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Finance and Operations | Virtual Standards for Excellence Implementation Workshop Series (5 of 6)
Moderated by: Tish Mogan, Standards for Excellence Director, PANO
Presented by: Standards for Excellence Licensed Consultants Cindy Bergvall
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Do you want to move your organization to the next level of effectivness? Would you like to incorporate the latest practies to strengthen your leadership and managment and could use some support? Would you like to have the potential of raising more money because donors and funders are confident about the quality of your programs and you have evidence to prove it? Are you feeling like there is something more you could do to promote excellence in your organization?
If your answer to any of these questions is YES, the Virtual Standards for Excellence® Implementation Workshop Series is for you! This session, the fourth of six, covers the fourth Guiding Principle of the Standards for Excellence: Finance and Operations. We’ll look at things like steps in the budget process, the Form 990, purchasing policies, crisis and disaster planning, IT planning, engaging the public, and more. We’ll provides lots of tools and resources for putting the information shared into practice, including:
- Sample Budget
- Sample Request for Proposal (RFP) for an Audit
- Board’s Review of the Form 990 Policy using the Form 990 Public Relations Checklist
- Model Purchasing Policy
- Sample Emergency/Crisis Communication Plan
- Sample Technology Policy
- Sample Nonprofit Style Guide
- Social Networking Policy
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