A policy that specifics how important documents should be retained, protected and eligible for destruction. The policy also ensures that documents are provided to authorities during legal investigations and lawsuits.
A description of the lead partner role, as well as the position’s responsibilities and project management meetings.
A list of topics and learning objectives that would be helpful in building capabilities and skills of lead partners and their teams with investee work.
A tool used to chart the skills and knowledge, contacts, and demographic characteristics of each board member.
A document that outlines the Board of Directors responsibilities, expectations as a Board member, and priorities for recruiting new Board members.
A self-evaluation tool for Board of Directors to assess their experience and performance in five areas: (1) board composition, (2) primary Board responsibilities, (3) individual director expectations, (4) information/process, and […]
A summary of the Board and organizational committee structures for SVP Portland, including the purpose and meeting frequency for each committee.
A document that outlines the conflict of interest policy for Board of Directors. Directors must complete the questionnaire and sign the document on an annual basis.