Contents:
Procedures might just be a few bullet points or instructions. Sometimes they work well as forms, checklists, instructions or flowcharts.
Policies and their accompanying procedures will vary between workplaces because they reflect the values, approaches and commitments of a specific organisation and its culture. But they share the same role in guiding your organisation. Be sure to check they are appropriate for your organisation and you should adapt them for your circumstances.
You must have a written health and safety policy if you employ five or more people. Finance — including a financial procedures manual and a reserves policy. The following areas are some of the more common polices that would benefit from being written down.
This is for the trustee board to decide. Adoption leave and pay. Adverse weather and travel disruption. Health and safety policy and risk assessment. Maternity leave and pay. Paternity leave and pay. Time off for public duties. Recruitment and selection policy. Insurance provision for volunteers. Fundraising and donations acceptance and refusal polic y. Help us to improve this page — give us feedback. And if there isn't one already you can write it yourself , or request someone else write it.
Learn from experts and your peers, and share your experiences with the community. Cookies on Knowhow Nonprofit We use cookies in order for parts of Knowhow Nonprofit to work properly, and also to collect information about how you use the site. Control over Checks and Cash. Use of Other Firms. Date and Time Received Stamp.
Model Policies and Procedures for Not-for-Profit Organizations, Fourth Edition offers provocative strategies for financial management and serves as a road map . Description. The completely revised and expanded third edition of Model Accounting and Financial Policies Procedures Handbook will help nonprofit executives.
Discounts on Accounts Receivable. Employee Credit Cards Elimination. Errors and Omissions Insurance. Expense Reimbursements—Chief Staff Executive. Fidelity Bond Employee Dishonesty Insurance. Finance Department Employee Orientation. Financial Statement Preparation and Distribution.
Holding Funds for Other Organizations. Legal Counsel Attendance at Board Meetings. Legal Protection for Board and Staff. Member Examination of Records. Minutes of Board and Committees.
Officers and Directors Liability Insurance. Permanently Restricted Net Assets. Petty Cash Fund Disbursement. Policy Amendment, Deletion, or Additions. Public Examination of Records. Quid Pro Quo Contributions. References Former and Current Employees.
Remote Access to Computer Network. Safe and Safe Combination. Salaries and Fringe Benefits Accruals.
Sales Tax Exemption Certificate. Serial Numbers Fixed Assets. Staff Contact by Board Members. Statutory Legally Mandated Employee Benefits. Temporarily Restricted Net Assets. Time Off to Vote. Unannounced Bank Statement Reconciliation. Utilization of Office Equipment.
Write-Off of Old Checks.