Conflict of Interest 23. Organizations also should have other policies and procedures related to board governance, conflict of interest, staff and working with outside vendors and contractors, Your strategic plan focuses on supporting your mission and vision. Board policies interpret and expand on bylaw requirements. 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. 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 can be reached at 1-877-787-7714 or Paulette@solutionstudioinc.com. 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. Complaint Procedure 26. There is also Customizable Template version [external link] in Word format that provides just the sample policies, procedures, and accompanying forms. Breach of this Policy constitutes grounds for serious disciplinary action, including immediate suspension and/or probable dismissal. Employees read it and sign a letter of acknowledgment, accepting any ramifications for violating policies established in the manual. True to high-performance organization governance protocol, the board approves policies and the chief staff officer approves procedures. x�b```a``�����`��A��2�@���\���g�d``=�{��aY�⇒>jVB���)Q=ߒj0��|�S ,. Usually, in manual … Salary 22. Those elements include a statement of purpose, legal address, e… The goal of this tool is to serve as a basic framework and a starting point for discussion. 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. HR Policy & Procedure Manual Template. Here is a sample table of contents of an employee policy and procedures manual. All policies and procedures examples state the company’s guidelines and goals. Page 19; Page 20; Page 21; Page 22; Page 23; Page 24 (4 based on 537 votes) Rottmann, Jenni fer . They provide guidance for how to respond to situations in a manner that supports your organization’s values. So here’s a template. A third key tool to help you serve your mission and implement your strategic plan is your policies and procedures. Educational Assistance 20. Business Travel Expenses 21. b. All rights reserved. 2. ROLE OF COMMITTEES 3.1 Composition 3.2 Function 3.3 Relationship to Staff 3.4 Nominating Committee, 5. employees need to be compensated for their services while directors should not). EXECUTIVE DIRECTOR – JOB DESCRIPTION. EMPLOYEE POLICIES AND PROCEDURES Sample Table of Contents, 1. 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. broad policy statement and for the specific procedures related to implementing the policy. 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. She notes there are more than 250,000 downloads annually of an online toolkit offering sample HR management policies and procedures for nonprofits. Employee Benefits 17. The purpose of the policies is to serve as a guide for actions and behavior and as a reference for ethical decision making. SAMPLE POLICY FORMAT/TEMPLATE 12. Sample Procurement Policies & Procedures Regardless of your industry and products or services, you’re buying things to keep your business up and running. Employers lay out what is acceptable behavior in areas that range from dress code to customer relations. 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. 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. Office Hours 9. 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. general interest to employers. 217 0 obj <> endobj Articles of incorporation are necessary to even form a nonprofit corporation; the document is filed with the state and accompanied by a filing fee. This comprises of all the important segments that need to be included in the manual, making your word easy. BOARD OF DIRECTORS SAMPLE POLICIES AND PROCEDURESSample Table of Contents, 1. BOARD DECISION-MAKING 9.1 Decision-Making Process 9.2 In Camera Meetings 10. We use cookies to ensure that we give you the best experience on our website. �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 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 Employment of Relatives 29. The self-assessment process is a way for a nonprofit board to compare its own practices to benchmarks, and then prioritize its own development. Policies and procedures must correspond to the mission, vision and strategic plan of the organization. x��Ymo�H�+�tj��/'T)��‰��S��5�E�T���of_��[IB$�PE�]��Όg�}���d�.9� The sample nonprofit policy template is from the Policies and Procedures Manual for Nonprofits, which includes: 13 prewritten policy procedure … 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 sample Fiscal Policies and Procedures Manual discusses a topic of. Termination of Employment 30. �����Sk��I�P)1�$8�2@V20,���@� ;| Download the Word document, and everything you need to fill is in in red. 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 . 1/18/18 3. This booklet offers samples of key fundraising policies and procedures that nonprofit organiza-tions should consider adapting and using for their fundraising programs. Get sample nonprofit board policies and procedures, as well as word document templates. A sample accounting policies and procedures manual designed for nonprofit organizations with an Executive Director/CEO, Operations Director/Finance Director … Download. Employee Rights 5. Written policies and procedures are essential to the effective and efficient operations of your programs and organization. One way to ensure prudent financial management is for the board of directors to adopt financial policies. opinions and is not a substitute for the advice of an accountant. We are a nonprofit organization committed to protecting and using our assets for our nonprofit mission. Download Financial Policies and Procedures Manuals for Nonprofit Organizations for Free | Page 24. Top Ten Policies and Practices for Nonprofit Organizations. Every nonprofit needs operational guidelines for staff and the board. Statement of Organizational Values 3. Policies 1. %PDF-1.5 %���� Performance Evaluation 7. Policies are the statements that provide the framework for decision-making and desired action. 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. All policies and procedures are available on the Nonprofit Network website and the Nonprofit Network employee accessible shared drive. Interpersonal Conflicts 28. New policies are handed out at staff meetings – individuals are quizzed at next week’s staff meeting. 29. 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. An Accounting Procedures Manual is one of those things that takes a year and an hour to do. The Sample Nonprofit Management Policy Template. Consequences for Failed to Comply a. Change of Position 18. ROLES OF THE OFFICERS OF THE BOARD 2.1 President 2.2 Vice President 2.3 Treasurer 2.4 Secretary, 3. protect and steer the staff and the board as they fulfill the mission of the organization Leave of Absence without Pay 15. Download. 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