sample policy and procedure manual for nonprofit

sample policy and procedure manual for nonprofit

Sick Leave 14. HR Policy & Procedure Manual Template. :A��pi�WD�&�4D2��Ds�;ŒEE s$��8Bk"�@�$�h���t=j��rޗR�(�Pǁ�5%Z� The Endeavor House Owner and volunteers will be oriented to this Policy and indicate understanding and True to high-performance organization governance protocol, the board approves policies and the chief staff officer approves procedures. ROLE OF COMMITTEES 3.1 Composition 3.2 Function 3.3 Relationship to Staff 3.4 Nominating Committee, 5. b. The emphasis since the enactment of Sarbanes-Oxley on governance practices of all nonprofit organizations, and the specific questions on the revised Form 990 about conflict of interest, whistle-blower, document retention and compensation setting policies and procedures of 501(c)(3) public charities have spurred renewed … Service Standards 24. Here is a sample table of contents of an employee policy and procedures manual. Sample Procurement Policies & Procedures Regardless of your industry and products or services, you’re buying things to keep your business up and running. SAMPLE FISCAL POLICIES & PROCEDURES MANUAL. So here’s a template. Sample Policy & Procedure Manual. Board Policy  -Executive Limitations: Staff Treatment 2. Dress Code 8. Although some sample policies are included, this document is designed primarily to be a While it can be fairly short, there are some necessary elements in the articles that are required for federal tax-exempt status. Usually, in manual … BOARD MANAGEMENT 8.1 Meetings 8.2 Board Member Attendance 8.3 Board Work Plan/Objectives 8.4 Board Self-Evaluation 8.5 Conflict Resolution  8.5.1 Managing Issues-Based Conflict  8.5.2 Managing Personality-Based Conflict, 9. Compliance with terms of any related Download. Change of Position 18. Conflict of Interest 23. MWVSR Policy and Procedures Manual Page 8 Rev. Proper financial practices are very important in doing this, since proper practices help to prevent and detect errors and fraud. Board policies interpret and expand on bylaw requirements. DISSOLUTION OF ABC NONPROFIT 11. New policies are handed out at staff meetings – individuals are quizzed at next week’s staff meeting. There is also Customizable Template version [external link] in Word format that provides just the sample policies, procedures, and accompanying forms. The purpose of this manual is to provide all employees of Sample Company with a reference manual containing policies and procedures established by the Board. Salary 22. endstream endobj Performance Evaluation 7. A sample accounting policies and procedures manual designed for nonprofit organizations with an Executive Director/CEO, Operations Director/Finance Director … The Sample Nonprofit Management Policy Template. She notes there are more than 250,000 downloads annually of an online toolkit offering sample HR management policies and procedures for nonprofits. �юÔ��PAkA�#a`P���u4�*���"%o�=�^b��Y�j/�U=E-1B� -z�I�.�ї�����xU7����������Ń����}X-N��(�� ^��4���8�T�� ��R�0�{��;�V��0D�n Copies of Personnel Policies (supplementary policies that deal with very specific situations). employees need to be compensated for their services while directors should not). x�b```a``�����`��A��2�@���\���g�d``=�{��aY�⇒>jVB���)Q=ߒj0��|�S ,. Statutory Holidays 11. This policy can be known by other monikers as “certificate of incorporation,” “articles of organization,” or “charter document.” Think of this as the constitution of the organization. This is the third in a series of articles offering tools to not-for-profit leaders. Employment of Relatives 29. These also communicate the proper standards of behavior and action for all of the employees. If you continue to use this site we will assume that you are happy with it. Also includes the management policies, HR, and Safety templates. Grants, gifts, and pledges All grants and gifts will be properly received and recorded. This sample Fiscal Policies and Procedures Manual discusses a topic of. 2. EMPLOYEE POLICIES AND PROCEDURES Sample Table of Contents, 1. Pay Days 10. Policies are the statements that provide the framework for decision-making and desired action. Termination of Employment 30. This booklet offers samples of key fundraising policies and procedures that nonprofit organiza-tions should consider adapting and using for their fundraising programs. Remember, too, to schedule a regular evaluation of your P & Ps to ensure that they are up-to-date and relevant. They provide guidance for how to respond to situations in a manner that supports your organization’s values. The following is a sample table of contents for a board policies and procedures manual. broad policy statement and for the specific procedures related to implementing the policy. The first article described the strategic plan – your roadmap to lead you to your desired outcomes. Leave Days 13. Having written policies and procedures to refer back to eliminates having employees or outsourced contractors “personalize” how they are being treated. The handbook is designed for daily use as a guide for nonprofit leaders and managers who are seeking to implement those plans and policies required to bring about the excellence or quality transformation within their organization and to develop their own policy and practices manual, to draft policy statements, update management procedures, and establish more effective management systems. Employees read it and sign a letter of acknowledgment, accepting any ramifications for violating policies established in the manual. 