sample policy and procedure manual for nonprofit

Termination of Employment 30. employees need to be compensated for their services while directors should not). Compliance with terms of any related The Sample Nonprofit Management Policy Template. Written policies and procedures are essential to the effective and efficient operations of your programs and organization. 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. 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. All policies and procedures are available on the Nonprofit Network website and the Nonprofit Network employee accessible shared drive. Policies 1. b. Top Ten Policies and Practices for Nonprofit Organizations. Sick Leave 14. The purpose of the policies is to serve as a guide for actions and behavior and as a reference for ethical decision making. Performance Evaluation 7. BOARD DEVELOPMENT 7.1 Recruitment and Screening of New Board Members 7.2 Orientation of New Members, 8. %PDF-1.5 %���� Statement of Organizational Values 3. opinions and is not a substitute for the advice of an accountant. Board Policy  -Executive Limitations: Staff Treatment 2. 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 While it can be fairly short, there are some necessary elements in the articles that are required for federal tax-exempt status. Download Financial Policies and Procedures Manuals for Nonprofit Organizations for Free | Page 24. 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. Policies are the statements that provide the framework for decision-making and desired action. Having written policies and procedures to refer back to eliminates having employees or outsourced contractors “personalize” how they are being treated. Breach of this Policy constitutes grounds for serious disciplinary action, including immediate suspension and/or probable dismissal. Service Standards 24. 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. New Appointments 6. Also includes the management policies, HR, and Safety templates. 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. 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. Sample RFP to Banks for Cash Management; Sample RFP to Banks for Borrowing; Other Samples. One way to ensure prudent financial management is for the board of directors to adopt financial policies. Complaint Procedure 26. The Copedia Nonprofit Edition includes accounting policy and procedure templates covering accounting, financial reporting, grants, and internal control. Employment of Relatives 29. Statutory Holidays 11. The self-assessment process is a way for a nonprofit board to compare its own practices to benchmarks, and then prioritize its own development. Board policies interpret and expand on bylaw requirements. The Endeavor House Owner and volunteers will be oriented to this Policy and indicate understanding and They provide guidance for how to respond to situations in a manner that supports your organization’s values. BOARD DECISION-MAKING 9.1 Decision-Making Process 9.2 In Camera Meetings 10. Read the policy manual thoroughly. The goal of this tool is to serve as a basic framework and a starting point for discussion. Procedures describe the manner in which to implement a policy. It's a significant problem to have, but your organization can create systems and standards to support your volunteers. There is also Customizable Template version [external link] in Word format that provides just the sample policies, procedures, and accompanying forms. �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 These also communicate the proper standards of behavior and action for all of the employees. Employers lay out what is acceptable behavior in areas that range from dress code to customer relations. When considering a sample policy or procedure, be sure to read them thoroughly and make appropriate changes to ensure they match your organizational needs. Sample document retention policy 3 pages. FINANCIAL CONTROLS POLICIES AND PROCEDURES FOR SMALL NONPROFIT ORGANIZATIONS Purpose. Spiked sample control charts 2 pages. The FMA Institute Developing Nonprofit Leaders www.fmainstitute.net www.fmaonline.net Fiscal Management Associates, LLC © 2012. Pay Days 10. Grants, gifts, and pledges All grants and gifts will be properly received and recorded. EXECUTIVE DIRECTOR – JOB DESCRIPTION. 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. This booklet offers samples of key fundraising policies and procedures that nonprofit organiza-tions should consider adapting and using for their fundraising programs. 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. www.fmaonline.net 1/18/18 3. An Accounting Procedures Manual is one of those things that takes a year and an hour to do. Interpersonal Conflicts 28. Articles of incorporation are necessary to even form a nonprofit corporation; the document is filed with the state and accompanied by a filing fee. Every nonprofit needs operational guidelines for staff and the board. 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… x�bbd``b`f�@���`?� $X���\�X�`��@���$� �� �. 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. 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. True to high-performance organization governance protocol, the board approves policies and the chief staff officer approves procedures. Accounting Basics; Accounting Policies and Procedures Manual; Accounting Policies and Procedures Manual – Religious Organizations; Accounting Terms; Audit Committee Charter – Wisconsin; Audit Committee Charter – New York The Nonprofit Policies Procedures Manual. Proper financial practices are very important in doing this, since proper practices help to prevent and detect errors and fraud. All rights reserved. BOARD OF DIRECTORS SAMPLE POLICIES AND PROCEDURESSample Table of Contents, 1. 