Checklist of policies and procedures
Created: July 26, 2013 at 12:27 PM | Updated: September 1, 2020 | By Community Resource Kit
A group may need to have some, or all, of these policies and procedures:
Governance
- Board/committee terms of reference
- Conflict of interest
- Cultural responsiveness
- Treaty of Waitangi
- Board
- Cost of governance
- Board committees
- Chief executive performance evaluation
- Board delegation to the chief executive
- Protection of assets
- Financial management
- Reserves
- Investments
- Treatment of staff and volunteers
- Reporting to the board
- Protection of intellectual property
- Public affairs/relations
- Compliance with legislation
Recruitment and employment
- Recruitment and appointment
- Remuneration (wages or salary)
- Wage and time recording procedures
- Time in lieu
- Disciplinary procedures
- Leave recording procedures
- Parental leave
- Equal employment opportunity
Staff
- Employee code of conduct
- Anti-harassment
- Supervision
- Volunteer management
- Training and development (including study support)
- Employee personal grievance procedure
- Annual performance appraisal procedures
Provision of services
- Organisational monitoring
- Privacy and confidential information
- Internet/email and phone use
- Vehicle
- Travel (including use of credit cards and reimbursement)
- Client complaint procedure
- Child protection policy and abuse notification procedures
Health and safety
- Health & safety
- Health & safety procedures, e.g. fire, earthquake, accident
- Smoke-free
- Workplace injury prevention
Financial management
- Financial management
- Misappropriation of funds
- Expenditure and receipting procedures
- Petty cash and reimbursement procedures
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