Report & policy document kit
Report, policy and procedure templates, with a table of contents that Word for the web can update, policy clauses you can cite by number, and data tables for results and finances. Word files that also open in Google Docs.
What's included
- Three Word templates, a filled-in sample and a Read me first guide (zip)
Checked in Word and Google Docs
Every supplied file passed Word’s accessibility checker and was checked after conversion to Google Docs. Includes editable templates, a filled-in example and guidance for your department.
Recheck your finished document after editing and exporting.
Download the kit (zip) — free, no signup
What we checked
- Checked by hand in Word for the web, and after conversion to Google Docs, on .
- The checks covered structure and formatting: headings, numbered requirements and steps, tables, footer page numbers, and updating the report’s table of contents in Word for the web.
- Google Docs can’t mark a table’s header row as reliably as Word can. If your document has tables, the Read me first guide recommends making the PDF from Word if you can. It also says to check the table of contents after uploading to Google Docs.
- These checks cover the supplied documents, not your later edits or any PDF you export.
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Filled in: an example
The report template, filled in for the Town of Alder Bend, a made-up town. We added a logo, as most people do. Everything else is the template as it comes. The sample is in the kit too, so you can open it in Word or Google Docs.
The logo sits in line with the text and has alt text, so screen readers reach it in order and describe it.
The page shows: The town's round logo, then the heading “Annual report 2026”, the town's name, the year covered, a table of contents, and a summary with three key results.
What's inside
The first page of each file, exactly as you'll get it. Words in square brackets are where your details go. Select a page to see it full size.
Report
Sections: Summary, Letter from the [director / board chair], About us, Results, Financial summary, What’s next, Board and staff, Thank you, Appendix.
Policy
Sections: Purpose, Scope, Definitions, Policy, Responsibilities, Legal references, Related policies and procedures, Revision history, Contact.
Procedure
Sections: Purpose, Who does this, Before you start, Steps, If something goes wrong, Records to keep, Contact.
Read me first: report & policy document kit
Sections: Before you start, The filled-in sample, The table of contents, Why the report has no cover page, Charts and tables, Policies and procedures, Keeping it accessible as you fill it in, Posting a PDF, Using Google Docs, Help.
License
Free to use, share and adapt under the Creative Commons Attribution 4.0 International license (CC BY 4.0). Documents you make from these templates are yours: they don’t need a credit line.
If you share the template files themselves, credit them like this:
“Report & policy document kit” by Brian Stoffer, AccessiblePress (accessiblepress.com), licensed under CC BY 4.0