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



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. 

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.


Introduction to policies



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.


People Management

Performance Appraisals

Performance Appraisal Policy

Performance Appraisal Procedure

Risk Management

Risk Management


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 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.

For a risk management plan see Risk Management Plan – overview and template 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.

Health and Safety

Health and Safety Policy
Health & Safety Procedure
Risk Register