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Home : Chapter Information : Tools & Resources : Policies and Procedures

Policies & Procedures

Each chapter is strongly encouraged to create its own policy and procedure manual from which you can develop standard operating procedures that will direct chapter operations, streamline processes and serve as an aid that will help new officers become familiar with the workings of the chapter.

Purpose

  • Policy & Procedure Manual 
    a resource for chapter leaders to maintain consistent practices

    • maintains history of standard operating procedures from one biennium to the next

    • includes timeline for managing activities and responsibilities of chapter leadership

  • Policy
    a clear statement interpreting a chapter bylaw and how that bylaw will be upheld

  • Procedure 
    detailed description of the process(es) used to support the policy

 

Suggested Content

  • STTI mission/vision
  • Chapter history
  • Chapter organizational chart
  • Board & committee directory
  • Chapter bylaws
  • Chapter strategic plan
  • Calendar of chapter events
  • List of officer position and descriptions of related position
  • Election timeline & procedures
  • Procedures for appointing chapter leaders, committee members and chairs not required by chapter bylaws
  • Procedures for meetings
    • Attendance policy
    • Communication channels
    • Agenda & minutes distribution
  • Financial policies and procedures
    • Budget
    • Expense voucher
    • Approval of funds
    • Signatories
  • Membership Eligibility
    • Bylaws interpretation
    • Use of exception clauses
  • Induction Planning
  • Chapter communication plan
  • Leadership succession plan

 Additional Resources

 

 

 
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