institute

This guide is actively maintained and reviewed by the implementation experts at Revenue Institute. As the creators of The AI Workforce Playbook, we test and deploy these exact frameworks for professional services firms scaling without new headcount.

Done-For-You Implementation

Need help turning this guide into reality?

Revenue Institute builds and implements the AI workforce for professional services firms.

Work with Revenue Institute