Not–for–Profit PolicyPro

Ready-to-Use Policies You Can Trust

Product at a glance
Authors/Editors
Contents

Co-published with the CICA, Not-for-Profit PolicyPro contains the necessary tools and resources your not-for-profit organization needs to run efficiently and ethically, steer clear of legal problems, and maintain its reputation in the community. Updated four times a year, the publication offers:

Resources to quickly understand what policies are needed, build a policy and procedure manual, and keep it up to date
Access to over 25 model policies in ready-to-use format, including more than 50 helpful procedures and forms
Clearly laid out sample policies and requirements in the areas of corporate administration, governance, advocacy and public policy, financial management and human resources
In-depth and straightforward analysis with every must-have policy
Crucial governance and administrative expertise

One-volume annual subscription looseleaf service. 4 updates per year. Approximately 500 pages. All content incorporated in PolicyPro software (included in price). Price: $475. Annual renewals: $320. Request your free trial today!

Download a PDF copy of the NPPP brochure to learn more!

Co-Author

Jeffrey D. Sherman, B.Comm., M.B.A., C.A., has over 20 years business experience as Chief Financial Officer of both public and private companies, as a consultant specializing in corporate finance, and has worked for a large chartered bank in various senior capacities. Mr. Sherman has lectured and conducted seminars for many organizations and was an adjunct professor at York University from 1985 – 2000. He has written extensively on contemporary finance, business and accounting issues. For more information about Mr. Sherman, click here

Co-Author

Stephanie F. Smith, B. Comm., M.B.A., is the principal of a contract executive and management consulting firm. Her hands-on policy and operational experience with small and medium-sized organizations spans business, government and not-for-profit. Ms. Smith has helped many organizations create business policies that are relevant and easy to use and implement. She, along with co-author Jeffrey D. Sherman, wrote Finance and Accounting PolicyPro, (also published by First Reference and the Canadian Institute of Chartered Accountants) which complements the coverage in NPPP and provides more detailed policies on finance, administration and governance aimed primarily at businesses.

Looseleaf Version
The looseleaf manual contains comprehensive, straightforward, authoritative and current guidance on corporate administration, governance, advocacy and public policy, financial management, and human resources issues.

(Click on the links below to learn more.)

- 1.01 Registering the Organization
- 1.02 Incorporation and Bylaws
- 1.03 Annual General Meeting
- 1.04 Records Retention
- 1.05 Legal and Regulatory
- 1.06 Taxes and Charitable Returns
- 1.07 Information Technology
- 1.08 Confidentiality and Privacy
- 2.01 Board of Directors
- 2.02 Board Processes
- 2.03 Roles and Responsibilities
- 2.04 Ethics
- 2.05 Risk Management
- 2.06 Strategic and Business Planning
- 3.01 Advocacy Primer
- 3.02 Establishing Policy Positions
- 3.03 Communication
- 4.01 Financial Management Primer
- 4.02 Revenues
- 4.03 Expenses
- 4.04 Assets
- 4.05 Cash Management
- 4.06 Budgets, Forecasts and Reporting
- 5.01 Human Resources Primer
- 5.02 Recruitment, Selection and Orientation
- 5.03 Performance Planning and Management
- 5.04 Volunteer Management
- 5.05 Compensation and Working Conditions

Electronic Version

Provides an easy way to build, maintain and distribute a policy manual
Contains over 25 policies in ready-to-use format