Policy and Procedures
It’s often hard to know where to start with policies. We all know we need them and often we leave it till something goes wrong and then we wish we’d got on to it sooner. So here’s a handy little starter.
Some of these are SociaLink’s policies, but we’re happy for you to use them as templates. Fill in your own details and then get your staff and board to work through them and make them your own.
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Checklist of Policies and Procedures
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This list is provided by CommunityNet Aotearoa. Don’t be daunted by this list – start with what you consider are the most important policies for your group first and build up your policy library:
https://community.net.nz/resources/community-resource-kit/checklist-of-policies-and-procedures/
TIP: A good tip is to design your own policy template first in a style and with headings that suit your organisation, then all your policies will follow the same format and be easier for staff and volunteers to follow.
Here is a master document you can use to keep track of your policies and procedures, including update due dates:
Introduction to policies
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A good overview of why policies are needed.
This website is a mine of information about a wide range of topics to help charities and not for profits.
https://community.net.nz/resources/community-resource-kit/introduction-to-policies/
People Management
Policies and Procedures
Templates and Checklists
Performance Appraisals
Health & Safety
Health & Safety
Template
Risk Management
Templates
It is important that when you plan you also think about risk to your charity/organisation. The first step is to consider the possible risks and identify them. Creating a Risk Management Policy & Plan is an approach that:
- recognises risk
- considers the likely probability of the risk occurring
- identifies the likely impact should the risk occur and
- describes how the risk will be managed.
The Risk Management Toolkit is a resource to assist with identifying and understanding risk factors for an organisation, create a risk management policy and manage and monitor the risks identified.
Here are some examples of a Risk & Hazard Register: