MSO templates, tools and info sheets
BOARDS AND MANAGEMENT COMMITTEES
CLIENT SERVICES
Board or management committee: Agreement to act –
Chairperson
Board or management committee: Agreement to act –
Secretary
Board or management committee: Agreement to act –
Treasurer
Board or management committee: Agreements to act members
Board or management committee: Chairperson position
description
Board or management committee: Governance policy
documents
Board or management committee: Governance practice
review
Board or management committee: Meeting template
Board or management committee: Members position
descriptions
Board or management committee: Operational practice
review
Board or management committee: Orientation kit
Board or management committee: Performance assessment
Board or management committee: Recruitment strategy
Board or management committee: Restructuring
Board or management committee: Review of skills and
experience
Board or management committee: Role analysis
Board or management committee: Secretary position
description
Board or management committee: Skill development plan
Board or management committee: Skills audit
Board or management committee: Succession policy
Board or management committee: Training session Governance responsibilities
Board or management committee: Treasurer position
description
Delegation chart
Meeting procedures
Policy template: Annual general meetings
Policy template: Board meetings
Policy template: Board performance appraisal
Policy template: Board role and responsibilities
Policy template: Board structure and appointment
Policy template: Code of ethics and conduct
Policy template: Committees, sub committees and advisory
bodies
Policy template: Duties of board members
Policy template: Orientation for new board members
Policy template: Training and development for board
members
Roles analysis: Board or management committee and staff
Stakeholder involvement: Analysis
Sub-committee or advisory body: Terms of reference
Agency survey
Client involvement
Client service planning processes: review
Client service planning: Information sheet and informed
consent
Client survey
Client: Feedback planner
Complaints management
Policy template: Access to services
Policy template: Client feedback
Policy template: Client records
Policy template: Intake and referral
Policy template: Managing complaints
Policy template: Service information
Policy template: Service scope and planning
Quality monitor
Services and activities review
© Management Support Online NGO Services
COLLABORATION, PARTNERSHIPS AND
MERGERS
Amalgamations and mergers checklist
Amalgamations and mergers workbook
Auspice framework
Collaborative ventures: Assessing and selecting partners
Collaborative ventures: Assessing the partnership
agreement
Collaborative ventures: Costs and benefits
Collaborative ventures: Memorandum of understanding
Collaborative ventures: Risk assessment
Due diligence checklist
Merger: Memorandum of understanding
FINANCIAL MANAGEMENT
Budget monitor
Budget: Template and example
Cash flow chart
Financial management plan: Annual
Financial management systems checklist
Financial management: Report templates and examples
Infrastructure and resources planner
Policy template: Annual audit
Policy template: Asset management
Policy template: Budget management and monitoring
Policy template: Financial management
Policy template: Procurement
Policy template: Project budgets and acquittals
Resource analysis
Management Support Online NGO Services  Bradfield Nyland Group Consultancy Practice  projects of Breaking New Ground Pty Ltd
ABN: 86 089 506847
MSO templates, tools and info sheets
GOVERNANCE
Accountability framework
Board or management committee: Agreement to act –
Chairperson
Board or management committee: Agreement to act –
Secretary
Board or management committee: Agreement to act –
Treasurer
Board or management committee: Agreements to act members
Board or management committee: Chairperson position
description
Board or management committee: Governance policy
documents
Board or management committee: Governance practice
review
Board or management committee: Meeting template
Board or management committee: Members position
descriptions
Board or management committee: Operational practice
review
Board or management committee: Orientation kit
Board or management committee: Performance assessment
Board or management committee: Recruitment strategy
Board or management committee: Restructuring
Board or management committee: Review of skills and
experience
Board or management committee: Role analysis
Board or management committee: Secretary position
description
Board or management committee: Skill development plan
Board or management committee: Skills audit
Board or management committee: Succession policy
Board or management committee: Training session Governance responsibilities
Board or management committee: Treasurer position
description
Code of ethics and conduct agreement
Constitutional check
Delegation chart
Ethical organisation
Meeting procedures
Organisational performance framework
Policy template: Annual general meetings
Policy template: Annual report
Policy template: Board meetings
Policy template: Board performance appraisal
Policy template: Board role and responsibilities
Policy template: Board structure and appointment
Policy template: Code of ethics and conduct
Policy template: Committees, sub committees and advisory
bodies
Policy template: Conflict of interest
Policy template: Delegations of authority
Policy template: Duties of board members
Policy template: Incorporation compliance requirements
Policy template: Leadership, continuity and accountability
Policy template: Membership
© Management Support Online NGO Services
Policy template: Organisational structure
Policy template: Orientation for new board members
Policy template: Purpose and values
Policy template: Training and development for board
members
Purpose statement: Review
Reporting formats and summary sheet
Reports: Example
Roles analysis: Board or management committee and staff
Stakeholder involvement: Analysis
Sub-committee or advisory body: Terms of reference
HUMAN RESOURCE MANAGEMENT
Code of ethics and conduct agreement
Consultancy contract: Sample for use
Personnel record audit
Policy template: Alcohol, drugs and smoking in the
workplace
Policy template: Critical incidents
Policy template: Disciplinary procedures
Policy template: EEO, equity and diversity
Policy template: Flexible and supportive work practices
Policy template: Grievance, complaints and disputes
Policy template: Harassment and bullying
Policy template: Performance management and review
Policy template: Recruitment, selection and appointment of
staff
Policy template: Staff development and training
Policy template: Staff induction
Policy template: Staff meetings
Policy template: Staff position descriptions
Policy template: Summary of employment conditions
Policy template: Work related travel and expenses
Policy template: Workforce development and planning
