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Guides for Docs users

79 articles. Practical write-ups, kept current.

RFI RFP RFQ: which document to send, and in what order
Business succession planning: transferring ownership, not just a job title
AGM meeting minutes: what must be recorded and who signs them
Post implementation review: checking whether the thing actually worked
Ending a tenancy: the order of operations that avoids a dispute
Franchise agreement: buying a system, not a business
Product requirements document: what to write and what to leave out
Memorandum of understanding: agreeing to work together before agreeing terms
Health and safety policy: three parts, and only one of them is a statement
Anti bribery policy: the register matters more than the wording
RFP response: running the answer, not just writing it
Safeguarding policy: a named person, a route, and a date it was last reviewed
Document approval workflow: fewer approvers, clearer criteria
TUPE: what transfers with the people, and what has to be told to whom
Request for proposal: written so the answers can be compared
Bid writing: answering the question that was actually asked
Job description: the document three different processes rely on
Performance improvement plan: written to be passed, or not worth writing
ISO 9001: what the standard requires that a competent company is not already doing
GDPR compliance: the parts a small company actually has to do
ISO 27001 certification: what the two audit stages actually look for
Incoterms: the three letters that decide who pays when it goes wrong
Standby letter of credit: the SBLC is a guarantee, not a payment method
Loan note: the instrument a company issues, not the IOU it signs
Change freeze: useful for a fortnight, harmful for a quarter
Runbook: written for the person woken at three in the morning
Litigation hold notice: what it must say and who has to confirm it
SBOM requirements: who is actually asking, and for what
Engineering change order: effectivity and what happens to existing stock
SOC 2 bridge letter: covering the gap your report does not
Capability statement: one page, and it is not a brochure
Chargeback rebuttal letter: one page, written for a reviewer with a checklist
Adverse action notice: the two-step process employers skip
VPAT: the accessibility document procurement asks for
8D report: containment first, then the cause you can actually prove
Lockout tagout: the LOTO program behind the padlock
Engagement letter: the document that decides who was right later
HACCP plan: building one that survives an inspection
Method statement: writing one the site will actually follow
Certificate of origin: how to get one and when you actually need it
Board resolution: how to write one a bank or registrar will accept
Sustainability report: writing one that survives being checked
Induction training: the first week, and what actually has to be taught
Document version control: knowing which copy is the real one
Document review: getting useful comments instead of six opinions
Data backup: what to protect, and the restore nobody tests
Root cause analysis: getting past the first plausible answer
Code of conduct: writing one that settles arguments
Information security policy: the short version a small company can follow
Project charter: the one page that says what you agreed to do
HR policies: examples of what a small company actually needs
Executive summary: writing the page that actually gets read
Statement of work: the document that decides what you are actually delivering
Handover document: writing down what only you know
Business case: asking for money in a way that gets a decision
Project status report: one page that survives being skimmed
Business continuity plan: what a small company should actually write
Incident response plan: the first hour decided in advance
Data retention policy: deciding what to keep and for how long
Expense policy: what to reimburse and how to say so clearly
Remote work policy: the questions it has to answer
Travel policy: booking, limits and what happens when plans change
Marketing plan template: a page you will actually use
Job description template: the fields that earn their place
Tendering: how to bid without wasting the effort
Document control system: keeping one version true
Welcome packet: what to send a new client in week one
Business plan template: the sections that matter and the ones that do not
Standard operating procedure: writing one people actually follow
Approval workflow: how to design one people don't route around
Employee handbook: what to include and what to leave out
Proposal software: what it does that a document cannot
Knowledge base software: what to buy, and what to write first
Project proposal template: the sections a decision actually needs
Business proposal template: the structure that gets a yes
How to recover an earlier version of a document
10 document templates to start your week
5 shortcuts to speed up Documents
Templates that save your team hours

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