Get Started

Are you new to ALTA Best Practices and unsure of how to start implementing the Best Practices standards? Check out the links below and get started on the path towards Best Practices compliance.

Some of these documents are only available to ALTA Members and Full Best Practices Subscribers (marked [M]), Assessment Readiness Guide Subscribers (marked [A]) and Compliance Management Report Subscribers (marked [C]).

If you are not an ALTA member and would like to purchase a Best Practices Subscription, please visit our Publications Page and select the Best Practices Subscription that best suits the needs of your company.

If you are a member or subscriber, Please Log In.


Create Policies and Procedures

  • Best Practices Policy and Procedure Creation Guidance [M]

    The Policy and Procedure Creation Guidance includes detailed instructions and tips on how to draft procedures that fit a company's practices, an example of what written policies and procedures should look like, as well as a template to provide a standard format for recording policies and procedures.

  • Sample Outline/Table of Contents for Best Practices Policy and Procedure [M]

    The Sample Outline provides an example of items a final policy and procedure should include.

  • Template for Best Practices Policy and Procedure [M]

    The Template provides a standard format for companies to use when drafting their policy and procedures. After drafting their policies and procedures, companies can combine these Templates into a Best Practices Manual.


Best Practices FAQ Portal

To help ensure industry receives consistent guidance about the Best Practices, ALTA will be publishing answers to frequently asked questions on its FAQ Portal. If you do not see an answer to your question, you can fill out the FAQ Question Form below.


Have a Question?

Please enter all required information. You may also Log In to have this information pre-filled.

Please note that it may take up to four weeks to receive a detailed response to any question submitted.

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