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Outlining Roles and Responsibilities in Your Board Policy Manual

Join us for a comprehensive guide to correctly write, edit, and manage an effective nonprofit board policy manual.

New nonprofit board members are uncomfortable or unwilling to become active after joining the board because they are not sure about the hows of the board's operations, and soon become disenchanted and uninvolved in important board operations. Nonprofit Board Members who understand how the board operates will be ready to govern effectively at their first board meeting, instead of being expected to learn as they go along, wasting their valuable time and talents when they could be actively participating in the board's governance and strategy. How can this be accomplished? Creating a Board Operating Policies and Procedures Manual complements your organization's bylaws by providing the details required to carry out the board's operations, answers questions about process and procedures and clarifies roles and responsibilities. In fact, this material is the key to effective new board member orientation, clarifying the hows of the board's operations.

Runtime: 90 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Key Areas Your Board Policy and Procedures Manual Should Include

  • Introduction and Guiding Principles
  • Governance and Oversight
  • Board Management Policies
  • Board Management Procedures

Key Policies and Procedures

  • Planning, Meetings, Decision Making, Budgeting, Committees, etc.
  • Conflict of Interest, Document Retention, Confidentiality, Social Media, Gift Acceptance, Vendor Review, Whistle Blower, etc.

Supporting Documents

  • Bylaws
  • Forms, Job Descriptions, Commitment Letters, Conflict of Interest, etc.

Formatting and Revising

Getting the Most Value From Your Board Policy and Procedure Manual

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on July 10, 2019.

Call 1-866-352-9540 for further credit information.

  • HR Certification Institute 1.5
     
  • This E-Learning program has been approved for 1.5 (General) recertification credit hours toward aPHR(TM), aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM) and SPHRi(TM)recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
     
  • SHRM 1.5
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

  • Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jean Block

Jean Block

Jean Block Consulting, Inc

  • National trainer and consultant on nonprofit management, board development, fundraising and social enterprise
  • Has served as both board and staff leader for local, regional and national nonprofits
  • In 1996, formed Jean Block Consulting, Inc to share her expertise with nonprofit organizations whose missions serve arts to environment, human services to animal rights, educational institutions and professional associations; in 2006, created Social Enterprise Ventures, LLC to guide nonprofits through a process to develop earned income strategies
  • A sought after speaker and trainer at national conferences such as CAPLAW and the Southern Grants Forum, as well as smaller local and regional meetings and individual nonprofit organizations
  • Has written several nonprofit books and manuals, including The ABCs of Building Better Boards; The Invisible Yellow Line: Clarifying Board and Staff Roles; Fast FUNdraising Facts for Fame & Fortune; FUNdraising, 180+ Great Ideas to Raise More Money; and The Nonprofit Guide to Social Enterprise: Show Me The (Unrestricted) Money
  • Can be contacted at www.jblockinc.com or www.socialenterpriseventures.com
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Product ID: 404505
Published 2019
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