Values List
A concise list of core value statements (3–7 items) each with a short definition and behavioral examples to guide interpretation and application.
Using a template ensures consistent wording, reduces drafting time, and makes value statements easier to integrate into policies and training. Templates help preserve legal clarity when values inform conduct policies, and they streamline distribution and review across departments.
The template promotes shared understanding when multiple stakeholders follow a single, approved format.
A concise list of core value statements (3–7 items) each with a short definition and behavioral examples to guide interpretation and application.
Practical examples showing how a value looks in daily work, covering both compliant and noncompliant behavior to reduce ambiguity.
Named owners for each value and guidance on who enforces, trains, and reviews adherence to the stated principle.
Defines which employees, contractors, and business units the values apply to and any geographic or legal exceptions.
A scheduled review frequency and versioning protocol to keep values current with business strategy and legal requirements.
References to linked documents (code of conduct, disciplinary policy, confidentiality) that operationalize the values.
| Field | Configuration |
|---|---|
| Owner Approval Step | Assign approver role and email routing for sign-off. |
| Version Control | Enable automatic version numbering and changelog entries. |
| Reviewer Notifications | Configure reminder cadence and escalation notices. |
| Archive Location | Specify secure storage folder and retention tag. |
Ensure the selected solution meets your compliance needs and can export signed copies in common formats for long-term storage.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Free trial available | Free trial available | Free trial available | Free trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
The team standardized values for investor and employee materials to maintain clarity.
The organization integrated values into patient-facing policies to align staff behavior.