Compliance & Policy Bundle — Build a Structured Agency Manual
A ready-to-customize policy and procedure toolkit that helps you organize your Personal Services Agency’s internal standards, expectations, and documentation.
Instead of staring at a blank page and wondering how to structure your policies, the Compliance & Policy Bundle gives you a clear, organized framework you can adapt to your agency so you can demonstrate structure, consistency, and accountability.
One-time payment. Editable templates you can adapt to your agency.
- Core policy & procedure sections for PSAs.
- Framework for building your agency manual.
- Ideal for agencies preparing for growth and oversight.
Files delivered by email immediately after checkout.
Who This Bundle Is For (and Not For)
This toolkit is a strong fit if:
- You already have or are close to having a PSA and now need structured policies.
- You want internally consistent expectations for staff, documentation, and conduct.
- You prefer an organized, editable framework instead of starting from scratch.
- You want to show that your agency takes structure and accountability seriously.
This may not be a fit if:
- You are looking for legal advice or state-specific legal review.
- You want a custom-written manual done entirely for you (see DFY options).
- You are not ready to invest time in tailoring policies to your operations.
What’s Inside the Compliance & Policy Bundle
The bundle gives you a structured, section-based policy framework that you can adapt, expand, and finalize as your agency’s working manual.
Section 1 – Agency Mission, Scope & Values
Clarify who you serve, what you do, and the standards you uphold.
- Mission & vision statements (editable).
- Service scope & limitations outline.
- Core values and philosophy of care.
Section 2 – Governance & Leadership Roles
Define leadership responsibilities and oversight structure.
- Agency leadership and management roles overview.
- Decision-making and escalation responsibilities.
- Oversight and accountability structure.
Section 3 – Human Resources & Staff Conduct
Policies that shape how your staff are hired, supervised, and expected to behave.
- Code of conduct and professional standards.
- Attendance, punctuality, and performance expectations.
- Discipline, corrective action, and documentation guidelines.
Section 4 – Client Rights & Responsibilities
Communicate clearly what clients can expect and what is expected of them.
- Client rights and dignity commitment.
- Client responsibilities and cooperation expectations.
- Complaint, grievance, and feedback channels.
Section 5 – Service Delivery & Documentation
Outline how services are provided, recorded, and monitored.
- Service delivery standards and boundaries.
- Visit documentation and charting expectations.
- Incident, change of condition, and communication flows.
Section 6 – Safety, Emergencies & Infection Control
Foundational policies for risk reduction and emergency response.
- Basic safety and hazard reporting structure.
- Emergency response roles and expectations.
- Infection control & standard precautions language.
How to Use This Bundle in Your Agency
The goal is not to simply “own” a policy manual. The goal is to build a living document that actually reflects how your agency operates.
- Step 1 – Download: Save all sections into your “Policy Manual” folder.
- Step 2 – Customize: Insert your agency name, services, and processes.
- Step 3 – Align: Make sure policies match your staffing model and workflows.
- Step 4 – Roll Out: Introduce policies to staff and integrate into onboarding.
- Step 5 – Maintain: Review annually and update as your agency evolves.
Pair This With Other Toolkits
- PSA Startup Kit – for your early setup roadmap and structure.
- Employee Handbook – Full Edition – for staff-facing expectations.
- Intake & Onboarding Forms Pack – for client-side documentation.
- PSA Business-in-a-Box – for a comprehensive document ecosystem.
Bonus Materials Included
Additional tools to help you actually implement and maintain your policies.
Bonus: Policy Index & Revision Log
A simple tracker so you can record when each policy was last reviewed or updated and who signed off on changes.
Bonus: Staff Acknowledgment Templates
A basic acknowledgment form concept so staff can document that they received and reviewed your policies and procedures.
Bonus: Implementation Checklist
A practical checklist for moving the manual from “documents on your computer” into actual day-to-day agency use.
What Founders Appreciate About Having a Policy Framework
These are the types of outcomes this bundle is designed to support as more agencies formalize their documentation.
Questions & Important Notes
Is this state-specific or legal advice?
No. This is a practical, customizable framework for Personal Services Agencies. You are responsible for adapting content to your state and, when appropriate, seeking professional legal or regulatory guidance.
Can I use this as my final manual?
Many agencies use this as the backbone of their manual. You should tailor, add, or remove sections so it accurately reflects your operations and obligations.
Can I reuse this for multiple agencies?
Your purchase is for your own agency or business entity. If you support multiple agencies or want wider licensing, contact us to discuss options.
What if I later upgrade to Business-in-a-Box or DFY?
You keep and continue using this bundle. Larger programs simply add more structure, documentation, and implementation support on top of what you already own.
Explore Other Care Business Segments
AAA Consultant supports multiple regulated care models. If your goals extend beyond Home Care, explore our Group Home segment resources and products.
Group Homes
Documentation systems, compliance tools, and DFY implementation support designed for regulated residential care operations.
Need Help Choosing?
If you’re unsure whether Home Care or Group Homes is the right path, apply and we’ll route you to the best starting point.
Coming Next: NEMT
We’re building the Non-Emergency Medical Transportation segment next. If you want early access, apply and select NEMT.
Ready to Build Your Agency’s Policy & Procedure Framework?
If you are serious about running a structured Personal Services Agency, this bundle gives you a strong, editable starting point for your manual.