Policies and Procedures

Example Documents

Policies and Procedures –
CVS 1st Steps

http://www.cvs1ststeps.co.uk/welcome.htm

Nice, well laid out user friendly site from Nuneaton and Bedworth CVS containing a list of Policies and Procedures you can download as Word documents and adapt to your own needs. You need to register to use the site but it’s free and pretty simple.

‘Policies build a framework that allows an organisation to operate strategically, safely and keep in touch with their mission.’

Checklist of Policies and Procedures – VolResource

http://www.volresource.org.uk/samples/checklst.htm

What they are and why you need them. Not intended to be complete or what everybody needs, but it is quite an extensive list and as they say, don’t be overwhelmed, identify the most important for your situation first, although bear in mind that a little careful thought now can save major problems later

‘Checklists of policies and procedures (and links to examples where we have them) for the following areas:’

Policies and Procedures –
Goldstar

http://www.goldstar.org.uk/toolkits_other.html#2

An extensive list of Policies and Procedures, in Word or PDF format, from various voluntary organisations and therefore of varying length and complexity.

‘The GoldStar Exemplar Programme is a national initiative designed to encourage and enable voluntary organisations and projects throughout England to realise the potential of volunteers, mentors and befrienders from socially excluded or disadvantaged groups. The aim of the programme is to promote and share the good practices used in engaging people from these groups and giving them the opportunity to enrich their own and other peoples' lives.’

Policies and Procedures

Governing Documents/ Policies and Procedures – Dudley CVS

http://www.dudleycvs.org.uk/info_support_training.htm

Sample governing documents and a comprehensive range of policies and procedures from Dudley CVS

Governing Documents

Policies and Procedures

Model Employment Policies –
Employment & Working Practice 2007: Model Policy Pack -
Bradford Community and Voluntary Service

http://www.bradfordcvs.org.uk/policies.htm

Model policies, procedures, forms etc relating to employment which can be used together as a comprehensive pack or individually to suit particular requirements.

Introductory pages
A. Model Policies cover sheet
B. Introduction
C. Contents sheets
D. Useful links

Policies and procedures

  1. Written Statement of Employment Particulars
  2. Freelance Contract
  3. Equality & Diversity Policy
  4. Health & Safety Policy and Procedures
  5. Maternity, Paternity & Parental Leave
  6. Grievance Procedure
  7. Disciplinary Procedure
  8. Absence Management policy
  9. Work-life Balance policy
  10. Redundancy Procedure
  11. Recruitment & Selection policy
  12. Induction Policy and Procedures
  13. Performance Management policy
  14. Capability policy.doc
  15. Private Telephone and Internet Use

Personnel Forms

  1. Sickness Absence Recording Form
  2. Self certification form for sickness of 7 days or less
  3. Time Recording Sheet
  4. Staff Holiday Sheet
  5. Expenses Claim Form
  6. Mileage Claim Form
  7. Model probationary review checklist
  8. Model supervision meeting recording form
  9. Model “narrative” appraisal checklist
  10. Model “performance rating” appraisal form
  11. Model individual staff training and development record
  12. Application form for Flexible Working
  13. Model letters for seeking medical reports

Good Practice Bank –
Volunteering England

http://www.volunteering.org.uk/Resources/goodpracticebank/index.htm

A steadily growing bank of articles, information sheets, case studies and links to other helpful guidance or external websites relating to volunteering issues and contributed by various voluntary organisations. You can find a number of policies and procedures amongst the documents here but they aren’t listed in a section of their own.

‘Volunteering England is an independent voluntary agency committed to supporting, enabling and celebrating volunteering in all its diversity…. The Good Practice Bank aims to improve information sharing and reduce duplication within the volunteering sector… it has Core Themes which deal with general good practice on managing volunteers, and Specialist Themes which focus on more specific topics. In each theme you will find articles, information sheets, case studies and links to other helpful guidance or external websites. Most sections include example and template documents to help you develop your own volunteer programme.’

Governance and Trusteeship –
Downloads, Briefings and Best Practice - Community Links Bromley

http://www.communitylinksbromley.org.uk/sai/governance.html#govbriefings

Links to information on some of the other main sites but also locally produced information sheets on a number of topics:

Guidance Notes and Best Practice Guides, Not for Profit Sector –
Institute of Chartered Secretaries and Administrators (ICSA)
- Shows latest updates

http://www.icsa.org.uk/index.php?option=com_content&task=view&id=61

Model documents and guidance on a wide range of issues

‘The ICSA Guidance Notes and Best Practice Guides are highly respected sources of practical information on legislation and regulation. Applicable to companies, the not-for-profit sector and the public sector, ICSA's guidance helps to clarify complex areas of governance and provides model solutions for organisations to adapt to their own circumstances.’

Model Documents – Governance Magazine

http://www.charitygovernance.co.uk/home/model.php

Selection of model documents and policies from subscription only magazine. The following was correct as of 02-06-08

Policies
‘Rather than reinvent the wheel, governance will publish model policy documents that you download as Word documents and adapt and tailor to the needs of your charity.’

Issues behind the policies

Job descriptions
‘A series of model job descriptions for key people involved in the governance of your charity’

Terms of reference
‘Why write your own terms of reference for the trustee board or sub-committees when you can tailor our model terms of reference.’

Subscription Rates: Charities may receive up to 5 copies for the single subscription rate of £145 for one year or £246 for two years or from £95 if you are a small charity (annual income less than £250,000) – Correct as of 11-02-08