Standard Forms: Which Ones?
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:
- Project Initiation Checklist (includes intermediate and final check documentation)
- Risk Assessment
- Letters of Assurance
- Request for Field Review / Instructions
- Field Review Report
- Supplemental Information
- 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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