Slide 1

Report
Copyright 2009©
A Good Policy
• According to the IRS
• Purpose – define the purpose of the policy – what is the goal or desired outcome?
http://www.irs.gov/businesses/small/article/0,,id=200581,00.html
What are the
drivers or triggers that make this policy a requirement?
• Scope – define the scope of the policy – what will it cover, e.g., all agency IT systems that store, process,
transmit or receive FTI? All agency IT systems regardless of function?
• Roles and Responsibilities – define the departments and people that are responsible for policy
creation, policy implementation and monitoring policy compliance. Use titles instead of actual people’s
names.
• Management Commitment – to be effective the policy needs organizational visibility and
management support. Identify the management lead for the policy with a statement emphasizing their
commitment to the policy.
• Coordination Among Organizational Entities – What other internal/external
organizations must be coordinated with to carry out the policy? Define these relationships here.
• Compliance – How will compliance with the policy be measured to ensure requirements
being met?
are
A Word About Policies and Procedures
• All churches share things in common
• All churches have unique aspects and
ministries
• Danger of “Policy Death”
– Too few, too many, too long
• This is a sample or “Boiler Plate” set of P & P
• The manual will be available by early 2010
Major Headings in a P & P Manual
•
•
•
•
•
•
Administration
Personnel
Buildings and Grounds
Children and Youth
Financial
Ministries
Administrative Support Issues
•
•
•
•
Accountable Reimbursement
Housing Allowance for Ministerial Staff
Church Auto Policy
Personnel Review and Pay Raises
Administrative
•
•
•
•
•
•
•
•
Accident-report form
Announcements
Confidential Information
Conflict of Interest
Credit Card
Emergency Response
Internet Useage
Cell Phone Useage
Administrative
•
•
•
•
•
•
•
Purchasing
Leave of Absence
Personnel Files
Photo Release
Auto-Church Vehicle
Communicable Disease
Social Media
Personnel Files
•
•
•
•
•
•
•
•
Employment Application
Interview Form
Job Applicant Log
Resume and References
I-9 and W-4
Evaluation form and time line
Hiring and Dismissal Checklist
Equity Allowance
Personnel
•
•
•
•
•
•
•
•
Conflict of Interest
Discipline
Employee Handbook
Paid Leave
Visitation
Intellectual Property
On Call
Political Activity
Personnel
•
•
•
•
•
•
•
•
Training and Education
Trainees-legal status
Sexual Misconduct
Clergy/Pentitent Privilege
Pastoral Counseling
Sexual Harassment
Reporting Abuse
Termination
Employee Benefits
•
•
•
•
•
•
•
Retirement
Vacation
Sabbatical for Ministerial Staff
Outside Speaking Engagments
Hiring Issues
Work hours
Pay periods
Employee Benefits
•
•
•
•
•
•
•
Health Insurance
Disability Insurance
Life Insurance
Flexible Spending Account
Sick Leave
Personal Use of Church Computers
Qualified Tuition Reduction Plan
Children and Youth
•
•
•
•
•
•
Child and Youth Safety
Safe Nursery
Adult/Child ratio
Volunteer Screening/Background Checks
Child Check In Procedure
Out-of-Town Trips
Buildings and Grounds
•
•
•
•
•
•
•
•
•
Building Use
Conditional Use-facilities rental
Technical Systems Use
Websites
Transportation
Transportation Registration/Medical/License
Church Inventory
Fire Emergencies
Security
Buildings and Grounds
•
•
•
•
Keys Policy
Building Access
Medical Emergencies
Legal Services
Financial
•
•
•
•
•
•
•
•
•
Charitable Contributions and Gifts
Money Trail
Fraud
Fund Raising
Internal Review
Purchasing
Missions
Designated Giving
Discretionary Fund
Financial
•
•
•
•
•
Investment Plan
Laptop Computer
Money Counting
Reimbursement
Record Retention
Community Ministry
•
•
•
•
•
Disaster Relief Plan
Non Member Funeral
Weddings
Benevolence
Event Planning
Church Ministry
•
•
•
•
•
•
•
•
Volunteers
Member Funeral
Weddings
Benevolence
Event Planning
Men’s Ministries
Women’s Ministries
Celebrate Recovery
Final thoughts
• No Manual covers every event that comes up
– Principle driven, not event or circumstance
• Sometimes less is more
• Policies should be just long enough to cover
issue-200 page documents are overkill
• Policies that are too long will not be read or
remembered-ineffective
What Questions do
you have for me?
559 287-7840 cell
559 256-0858 direct line
[email protected]

similar documents