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.

Annual Reports

Producing a report on an annual basis that communicates the key information as noted below is good practice.

An annual report is an underused publicity vehicle. If it is produced at all, frequently it is dull, providing only the minimum reporting and financial information required by the Companies Registration Office (if your organisation is a company). For organisations that are not companies, reports on finances and progress, as would normally appear in an annual report, are often only produced for donors at intervals specified by various funding programmes.

Annual reports can have multiple purposes:

Communications Strategy

The reputation of your organisation is one of your biggest asset

Your communications strategy

Do you have a strategy for regular and effective communication with your stakeholders (the people who would have a particular interest in your organisation)? If not, consider drawing one up. Think carefully about the image you wish to portray. (In marketing terms, things means things like consider your ‘brand’ and ‘market position’.) Your image need not be overly glossy; in fact spending a disproportionate amount of money on publicity materials can be off-putting for those who fund you and may misfire.

Working with the Media

Working with the media is not about sending hundreds of press releases

The media has an important role to play in the life of community and voluntary organisations. It can enhance organisations’ profiles, enabling them to raise awareness of their activities, to reach out to potential new supporters and to influence policy debate. It also needs to be considered as an important part of crisis management in the unlikely event of the organisation receiving unfavourable publicity.

Working with the media is not about sending hundreds of press releases

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:

Strategic Planning

Do not assume that there will be agreement on where the organisation should head in the future

Reasons for planning

Planning is vital, yet people find all sorts of reasons for not doing it! If there are new demands on organisations (for example, pressure on resources, awareness of unmet needs, political or legislative changes) many try to respond immediately.

Do not assume that there will be agreement on where the organisation should head in the future

This can lead to wasted energies, haphazard developments and conflict. Even when plans are made, they are sometimes not implemented, or the impact of the plans is not evaluated. Remember that planning is a means to an end and not an end in itself.

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:

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