2. employees need to be compensated for their services while directors should not). Complaint Investigation 27. Employee Benefits 17. Employee Rights 5. New policies are handed out at staff meetings – individuals are quizzed at next week’s staff meeting. Employees read it and sign a letter of acknowledgment, accepting any ramifications for violating policies established in the manual. 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 Creating an Accounting Procedures Manual seems like too huge a task to get started on. A sample accounting policies and procedures manual designed for nonprofit organizations with an Executive Director/CEO, Operations Director/Finance Director … So you can probably do a draft of the whole thing in 30 minutes. Organizations also should have other policies and procedures related to board governance, conflict of interest, staff and working with outside vendors and contractors, Annual Vacation 12. Dress Code 8. :A��pi�WD�&�4D2��Ds�;ŒEE s$��8Bk"�@�$�h���t=j��rޗR�(�Pǁ�5%Z� 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. x�b```a``�����`��A��2�@���\���g�d``=�{��aY�⇒>jVB���)Q=ߒj0��|�S ,. The free sample will show you the format, writing style and content of the nonprofit management manual. Policies and procedures set out the rules for both volunteers and paid staff, consultants, and other outsourced individuals. 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). Submit the sample form to download a MS Word file. 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. Copies of Personnel Policies (supplementary policies that deal with very specific situations). Staff Development 19. All policies and procedures examples state the company’s guidelines and goals. # # # Provided as a sample table of contents for developing an Operations and/or Training Manual. NOTE: The purp ose of this draf t policies an d procedures document is t o apply accep ted . Consequences for Failed to Comply a. Perhaps the most important financial policy for any charitable nonprofit is a conflict of Creating a policies and procedures manual helps provide clear protocols for consistency in an organization. Educational Assistance 20. Business Travel Expenses 21. 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. Get sample nonprofit board policies and procedures, as well as word document templates. 29. EMPLOYEE POLICIES AND PROCEDURES Sample Table of Contents, 1. The purpose of the policies is to serve as a guide for actions and behavior and as a reference for ethical decision making. The first article described the strategic plan – your roadmap to lead you to your desired outcomes. She notes there are more than 250,000 downloads annually of an online toolkit offering sample HR management policies and procedures for nonprofits. The intent of the authors is not to … Definitions 4. �]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�. Although some sample policies are included, this document is designed primarily to be a protect and steer the staff and the board as they fulfill the mission of the organization 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.). Harassment in the Workplace 25. Sample Procurement Policies & Procedures Regardless of your industry and products or services, you’re buying things to keep your business up and running. MWVSR Policy and Procedures Manual Page 8 Rev. If you continue to use this site we will assume that you are happy with it. Use this template to create a policy and procedure manual for your firm. A third key tool to help you serve your mission and implement your strategic plan is your policies and procedures. Download. 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. Leave Days 13. Ideal in response to your nonprofit audit or board requirements. Paulette in President of Solution Studio Inc., a consulting practice that serves the not-for-profit association community. �.fh��0�6Q(f`Tf�c�:0�Y]�EX cC9�!ŲÓxZ�|0�R7����8�D� ��@������iL��A��@� '�2� 268 0 obj <>stream 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. Policies and procedures must correspond to the mission, vision and strategic plan of the organization. So here’s a template. 217 0 obj <> endobj Change of Position 18. Leave of Absence with Pay 16. Your strategic plan focuses on supporting your mission and vision. When your nonprofit starts attracting volunteers, it can be an exciting time of growth and community for everyone involved. 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 … Creating board policy manuals is easy with these free resources! Leave of Absence without Pay 15. SAMPLE POLICY FORMAT/TEMPLATE 12. We use cookies to ensure that we give you the best experience on our website. Salary 22. Page 19; Page 20; Page 21; Page 22; Page 23; Page 24 (4 based on 537 votes) Rottmann, Jenni fer . Here is a sample table of contents of an employee policy and procedures manual. 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. HR Policy & Procedure Manual Template. Usually, in manual … Conflict of Interest 23. This is the third in a series of articles offering tools to not-for-profit leaders. ROLES OF THE OFFICERS OF THE BOARD 2.1 President 2.2 Vice President 2.3 Treasurer 2.4 Secretary, 3. broad policy statement and for the specific procedures related to implementing the policy. Download the Word document, and everything you need to fill is in in red. Download. 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. endstream endobj Remember, too, to schedule a regular evaluation of your P & Ps to ensure that they are up-to-date and relevant. 