Description

Standards for Excellence® Educational Resource Packets

PANO offers educational resource packets for organizations interested in implementing various portions of the Standards for Excellence:  An Ethics and Accountability Code for the Nonprofit Sector^®. The national Standards for Excellence Institute (Institute) develops and maintains these resources. As a licensed replication partner with the Institute, PANO adapts these for Pennsylvania and regulations compliance.

The educational resource packets generally include information on the importance of implementing specific standards, justification for the standards, best practices associated with the issue, model procedures and sample policies. Structurally, they include a narrative memo and attachments. The attachments include both original materials created by the Standards for Excellence Institute, as well as documents that have been obtained with permission from other sources.

Collectively, the packets cover each of the 67 Standards in the Standards for Excellence: An Ethics and Accountability Code for the Nonprofit Sector^®. The following Standards for Excellence educational resource packets are available for download and can be purchased individually (FREE for PANO Members | $25 each for Not-Yet Members, unless otherwise noted) or purchased in this bundle (FREE for PANO Members | $620 for Not-Yet Members - a 20% discount over the cost the purchasing each individually!). For a summary of what's included in each of these packets, click here.

• 1.) Mission, Impact, and Planning

• 2.) Program Evaluation

• 3.) Strategic Partnerships

• 4.) Board Member Responsibilities 

• 5.) Board Executive Partnership

• 6.) Succession Planning

• 7.) Board Member Composition and Indepdence

• 8.) Model Employee Handbook

• 8A.) Personnel Policies, Orientation, Compensation, and Evaluation

• 8B.) Charitable Nonprofit's Guide to Remote Work

• 9.) Susantainability and Sustainability Planning

• 10.) Volunteer Policies

• 11.) Justice, Diversity, Equity, and Inclusion

• 12.) Legal Requirements Checklist

• 13.) Disclose It: A Charitable Nonprofit's Guide to Disclosure Requirements

• 14.) Reporting Misconduct and Whistleblower Protection

• 15.) Conflicts of Interest

• 16.) Developing a Code of Ethics

• 17.) Working Professionally and Respectfully with Program Stakeholders

• 18.) Financial Planning and Monitoring

• 19.) Financial Policies

• 20.) Administrative Policies

• 21.) Risk Management and Insurance

• 22.) Resource Development Planning and Sources of Income

• 23.) Fundraising Costs

• 24.) Fundraising Solicitation, Gifts, and Working with Donors

• 25.) Fundraising on Behalf of the Organization

• 26.) Education and Engaging the Public

• 27.) Advancing the Mission through Public Policy Advocacy

• 28.) COVID Return to Work Policies (FREE)

• 29.) Form 990 Policy Compendium Packet

• 30.) Guide to Dissolution

• 31.) Remote Internship Guide (FREE)