New Appointments 6. 29. Policies and procedures must correspond to the mission, vision and strategic plan of the organization. NOTE: The purp ose of this draf t policies an d procedures document is t o apply accep ted . x��Ymo�H�+�tj��/'T)����S��5�E�T���of_��[IB$�PE�]��Όg�}���d�.9� Top Ten Policies and Practices for Nonprofit Organizations. Download. The FMA Institute Developing Nonprofit Leaders www.fmainstitute.net www.fmaonline.net Fiscal Management Associates, LLC © 2012. Procedures describe the manner in which to implement a policy. So here’s a template. 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. Policies are the statements that provide the framework for decision-making and desired action. All rights reserved. Leave of Absence with Pay 16. Your strategic plan focuses on supporting your mission and vision. 2. Consequences for Failed to Comply a. 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. A sample accounting policies and procedures manual designed for nonprofit organizations with an Executive Director/CEO, Operations Director/Finance Director … 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. Board Policy -Executive Limitations: Staff Treatment 2. The purpose of the policies is to serve as a guide for actions and behavior and as a reference for ethical decision making. Usually, in manual … Sample Procurement Policies & Procedures Regardless of your industry and products or services, you’re buying things to keep your business up and running. HR Policy & Procedure Manual Template. Read the policy manual thoroughly. When your nonprofit starts attracting volunteers, it can be an exciting time of growth and community for everyone involved. Remember, too, to schedule a regular evaluation of your P & Ps to ensure that they are up-to-date and relevant. Statutory Holidays 11. 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. Spiked sample control charts 2 pages. The Sample Nonprofit Management Policy Template. New policies are handed out at staff meetings – individuals are quizzed at next week’s staff meeting. The first article described the strategic plan – your roadmap to lead you to your desired outcomes. 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. The intent of the authors is not to … Board policies interpret and expand on bylaw requirements. Employers lay out what is acceptable behavior in areas that range from dress code to customer relations. Creating a policies and procedures manual helps provide clear protocols for consistency in an organization. opinions and is not a substitute for the advice of an accountant. This booklet offers samples of key fundraising policies and procedures that nonprofit organiza-tions should consider adapting and using for their fundraising programs. Submit the sample form to download a MS Word file. Service Standards 24. If you continue to use this site we will assume that you are happy with it. Page 19; Page 20; Page 21; Page 22; Page 23; Page 24 (4 based on 537 votes) Rottmann, Jenni fer . Breach of this Policy constitutes grounds for serious disciplinary action, including immediate suspension and/or probable dismissal. So you can probably do a draft of the whole thing in 30 minutes. Also includes the management policies, HR, and Safety templates. Organizations also should have other policies and procedures related to board governance, conflict of interest, staff and working with outside vendors and contractors, Creating board policy manuals is easy with these free resources! The sample nonprofit policy template is from the Policies and Procedures Manual for Nonprofits, which includes: 13 prewritten policy procedure … Policies and procedures set out the rules for both volunteers and paid staff, consultants, and other outsourced individuals. protect and steer the staff and the board as they fulfill the mission of the organization �]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�. Articles of incorporation are necessary to even form a nonprofit corporation; the document is filed with the state and accompanied by a filing fee. 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. Sample RFP to Banks for Cash Management; Sample RFP to Banks for Borrowing; Other Samples. Nonprofit boards should also consider developing policies and procedures for such issues as equal opportunity employment, anti-discrimination, disciplinary procedures, overtime policies, weekend pay, and flextime. When considering a sample policy or procedure, be sure to read them thoroughly and make appropriate changes to ensure they match your organizational needs. Ideal in response to your nonprofit audit or board requirements. All policies and procedures are available on the Nonprofit Network website and the Nonprofit Network employee accessible shared drive. www.fmaonline.net Employee Benefits 17. 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 … The Endeavor House Owner and volunteers will be oriented to this Policy and indicate understanding and We are a nonprofit organization committed to protecting and using our assets for our nonprofit mission. Those elements include a statement of purpose, legal address, e… Sick Leave 14. Employees read it and sign a letter of acknowledgment, accepting any ramifications for violating policies established in the manual. 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. b. The purpose of the policies is to serve as a guide for actions and behavior and as a reference for ethical decision making. The Nonprofit Policies Procedures Manual. Definitions 4. 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.). Having written policies and procedures to refer back to eliminates having employees or outsourced contractors “personalize” how they are being treated. 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. Get sample nonprofit board policies and procedures, as well as word document templates. Educational Assistance 20. Business Travel Expenses 21. She can be reached at 1-877-787-7714 or Paulette@solutionstudioinc.com. Leave Days 13. Policies 1. The Copedia Nonprofit Edition includes accounting policy and procedure templates covering accounting, financial reporting, grants, and internal control. EXECUTIVE DIRECTOR – JOB DESCRIPTION. x�b```a``�����`��A��2�@���\���g�d``=�{��aY�⇒>jVB���)Q=ߒj0��|�S ,. %PDF-1.5 %���� ROLE OF COMMITTEES 3.1 Composition 3.2 Function 3.3 Relationship to Staff 3.4 Nominating Committee, 5. Sample Requests for Proposals. 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. This sample Fiscal Policies and Procedures Manual discusses a topic of. All policies and procedures examples state the company’s guidelines and goals. �����Sk��I�P)1�$8�2@V20,���@� ;| Statement of Organizational Values 3. Employee Rights 5. Compliance with terms of any related Download the Word document, and everything you need to fill is in in red. �.fh��0�6Q(f`Tf�c�:0�Y]�EX cC9�!ŲÓxZ�|0�R7����8�D� ��@������iL��A��@� '�2� Change of Position 18. general interest to employers. Grants, gifts, and pledges All grants and gifts will be properly received and recorded. 1/18/18 3. Complaint Procedure 26. Interpersonal Conflicts 28. DISSOLUTION OF ABC NONPROFIT 11. The goal of this tool is to serve as a basic framework and a starting point for discussion. MWVSR Policy and Procedures Manual Page 8 Rev. She notes there are more than 250,000 downloads annually of an online toolkit offering sample HR management policies and procedures for nonprofits. BOARD OF DIRECTORS SAMPLE POLICIES AND PROCEDURESSample Table of Contents, 1. 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 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 following is a sample table of contents for a board policies and procedures manual. Paulette in President of Solution Studio Inc., a consulting practice that serves the not-for-profit association community. Performance Evaluation 7. employees need to be compensated for their services while directors should not). 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. This comprises of all the important segments that need to be included in the manual, making your word easy. This is the third in a series of articles offering tools to not-for-profit leaders. Although some sample policies are included, this document is designed primarily to be a 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. Salary 22. 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. Pay Days 10. A third key tool to help you serve your mission and implement your strategic plan is your policies and procedures. x�bbd``b`f�@���`?� $X���\�X�`��@���$� �� �. �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 BOARD DECISION-MAKING 9.1 Decision-Making Process 9.2 In Camera Meetings 10. SAMPLE POLICY FORMAT/TEMPLATE 12. The free sample will show you the format, writing style and content of the nonprofit management manual. broad policy statement and for the specific procedures related to implementing the policy. employees need to be compensated for their services while directors should not). Leave of Absence without Pay 15. 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. Annual Vacation 12. Complaint Investigation 27. Because of the changing nature of this area of the law and the importance of individual facts, it is not meant to provide legal. endstream endobj 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 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. 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. We use cookies to ensure that we give you the best experience on our website. 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. Written policies and procedures are essential to the effective and efficient operations of your programs and organization. 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. 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