217 0 obj <> endobj We are a nonprofit organization committed to protecting and using our assets for our nonprofit mission. ROLES OF THE OFFICERS OF THE BOARD 2.1 President 2.2 Vice President 2.3 Treasurer 2.4 Secretary, 3. Download the Word document, and everything you need to fill is in in red. Complaint Procedure 26. www.fmaonline.net Harassment in the Workplace 25. BOARD STRUCTURE & RESPONSIBILITIES 1.1 Board Structure 1.2 Committees 1.3 General Responsibilities of the Board as a Corporate Body 1.4 Authority and Accountability 1.5 Major Duties of the Board 1.6 Due Diligence – Responsibilities of Individual Board Members 1.7 Oath of Office and Confidentiality  Sample – OATH OF OFFICE AND CONFIDENTIALITY AGREEMENT 1.8 Code of Conduct  Sample – CODE OF CONDUCT 1.9 Conflict of Interest Policy  1.9.1 Definition of Conflict of Interest  1.9.2 Principles for Dealing with Conflict of Interest  1.9.3 Examples of Conflict of Interest on the Part of a Board Member 1.10 Disposition of Complaints and Disputes involving Directors, 2. Download. Don’t know how to design an HR policy and procedure manual? We use cookies to ensure that we give you the best experience on our website. Spiked sample control charts 2 pages. general interest to employers. When considering a sample policy or procedure, be sure to read them thoroughly and make appropriate changes to ensure they match your organizational needs. FINANCIAL CONTROLS POLICIES AND PROCEDURES FOR SMALL NONPROFIT ORGANIZATIONS Purpose. Policies and procedures must correspond to the mission, vision and strategic plan of the organization. All rights reserved. # # # Provided as a sample table of contents for developing an Operations and/or Training Manual. In addition, they should consider such issues as drugs, alcohol, smoking, safety, and the dress code. Perhaps the most important financial policy for any charitable nonprofit is a conflict of x�bbd``b`f�@���`?� $X���\�X�`��@���$� �� �. Creating a policies and procedures manual helps provide clear protocols for consistency in an organization. BOARD DECISION-MAKING 9.1 Decision-Making Process 9.2 In Camera Meetings 10. Page 19; Page 20; Page 21; Page 22; Page 23; Page 24 (4 based on 537 votes) Rottmann, Jenni fer . The goal of this tool is to serve as a basic framework and a starting point for discussion. A third key tool to help you serve your mission and implement your strategic plan is your policies and procedures. Appendices Appended and forming part of this policy document are: Each organization will have unique circumstances that should be addressed in customized policies and procedures documents; in this case, more is better. Sample Requests for Proposals. The sample nonprofit policy template is from the Policies and Procedures Manual for Nonprofits, which includes: 13 prewritten policy procedure … So you can probably do a draft of the whole thing in 30 minutes. Definitions 4. Get sample nonprofit board policies and procedures, as well as word document templates. %PDF-1.5 %���� The policies and procedures that govern those paid to work for your organization need to be compatible with those that apply to your volunteers, unless there is a compelling reason for them not to (e.g. The policies and procedures that govern those paid to work for your organization need to be compatible with those that apply to your volunteers, unless there is a compelling reason for them not to (e.g. SAMPLE POLICY FORMAT/TEMPLATE 12. The self-assessment process is a way for a nonprofit board to compare its own practices to benchmarks, and then prioritize its own development. Employee Benefits 17. A Use of ABC NONPROFIT Equipment and E-Mail Policy, A copy of the ABC NONPROFIT benefits plan, Criteria for accepting long-distance speaking invitations, Procedure for authorizing expenses, approving invoices, and signing cheques and contracts, Protocol for contacting senior government officials, senior representatives of ABC NONPROFIT members/sponsors, and senior representatives of ABC NONPROFIT stakeholder groups. The purpose of the policies is to serve as a guide for actions and behavior and as a reference for ethical decision making. Statement of Organizational Values 3. The purpose of the policies is to serve as a guide for actions and behavior and as a reference for ethical decision making. Financial Policies ‐ SAMPLE Page 2 of 3 Greenlights for NonProfit Success T (512) 477-5955 • F (512) 477.5911 • 7703 N. Lamar Blvd, Suite 400 • Austin, TX 78752 www.greenlights.org VI. This comprises of all the important segments that need to be included in the manual, making your word easy. �.fh��0�6Q(f`Tf�c�:0�Y]�EX cC9�!ŲÓxZ�|0�R7����8�D� ��@������iL��A��@� '�2� Every nonprofit needs operational guidelines for staff and the board. Annual Vacation 12. Read the policy manual thoroughly. Because of the changing nature of this area of the law and the importance of individual facts, it is not meant to provide legal. 