Safety Basics: Step 3

Write It Down (Permission Forms, Policies & Standards)

Permission Forms & Policies

At first it can seem overwhelming to need to write everything down, but this is a crucial step in protecting those of all ages in the church. This step will help communicate clarity and standards. It takes time. Just start.


  • The Insurance Board has already done a lot of the work for you. They have an online Policy Template that can be changed and updated to fit the needs of your church.

  • Safe Sanctuaries are books that also provide policy and permission form templates and information.

  • The Insurance Board also has forms for larger events & transportation needs


Permission Forms
& Records


For ALL Adults Working Consistently With Children (On File)

  • Application, Reference, and Background Check Disclosure Form

  • Reference Interview Forms

  • Background Check Results

  • Signed Code of Conduct (A copy should be given to adult)

  • Signed Discipline Response Form

  • Medical Form

  • Transportation Information (Copy of License, Signed Agreement, etc.)

  • CPR Training (Suggested)

  • Online Training, Praesidium (Suggested)

  • Up-to-Date Reconciliation Training (Suggested)


For those Under 18

Click here for entire minor file folder

  • Medical Information

  • Medical Treatment Permission

  • Transportation Permission
    Permission to Drive
    Permission for those to Pick-Up

  • Photo/Video/etc. Permission

  • Sharing Information Permission

  • Technology Permission (Facebook, Twitter, Text Messages, E-mail, etc.)


Camps, Mission Trips, Etc.

(More Information can be found in Safety Basics: Steps 8-9 and at the American Camp Association)

Basic Forms For Campers

  • Medical Information and Permission (including mental situations)

  • Contact Information

  • Permission Forms (Photos, Videos, Media, Technology, Transportation, etc.)

  • Covenant of Conduct

  • Adventure Activity Releases

Adults (same, plus)

  • Background checks

  • Appropriate Training


Click here for helpful forms folder




Policy Template Includes

  • Screening Practices and Updates

  • Administrative Practices

  • Confidentiality Practices

  • Reponse Expectations

  • Property Upkeep and Safety


Convenant of Conduct (Policy Template)

This is a guideline for appropriate behavior and regulations.



Policies are something that need to remain consistent. These are to be the expectations set forth by the congregation to make sure that the pastor and those serving the church are following the correct guidelines and that their are appropriate ways to respond during a crisis situation.


Is your church safe? Take the Quiz. (Click here)

Helpful Hints


Forms Once a Year

People in churches like routine. Find a time, once a year to update all the forms. Make sure it is dated, and you can use these forms beyond weekly meetings.



There is a lot of information for parents to cover with their children. Give them the option of just putting initials in some places. Give them areas to explain their wants and needs.


Friend Forms

When children bring friends, then the church becomes responsible. It is difficult to welcome a child and still have permission for the safety of that child without all the paperwork. Create a shorter version for a one time visitor for a weekly meeting. Put it on the church website so children can bring it. (Click here for an example.)


Legal Council

If your church does not have a lawyer, your region/conference usually does. As you put this information together check with someone who can guide you.


Check your State Regulations

Click here to find basic requirements for your state. These are good guidelines to follow for safety.


At Least 3 People - ALWAYS

At least 3 people should always be involved in every aspect of creating, working, and responding to children's safety in ministry. Never work or participate alone.



There are trainings everywhere, even online, to help keep everyone up-to-date. Make sure your church budget has a line item to help cover basic backgrounds, CPR, and other necessary safety trainings.

This page was last updated by JK 9/29/14