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Conflict of Interest Policy
A Conflict of Interest Policy Template helps organizations set clear rules for identifying and handling situations where personal interests could affect business decisions. Use this free, ready-to-edit template to protect your organization's integrity and decision-making. Simply fill in the blanks, download, and share it with your team in minutes.
What Is a Conflict of Interest Policy and Why Do You Need One?
A Conflict of Interest Policy is a written document that explains what counts as a conflict of interest and how employees, board members, or officers should handle situations where their personal interests could influence a business decision. This might include a board member voting on a contract with a company they own, or an employee hiring a family member without disclosing the relationship. The policy requires people to disclose potential conflicts and outlines steps to manage them fairly, helping protect the organization from biased decisions, legal issues, and damage to its reputation.
Why Use a Ready-Made Template Instead of Writing One Yourself
Writing a conflict of interest policy from scratch can mean missing important details, such as a clear disclosure process or what happens if someone fails to report a conflict, which can leave the organization exposed to unfair or questionable decisions. A ready-made Conflict of Interest Policy Template already includes the key sections, such as a definition of conflicts of interest, disclosure requirements, review procedures, and consequences for violations, so you only need to add your organization's details. This saves time, keeps your policy clear and enforceable, and helps build trust with employees, members, and stakeholders.
Who Should Use This Conflict of Interest Policy Template
This template is useful for nonprofit organizations, corporations, small businesses, and boards of directors that want a formal way to manage potential conflicts among employees, officers, or board members. It is especially important for nonprofits, since many are required to have this type of policy to maintain tax-exempt status, as well as businesses with procurement processes, hiring decisions, or vendor relationships where personal interests could come into play.
How to Fill Out and Use This Conflict of Interest Policy Correctly
Start by adding your organization's name and a short statement explaining the purpose of the policy. Next, define what counts as a conflict of interest, giving examples such as financial interests, family relationships, or outside business dealings that could influence decisions. Add a disclosure process, requiring individuals to report potential conflicts in writing, often on an annual basis or whenever a new conflict arises. Include a review procedure explaining who evaluates disclosed conflicts and how decisions are made about managing them, such as recusing someone from a vote. Add consequences for failing to disclose a known conflict. Finally, share the policy with your team, have each person sign an acknowledgment, and review the policy periodically to keep it current.
How to Use Agreed Templates
Start With the Template
Open the Product Agreement Template in your Agreed workspace and begin with a ready-to-use agreement structure.
Customize Agreement Details
Add or edit product details, responsibilities, pricing, deliverables, timelines, and other terms to match your agreement needs.
Review, Sign & Manage
Send the agreement for review and approval, collect signatures, and manage the completed agreement securely in Agreed.
Frequently Asked Questions.
Everything you need to know about Agreed. Can't find what you're looking for?
Many nonprofits are required by the IRS to have a conflict of interest policy to maintain their tax-exempt status, since it helps show the organization is being run for its stated mission rather than personal benefit.
Common examples include a board member voting on a contract with a company they personally own, an employee hiring a close family member, or someone accepting gifts from a vendor they oversee.
They should disclose the conflict in writing as soon as it's identified, allowing the organization to review the situation and decide whether the person should be excluded from related decisions or votes.
Consequences vary by organization, but failing to disclose a known conflict can lead to disciplinary action, loss of a board or leadership position, and in serious cases, legal or regulatory consequences.
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