1/18/18 3. All policy and procedure manual templates include the company’s best practices, the core descriptions for business processes, and the standards and methods on how employees should do their work. Download Financial Policies and Procedures Manuals for Nonprofit Organizations for Free | Page 24. Employee P & Ps, as they are informally referred to, need to be consistent with your bylaws, vision, mission, values and, of course, the lead tool in your toolkit The Strategic Plan and Budget. Interpersonal Conflicts 28. Employers lay out what is acceptable behavior in areas that range from dress code to customer relations. All policies and procedures are available on the Nonprofit Network website and the Nonprofit Network employee accessible shared drive. Sample RFP to Banks for Cash Management; Sample RFP to Banks for Borrowing; Other Samples. Leave of Absence without Pay 15. No “one size fits all” manual exists that will work for all organizations, but our template and guide offer a recommended structure and questions to consider so you can decide what is best for your organization. EXECUTIVE DIRECTOR – JOB DESCRIPTION. Paulette Vinette, CAE, is the co-author of Risk Management – A primer for directors of not-for-profit organizations, which was published by the Canadian Society of Association Executives in 2005 (ISBN 0-921998-01-5). One way to ensure prudent financial management is for the board of directors to adopt financial policies. 240 0 obj <<5A0FF0EB498A6F4B93D77A0040E96C37>]/Info 216 0 R/Filter/FlateDecode/W[1 2 1]/Index[217 52]/DecodeParms<>/Size 269/Prev 137714/Type/XRef>>stream 268 0 obj <>stream Your strategic plan focuses on supporting your mission and vision. It is important to note that this handbook only highlights Nonprofit Network's policies, practices, and benefits and is not intended to be a legal document or contract. By setting out complex rules in your policies, you avert having to go through the rigorous steps involved in changing your bylaws (member voting process, ministerial approval if your organization is incorporated, etc.). Procedures describe the manner in which to implement a policy. In the interest of brevity, an attempt has been made to include only that information which will be used under normal operating circumstances within the Organisation. BOARD RESPONSIBILITIES 5.1 Planning  5.1.1 Strategic Plan  5.1.2 Annual Operating Plan  5.1.3 Planning Cycle 5.2 Financial Stewardship 5.3 Human Resources Stewardship 5.4 Performance Monitoring and Accountability 5.5 Risk Management 5.6 Community Representation and Advocacy 5.7 Management of Critical Transitional Phases, 6. endstream endobj 218 0 obj <>/Metadata 19 0 R/Pages 215 0 R/PageLayout/OneColumn/StructTreeRoot 51 0 R/Type/Catalog>> endobj 219 0 obj <>/ColorSpace<>/Font<>/ExtGState<>>>/Type/Page>> endobj 220 0 obj <>stream EXECUTIVE AUTHORITY 6.1 Delegation to the Executive Director 6.2 Appointment of the Executive Director 6.3 Executive Director’s Performance Evaluation  6.3.1 General  6.3.2 Procedure, 7. Organizations also should have other policies and procedures related to board governance, conflict of interest, staff and working with outside vendors and contractors, Complaint Investigation 27. Use this template to create a policy and procedure manual for your firm. However, when volunteers start streaming in, it can be overwhelming to onboard, train, and even manage all of them. x��Ymo�H�+�tj��/'T)��‰��S��5�E�T���of_��[IB$�PE�]��Όg�}���d�.9� 29. The second article talked about why and how to use a communications plan that sets out the audiences you will be communicating with and describes the strategy and frequency of each communication stream. It's a significant problem to have, but your organization can create systems and standards to support your volunteers. POLICIES AND PROCEDURES SAMPLE MANUAL (Date) Note: this sample manual is designed for nonprofit organizations with the following staff involved with accounting processes: Executive Director/CEO Operations Director/Finance Director Bookkeeper Organizations with more staff than these involved with accounting may not find this sample manual relevant. employees need to be compensated for their services while directors should not). Those elements include a statement of purpose, legal address, e… Breach of this Policy constitutes grounds for serious disciplinary action, including immediate suspension and/or probable dismissal. When your nonprofit starts attracting volunteers, it can be an exciting time of growth and community for everyone involved. �]O��|�-|^��᠜Uׄ���QW�Q[��K��ŋIӾ.��Ĵ.�G������KG��j�n�ד�]9���U}s�h�b\�̈��_��jZr$L�6L�]in��pJ��A����^�EyW��?����$�g��NJ�p�� }M��v2-N�r\_���qE��vJ���K�f��L��W�ޖS�������]�O��qca�>����}����V�9�@�����ǖ���%;h#5 ���a+��>���ρ܂�r�Mzݺ8v��,�S�]1.�q>�Q�cl��b��Is���d�|�y~ ���-�r) �~M�C�c�. Top Ten Policies and Practices for Nonprofit Organizations. Paulette in President of Solution Studio Inc., a consulting practice that serves the not-for-profit association community. Employers lay out what is acceptable behavior in areas that range from dress code topic.... 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