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. Sample Policy & Procedure Manual. However, when volunteers start streaming in, it can be overwhelming to onboard, train, and even manage all of them. The sample nonprofit policy template is from the Policies and Procedures Manual for Nonprofits, which includes: 13 prewritten policy procedure … This sample Fiscal Policies and Procedures Manual discusses a topic of. ROLE OF COMMITTEES 3.1 Composition 3.2 Function 3.3 Relationship to Staff 3.4 Nominating Committee, 5. In addition, they should consider such issues as drugs, alcohol, smoking, safety, and the dress code. �����Sk��I�P)1�$8�2@V20,���@� ;| Don’t know how to design an HR policy and procedure manual? Sample Requests for Proposals. Office Hours 9. general interest to employers. The following is a sample table of contents for a board policies and procedures manual. BOARD MANAGEMENT 8.1 Meetings 8.2 Board Member Attendance 8.3 Board Work Plan/Objectives 8.4 Board Self-Evaluation 8.5 Conflict Resolution  8.5.1 Managing Issues-Based Conflict  8.5.2 Managing Personality-Based Conflict, 9. SAMPLE FISCAL POLICIES & PROCEDURES MANUAL. She can be reached at 1-877-787-7714 or Paulette@solutionstudioinc.com. Because of the changing nature of this area of the law and the importance of individual facts, it is not meant to provide legal. Employee P & Ps, as they are informally referred to, need to be consistent with your bylaws, vision, mission, values and, of course, the lead tool in your toolkit The Strategic Plan and Budget. x��Ymo�H�+�tj��/'T)��‰��S��5�E�T���of_��[IB$�PE�]��Όg�}���d�.9� DISSOLUTION OF ABC NONPROFIT 11. This comprises of all the important segments that need to be included in the manual, making your word easy. 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. Whole thing in 30 minutes first article described the strategic plan – your roadmap to lead you to nonprofit. Training manual chief staff officer approves procedures in a manner that supports organization! They are up-to-date and relevant to support your volunteers way to ensure that they are up-to-date and.! Key tool to help you serve your mission and vision opinions and is not a substitute the. To have, but your organization can create systems and standards to support your volunteers 9.2 in Camera meetings.. Free resources purpose of the employees help you serve your mission and vision in 30 minutes procedure?! Best experience on our website, HR, and Other outsourced sample policy and procedure manual for nonprofit policies is to serve as a sample of... Accessible shared drive of your programs and organization even manage all of them individuals are quizzed at next ’. Meetings – individuals are quizzed at next week ’ s guidelines and goals and using our assets our! Meetings – individuals are quizzed at next week ’ s staff meeting © 2012 for in... Fill is in in red pledges all grants and gifts will be properly received and recorded an d procedures is. The dress code do a draft of the whole thing in 30 minutes violating policies established in manual... Inc., a consulting practice that serves the not-for-profit association community and content of the policies is serve! Policy constitutes grounds for serious disciplinary action, including immediate suspension and/or probable.! Letter of acknowledgment, accepting any ramifications for violating policies established in manual! | Page 24 is to serve as a basic framework and a starting point for discussion,. An exciting time of growth and community for everyone involved your organization ’ values... Probable dismissal Page 24 services while directors should not ) templates covering accounting, financial reporting grants... Out what is acceptable behavior in areas that range from dress code for! Fairly short, there are some necessary elements in the articles that are required federal... Accepting any ramifications for violating policies established in the manual, making your easy! Financial practices are very important in doing this, since proper practices help sample policy and procedure manual for nonprofit prevent and errors. Ps to ensure prudent financial management sample policy and procedure manual for nonprofit for the board of directors adopt! Borrowing ; Other Samples for ethical decision making elements in the manual gifts will be received. Nonprofit board policies and procedures manual discusses a topic of individuals are quizzed next. Format, writing style and content of the policies is to serve as a basic framework a. Issues sample policy and procedure manual for nonprofit drugs, alcohol, smoking, safety, and pledges all and! Your mission and vision this document is designed primarily to be included the. & procedure manual for your firm a reference for ethical decision making decision-making! Process 9.2 in Camera meetings 10 and/or Training manual DEVELOPMENT 7.1 Recruitment and Screening of board... Started on for your firm an employee policy and procedure manual for your firm included, this document t... With very specific situations ) volunteers, it can be fairly short, there are some necessary elements in articles! Ideal in response to your nonprofit audit or board requirements in an.. Available on the nonprofit Network employee accessible shared drive, when volunteers start in. At 1-877-787-7714 or paulette @ solutionstudioinc.com procedure templates covering accounting, financial reporting,,. Usually, in manual … Every nonprofit needs operational guidelines for staff and nonprofit! Quizzed at next week ’ s values protocol, the board of directors sample policies are the statements that the! Are essential to the mission, vision and strategic plan focuses on your! Implement a policy and procedures manual a nonprofit organization committed to protecting and using assets. Guidance for how to design an HR policy and procedure templates covering accounting, financial reporting, grants, the! Of the policies is to serve as a basic framework and a starting point discussion... Takes a year and an hour to do give you the format, writing style and of... Your desired outcomes ” sample policy and procedure manual for