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

 

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Planning

  1. Project initiation (or start-up)
  2. Project planning
  3. Implementation phase
  4. Project closure
  • Marketing plan
  • Feasibility studies
  • Risk management
  • Monitoring and evaluation
    • Monitoring
      • Operational plan monitoring
      • Monitoring services
    • Evaluation
      • What is it?
      • Starting point for an evaluation
      • Evaluation checklist
      • Ensuring the evaluation is effective
    • Reporting

     

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    Organisational Structures

     

     

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     Governance

    • Introduction to Governance
      • Introduction
      • Governance resources on CommunityNet Aotearoa
      • Words used
    • Governance and management
      • Effective governance
      • Difference between governance and management
      • Governing body/management relations
      • Extra dimensions to governing Māori organisations
    • Roles and functions of a governing group
      • Core roles
      • Core functions
      • Setting strategic direction and strategies
      • Stakeholder relations
      • Recruiting and evaluating the chief executive
        • Recruitment
        • Performance evaluation
      • Being accountable to stakeholders
      • Risk management
      • Policy development
    • Governing body officers
      • Who are they?
      • Powers, duties and liabilities
      • General powers and duties
      • General liabilities
      • Specific duties of a chairperson
      • Specific duties of a treasurer
      • Specific duties of a secretary
    • Managing governing body meetings
      • Focusing on important strategic matters
      • Agendas
      • Special agenda items
      • Information provided by the chief executive
      • Minutes
    • Governing body processes
      • Recruitment
      • Size
      • Process for appointment
      • Retention
        • Retention checklist
      • Induction
        • Induction checklist
      • Succession planning
        • Succession planning checklist
      • Self-evaluation
        • Self-evaluation checklist

     

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    Policies

    1. Set overall policy objectives
    2. Develop detailed policies
    3. Develop/review procedures
  • Checklist of policies and procedures
  • Template for writing policies
  • Important policies
    • Health and safety
      • Sample health and safety policy and procedures
    • Complaints
      • Sample complaints policy and procedures
    • Volunteers
      • Sample volunteer policy and procedures
    • Te Tiriti o Waitangi Treaty of Waitangi
      • Writing a Treaty policy some focus questions
      • Understanding the principles of the Treaty

     

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    Meetings

    • Introduction to meetings
      • Types of meetings
      • Formal meetings
      • Less formal meetings
      • Checklists for well-run meetings
        • Before the meeting checklist
        • During the meeting checklist
        • After the meeting checklist
    • Formal meetings
      • Annual general meeting (AGM)
      • Agendas
      • Procedures
      • Voting rights
      • Quorums
      • Motions and resolutions
      • Motions and amendments chart
    • Decision rules
      • Difficulties in decision-making
      • Why do difficulties arise?
      • Managing conflict in a group
      • Hui Māori
      • Example of a hui held on a marae
      • Flexibility of Hui Māori

     

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    Financial Management

    • Introduction to Financial Management
      • Policies and procedures
      • Key financial terms
      • Uses of financial information
      • Acknowledgements
    • Financial planning
      • Financial plan
        • Budget
        • Cash flow forecast
    • Financial record keeping
      • Treasurer's roles and responsibilities
        • Checklist of treasurer's overall duties
      • Financial records
        • Receipt book
        • Filing income invoices and paid accounts
        • Petty cash book
        • Petty cash checklist
        • Sample petty cash book
    • Computerised accounting systems
      • Checklist for a computerised accounting system
      • Chart of accounts
        • Sample chart of accounts
      • Opening balances
      • Names file
      • Processing transactions
      • GST processing
        • Sample GST invoice
      • Bank reconciliation
        • Sample monthly bank reconciliation
      • Cash book accounting system
        • Cash book checklist
        • Sample cash book
    • Financial reporting
      • Monthly reporting
        • Financial reports
        • Sample monthly financial report
        • Other reports
      • Keeping track of grants
        • Sample grants register
        • Sample schedule of expenditure against grants
      • Year-end financial statements
        • The year-end process
        • Year-end checklist
        • Annual financial accounts
        • Auditing
    • Annual returns and financial statements
      • Registered with Charities Services
      • Not registered with Charities Services
        • Incorporated societies
        • Charitable trusts
    • Tax matters
      • Checklist of tax responsibilities
      • Getting an Inland Revenue IRD number
      • Income tax obligations
      • Exemptions from income tax
      • Resident withholding tax (RWT)
      • Employment-related tax obligations
        • Registering as an employer
        • Deductions
        • PAYE
        • Monthly PAYE reconciliation
        • Student loan and child support deductions
        • Fringe benefit tax (FBT)
        • KiwiSaver
        • Payroll giving
      • Goods and services tax (GST)
        • Taxable activities
        • Who must register?
        • Registering for GST
        • GST obligations
        • Checklist of GST obligations
        • Completing your GST return
      • Accident Compensation Corporation (ACC)
        • ACC employers levy
        • ACC earners levy

     

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    Record Keeping

    • Introduction to Record Keeping
    • Organising your records
      • What is a record?
      • Start at the start
      • Classifications of records
      • Records to keep
        • Checklist of records to keep
      • Records you must keep by law
      • Historical records/archives
      • Keeping records on computer
    • Organising your filing system
      • Good filing systems
      • Filing location
      • Checklist for establishing a filing system
      • Checklist for maintaining your systems
    • Keeping information safe and private
      • Information safety
      • Avoiding gradual destruction
      • Protecting against disaster
        • Disaster protection checklist
      • Information privacy
      • Privacy Act 1993
        • Information privacy principles
      • Technology and digital guidance
        • App development
        • Data safety toolkit
        • Using the cloud
        • Privacy statement development
        • Guidance on the use of portable storage devices
        • Use of data and analytics
      • Information privacy checklist

     

     

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    Raising Funds

      1. First Steps
      2. Once you've decided to raise funds
      3. Now you're ready to ask for the money
    • Funding options
      • Local fundraising activities
      • Raising money through membership
      • Donations
      • Donor-Donee relationship
      • Business sponsorships
      • Professional fundraising consultants
    • Online fundraising
      • Starting out
      • Fundraising ideas
    • Applying for funds
      • Funding application checklist
      • Application contents checklist
      • Funding timeline
        • Public funding information

     

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    Employment

     

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    Communications

    • Introduction to Communications
      • Communication resources in the Community Resource Kit
      • Communication tools
    • Your communications plan
      • Communication planning process
      • Your communications plan
      • Communications plan template
    • Communicating via the media
      • Good relationships with the media
      • What's newsworthy?
        • Checklist for approaching the media
      • When the media comes to you
        • Media kits
        • Media kits for events
        • Photographs
      • Media releases
        • Notice of event
        • How to write a media release
        • Media release checklist
        • Sample media release
        • Distribution
      • Doing media interviews
        • General media interview checklist
        • TV and radio interview checklist
      • Corrections and complaints procedures
    • Communicating with central government
      • Government policy development
      • Lobbying
      • Making a submission to a select committee
      • The submission process
      • Parliamentary inquiries
      • Working parties / advisory groups
      • Petitions to parliament
      • Official information requests
      • Writing to politicians
    • Communicating with local government
      • Local government relationships
      • Ways of having your say
      • Local authority planning

     

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