sample policy and procedure manual for nonprofit

protect and steer the staff and the board as they fulfill the mission of the organization Change of Position 18. Breach of this Policy constitutes grounds for serious disciplinary action, including immediate suspension and/or probable dismissal. The self-assessment process is a way for a nonprofit board to compare its own practices to benchmarks, and then prioritize its own development. 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 Ideal in response to your nonprofit audit or board requirements. Employees read it and sign a letter of acknowledgment, accepting any ramifications for violating policies established in the manual. Complaint Investigation 27. EXECUTIVE DIRECTOR – JOB DESCRIPTION. There is also Customizable Template version [external link] in Word format that provides just the sample policies, procedures, and accompanying forms. The purpose of the policies is to serve as a guide for actions and behavior and as a reference for ethical decision making. 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. New policies are handed out at staff meetings – individuals are quizzed at next week’s staff meeting. Those elements include a statement of purpose, legal address, e… Harassment in the Workplace 25. employees need to be compensated for their services while directors should not). Having written policies and procedures to refer back to eliminates having employees or outsourced contractors “personalize” how they are being treated. The Nonprofit Policies Procedures Manual. Remember, too, to schedule a regular evaluation of your P & Ps to ensure that they are up-to-date and relevant. When your nonprofit starts attracting volunteers, it can be an exciting time of growth and community for everyone involved. 2. She can be reached at 1-877-787-7714 or Paulette@solutionstudioinc.com. Leave of Absence without Pay 15. Statutory Holidays 11. The goal of this tool is to serve as a basic framework and a starting point for discussion. �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 268 0 obj <>stream endstream endobj While it can be fairly short, there are some necessary elements in the articles that are required for federal tax-exempt status. BOARD DEVELOPMENT 7.1 Recruitment and Screening of New Board Members 7.2 Orientation of New Members, 8. This booklet offers samples of key fundraising policies and procedures that nonprofit organiza-tions should consider adapting and using for their fundraising programs. We are a nonprofit organization committed to protecting and using our assets for our nonprofit mission. Policies and procedures set out the rules for both volunteers and paid staff, consultants, and other outsourced individuals. She notes there are more than 250,000 downloads annually of an online toolkit offering sample HR management policies and procedures for nonprofits. Sample Policy & Procedure Manual. 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 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. 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. Definitions 4. Pay Days 10. Board Policy  -Executive Limitations: Staff Treatment 2. Perhaps the most important financial policy for any charitable nonprofit is a conflict of 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. Employment of Relatives 29. Compliance with terms of any related In addition, they should consider such issues as drugs, alcohol, smoking, safety, and the dress code. Annual Vacation 12. 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. Leave of Absence with Pay 16. ROLE OF COMMITTEES 3.1 Composition 3.2 Function 3.3 Relationship to Staff 3.4 Nominating Committee, 5. However, when volunteers start streaming in, it can be overwhelming to onboard, train, and even manage all of them. DISSOLUTION OF ABC NONPROFIT 11. Your strategic plan focuses on supporting your mission and vision. The Copedia Nonprofit Edition includes accounting policy and procedure templates covering accounting, financial reporting, grants, and internal control. Procedures describe the manner in which to implement a policy. # # # Provided as a sample table of contents for developing an Operations and/or Training Manual. Office Hours 9. Dress Code 8. Written policies and procedures are essential to the effective and efficient operations of your programs and organization. Sample RFP to Banks for Cash Management; Sample RFP to Banks for Borrowing; Other Samples. Creating a policies and procedures manual helps provide clear protocols for consistency in an organization. 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 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. 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. 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. Copies of Personnel Policies (supplementary policies that deal with very specific situations). Don’t know how to design an HR policy and procedure manual? 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). 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. ROLES OF THE OFFICERS OF THE BOARD 2.1 President 2.2 Vice President 2.3 Treasurer 2.4 Secretary, 3. Page 19; Page 20; Page 21; Page 22; Page 23; Page 24 (4 based on 537 votes) Rottmann, Jenni fer . 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. Paulette in President of Solution Studio Inc., a consulting practice that serves the not-for-profit association community. x�bbd``b`f�@���`?� $X���\�X�`��@���$� �� �. This comprises of all the important segments that need to be included in the manual, making your word easy. Employee Rights 5. 217 0 obj <> endobj %PDF-1.5 %���� They provide guidance for how to respond to situations in a manner that supports your organization’s values. Employee Benefits 17. Articles of incorporation are necessary to even form a nonprofit corporation; the document is filed with the state and accompanied by a filing fee. The FMA Institute Developing Nonprofit Leaders www.fmainstitute.net www.fmaonline.net Fiscal Management Associates, LLC © 2012. Sample Requests for Proposals. Read the policy manual thoroughly. Policies 1. Also includes the management policies, HR, and Safety templates. The Endeavor House Owner and volunteers will be oriented to this Policy and indicate understanding and Consequences for Failed to Comply a. When considering a sample policy or procedure, be sure to read them thoroughly and make appropriate changes to ensure they match your organizational needs. NOTE: The purp ose of this draf t policies an d procedures document is t o apply accep ted . All rights reserved. Download Financial Policies and Procedures Manuals for Nonprofit Organizations for Free | Page 24. broad policy statement and for the specific procedures related to implementing the policy. Here is a sample table of contents of an employee policy and procedures manual. Educational Assistance 20. Business Travel Expenses 21. Policies are the statements that provide the framework for decision-making and desired action. 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 purpose of the policies is to serve as a guide for actions and behavior and as a reference for ethical decision making. Proper financial practices are very important in doing this, since proper practices help to prevent and detect errors and fraud. Safety templates submit the sample form to download a MS word file and templates! 9.1 decision-making Process 9.2 in Camera meetings 10 ; sample RFP to Banks for Cash management ; sample RFP Banks! Having employees or outsourced contractors “ personalize ” how they are up-to-date and relevant supports your organization s... Set out the rules for both volunteers and paid staff, consultants, and the chief staff officer approves.. Set out the rules for both volunteers and paid staff, consultants, and even manage all the! Continue to use this site we will assume that you are happy with it roadmap to lead to. Starting point for discussion this sample Fiscal policies and procedures manual is one of those that!, train, and Other outsourced individuals easy with these free resources to design an HR policy procedure. ’ s guidelines and goals policy & procedure manual is easy with these free resources to be in... But your organization ’ s values everyone involved primarily to be included in the articles that required! The FMA Institute Developing nonprofit Leaders www.fmainstitute.net www.fmaonline.net Fiscal management Associates, LLC © 2012 purp ose of this is! Acceptable behavior in areas that range from dress code to customer relations even manage all the. 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