This section provides you and your board with guidance on strategic planning and a collection of standard policy examples every board should have in place.
Strategic planning
- 20 questions directors of not-for-profit organizations should ask about strategy and planning (CICA, 2008)
- Best Practices in Strategic Planning - Charity Village article
- Seven Sins of Strategic Planning - Charity Village article
- The Balanced Scorecard: From Strategic Plan to Effective Execution - Charity Village article
- What role should the Board of Directors play in strategic planning? (Beth Deazeley)
Mission statement development
- Harvard Business Review: How to Create an Effective Nonprofit Mission Statement
- The Importance of Vision, Mission and Values (Beth Deazeley)
Key Board Policies
Code of Conduct & Ethics
Privacy Policy
- Charity Central's Privacy Policy Checklist
- Summary of privacy laws (federal and provincial) by TechSoup
- Act to Charitable and Non-Profit Organizations – Fact Sheet from the Office of the Privacy Commissioner
- Links to provincial laws and oversight bodies
- Privacy Policy - sample from Imagine Canada
Complaints
- Toronto Affordable Housing Office Complaints Policy
- BC Cancer Foundation Complaints Policy
- Complaints policy and procedure - sample from Imagine Canada
Conflict of Interest policy
Whistleblower Policy
- Whistleblower policy - Ducks Unlimited
- Policy on the Internal Disclosure of Information Concerning Wrongdoing in the Workplace - Treasury Board Secretariat. For organizations under federal jurisdiction (Canada Labour Code)
- Whistleblower Policy - Canadian Council of Christian Charities