Time: 1 pm eastern
Run Time: 90 minutes including Q & A session
Leader: Brad Lebowsky, MBA, Nonprofit Consultant
Credits: Awarded 1.5 credit hours by HRCI and 1.5 PDCs by SHRM
Price: Webinar $295; Webinar + Download $349 (Share the download with your colleagues)
Audience: Executive directors, CEOs, senior executive staff, board members, finance, payroll, human resources, in-house counsel
Your 3 handbooks‒employee, volunteer, and directors‒are essential nonprofit management tools. Each includes the policies and procedures which detail how to manage your organization’s vital human resources, fulfill legal requirements, and manage your risks legally and efficiently. The three manuals together represent a blueprint for managing “all” of your organization’s human resources. Each of the manuals is intended to: clearly communicate management’s expectations, serve as an easy-to-use reference, include relevant policies and procedures, and provide legal documentation should your organization be challenged by a disgruntled employee, volunteer, or director.
The nonprofit that does not have separate handbooks for employees, volunteers, and directors, or incomplete or poorly written handbooks is needlessly exposing itself to possible legal risks and missing a vital opportunity to improve the management of the organization by providing clear instructions about expectations. Each of the manuals should include relevant policies and procedures, and experience shows, when these policies and procedures are in writing and are agreed to in writing, they are followed more closely. In addition, strength-based management shows that when people understand what is expected of them, they will outperform expectations and stay with your organization longer.
Nonprofits normally update their manuals at the beginning of the year with additional periodic reviews and updates throughout the year. It’s already clear your 2022 manuals will require a significant amount of updating. The pandemic has forced nonprofits to rethink how they manage their volunteers and employees, continuing labor related initiatives by the Biden Administration, possible modifications to the Johnson Amendment, and new state level legislation are all possible. Changing expectations of director’s responsibilities as traditional sources of donations and grants decline loom large and many other changes as well will all need to be reflected in your employee, volunteer, and directors 2022 handbooks.
Please join Brad Lebowsky, MBA and nonprofit consultant, as he guides you through your 2022 handbooks review. Keeping your handbooks up to date is the best way you must protect your organization from possible liability and to make sure you communicate management’s expectations to all of your human resources‒employees, volunteers, and directors.
During this important program Mr. Lebowsky will be discussing:
- Key topics to include in your employee handbook review:
- How management should use the handbook to improve employee efficiency, productivity, and loyalty
- How to organize your employee handbook and the purpose of each section
- Important changes to current policies and procedures and necessary new policies and procedures to add due to new or revoked Executive Orders and new federal employment laws and regulations.
- Policy and procedure changes required by new state level legislation
- Health related policy and procedure updates needed to address COVID vaccination issues
- Employment policies which should be included in your handbook and the types of policies which should not be included
- How to customize a standard employee handbook
- Understanding how the employee handbook reduces an organization’s risk and potential liability
- How following the employee handbook can increase engagement and productivity
- Training supervisors and managers on employee handbook policies and procedures
- Distributing the handbook to employees
- A sampling of the areas to cover while conducting your volunteer handbook review:
- How management can use the handbook to improve volunteer efficiency, productivity and loyalty.
- Procedures that clearly explain how volunteers will be managed and the responsibilities of volunteers including acceptable interactions with employees and clients.
- Volunteer policies to include in the handbook and policies not to include
- Health related policies and procedures related to COVID vaccinations
- Clearly explaining your procedures for keeping a volunteer from functioning as an employee to avoid increasing the potential liability of the organization for the actions of their volunteers
- Clearly delineating who is responsible for the supervision of your volunteers
- How to use a volunteer manual to manage and engage your volunteers. Using S.M.A.R.T. Goals
- Volunteer training procedures and job assignments
- The importance and role of volunteers in achieving your mission
- How a volunteer manual will help you to retain current volunteers and recruit new volunteers
- Providing supervisors and managers with the necessary training to implement your volunteer manual and making copies of the manual available to your volunteers
- A sampling of the areas to cover while conducting your board of directors’ handbook review:
- How management can use the handbook to improve director efficiency, productivity, and loyalty
- Changes in federal and state employment regulations affecting the organization
- Possible legal and regulatory changes potentially impacting your organization’s 501(c)(3) status.
- Potential changes in enforcement of the Johnson Amendment by the Biden Administration and the likely impact on your organization
- Pending or anticipated legal actions against the organization including the organization’s potential liability and possible liability of individual board members.
- Necessary insurance coverages
- Management of the board. Interaction of the board with the executive director and other senior staff.
- Fiduciary responsibilities of board members
- Committee assignments, board and committee meetings schedule, board, and committee meeting minutes, etc.
- Executive director succession planning and selection criteria for new board members
- Board responsibilities relating to organization oversight and fundraising. Liaison with the community. Budget review and approval. Salary approval, etc.,
- How to use the board of directors’ handbook to improve board engagement
- Providing the board with the necessary training to carry out their responsibilities
- Clearly communicating management expectations to board members
- How to review and validate each of your handbooks
- Avoiding drafting errors when writing and updating your policies
- Why it is important to have a legal review of each of the handbooks
- Scheduling future handbook reviews and updates
- Legal considerations in drafting the policies and procedures which are included in each of your handbooks including common drafting pitfalls
Brad Lebowsky earned his MBA with an emphasis on nonprofit management specializing in finance and budgeting. He has more than 25 years of nonprofit management experience and is a sought-after speaker, author, and nonprofit consultant. His areas of expertise include budgeting, finance, grant writing, strategic planning, board training, retention of donors, employees, volunteers, and professional development.
Brad has worked with dozens of nonprofit organizations helping them to improve their performance and better fulfill their missions. In the current period of economic uncertainty Brad has a demonstrated track record of assisting his clients to improve their operations and to identify and take advantage of new opportunities as they arise.
Brad can be reached at Brad@4NEA.com. As a speaker, author, consultant, or podcast host of the NEA Podcast on iTunes and wherever you find your podcasts, his overriding goals are to grow people, communities, and resources for nonprofit organizations across the country.