Review Policies
STEP SEVEN: Policy Checklists
LBS agencies are required to have policies. In some cases these policies are mandated by law and in other cases these policies provide operational direction to the staff of the organization. This module provides lists of policies that would typically be found in a literacy agency.These lists are not comprehensive but include a significant number of common policies. Keep in mind that your agency could require other policies, but these checklists are a good starting point to make sure your agency has developed and implemented policies.
The following are lists of potential policies that you may consider implementing in your organization. Review these lists to identify any gaps and draft any missing policies that are needed for your agency. In many cases, these policies will require Board approval. Update your policy manual and ensure that the location is noted in the Succession Planning Binder.
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Personnel Policies:
- Abusive Behaviour
- Adoption Leave
- Anniversary Increases/Salary Advancement
- Bereavement Leave
- Classification of Employees
- Code of Conduct
- Compensation Time
- Confidentiality
- Court Leave
- Criminal Records Check
- Disciplinary Action
- Dress Code
- Education Leave
- Evaluation
- Garnishees
- Gifts of Acceptance
- Grievances
- Hiring Policy
- Hours of Work
- Illness
- Lay-Off and Recall
- Leaves
- Maternity Leave
- Outside Employment
- Paid Holidays
- Pandemic Policy
- Paternity Leave
- Personal Appearance
- Personal Leaves of Absence
- Probationary Period
- Recruitment/Job Posting
- Relationships with Clients
- Reporting Absence
- Salary Determination and Administration
- Seniority
- Separation Pay
- Sick Leave
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- Staff Complaints
- Staff Orientation
- Staff Supervision
- Staff Training and Ongoing Professional Development
- Subpoena to Serve Jury Duty
- Termination of Employment
- Transfers
- Use of Consultants
- Vacation Pay on Termination
- Vacations
- Violence and Harassment
Financial Policies:
- Banking and Investment Details
- Budget
- Cheque Requests
- Donations/Bequests
- Financial Reporting to the Board
- Fundraising
- General Program Accounting Policy/Audit
- Mileage
- Petty Cash
- Photocopying
- Purchase Orders
- Travel and Expense Policy
- Wage/Salary
Operational Policies:
- Accessibility
- Complaints
- Data Management and Data Loss Prevention
- Information Management System
- Policy Update
- Succession Plan
- Volunteer Management
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Does your agency have a policy manual? Does your constitution or bylaws require your agency to update your policies on a regular basis?
If you require some help developing your policies, you could refer to the following resources:
Literacy Link South Central’s A Collection of Policy and Procedure Templates for Adult Literacy Service Providers at:
www.nald.ca/library/learning/template/cover.htm
Community Literacy of Ontario’s A Guide for the Development of Policies and Procedures Volume 1 at:
www.nald.ca/clo/policies/guide1/devpol-1.pdf
Community Literacy of Ontario’s A Guide for the Development of Policies and Procedures Volume 2 at:
www.nald.ca/litweb/province/on/CLO/policies/guide2/cover.htm
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