management

Vision and Mission

Every organisation has an ethos, a belief system or a set of principles 

Defining what you are about: vision and mission

Although most organisations will have some sort of governing document, the wording and language used in constitutions, memoranda of association and similar documents are frequently insufficient, too broad or unsuitable for wider use. Developing a short, clear vision statement and/or mission statement that summarises the long-term change that you want to make, is therefore very useful. When doing so, it is vital that all relevant people are involved. 

Strategy

Without a strategy for the way ahead, you will probably get lost or, at the very least, end up going around in circles.

Health and Safety

The governing body of your organisation should review the safety statement annually...

Health and safety is one area where the legal obligations for managing risk are particularly demanding. Under the Safety, Health and Welfare at Work Act 2005 every employer is required to prepare a safety statement for the workplace.

This statement should:

Risk Checklist

 Do you have adequate systems in place to manage risk?

 Use the following questions to figure out your organisation's current level of risk:

Risk Management

Does your organisation have procedures in place to comply with employment, equality, and health and safety legislation?

Risk is a situation involving an exposure to danger. You should approach risk management positively, as part of the day-to-day management of the organisation, for it does not just identify threats, it also provides opportunities for improvements.

Threats and opportunities

Most risk can be anticipated and therefore planned for, for example:

Information and Copyright

Poor systems will lead to organisational inefficiency

Information

It is imperative that you establish systems for the proper administration and management of information. Organisations are bombarded with vast volumes of information daily, received by post, telephone, text, email, fax, etc. Poor systems will lead to organisational inefficiency. For example, how do you ensure that information is passed round all relevant people? How do you keep track of your library resources?

Premises and Equipment

Make sure you have an assets register listing details of all your capital assets and dates of purchase and disposal

Unless your group is very small and operates from the homes of individuals, you will have some sort of premises, however basic. You are also likely to have furniture and equipment, and possibly vehicles and stock. The sourcing, security and maintenance of these is your responsibility.

Money and Assets

This section provides practical advice on how to effectively manage your organisation's money and assets, ranging from your office equipme

Funder Relations

Never, ever forget to thank donors!

In order to gain and retain public confidence, you must be absolutely clear about who funds you. This can be difficult if donors want anonymity. You must respect requests for anonymity but clarify this in your accounts. In this case, you can expect to have to answer ongoing questions about the identity of the donor(s). To protect your good name further, it is vital that you have proper cash handling procedures, especially if you raise money from the general public.

Never, ever forget to thank donors!

Internal Policies and Procedures

Deciding policy is only the beginning...

Policies provide a framework within which an organisation makes choices about how it operates and so can either help or hinder the implementation of the strategic plan. Organisations may have policies on any number of topics, for example:

Syndicate content