Quick Checklists

A number of checklists to ensure the effectiveness of your organization and to identify potential areas for improvement are available. It is important to have defined Organizational and Operational policy and procedures as well as written materials for board members, stakeholders, members and staff to refer to.

Checklists to consider are as follows:
• Key elements of a healthy organization

• By-laws and updates

• What to include in your Board Orientation manual

• Role descriptions for each board position

• Key elements of an effective meeting

• Board Evaluation

• Nomination and Recruitment process

• Checklist for a Meeting

  Board Orientation Checklist.

  Here are items to consider in developing an orientation session for new Board members:

• History of the organization

• Copy of by-laws

• Mission of the organization

• Strategic priorities, goals and objectives

• Summary of the programs and services

• Membership base

• Organizational structure

• board structure, executive members, committees, staff structure

• Board member's role

• job descriptions and expectations, legal liabilities

• Board/staff roles

• Committees

• Board recruitment, development and evaluation process

• Budget process

• Current year's budget

  Here are some sample policy domuments that may provide useful guidelines in developing and revising your organization's documents:

• Sample Values Statements

• Sample Financial Policy Manual

• Sample Human Resources Policy Manual

• Sample Job Description: President or Board Chair

• Sample Job Description: Vice-President or Vice Chair

• Sample Job Description: Treasurer

• Sample Job Description: Secretary

• Sample Job Description: Board Member (Director)

• Sample By-Laws for Voluntary Organizations

• Sample Board Candidate Form

• Sample Nominating Policy and Procedures

• Sample Membership Form