Contents of the Community Resource Kit
Contents
Getting Started
- Community and voluntary groups in NZ
- Introduction
- Words used
- Culture and values
- Historical background
- Māori community organisations
- Getting started
- You have an idea
- Do some research
- Do some planning
- Stages of development
Planning
- Introduction to planning
- Why plan?
- Planning resources
- Types of plans
- Strategic planning
- The process
- New groups
- Established groups
- Mission vs vision
- Strategic planning tools
- Situational analysis
- PESTLE analysis
- SWOT analysis
- Stakeholder analysis
- Force field analysis
- Drawing up your strategy
- Operational planning
- How to develop an operational plan
- Project management/planning
- Project initiation (or start-up)
- Project planning
- Implementation phase
- 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
Organisational Structures
- Introduction to Organisational Structures
- Organisational structure resources
- Words used
- Initial considerations for Organisational Structures
- Characteristics of different legal structures
- Unincorporated groups
- Key features
- Rules and processes
- Advantages
- Limitations
- Umbrella groups
- Advantages
- Limitations
- Formal organisational structures
- Advantages
- Benefits of incorporation
- Separate legal identity
- Perpetual succession
- Limited liability
- Choosing the right structure
- Incorporated societies
- Key features
- Rules
- Minimum requirements
- Name
- Objects
- Membership
- Meetings
- General meetings
- Annual general meetings (AGMs)
- Special general meetings (SGMs)
- Notice of meetings
- Quorum
- Running meetings
- Decision-making
- Committees
- Officers of the society
- Chairperson
- Secretary
- Treasurer
- Other officers
- The common seal
- Finances
- Powers
- Surplus assets
- Final tips on rules
- Process for setting up an incorporated society
- Charitable trusts
- Different types of charitable trusts
- Charitable purposes
- Key features
- Rules
- Rules checklist
- Process for setting up a registered charitable trust
- Other organisational structures
- Companies
- Co-operative companies
- Industrial and provident societies
- Māori land trusts
- Pūtea trusts
- Whānau trusts
- Ahu whenua trusts
- Whenua tāpū trusts
- Kai tiaki trusts
- Charities Services and registration
- Functions
- Registration
- Name
- Charitable purposes
- Qualification of officers
- Tax Exemptions
- Dissolution and winding up
- Incorporated societies
- Charitable trusts
- Companies
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
Policies
- Introduction to Policies
- What's in this section?
- Words used
- Why have policies?
- Developing policies
- Tikanga framework for developing policies
- Policy and procedures development process
- Set overall policy objectives
- Develop detailed policies
- 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
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
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
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
Raising Funds
- First Steps
- Once you've decided to raise funds
- 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
Employment
- Introduction to employment
- Workplace Wellbeing
- Involving volunteers
- Reasons for volunteering
- Contributions of volunteers
- Planning for volunteer participation
- Volunteer policy checklist
- Further employment information
- Other employment resources
Communications
- Introduction to Communications
- Communication resources in the Community Resource Kit
- Communication tools
- Your communications planning
- 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
