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Our story so far.

About Us

At Example Policies, we’re passionate about simplifying complexity and empowering businesses with world-class tools and templates. Our journey began with Rich Peterson, a systems and process expert who turned his passion for efficiency into a thriving business. Rich initially focused on crafting financial planning templates for financial advisers, helping them streamline their processes and better serve their clients.

What started as a niche project quickly grew into a global enterprise. Today, Example Policies specializes in creating customizable policies, systems, and templates that are trusted by some of the biggest companies in the world. From small businesses to Fortune 500 corporations, our solutions help organizations establish clear, effective, and compliant policies that drive success.

With tens of thousands of templates sold, we’ve become the go-to resource for HR professionals, compliance teams, and business leaders looking to save time, ensure consistency, and maintain regulatory standards. Whether it’s Word, Google Docs, Excel, Sheets, Notion, Trello, or other platforms, our templates are designed to integrate seamlessly into your workflows and empower your organization.

At Example Policies, we’re not just about templates—we’re about helping you build strong foundations for your business. Explore our library and see how we can help you create policies that work smarter for your team.

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