sample policy and procedure manual for nonprofit

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

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