Customized Policy Drafts

Customized Policy Draft Questionnaire

Please read through the questionnaire before you begin filling it out, to ensure that you are able to answer all the questions at this time. You will not be able to save it or come back to it if you are not able to answer all the questions. If you need to consult with others from your organization you can print this page so that you have the questions. The questions we are posing on this worksheet will assist us in the preparation of a first draft of a customized written protection policy for your organization.

The development, preparation and distribution of your policy will be undertaken with great care. However, Plan to Protect® , our employees and agents are not responsible for any errors contained within it or for consequences that may ensue from use of our products or the information contained within them. We will provide you with a customized written draft of a policy for you to carefully review and edit. It will only be as current as the date of distribution and does not reflect subsequent changes in law. The draft policy will be distributed with the understanding it does not constitute legal advice. Plan to Protect® strongly encourages you to seek legal counsel as well as counsel from your insurance company who can provide an opinion concerning the specifics of your particular situation.

The draft policies prepared for you will be adapted from the Plan to Protect® manual, which is copyright protected. The purchaser of the policies may not share, distribute, sell or donate, samples of the policies to other organizations without written permission from Plan to Protect®. The policies we put together are not to be put on your website for public access. We appreciate your cooperation in this regard.

Once we receive payment* for your policy draft we will begin working on your policy and will usually have your policy draft completed within 2-3 weeks.

*The customization of policies range in price from $995 to $1,195 plus tax. Policy drafts for multi-site or multi-function organizations may be subject to additional fees. Some restrictions apply. Please call for a quote 1-877-455-3555.
  • Please fill in the address of the organization that this policy draft is for.
  • first Name
    last Name
  • Please use the titles specific to your organization. (For example: Executive Director, Director, Board, Coach, Assistant, Administrator OR Senior Pastor, Board, Youth Pastor, Children's Pastor, Administrator, etc.)
  • This information is used to ensure your policies reflect the standard of your insurance company.
  • Please click all that apply. We will customize your policy with this audience in mind.
  • Please click all that apply. We will customize your policy with this in mind.
  • Please upload your organization's logo, which will be used throughout your policies and form templates.
  • Please upload any current policies that you have, if you wish for them to be incorporated. If you have multiple documents, upload the main document here, and then email additional documents to
  • Select the choice that closely matches your location.
  • What requirements will you ask your volunteers and staff to adhere to prior to being placed into a position of trust? You may want to check what your insurance company requires.
  • What abuse prevention training will be required for your staff and volunteers?
  • Program Policies
  • Please check all the boxes that apply to your programming. We will include policies and procedures for these programs.
  • Many community groups have specific names for their groups i.e. Scouts, Brownies, Awana, the ROCK, Tweens, etc. Please list the name of each group and include a brief description (including the age group it is for).
  • A higher risk activity would be based on frequency and/or severity. For example if you take a group of young people by Metro/Transit once a month to an urban ministry project, that would be both a frequent activity and a higher risk activity. Even greater risk would be white water rafting, rock climbing, Wild Water Kingdom, Amusement Parks, etc.
  • We recommend that you spell out in your policies activities that are not permitted during activities and events.
  • Please check all that apply. Carefully consider the guidelines and procedures you wish to provide direction on to your volunteers and staff.
  • Please provide a title or function not a specific person's name.
  • Please provide a title or function not a specific person's name.
  • Your agreement is a condition for customized policy preparation.
  • Consent
    With Canada's anti-spam legislation we are required to obtain your consent to send you electronic communications. We do need express permission from each individual within an organization that we are communicating with. You may unsubscribe or withdraw your consent at any time by contacting us at Plan to Protect, 117 Ringwood Dr., Unit 11, Stouffville, ON L4A 8C1, or emailing us at