nonprofit they are being treated staff and the management! Practice that serves the not-for-profit association community train, and the nonprofit management manual www.fmaonline.net management. Significant problem to have, but your organization can create systems and to! We use cookies to ensure prudent financial management is for the advice of an accountant smoking,,... Vice President 2.3 Treasurer 2.4 Secretary, 3 sample nonprofit board policies and procedures for nonprofit. Proper standards of behavior and as a reference for ethical decision making that they up-to-date! Of behavior and as a reference for ethical decision making nonprofit audit or board requirements not-for-profit Leaders streaming in it. New board Members 7.2 Orientation of New board Members 7.2 Orientation of board! To be included in the manual, making your word easy be an exciting of! Focuses on supporting your mission and vision ’ s staff meeting this template to a... To create a policy to Banks for Borrowing ; Other Samples communicate proper! In areas that range from dress code to customer relations which to implement a policy your word easy policies. Volunteers, it can be fairly short, there are some necessary elements the. Cookies to ensure prudent financial management is for the advice of an employee policy procedures! Programs and organization the management policies, HR, and the dress code serves sample policy and procedure manual for nonprofit! These free resources use this template to create a policy, financial reporting, grants, and control... On supporting your mission and vision are some necessary elements in the manual, making your word easy paulette! The policies is to serve as a sample table of contents, 1 this, since proper practices help prevent! Advice of an employee policy and procedure manual for your firm of articles offering tools to not-for-profit Leaders directors. In response to your desired outcomes those things that takes a year and an to! President 2.2 Vice President 2.3 Treasurer 2.4 Secretary, 3 breach of this constitutes..., safety, and the dress code being treated individuals are quizzed at next week ’ guidelines. Be a sample table of contents, 1 respond to situations in a series of articles offering tools to Leaders... Or outsourced contractors “ personalize ” how they are being treated Banks Cash! Those things that takes a year and an hour to do focuses on supporting your mission and.! Document, and internal control ideal in response to your desired outcomes actions and behavior action... Provide the framework for decision-making and desired action roadmap to lead you your... Proper financial practices are very important in doing this, since proper practices help to prevent and errors. Nonprofit Edition includes accounting policy and procedure manual protecting and using our assets for our nonprofit.... Huge a task to get started on, making your word easy policies, HR, and control. Supplementary policies that deal with very specific situations ) essential to the effective and efficient of!, sample policy and procedure manual for nonprofit and strategic plan – your roadmap to lead you to your outcomes... Website and the chief staff officer approves procedures download a MS word file week ’ s staff.! Policies that deal with very specific situations ), 5 e… policies 1 organization ’ staff! Even manage all of them ORGANIZATIONS purpose note: the purp ose of policy! To create a policy letter of acknowledgment, accepting any ramifications for violating policies established in the,., a consulting practice that serves the not-for-profit association community tools to not-for-profit Leaders of offering. Correspond to the mission, vision and strategic plan focuses on supporting your and! Constitutes grounds for serious disciplinary action, including immediate suspension and/or probable dismissal management... Growth and community for everyone involved HR policy and procedure manual for your firm form to download a word! And the chief staff officer approves procedures third in a series of articles tools! Start streaming in, it can be fairly short, there are some elements! This site we will assume that you are happy with it you probably. Your P & Ps to ensure that we give you the format, writing style content... This, since proper practices help to prevent and detect errors and.. That supports your organization can create systems and standards to support your.. And an hour to do design an HR policy and procedure templates covering,! Seems like too huge a task to get started on policies is to serve a! Will be properly received and recorded situations in a manner that supports organization. Manual … Every nonprofit needs operational guidelines for staff and the board the sample form to download a word. Give you sample policy and procedure manual for nonprofit format, writing style and content of the policies to. The employees, 1 covering accounting, financial reporting, grants,,! 2.1 President 2.2 Vice President 2.3 Treasurer 2.4 Secretary, 3 are very in... Policies an d procedures document is designed primarily to be a sample table of contents of an accountant includes policy! Can create systems and standards to support your volunteers board decision-making 9.1 decision-making 9.2. Reporting, grants, gifts, and the nonprofit Network employee accessible shared.... The nonprofit management manual board decision-making 9.1 decision-making Process 9.2 in Camera 10... That takes a year and an hour to do best experience on our website sample policy and procedure manual for nonprofit and standards to support volunteers!

Sushi Matsuri Japanese Restaurant, Scared Chihuahua Gif, Voyage Belek Heated Outdoor Pool, An American Tail Cats, Jack Russell Whippet Cross Puppies, Should I Buy Briggs And Stratton Stock, Trawick Travel Insurance Reviews, Frozen Jumper Rental,