Organizational Manual
Table of Contents
Organizational Manual
Table of Contents - Samples & Templates
Last Reviewed: December 2017
* Organization Provides
(M) Master Manual Only
(S) Needs Signature
(B) Board Manual
(A) Add Every Meeting
(Y) Filled Out Yearly
Non-Profit Documents (1)
- Articles of Incorporation * (M)
- Assumed Name Certificate * (M)
- By-laws * (M)
- EIN (IRS Form SS4) * (M)
- Federal Tax Exemption (IRS Form 1023) * (M)
- Solicitation Registration * (M)
- State Tax Exemption * (M)
- State Tax Form * (M)
Administration (1)
- Action Items Template (B) (A)
- Business Plan Timeline (Y)
- By-law Grid Sample (B)
- Collaborations/Affiliations/Business Networks * (B) (Y)
- Community Map * (B)
- Conflict Resolution Procedure (B)
- Demographics *
- Executive Summary (B)
- Organizational Chart (B)
- Organizational History (B)
- Organizational Timeline (B)
- Programs * (B)
- Statement of Faith (B)
- Vision, Mission, & Core Values (B)
- Yearly Calendar Dates Procedure
- Yearly Calendar * (B) (Y)
- Yearly Planning Procedure
Board of Directors/Advisory Counsel/Committes (2)
- Board Application (S) (M-signed)
- Board Grid Template (S) (M-signed)
- Board Grid Template Results * (B)
- Board Meeting Agenda (B) (A)
- Board Meeting Minutes (B) (A)
- Board Member Ethics & Conflict of Interest (S) (B-sample) (M-signed)
- Board Member Job Description
- Board Member Job Description – President/Chair
- Board Member Job Description – Secretary
- Board Member Job Description – Treasurer
- Board Member Job Description – Vice President/Vice Chair
- Board Member Job Description (S) (B-sample) (M-signed)
- Board Profile Overview (B)
- Board Roles & Responsibilities (B)
- Committee Chair Job Description
- Committee Member Job Description
- Executive Directors Report (B) (A)
- Notice of Board Meeting Template (A)
- Statement of Faith Agreement (S) (M-signed)
- Vision Planning (B) (Y)
Emergency Preparedness
- Child Protection Policy
- Incident Report Template
- Completed Background checks*
Facilities
- Lock Up/Entry Procedure
- Building Plans*
- Sublease Template
Financial/Funding (3)
- Annual Budget Policy and Procedure
- Bank Account information * (M)
- Budget Categories Sample
- CPA Power of Attorney *
- Designated Giving Procedure
- Disbursements Procedure
- Deposit Guidelines
- Donation List Sample
- Expense Report Form
- Financial Accountability Organizations *
- Fundraising Plan *
- Purchase Order Request
- Reimbursement Request
- Yearly Budget Sample (2)
- Yearly Profit and Loss Sample
- 3 Year Financial Projections *
Program Development (3)
- Event & Planning Form (E)
- Partnership Agreement Sample
- Partnership Plan Sample
- Program Development Plan
- Program Development procedure
- Programming Options Sample
Publicity/Marketing
- Target Audience Assessment
Staffing (3)
- Job Description Sample – Executive Director
- Job Offer Letter Sample
- Staff Bios Sample
- Staff Listing Sample
- Staff Meeting Template
- Timesheet Template
Volunteers (3)
- Application Process Procedure
- Background Check Form
- Monthly Volunteer Numbers Template
- Orientation Sign-In Sheet
- Service Ministry Log
- Volunteer Application Sample
- Volunteer Application Sample – Spanish
- Volunteer FAQ sheet
- Volunteer Guidelines Sample
- Volunteer Hours Tracking Sheet
- Volunteer Orientation Agenda
- Volunteer Positions Sample
- Volunteer Sign In Template
- Yearly Volunteer Sample Report
Website
- Navigation Template
