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Donate Now!Nonprofit Operations Manual Template
heather | 2 May 2007 - 11:53
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Today we tried to have a Nonprofit Ops brown bag lunch about creating an Nonprofit Operations Manual but no one showed up. I'm not sure if it is because this isn't an interesting topic or my poor advertising. Oh well—I did have quite a few people e-mail me and tell me they couldn't make it to the discussion and asked me to send them an Operations Manual template.
I was hoping to find other nonprofit Operations Manuals online or step-by-step guides but only found a few resources that relate a little bit to creating a nonprofit Operations Manual. So I decided to create my own Nonprofit Operations Manual template. I took out all the specific organizational information in Aspiration's Operations Manual and created a generic Operations Manual template. Our Operations Manual consists of two sections:
A. Key Organizational Information
This section documents the most critical organization information.
- Bank Information
- Nonprofit Incorporation Information
- Vendor Information
- Human Resources Information
- Recurring Operational Tasks
- Weekly
- Monthly
- Quarterly
- Annually
B. Operations Procedure Manual
This section provides step-by-step instructions for key operations procedures.
- Security Culture/Procedure
- Listserv and Blog testing procedure
- File Saving (Electronic) Procedure
- Back Up Procedure
- Reimbursement Procedure
- Accounting Procedures
- Invoice creation procedure
- Procedure for communications with outside world
- New Hire Procedure
- Procedure for new board member
- Emergency/Evacuation Procedure
- Fundraising Filing Procedure
- Human Resource/Personnel Filing Procedure
- Events Procedures
Here are my disclaimers.
1. An operations manual is always a work in progress. So we are constantly creating, editing, and adding new procedures and policies for how we run our organization.
2. I do not claim to be an expert in creating an Operations Manual. I learn as I go and it would be great to learn about what other organizations are doing. Please share about your operations manual. What specific sections do you have?
| Attachment | Size |
|---|---|
| OPERATIONS MANUALTemplate.pdf | 71.92 KB |
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I’ve got the template of
I’ve got the template of an organizational SOP manual but organized into the various departmental procedures (e.g. Finance dept; Development etc.) which was customized from for-profit SOPs templates.
I also have a template for the Nonprofit Operations Manager handbook with some of the sections better developed than others.If you’d like I could e-mail you what I have
PS. I would have shown for this :)
template
Hello Mendi, Thanks for your comment, you are so kind. I am currently trying to develop a office staff manual, but don’t know how to start. If you don’t mind emailing your templates to me it’ll be awsome!=)
THanks god there’s always nice ppl like you to make our planet a better place each day!
manuals
I would tremendously appreicate it if you could email me the two manuals you mention in your note above!!!!
Thanks so much in advance!
Thanks for your comment!
Mendi:
Thanks for your comment, yes—please if you could e-mail me what templates you have to heathersblog@aspirationtech.org. Also, please let me know if you are or aren't comfortable if I uploaded these templates to this blog to share with everyone.
Heather