Educational Assistance 20. Business Travel Expenses 21. Every nonprofit needs operational guidelines for staff and the board. Dress Code 8. ROLE OF COMMITTEES 3.1 Composition 3.2 Function 3.3 Relationship to Staff 3.4 Nominating Committee, 5. 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.). Get sample nonprofit board policies and procedures, as well as word document templates. 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. This sample Fiscal Policies and Procedures Manual discusses a topic of. MWVSR Policy and Procedures Manual Page 8 Rev. Board Policy  -Executive Limitations: Staff Treatment 2. 217 0 obj <> endobj The Nonprofit Policies Procedures Manual. So here’s a template. Staff Development 19. Pay Days 10. However, when volunteers start streaming in, it can be overwhelming to onboard, train, and even manage all of them. 29. Sick Leave 14. An Accounting Procedures Manual is one of those things that takes a year and an hour to do. New Appointments 6. The first article described the strategic plan – your roadmap to lead you to your desired outcomes. True to high-performance organization governance protocol, the board approves policies and the chief staff officer approves procedures. 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. 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. Office Hours 9. Leave of Absence without Pay 15. 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. 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. New policies are handed out at staff meetings – individuals are quizzed at next week’s staff meeting. 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. 1/18/18 3. So you can probably do a draft of the whole thing in 30 minutes. 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. %PDF-1.5 %���� EMPLOYEE POLICIES AND PROCEDURES Sample Table of Contents, 1. One way to ensure prudent financial management is for the board of directors to adopt financial policies. We are a nonprofit organization committed to protecting and using our assets for our nonprofit mission. The purpose of the policies is to serve as a guide for actions and behavior and as a reference for ethical decision making. 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 They provide guidance for how to respond to situations in a manner that supports your organization’s values. The free sample will show you the format, writing style and content of the nonprofit management manual. Creating board policy manuals is easy with these free resources! We use cookies to ensure that we give you the best experience on our website. general interest to employers. Creating an Accounting Procedures Manual seems like too huge a task to get started on. Termination of Employment 30. x�b```a``�����`��A��2�@���\���g�d``=�{��aY�⇒>jVB���)Q=ߒj0��|�S ,. Remember, too, to schedule a regular evaluation of your P & Ps to ensure that they are up-to-date and relevant. Leave of Absence with Pay 16. Grants, gifts, and pledges All grants and gifts will be properly received and recorded. Spiked sample control charts 2 pages. The purpose of the policies is to serve as a guide for actions and behavior and as a reference for ethical decision making. Change of Position 18. 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. 268 0 obj <>stream DISSOLUTION OF ABC NONPROFIT 11. All rights reserved. Performance Evaluation 7. Conflict of Interest 23. Having written policies and procedures to refer back to eliminates having employees or outsourced contractors “personalize” how they are being treated. Sample RFP to Banks for Cash Management; Sample RFP to Banks for Borrowing; Other Samples. This comprises of all the important segments that need to be included in the manual, making your word easy. ROLES OF THE OFFICERS OF THE BOARD 2.1 President 2.2 Vice President 2.3 Treasurer 2.4 Secretary, 3. 2. SAMPLE POLICY FORMAT/TEMPLATE 12. Harassment in the Workplace 25. 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. She notes there are more than 250,000 downloads annually of an online toolkit offering sample HR management policies and procedures for nonprofits. �]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�. �����Sk��I�P)1�$8�2@V20,���@� ;| Submit the sample form to download a MS Word file. Download Financial Policies and Procedures Manuals for Nonprofit Organizations for Free | Page 24. 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. 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. Paulette in President of Solution Studio Inc., a consulting practice that serves the not-for-profit association community. Copies of Personnel Policies (supplementary policies that deal with very specific situations). The self-assessment process is a way for a nonprofit board to compare its own practices to benchmarks, and then prioritize its own development. When your nonprofit starts attracting volunteers, it can be an exciting time of growth and community for everyone involved. BOARD DEVELOPMENT 7.1 Recruitment and Screening of New Board Members 7.2 Orientation of New Members, 8. Complaint Procedure 26. Download. 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. BOARD DECISION-MAKING 9.1 Decision-Making Process 9.2 In Camera Meetings 10. While it can be fairly short, there are some necessary elements in the articles that are required for federal tax-exempt status. 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. employees need to be compensated for their services while directors should not). The Endeavor House Owner and volunteers will be oriented to this Policy and indicate understanding and 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). This booklet offers samples of key fundraising policies and procedures that nonprofit organiza-tions should consider adapting and using for their fundraising programs. Top Ten Policies and Practices for Nonprofit Organizations. Statutory Holidays 11. 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. If you continue to use this site we will assume that you are happy with it. Organizations also should have other policies and procedures related to board governance, conflict of interest, staff and working with outside vendors and contractors, Use this template to create a policy and procedure manual for your firm. EXECUTIVE DIRECTOR – JOB DESCRIPTION. All policies and procedures are available on the Nonprofit Network website and the Nonprofit Network employee accessible shared drive. Employee Rights 5. b. Boards of directors have a fiduciary duty to ensure that the assets of a charitable nonprofit are used in accordance with donors’ intent, and in support of the charitable mission. www.fmaonline.net Policies and procedures set out the rules for both volunteers and paid staff, consultants, and other outsourced individuals. Complaint Investigation 27. x��Ymo�H�+�tj��/'T)��‰��S��5�E�T���of_��[IB$�PE�]��Όg�}���d�.9� Don’t know how to design an HR policy and procedure manual? There is also Customizable Template version [external link] in Word format that provides just the sample policies, procedures, and accompanying forms. Employee Benefits 17. Statement of Organizational Values 3. 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. x�bbd``b`f�@���`?� $X���\�X�`��@���$� �� �. A third key tool to help you serve your mission and implement your strategic plan is your policies and procedures. 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. Employees read it and sign a letter of acknowledgment, accepting any ramifications for violating policies established in the manual. Creating a policies and procedures manual helps provide clear protocols for consistency in an organization. A sample accounting policies and procedures manual designed for nonprofit organizations with an Executive Director/CEO, Operations Director/Finance Director … �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 Your strategic plan focuses on supporting your mission and vision. Salary 22. protect and steer the staff and the board as they fulfill the mission of the organization BOARD OF DIRECTORS SAMPLE POLICIES AND PROCEDURESSample Table of Contents, 1. Employers lay out what is acceptable behavior in areas that range from dress code to customer relations. Interpersonal Conflicts 28. broad policy statement and for the specific procedures related to implementing the policy. Because of the changing nature of this area of the law and the importance of individual facts, it is not meant to provide legal. 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