Church Policy Templates & SOPs
Every policy and file your church needs — stored securely, signed and tracked.
Start from 50+ ready-to-edit templates, draft new ones with AI, and send them to staff and volunteers to sign. Upload your own files into secure shared folders, so nothing lives in someone's personal drive.
50+ templates includedAI policy writerE-signaturesSecure church file vault
24
Published
3
Drafts
12
Awaiting signature
Start from proven templates
Finance, child safety, security, staff, communications and pastoral ministry — filled in with your church name and state.
Make them yours
Edit any document, set yearly review dates and publish locked versions so you always know what was in place.
Get them signed
Send to people or whole groups by email and Member Hub. Track who has opened, signed or still needs a reminder.
Every template we include
50+ policies, procedures, forms and agreements. marks the essentials most churches should have in place first.
Finance
- Church Card Usage and Check-Out Policy
- Financial Controls Policy
- Offering Collection, Counting and Deposit SOP
- Purchasing and Expense Reimbursement Policy
- Benevolence Policy
- Pastor Housing Allowance Resolution
- Vendor Policy
Beliefs & Membership
- Statement of Faith and Marriage, Sexuality and Facility Use Policy
- Church Discipline and Restoration Process
- Church Membership Policy
Children & Youth Safety
- Child Protection Policy
- Background Check and Screening Policy
- Mandatory Reporting Procedure (state-specific)
- Check-In and Check-Out SOP
- Bathroom, Diapering and Discipline Guidelines
- Youth Event, Overnight, Transportation and Permission Slip Policy
- Social Media, Texting and Digital Contact with Minors Policy
- Vulnerable Adult Policy
Safety & Facilities
- Emergency Response Plan
- Safety and Security Team Policy
- Medical Response and AED/First Aid SOP
- Lockdown and Evacuation Procedures
- Incident Reporting and Documentation Form
- Building Open, Close and Key Control SOP
- Facility Use and Rental Policy
- Vehicle Use and Driver Eligibility Policy
- Maintenance Schedule and Vendor Management
Staff & Volunteers
- Hiring, Onboarding and Termination Procedures
- Compensation and Benefits Policy
- PTO, Sabbatical and Leave Policy
- Staff Code of Conduct
- Grievance and Conflict Resolution Process
- Pastoral Boundaries Policy
- Volunteer Agreement and Code of Conduct
Communications & Technology
- Crisis Communications Plan
- Social Media Policy
- Photo and Video Release Policy
- Photography Release Form
- Data Privacy and ChMS Access Policy
- Password, Account Ownership and IT Security Policy
- Livestream and Copyright Licensing Policy
- Website and Email List Consent Policy
Pastoral & Ministry
- Pastoral Care and Counseling Referral Policy
- Hospital Visitation and Care Follow-Up SOP
- Baptism, Communion and Dedication Procedures
- Weddings and Funerals Policy
- Small Group Leader Guidelines
- Missions and Short-Term Trip Policy
- Sunday Service Run-of-Show SOPs
Templates are starting points, not legal advice. Have your attorney and insurance provider review them before adopting.
One document editor
Write, save drafts, then choose where it goes.
Every New Document button opens the same editor. Save keeps your work as an editable draft in the Drafts folder. When it's ready, Publish asks where it belongs — your Policies & SOPs library, a folder in Files & Folders, or both.
- Click the title to rename it — no title needed to save a draft
- Create with AI right inside the editor, with optional reference files
- Drafts stay editable until you publish
- Publish as a Policy or SOP, save a Word copy to a folder, or both
- Save any document as a reusable church template
Greeter Team Guidelines
Draft — saved in Files & Folders → Drafts
Where should this be published?
Policy or SOP
Save to Files → Volunteers / Hospitality
Secure church file vault
One home for every church file — not a dozen personal drives.
Upload meeting minutes, agendas, handbooks and procedures into folders your church owns. Choose exactly who can open each one — the elders, the admin team, children's ministry volunteers — and when someone steps away, their access ends the moment you update their profile.
- Folders shared with everyone on staff, specific people or whole groups
- View-only or edit access, with private subfolders for sensitive notes
- Volunteers and members see only what you share, inside their Member Hub
- Access ends instantly when someone leaves a group or the team
- Send any uploaded PDF or Word file out for signature
- Ask Genesis can find answers inside your files — only the ones you can open
- Versions, a 30-day trash and an activity log so nothing gets lost
AI policy generator
Need something we don't have? Just describe it.
Tell Genesis what you need in a sentence or two. It writes a custom policy, step-by-step procedure, form or agreement in your church's voice — ready for you to review and edit.
- Choose a policy, SOP, form or agreement
- Start from scratch or build on one of our templates
- Leaves amounts, names and dates in [brackets] for you to decide
- Never published until you review it
- Uses your church name, state and saved voice
What do you need?
A transportation SOP for our senior adults van ministry — driver requirements, loading wheelchairs, and what to do in an emergency.
# Senior Adult Van Ministry SOP
## Driver requirements — at least [25] years old, approved after a driving record check…
## Loading and securing wheelchairs — 1. Lower the lift…
## Emergencies — call 911, then notify [Senior Adults Pastor]…
Know who has signed — without chasing paper.
Send a document to one person or an entire volunteer team. They read and sign from their email or Member Hub, and the record saves to their profile.
Send to people or groups
Pick individuals or add everyone in a group, like your kids ministry volunteers.
Email and Member Hub
Each person gets a private link by email, and the document waits for them in their Member Hub.
Simple e-signature
They check “I agree” and type their full name. The date, time and version are recorded.
Clear tracking
Sent, opened, signed and declined counts for every document, with reminders and spreadsheet export.
Locked versions
Each signature points to the exact version signed, so updates never change what someone agreed to.
On each person’s profile
Every document sent and signed shows on their People profile and activity history.