FCH Internal Operations Manual

Fuller Center for Housing Home Office Operations Manual

"A system doesn’t exist unless it is written down." – Michael Gerber

Program/Department  Description Date Author Download Document
        
Introduction to the Operations Manual The Why, What and How of Building an Operations Manual  03/24/2011 Kirk Lyman-Barner  The Why, What and How of Building an OP Manual
         
  The Fuller Center Peer Review System for creating documents and publically seen communications   David Snell  
         
  Just for fun- Fuller Center System Example: Making Coffee 03/15/2011 Kirk Lyman-Barner Making Coffee Action Plan
         
  Template for new manual pages 03/05/2011 Kirk Lyman-Barner Manual Template
         
Accounting and Finance Accounting and Segregation of Duties      
         
  Reimbursement Policy and Authorization      
         
  Credit Card Use      
         
  Requests and Approval of Accounts Payable      
         
  Purchasing Authority      
         
  Travel      
         
  Annual Reports      
         
  Taxes      
         
Autos, Buildings and Property Management End of the Day Office Security Alarm Protocol 03/24/2011  Cathy Smith End of the Day and Security Alarm Protocol 
         
  Office Recycling Procedures 3/15/2011 Kirk Lyman-Barner Recycling procedures March 2011
         
  Maintenance Contacts   Cathy Smith Maintenance Contacts 
         
Compliance Proccedures Compensation Policy   Board of Directors Compensation Policy
         
  Conflict of Interest Policy   Board of Directors Conflict of Interest Policy
         
  Documents Retention and Distruction Policy   Board of Directors Document Retention and Distruction Policy
         
  Public Disclosure of Information Policy   Board of Directors Public Disclosure of Information Policy
         
  Employee Whistleblower Protection Policy   Board of Dirctors Whistleblower Protection Policy
         
Communications and Marketing The office of the President   Sharon Tarver  
         
  Procedures for welcoming visitors to the office 03/31/2011 Sharon Tarver Welcoming Visitors to the Office
         
  Google Calendar Systems   Sharon Tarver  
         
  Fuller Center Email Accounts   Leah Gernetzke Creating new Gmail accounts
          
  Updating staff page   Faith Fuller Adding a new staff member to the website 
          
  Receptionist   Cathy Smith  
         
  Communicating the "Why" 03/05/2010 Ted Talk Link Simon Sinek: How great leaders inspire action
         
The Fuller Center Style Guidelines Logo Font and Color Guidelines   Faith Fuller Logo Guidelines
         
Social Media Networking Using Facebook (Facebook Causes, Facebook Widgets), Twitter, Linkedin, YouTube, etc.   Leah Gernetzke  
         
  Signing up for Google Alerts   Leah Gernetzke Signing up for Google Alerts
         
  Embedding linked social media buttons in gmail signature   Leah Gernetzke Gmail signature instructions
         
Web Page Creation and Layout  Search Engine Optimization and creating meta tags/kewords/descriptions   Leah Gernetzke  
         
  Creating photo captions   Leah Gernetzke  
         
  Building tables   Leah Gernetzke  
         
  Posting Videos   Leah Gernetzke  
         
  Creating links to documents and web pages   Leah Gernetzke  
         
  Creating and uploading blogs   Leah Gernetzke  
         
  Resolving drop-down menu issues   Leah Gernetzke Drop-down menu issues
         
Creating content for the Web Video and slideshow editing: Using Final Cut Express, iMovie and Animoto   Leah Gernetzke  
         
  Photo editing   Leah Gernetzke  
         
  Writing news stories for the web   Leah Gernetzke  
         
  Crafting press releases and press release templates   Leah Gernetzke  
         
Working in Constant Contact E-News Creation and Layout   Leah Gernetzke  
         
  Creating Subject Lines   Leah Gernetzke  
         
  Coordinating blasts with Communications Master Calendar   Faith Fuller  
         
Managing the Millard Fuller Section on the FCH website     Linda Fuller  
         
Newsletters     Sheilla Snell  
         
Photo Library (Photopartner.Smugmug) Photo Sharing and the Photopartner Library 03/28/11 Linda Fuller Photo Sharing and the Photopartner Library 
         
Files and Archives     Linda Fuller  
         
Development Fundraising Philosophy   David Snell  
         
  CiviCRM Manual 03/02/2011 CiviCRM Nonprofit CiviCRM Manual v Jan 2011
         
  Managing Donor/Volunteer Relationships in Civi CRM 03/02/2011  Kirk Lyman-Barner  CRM contact management instructions for staff 
         
  General Fundraising   David Snell  
         
  Gift Acceptance Policy   Board of Directors Gift Acceptance Policy
         
  Direct Mail   David Snell  
         
  Major Donor Solicitations   David Snell  
         
  Grants and Foundations   Kirk Lyman-Barner  
         
  Small Business Development   Beverly Black  
         
  Regional and Large Business Development   Beverly Black  
         
  Merchandise Sales   Cathy Smith  
         
Information Techology Security and access to information systems   Erica Faircloth  
         
  Backing Up our Data 04/02/2011 Erica Faircloth Backing Up Data
         

 Using FaxScan Service 03/03/2011 Kirk Lyman-Barner FaxScan service instructions
         
  Telephone and Intercom Proceedures   Stacey Goolsby  
         
  RCA Phone System Manual   RCA
RCA Telephone Manual
         
         
Insurance and Risk Management        
         
Personnel Letter from the President and Mission Statement   David Snell Letter from the President
         
  Personnel Policy Manual  03/2010 FCH Board of Directors Personnel Policy Manual updated 3.10

         
  Vacation Sick Bereavement Leave Request Form 09/16/2006 Cathy Smith Vacation Sick Bereavement Leave Request
         
  Travel Approval Form 09/16/2006 Cathy Smith Travel Approval Form
         
  Travel Reimbursement Form 09/16/2006 Cathy Smith Travel Reimbursement Form
         
  Check Request form 09/16/2006 Cathy Smith Check Request Form
         
  Volunteer Stipend Dispursement Policy 03/15/2011 Kathyie Doyle and Cathy Smith Volunteer Stipend Dispursement Policy
         
  Employee Development and Position Cross Training   David Snell  
         
Postage and Shipping Procedures for handling US Mail   Sharon Tarver  
         
  Procedures for handling Fed Ex Packages   Sharon Tarver  
         
Programs International        
         
International Covenant Partner Development     Ryan Iafigliola  
         
Programs – US/Canada        
         
US/Canda Covenant Partner Development     Kirk Lyman-Barner  
         
  Covenant Partner Getting Started Flow Chart   Kirk Lyman-Barner CP Getting Started Flow Chart
         
Programs -Registrar     Stacey Goolsby  
         
Programs – Faith Builders        
         
  Servant to the Church Campaign System Instructions 03/01/2010 Kirk Lyman-Barner Servant to the Church Campaign
         
Programs – Disaster Rebuilders     David Snell  
         
Programs – Global Builders Global Builders Operations Manual   Ryan Iafigliola  
         
Programs – Student Builders Student Builders Operations Manual   Allen Slabaugh  
         
Programs – RV Builders RV Builders Operations Manual   Stacey Goolsby  
         
Programs – Special Events        
         
Millard Fuller Legacy Build      Glen Barton  
         
Earth Day Builds     Kirk Lyman-Barner  
         
Programs – Special Projects        
         
Bike Adventure Trip Leader Operations Manual   Allen Slabaugh  

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