Board roles & responsibilities

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Developing a Risk Management Strategy - Imagine Canada

This 20-page guide from Imagine Canada and the Social Planning Council for the North Okanagan defines risk and risk management

Risk management involves examining a situation and 1) identifying what can go wrong, 2) identifying measures to avoid such problems, and 3) if something does go wrong, identifying steps that can be taken to lessen the negative impact. These measures may include the use of policies, procedures, and protections (such as insurance or education). Risks can be related, for example, to financial loss, workplace safety issues including abuse & physical harm or injury, property damage, or loss of reputation.

, and outlines five steps for dealing with risk: 1. Identify, assess, and document your program’s risks, 2. Establish and implement procedures for screening, supervising, and evaluating volunteers, 3. Make sure you have appropriate insurance coverage, 4. Develop and use a code of ethics for volunteers, and 5. Develop, monitor, and communicate written policies and procedures.

The Board Chair-Executive Director: Dynamics that Create Value for Nonprofit Organizations

"Nurturing relationships and establishing and sustaining trust is strategic work essential to organizational effectiveness." This report from a study of the dynamics and importance of Board Chair-ED relationships discusses the characteristics of good, better and great relationships.

Legal Responsibilities of Directors - HR Council

"Each board member has a fiduciary duty to the organization. This means that the board is acting on behalf of the membership or stakeholders in directing the affairs of the organization." This list from the HR Council shows board fiduciary duties and the 'standard of care' that is associated with each.

Financial Malfeasance and Nonfeasance: Ten Pitfalls Boards Should Avoid

This article by Jon Pratt, originally published by BoardSource, offers tips on mistakes to avoid.

Board Liability and Non-profit Organizations - COCo

This info sheet from the Centre des organismes communautaire touches on the basics of what liability is, what liabilities an organization might face, and how board liability can be reduced.

Applying for Charitable Status - COCo

What is charitable status, who can benefit from it, and in what ways? This info sheet from the Centre des organismes Communautaire provides an introduction to some of the pros, cons and processes associated with qualifying and applying for charitable status, maintaining it and benefiting from it.

Financial Policy Manual - IWSO

This sample policy manual from Immigrant Women Services Ottawa includes policies and procedures for the organization's accounting, banking and cash management, program and project accounting, annual audits, budgeting and more.

Board Governance Manual - IWSO

This sample manual from Immigrant Women Services Ottawa includes information about board member duties and responsibilities, operating policies, committee terms of reference, and conflict resolution. It also includes a draft Executive Director succession plan on page 34.

Board Orientation Handbook - IWSO

From Immigrant Women Services Ottawa, this an example of a board orientation handbook covering the basics about an organization - mission and mandate, objectives, organizational chart, strategic priorities.

Founder Transitions: Creating Good Endings and New Beginnings

This installment of the Executive Transitions series from the Annie E. Casey Foundation discusses how your organization's founders and board can address the personal and organizational issues related to a founder departure, and increase the odds of a successful transition that leaves your organization healthy, vital and

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