Planning

From Guidelines & Principles
Revision as of 15:41, 3 July 2013 by Mercural (Talk | contribs)

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

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