Planning
Required
All necessary/appropriate insurance (i.e., D&O, general liability, etc.) US, NE, IA
Mission statement (990) US
Workers’ compensation insurance (Neb. Rev. Stat. §§48-101 through 48-118.05; Iowa Code §87.1, §87.14A) NE, IA Check your state law—the number of employees may impact your requirement to provide.
Recommended
Advocacy plan
Comprehensive organizational plan—including operations, program strategies, fundraising, financial management/budgeting procedures, communications, risk/crisis management
Data backup & recovery plan
Director liability & indemnification provision (bylaws)
Disaster recovery plan
Executive/leadership transition plan
Fund development plan (diversification of funds)
Marketing & communication plan
Operational or business plan
Organizational assessment/environmental scan
Periodic review of mission, vision, values
Risk & disaster management systems
Strategic plan
Sustainability plan
Technology plan
Values statement
Vision statement