Policy template: Workplace health and safety
Skills audit
Staff development planner
Staff development register
Staff performance agreement
Staff performance management record
Staff recruitment: Interview assessment form
Staff recruitment: Interview summary form
Staff recruitment: Reference check
Staff survey
Staff time sheet
Staff: Confidentiality agreement
Staff: Contract of employment
Staff: Exit interviews
Staff: Management policy audit
Staff: Offer of employment
Staff: Orientation kit
Staff: Performance management planner
Staff: Position description template
Staff: Recruitment kit
Staff: Succession plan
Work practices: Individual assessment
Workplace health and safety planner
Workplace health and safety: Checklist
Management Support Online NGO Services  Bradfield Nyland Group Consultancy Practice  projects of Breaking New Ground Pty Ltd
ABN: 86 089 506847
MSO templates, tools and info sheets
INFORMATION MANAGEMENT AND
REPORTING
Accountability framework
Accountability: Planner
Data collection planner
Filing system review
Organisational performance framework
Policy and procedures checklist
Policy template: Access to confidential information
Policy template: Filing and records management
Policy template: Information technology
Policy template: Internal reporting
Policy template: Publications and newsletters
Policy template: Use of internet
Policy template: Website
Reporting formats and summary sheet
Reporting systems: Design
Reports: Example
Systems audit
LEGAL ISSUES
Constitutional check
Consultancy contract: Sample for use
Insurance checklist
Policy template: Intellectual property
Policy template: Managing contracts and funding
agreements
Policy template: Monitoring legal compliance
Policy template: Privacy
Risk management checklist
Workplace health and safety planner
Workplace health and safety: Checklist
MARKETING AND PROMOTION
Communications plan
Marketing plan: Documenting
Marketing plan: Sample
Marketing: Review
Media release template
Policy template: Media
Public profile
Public profile: Evaluation
Purpose statement: Review
Target audiences
PLANNING
Communications plan
Infrastructure and resources planner
Planner: Working better
Planning session template
Planning session: Facilitation guide
Planning: Context analysis
Planning: Direction setting and impact analysis
Planning: Documentation
Planning: Preparation
Policy template: Crisis response planning
Policy template: Developing new business
Policy template: Organisational structure
© Management Support Online NGO Services
Policy template: Organisational performance and evaluation
Policy template: Project planning and management
Policy template: Staff work planning
Policy template: Strategic or business planning
Resource analysis
Services and activities review
Strategic business plan: Outline template
POLICY TEMPLATES
Policy and procedures checklist
Policy template: Access to confidential information
Policy template: Access to services
Policy template: Alcohol, drugs and smoking in the
workplace
Policy template: Annual audit
Policy template: Annual general meetings
Policy template: Annual report
Policy template: Asset management
Policy template: Board meetings
Policy template: Board performance appraisal
Policy template: Board role and responsibilities
Policy template: Board structure and appointment
Policy template: Budget management and monitoring
Policy template: Client feedback
Policy template: Client records
Policy template: Code of ethics and conduct
Policy template: Committees, sub committees and advisory
bodies
Policy template: Confidentiality
Policy template: Conflict of interest
Policy template: Crisis response planning
Policy template: Critical incidents
Policy template: Delegations of authority
Policy template: Developing new business
Policy template: Disciplinary procedures
Policy template: Duties of board members
Policy template: EEO, equity and diversity
Policy template: Energy conservation
Policy template: Filing and records management
Policy template: Financial management
Policy template: Flexible and supportive work practices
Policy template: Grievance, complaints and disputes
Policy template: Harassment and bullying
Policy template: Incorporation compliance requirements
Policy template: Information technology
Policy template: Insurance management
Policy template: Intake and referral
Policy template: Intellectual property
Policy template: Internal audit procedures
Policy template: Internal reporting
Policy template: Leadership, continuity and accountability
Policy template: Managing complaints
Policy template: Managing contracts and funding
agreements
Policy template: Media
Policy template: Membership
Policy template: Monitoring legal compliance
Policy template: Office hours, reception and messaging
Policy template: Operational planning
Policy template: Organisational performance and evaluation
Management Support Online NGO Services  Bradfield Nyland Group Consultancy Practice  projects of Breaking New Ground Pty Ltd
ABN: 86 089 506847
MSO templates, tools and info sheets
Policy template: Orientation for new board members
Policy template: Performance management and review
Policy template: Policy development and approval
Policy template: Privacy
Policy template: Procurement
Policy template: Professional ethics and conduct
Policy template: Project budgets and acquittals
Policy template: Project planning and management
Policy template: Publications and newsletters
Policy template: Purpose and values
Policy template: Recruitment, selection and appointment of
staff
Policy template: Representing the organisation
Policy template: Risk management
Policy template: Rubbish and recycling
Policy template: Sample policy and procedure template
Policy template: Senior staff positions
Policy template: Service information
Policy template: Service scope and planning
Policy template: Sponsorship
Policy template: Staff development and training
Policy template: Staff induction
Policy template: Staff meetings
Policy template: Staff position descriptions
Policy template: Staff work planning
Policy template: Strategic or business planning
Policy template: Summary of employment conditions
Policy template: Training and development for board
members
Policy template: Use of internet
Policy template: Website
Policy template: Work related travel and expenses
Policy template: Workforce development and planning
Policy template: Workplace health and safety
Staff: Management policy audit
Sub-committee or advisory body: Terms of reference
© Management Support Online NGO Services
RISK MANAGEMENT
Collaborative ventures: Costs and benefits
Collaborative ventures: Risk assessment
Insurance checklist
Policy template: Insurance management
Policy template: Internal audit procedures
Policy template: Monitoring legal compliance
Policy template: Risk management
Risk management checklist
Management Support Online NGO Services  Bradfield Nyland Group Consultancy Practice  projects of Breaking New Ground Pty Ltd
ABN: 86 089 506847