Management Policies and Procedures:
Includes the Copedia Management Policies and Procedures that you need to
IT Information Technology
Legal and Compliance
Purchasing and Receiving
The nine manuals listed above form your Management Policies and Procedures
Included are 220 pages of easy to read and modify content and 100 management templates of policies, procedures, flowcharts, spreadsheet tools, and
1500 links to additional content.
The Management Policies and Procedures module is included with
all Library products.
The following partial list is a sample of what you will find.
Covers all the basics for administrative and office personnel including
recordkeeping, filing, and forms.
Board Governance Policy
One of the most important policies for nonprofits and those entities needing to
comply with Sarbanes Oxley. This is a 9 page policy statement that covers the
governing body, its structure, purpose, and governance policies. Also included
are job descriptions for the board and its officers, committee descriptions with
membership requirements, and responsibilities designated.
Ethics, Code of Business Conduct, and Conflict of Interest Policies
Now required for all publicly traded companies and non-profits. These are smart
policies for all private businesses.
Whistleblower and Protected Disclosure Policy
Again, a required policy for many organizations including those complying with
Sarbanes Oxley and nonprofits.
Business and Strategic Planning
These templates describe the planning processes, beginning with the Mission
statement, and provide templates for your business and strategic plans.
Quick and to the point, covers Purchase Orders and the purchase of Materials and
Financial Analysis and Benchmarking
The financial analysis spreadsheet provides a model for monitoring key financial
ratio's. Also works with the benchmarking templates.
Division of Duties
Perhaps one of the most important policies for any business. Protect your
assets. This policy helps you identify conflicting duties and could save you big
Who's in charge and who says so. The delegated authority policy authorizes
specific people in the organization to conduct business on the company's behalf.
Helps you lay it out on paper.
Policies, procedures, and schedules help you keep it organized.
The risk management policy and procedures templates help you put Business Risk
in perspective and identify mitigation measures.
A Policy and procedure template for managing risk on unique projects.
Employee Expense Reimbursement
A document that puts it on paper. Works great with the Travel Policy and forms.
Policy and travel itinerary form, use it with the employee expense reimbursement
Purchasing Materials and Renting Equipment
A template describing your policies regarding expenditures. Very similar to our
The reality of paperwork is that, other than filling out time cards, very few
people like to do it. This procedure helps you identify necessary paperwork and
describe your requirements.
Contract Changes and Claims
For project and job oriented businesses. This section is designed to provide
guidance for change order requests and minimize un-collectable change order
Helps you identify and describe company expectations for supervisory safety
responsibilities. This is a policy statement for employees and supervisors, and
not our complete safety program.
When your business makes improvements to real property you need a procedure to
protect your interest in the event of non-payment. This procedure provides the
template you can customize to your states requirements.
Telephone Answering Procedures
Provides the proper protocol and helps ensure the front line is promoting a
Office Tasks and Reporting
Lists standard office management duties and who is responsible. Covers Payroll
and HR, Accounts Receivable and Payable, General Ledger, Job Costing, Tax
Reporting, Business Development, Operations, Misc., Safety and Environment.
Over 100 Necessary Policies and Procedures for Management
Includes our Policies and Procedures module and framework
Management Internal Controls included
Helps you comply with government audits, SOX, and certifications
Over 200 pages