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Not–for–Profit PolicyPro
Ready-to-use policies and procedures for your Not-for-Profit organization
Ready-to-use policies and procedures for your Not-for-Profit organization
Product at a glance
- Not-for-Profit PolicyPro (NPPP) is a fast, easy, cost-effective way to establish best practices in your organization and to meet the expectations of funders, government, board members, financial advisors, staff, volunteers, and your membership.
- NPPP contains a comprehensive collection of more than 25 ready-to-use policies and 50 helpful procedures. Each policy includes expert advice about why it's needed, and how it can be implemented and customized. Because this content is included in both the print manual and the PolicyPro™ software application, NPPP is both an authoritative reference work as well as a powerful tool to create your own policy manual. And the PolicyPro application is fully integrated with Word and Excel, so there's no new software to learn.
- Co-published by the CICA, NPPP provides expert advice and ready-to-use policies and procedures that NPOs need in the areas of corporate administration, governance, advocacy, public policy, financial management and human resources.
- One-volume annual subscription looseleaf service. 4 updates per year. Approximately 500 pages. All content incorporated in PolicyPro software (included in price). Price: $395. Annual renewals: $265. Available April 2008.
Authors/Editors
Co-Author
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
- 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.
Contents
- Corporate Administration
- 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
- Governance
- 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
- Advocacy and Public Policy
- 3.01 Advocacy Primer
- 3.02 Establishing Policy Positions
- 3.03 Communication
- Financial Management
- 4.01 Financial Management Primer
- 4.02 Revenues
- 4.03 Expenses
- 4.04 Assets
- 4.05 Cash Management
- 4.06 Budgets, Forecasts and Reporting
- Human Resources
- 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
