Standard Forms: Which Ones?

Career/Education

I'm updating some procedures and policies in my very small firm, and am contemplating how many standard forms I should keep in my workflow. I have two main questions:

A) How many do you think is ideal? B) Could you get away with less than 10?

This is more or less the landscape I am contemplating implementing:

  1. Project Initiation Checklist (includes intermediate and final check documentation)
  2. Risk Assessment
  3. Letters of Assurance
  4. Request for Field Review / Instructions
  5. Field Review Report
  6. Supplemental Information
  7. Independent Review Checklist

I'm open to all suggestions on how to think about this better!

Posted Feb 22, 2026, 4:58 PM UTC

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