Organisational Management Policy and Procedures Templates

The policy and procedure documents held in this section of the Policy and Procedure Library relate to organisational management during service delivery.

Templates - Organisational Management

The following Policy and Procedure Templates are available for NGO Mental Health and Addiction Providers and other organisations to download and modify to suit their own service requirements. 

General Organisational Management

• Adverse Events
• Business Continuity
• Conflicts of Interest
• Delegation of Duties
• Family Whanau Participation
• Family Advisor Contract
• Governance Manual
• Healthy Food and Beverages
• Organisational Risk Management
• Pandemic Planning
• Protected Disclosure
• Reporting Requirements
• Service User Information Management
• Service User Participation
• Service Agreements Overview
• Supporting Parents Healthy Children

Financial Management

• Asset Management
• Cash and Cheque Management
• Credit Card Use
• Koha Donations
• Sensitive Expenditure
• Theft and Fraud
• Travel Management

Human Resources Management

• Advertising and Selection
• Conflicts of Interest
• Diverse Workforce
• Employment Relationships
• Employment Rights
• Identification of Vacancy
• Job Interview and Selection
• Orientation and Induction
• Performance Appraisal Review
• Post Job Interview Processes
• Professional Boundaries
• Staff Levels and Skill Mix
• Supervision
• Theft and Fraud
• Workforce Development and Training

Quality and Risk Management

• Document Management
• Quality and Safety Improvement Framework and Plan

Additional Resources - Organisational Management

The following resources are related to the Organisational Management Policy and Procedure Templates:

• Adverse Event Complaint Incident Record
• Application to Change or Develop a Document
• Barriers to Development Progress
• Board Members Self Assessment
• Community Checklist
• Consent to Share Information
• Contractor Permit
• Declaration of Conflict of Interest
• From Knowledge to Action
• Guidelines - Professional Boundaries - Nursing Council
• Hazard Identification Record
• Health and Safety Checklist for New Employees
• Individual Employee Development Plan
• Individual Employee Performance Review
• Individual Supervision Record
• Job Application and Job Interview Check
• Job Application Form
• Job Not Offered Letter
• Job Offered Letter
• Plan for Caring for Children
• Quality Plan
• Reference Check
• Residential Inpatient Checklist
• Risk Analysis for Health Emergency
• Root Cause Analysis
• Health and Disability Services Section 31(5) Reporting Guidelines
• Self Assessment Health Emergency Plan
• Serious Incident Report
• Service Improvement Corrective Action Log
• Service Improvement Request
• Service User Advisor Agreement
• SPHC Checklist Organisational
• Supervision Contract
• Supporting Parents Healthy Children
• Work Safe Accident Investigation

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About Organisational Management

Organisational management during service delivery is listed within the New Zealand Standards (8134.1.22008) Health and Disability Service (Core) Standards. The intended outcome of the Standards within this section are that service users receive services that comply with legislation and that service users are managed in a safe, efficient and effective manner.

Please note: While every effort is made to keep the policy and procedure templates and related information on this website up to date, organisations themselves must ensure all policies and procedures implemented within their respective organisation comply with all legislative and contract requirements.