creating policies and procedures that build performance michigan association of conservation...
TRANSCRIPT
Creating Policies and Procedures that Build Performance
Michigan Association of Conservation Districts
© Copyright 2011, NorthSky Nonprofit Network All rights reserved
A brief commercial moment
NorthSky Nonprofit Network
The capacity building arm of Rotary Charities of Traverse City
Serves Northern Michigan
Provides - Leadership development- Free business counseling- Online Resource Center- Fee-based consulting
Serves as a convener and advocate
Session Objectives
•Understand why policies are important•Discuss how to create an effective
organization•Understand which policies are needed•Review an approach for creating policies•Discuss how to use policies to create a
culture of accountability•Review a policy manual template•Share our ideas and experience; have
some fun
Why do we do what we do?
Why is our work important?
Ultimately, we all want
•Impact•Outcomes•Results
Anything else?
ROI?
What is Organizational Effectiveness?
• An effective organization establishes and acts upon mission-based priorities, has a clear vision, sets direction, innovates, and adapts to change.
• Organizational effectiveness relies on the leader or leaders’ ability to mobilize the resources (staff, volunteers, funds, technology, partnerships, influence, etc.) needed to achieve the mission.
Leadership
Management
TechnicalAdaptive
Organizational Life Cycle STAGE CHARACTERISTICSCore Program Development
- Development of a set of programs that are central to mission- Success and have begun achieving a consistent level of desired results for those being served
Infrastructure Development
- Development of an organizational infrastructure necessary for supporting core programs and increasing the number of clients or service recipients
Impact Expansion - Achieving Impact - Engaging in activities like collaboration, strategic alliances, partnerships, and joint policy - Advocacy efforts, in order to create a greater change
A progressive, additive process
As nonprofit organizations increasingly serve more people with better quality services, they must themselves incorporate morecapacities.
Each successive stage requires more growth in the development of prior stage
Fulfilling one’s mission/vision is critical to all stages.
Later stages aim to grow the capacity to fulfill its mission/vision for an increasingly larger audience.
Organizational Life Cycle
Key Policies and Procedures•Financial controls
•Human resources policies
•Organizational policies
•Board policies
Financial Controls• General• Cash receipts• Cash disbursements• Purchasing• Budgeting• Property• Insurance• Grants and contracts• Books of original origin
Sample policies and procedures at www.northskynonprofitnetwork/resourcecenter
Human Resources Policies• Employment• Employment status• Compensation and benefits• Work conditions and hours• Conduct
Sample employment manual and employment law manual at www.northskynonprofitnetwork/resourcecenter
Organizational Policies• Communication and marketing• Fundraising• Technology• Social media• Any others you can think of?
Sample policies and procedures at www.northskynonprofitnetwork/resourcecenter
Board Policies• Conflict of Interest• Whistleblower• Document Retention• Absenteeism• Confidentiality
Sample policies and procedures at www.northskynonprofitnetwork/resourcecenter
Creating a Culture of Accountability•How we work together•Our habits, practices and traditions –
good and bad
A few tips•Be deliberate•It’s all about behaviors•It takes discipline and persistence to
change culture
Creating a Culture of Accountability•Integrate into mission, vision and
strategic direction•Start with orientation – Board, staff
and volunteers•Board commitment contract•Regular Board policy review and sign
– annual•Dashboard report•Compliance checklist
Creating a Policy Manual
•Executive Director Led
•Board Committee Led
Fewer policies are more
Manual TemplateConsider electronic
Include:• Annual Board calendar - Board only• Organizational overview – Board, staff and volunteers• Mission statement –Board, staff and volunteers• Statement of core values- Board, staff and volunteers• Strategic vision - Board, staff and volunteers• History - Board, staff and volunteers• Listing of services and programs - Board, staff and
volunteers• Key statistics- number of clients, units of service, donors,
etc. – Board, staff and volunteers
Manual, continued• Bylaws-Board only• Organizational Structure/ flowchart - Board,
staff and volunteers• Board role description – Board only• Board committees – Board only• Policies –Board, staff and volunteers• Strategic plan -Board only• Fundraising plan - Board only• Minutes – last 12 months - Board only• Financial reports – last 12 months - Board only
We’re done!!!