Contents of the Community Resource Kit

Created: August 21, 2013 at 10:13 AM | Updated: January 31, 2019 | By Community Resource Kit

Contents

Getting Started

Planning

Organisational Structures

Governance

Policies

Meetings

Financial Management

Record Keeping

Raising Funds

Employment

Communications

 

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Getting Started

• Community and voluntary groups in NZ - introduction, culture and values, historical background, Māori community organisations
• Getting started - you have an idea, do some research and planning

• Stages of development - starting out, becoming structured, growing, maturity, completion

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Planning

• Introduction to planning - why plan, resources, types of plans
• Strategic planning - the process, tools, drawing up your strategy
• Operational planning - developing an operational plan
• Project management/planning - phases of project management
• Marketing plan
• Feasibility studies
• Risk management
• Monitoring and evaluation  - operational planning, monitoring services, evaluation, reporting

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Organisational Structures

• Introduction to Organisational Structures - resources
• Initial considerations for Organisational Structures
• Characteristics of different legal structures
• Unincorporated groups - key fetures, rules and processes, advantages, limitations
• Umbrella groups - advantages, limitations
• Formal organisational structures - advantages, benefits, legal identity, succession, choosing the right structure
• Incorporated societies - key features, rules, minimum requirements, tips, process for setting up
• Charitable trusts - different types of trusts, purposes, key features, rules, process for setting up
• Other organisational structures - companies, co-operative companies, industrial and provident societies, Māori land trusts 
• Charities Services and registration - functions, registration, tax exemptions
• Dissolution and winding up - incorporates societies, charitable trusts, companies

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Governance

• Introduction to Governance - resources
• Governance and management - effective governance, difference between governance and management, extra dimensions to governing Māori organisations
• Roles and functions of a governing group - core roles and functions, setting stategic direction, stakeholder relations, recruiting and evaluation the chief executive, being accountable to stakeholders, risk management, policy development
• Governing body officers - powers, duties, liabilities
• Managing governing body meetings - focus, agendas, minutes
• Governing body processes - recruitment, size, appointment, retention, induction, succession, self-evaluation

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Policies

• Introduction to Policies - why policies are important
• Developing policies - development process, tikanga framework, checklist, template
• Important policies - health and safety, complaints, volunteers, Te Tiriti o Waitangi Treaty of Waitangi

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Meetings

• Introduction to meetings - types of meetings, checklists
• Formal meetings - AGM, agendas, procedures, voting, quorums, motions and resolutions
• Decision rules - decision-making difficulties, managing conflict, hui

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Financial Management

• Introduction to Financial Management - policies and procedures, key financial terms, acknowledgements
• Financial planning - budgeting, forecasting
• Financial record keeping - Treasurer's roles and responsibilities, financial records
• Computerised accounting systems - checklist, chart of accounts, opening balances, processing transactions, GST, bank reconciliation, cash book accounting
• Financial reporting - monthly reporting, keeping track of grants, year-end financials, auditing
• Annual returns and financial statements - filing annual returns
• Tax matters - checklist, IRD, tax obligations, exemptions, RWT, employer obligations, GST, ACC

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Record Keeping

• Introduction to Record Keeping
• Organising your records - getting started, classifcations, what to keep, historical records/archives, digital records
• Organising your filing system - filing systems, checklists
• Keeping information safe and private - safety, protecting against disaster, privacy, digital information, checklist

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Raising Funds

• Introduction to Raising Funds
• Fundraising plan - first steps, asking for money
• Funding options - fundraising activities, membership, donations, sponsorship, professional fundraising
• Online fundraising - starting out, fundraising ideas
• Applying for funds - checklist, applications, timeline

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Employment

• Introduction to employment
• Employment New Zealand
• Workplace Wellbeing
• Involving volunteers - reasons for volunteering, contributions of volunteers, participation, volunteer policy
• Further employment information

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Communications

• Introduction to Communications - resources, tools
• Your communications plan - communication planning, template
• Communicating via the media - good relationships with media, what's newsworthy, media kits, media releases, media interviews, corrections and complaints procedures
• Communicating with central government - policy development, lobbying, select committee submissions, Parliamentary inquiries, working parties/advisory groups, petitions, Official Information Requests (OIAs), writing to politicians 
• Communicating with local government - relationships, ways to having your say, local authority planning

 

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