Writing or updating an organization’s fiscal policies and procedures is usually not on the top of most people’s list of favorite things to do. Luckily, CompassPoint has developed a well-organized, time-saving template and accompanying guide to make it a bit easier. No “one size fits all” manual exists that will work for all organizations, but our template and guide offer a recommended structure and questions to consider so you can decide what is best for your organization.
We believe that the most important part of developing policies and procedures is that they are discussed, agreed upon, and regularly reviewed by both the decision makers in an organization and by those who will be implementing them on a day-to-day basis.