Management Policies and Procedures:

Includes the Copedia Management Policies and Procedures that you need to demonstrate compliance:

Administration
Board Governance
Business Development
IT Information Technology
Legal and Compliance
Purchasing and Receiving
Planning
Records Management
Risk Management

Templates:

The nine manuals listed above form your Management Policies and Procedures Manual.

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.

Administrative Procedures

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.

Purchasing

Quick and to the point, covers Purchase Orders and the purchase of Materials and Rentals.

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 time.

Delegated Authority

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.

Records Management

Policies, procedures, and schedules help you keep it organized.

Risk Management

The risk management policy and procedures templates help you put Business Risk in perspective and identify mitigation measures.

Risk Memos

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.

Travel

Policy and travel itinerary form, use it with the employee expense reimbursement procedure.

Purchasing Materials and Renting Equipment

A template describing your policies regarding expenditures. Very similar to our purchasing policy.

Paperwork

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 billings.

Safety

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.

Mechanics Liens

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 professional image.

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

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