Contents of the Community Resource Kit

Contents

Getting Started

Planning

Organisational Structures

Governance

Policies

Meetings

Financial Management

Record Keeping

Raising Funds

Employment

Communications

 

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Getting Started

 

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Planning

 

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Organisational Structures

 

 

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 Governance

  • Introduction to Governance
    • Introduction
    • Governance resources
    • Words used
  • Governance and management
    • Effective governance
    • Difference between governance and management
    • Governing body/management relations
    • Extra dimensions to governing Māori organisations
  • Roles and functions of a governing group
    • Core roles
    • Core functions
    • Setting strategic direction and strategies
    • Stakeholder relations
    • Recruiting and evaluating the chief executive
    • Being accountable to stakeholders
    • Risk management
    • Policy development
  • Governing body officers
    • Who are they?
    • Powers, duties and liabilities
    • General powers and duties
    • General liabilities
    • Specific duties of a chairperson
    • Specific duties of a treasurer
    • Specific duties of a secretary
  • Managing governing body meetings
    • Focusing on important strategic matters
    • Agendas
    • Special agenda items
    • Information provided by the chief executive
    • Minutes
  • Governing body processes
    • Recruitment
    • Size
    • Process for appointment
    • Retention
      • Retention checklist
    • Induction
      • Induction checklist
    • Succession planning
      • Succession planning checklist
    • Self-evaluation
      • Self-evaluation checklist

 

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Policies

 

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Meetings

  • Introduction to meetings
    • Types of meetings
    • Formal meetings
    • Less formal meetings
    • Checklists for well-run meetings
      • Before the meeting checklist
      • During the meeting checklist
      • After the meeting checklist
  • Formal meetings
    • Annual general meeting (AGM)
    • Agendas
    • Procedures
  • Decision rules
    • Difficulties in decision-making
    • Why do difficulties arise?
    • Managing conflict in a group
    • Hui Māori
    • Example of a hui held on a marae
    • Flexibility of Hui Māori

 

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Financial Management

  • Introduction to Financial Management
    • Policies and procedures
    • What's in this section?
    • Key financial terms
    • Uses of financial information
    • Acknowledgements
  • Financial planning
    • Financial plan
      • Budget
      • Cash flow forecast
  • Financial record keeping
    • Treasurer's roles and responsibilities
      • Checklist of treasurer's overall duties
      • Checklist for making payments
    • Financial records
      • Receipt book
      • Filing income invoices and paid accounts
      • Petty cash book
      • Petty cash checklist
      • Sample petty cash book
  • Computerised accounting systems
      • Checklist for a computerised accounting system
    • Chart of accounts
      • Sample chart of accounts
    • Opening balances
    • Names file
    • Processing transactions
    • GST processing
      • Sample GST invoice
    • Bank reconciliation
      • Sample monthly bank reconciliation
    • Cash book accounting system
      • Cash book checklist
      • Sample cash book
  • Financial reporting
    • Monthly reporting
      • Financial reports
      • Sample monthly financial report
      • Other reports
    • Keeping track of grants
      • Sample grants register
      • Sample schedule of expenditure against grants
    • Year-end financial statements
      • The year-end process
      • Year-end checklist
      • Annual financial accounts
      • Auditing
  • Annual returns and financial statements
    • Registered with Charities Services
    • Not registered with Charities Services
      • Incorporated societies
      • Charitable trusts
  • Tax matters
    • Checklist of tax responsibilities
    • Getting an IRD number
    • Income tax obligations
    • Exemptions from income tax
    • Resident withholding tax (RWT)
    • Employment-related tax obligations
      • Registering as an employer
      • Deductions
      • PAYE
      • Student loan and child support deductions
      • Fringe benefit tax (FBT)
      • KiwiSaver
      • Payroll Giving
    • Goods and services tax (GST)
      • Taxable activities
      • Who must register?
      • Registering for GST
      • GST obligations
      • Checklist of GST obligations
      • Completing your GST return
    • Accident Compensation Corporation (ACC)
      • ACC employers levy
      • ACC earners levy

 

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Record Keeping

  • Introduction to Record Keeping
  • Organising your records
    • What is a record?
    • Start at the start
    • Classifications of records
    • Records to keep
      • Checklist of records to keep
    • Records you must keep by law
    • Historical records/archives
    • Keeping records on computer
  • Organising your filing system
    • Good filing systems
    • Filing equipment
    • Filing location
    • Checklist for establishing a filing system
    • Checklist for maintaining your systems
  • Keeping information safe and private
    • Information safety
    • Avoiding slow destruction
    • Protecting against disaster
      • Disaster protection checklist
    • Information privacy
    • Privacy Act 1993
      • Information privacy checklist

 

 

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Raising Funds

  • Introduction to Raising Funds
  • Fundraising plan
    • 1. First Steps
    • 2. Once you've decided to raise funds
    • 3. Now you're ready to ask for the money
  • Funding options
    • Local fundraising activities
    • Raising money through membership
    • Donations
    • Business sponsorships
    • Professional fundraising consultants
  • Online fundraising
    • Starting out
    • Fundraising ideas
  • Applying for funds
    • Funding application checklist
    • Application contents checklist
    • Funding timeline
    • Public funding information
    • Other things to remember

 

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Employment

 

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Communications

  • Introduction to Communications
    • Communication resources in the Community Resource Kit
    • Communication tools
  • Communications planning
    • Communication planning process
    • Your communications plan
    • Communications plan template
  • Communicating via the media
    • Good relationships with the media
    • What's newsworthy?
      • Checklist for approaching the media
    • When the media comes to you
      • Media kits
      • Media kits for events
      • Photographs
    • Media releases
      • Notice of event
      • How to write a media release
      • Media release checklist
      • Sample media release
      • Distribution
    • Doing media interviews
      • General media interview checklist
      • TV and radio interview checklist
    • Corrections and complaints procedures
  • Communicating with central government
      • Government policy development
      • Lobbying
      • Making a submission to a select committee
      • Parliamentary inquiries
      • Working parties / advisory groups
      • Petitions to parliament
      • Official information requests
      • Writing to politicians
  • Communicating with local government
    • Local government relationships
    • Ways of having your say
    • Monitoring of local government performance

 

 

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