Organisations require a clear, appropriate and coherent set of policies and procedures to ensure that they are well governed and run. These should be reviewed regularly – at least annually – at Board level to ensure that they are up to date and reflect not only the national and legal landscape but also the organisation’s ways of working. Policies and procedures –
- Ensure compliance with the law and regulations;
- Provide controls and a framework for delegation by the board of trustees to staff or volunteers that set out how things should be done and expectations.
- Give transparency and accountability that the board of trustees will be conducting the work of the charity appropriately.
- Limit risk.
Policies are clear, simple statements of how your organisation intends to conduct its services, actions or business and provide a set of guiding principles to help with decision making. Procedures describe how each policy will be put into action in your organisation and should outline:
- Who will do what
- What steps they need to take
- Which forms or documents to use.
Procedures might just be a few bullet points or instructions. Policies and Procedures can in some cases be outlined in one coherent document – you do not always need separate ones.
Health and Safety – this is essential: you must have a written health and safety policy if you employ five or more people. An organisation of any size must conduct a health and safety risk assessment.
Safeguarding policy for children and young people and/or vulnerable adults (where applicable)
Equality & Diversity Policy
Finance – including a financial procedures manual and a reserves policy
Board basics – a Trustee Code of Conduct; Conflict of interest policy; and Trustee Expenses policy
If you would like advice or examples of any of these please contact firstname.lastname@example.org