Small-Staff Models & Samples
ADMINISTRATIVE TOOLS AND RESOURCES
ADMINISTRATIVE TOOLS AND RESOURCES: CRISIS MANAGEMENT PLANS
ADVERTISING CONTRACTS AND INSERTION ORDER FORMS
ADVOCACY AND GR TOOLS & RESOURCES
AGREEMENTS AND CONTRACTS
AGREEMENTS AND CONTRACTS: CONFIDENTIALITY AGREEMENTS & POLICIES
AGREEMENTS AND CONTRACTS: COPYRIGHT AGREEMENTS
AGREEMENTS AND CONTRACTS: HOTEL AGREEMENTS
AGREEMENTS AND CONTRACTS: SPEAKER AGREEMENTS
BOARD AND COMMITTEE MEETING TOOLS AND RESOURCES
BOARD AND COMMITTEE MEETING TOOLS AND RESOURCES: MEETING EVALUATION FORMS
BOARD AND COMMITTEE MEETING TOOLS AND RESOURCES: MEETING MINUTES
BOARD OF DIRECTORS RESOURCES: CODE OF CONDUCT
BOARD OF DIRECTORS RESOURCES: ORIENTATION AND REPORTING TOOLS
BOARD OF DIRECTORS RESOURCES: POLICIES
BOARD OF DIRECTORS RESOURCES: POSITION DESCRIPTIONS
BOARD OF DIRECTORS RESOURCES: CONFLICT OF INTEREST POLICIES
BOARD OF DIRECTORS RESOURCES: NOMINATIONS
BOARD OF DIRECTORS RESOURCES: POLICIES AND PROCEDURES
BOARD OF DIRECTORS RESOURCES: SELF-EVALUATIONS
BYLAWS
CEO RESOURCES: CEO AND EXECUTIVE EVALUATION FORMS
CEO RESOURCE: CEO COMPENSATION POLICIES
CEO RESOURCES: CONTRACTS
CERTIFICATES AND AWARDS
CERTIFICATION PROGRAMS TOOLS AND RESOURCES
CODE OF ETHICS
COMMITTEE AND COUNCIL TOOLS AND RESOURCES
COMMUNICATIONS AND PUBLIC RELATIONS TOOLS
COMMUNICATIONS AND PUBLIC RELATIONS TOOLS AND RESOURCES: PRESS RELEASES
CUSTOMER SERVICE TOOLS & RESOURCES
DIVERSITY TOOLS AND RESOURCES
EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES
EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES: EVALUATION FORMS
Small-Staff Organization Models & Samples
EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES: REGISTRATION FORMS
EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES: VIRTUAL SEMINARS
FACILITIES MANAGEMENT: OFFICE MOVE RESOURCES
FINANCE TOOLS AND RESOURCES
FINANCE TOOLS AND RESOURCES: BUDGETING RESOURCES
IT AND TECHNOLOGY RESOURCES
INTERNATIONAL RESOURCES: VISA LETTERS
LEADERSHIP DEVELOPMENT AND SUCCESSION PLANNING
LEGAL FORMS AND MODELS
MARKETING TOOLS AND RESOURCES
MARKETING TOOLS AND RECOURCES: ADVERTISEMENTS
MARKETING TOOLS AND RECOURCES: BRANDING AND LOGO POLICIES
MARKETING TOOLS AND RECOURCES: COLLATERIAL
MARKETING TOOLS AND RECOURCES: COMMUNICATIONS AND MARKETING PLANS
MARKETING TOOLS AND RECOURCES: POSITIONING BROCHURES
MEMBERSHIP RESOURCES: DUES & INVOICES
MEMBERSHIP RESOURCES: MENTORING PROGRAMS
MEMBERSHIP TOOLS & RESOURCES
MEMBERSHIP TOOLS & RESOURCES: APPLICATIONS
MEMBERSHIP TOOLS & RESOURCES: BENEFITS FLYERS
MEMBERSHIP TOOLS & RESOURCES: BROCHURES
MEMBERSHIP TOOLS & RESOURCES: EMAILS
MEMBERSHIP TOOLS & RESOURCES: LETTERS
MEMBERSHIP TOOLS & RESOURCES: LETTERS AND TEMPLATES FOR MEMBER USE
MEMBERSHIP TOOLS & RESOURCES: SURVEYS
NEWSLETTERS
NEWSLETTERS: CHAPTER
NEWSLETTERS: ELECTRONIC
NEWSLETTERS: QUARTERLY
PHILANTHROPIC AND NONPROFIT TOOLS AND RESOURCES
PHILANTHROPIC AND NONPROFIT TOOLS AND RESOURCES: BOARD AND VOLUNTEER
POLICIES
POLICIES:
POLICIES:
POLICIES:
POLICIES:
POLICIES:
ANTITRUST
COMPUTER AND INTERNET USAGE POLICIES
DOCUMENT AND RECORDS RETENTION
JOINT VENTURE
NEW FORM 990 COMPLIANT POLICIES
2
Small-Staff Organization Models & Samples
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 2c-BUSINESS PLANNING
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 2d-PROGRAM DESIGN
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 3a-PROGRAM DEVELOPMENT
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 3c-LEGAL, CONTRANCTS,
AGREEMENTS
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 3d-INTERNATIONAL PRACTICES
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 4a-MARKETING PLANS AND TACTICS
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 5a-EVALUATION PLAN AND
METHODOLIGIES
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 5b-EVALUATION ANALYSIS
REPORTING AND TRACKING
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 6-APPLICATIONS OF TECHNOLOGY
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 7d-STRATEGIC PARTNERSHIPS
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 8a-STAFFING
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 8b-DEPARTMEMT/PROGRAM ADMIN
PUBLICATION TOOLS AND RESOURCES
PUBLICATION TOOLS AND RESOURCES: JOURNAL AUTHOR GUIDELINES
PUBLICATION TOOLS AND RESOURCES: JOURNAL REVIEWING MATERIALS
REQUESTS FOR PROPOSALS
SOCIAL MEDIA TOOLS AND RESOURCES
STAFF MANAGEMENT: EMPLOYMENT AGREEMENTS
STAFF MANAGEMENT: TELECOMMUTING
STAFF MANAGEMENT: TRAVEL POLICIES
STRATEGIC PLANS
TRADESHOW AND EXHIBITS TOOLS AND RESOURCES
WEBSITE RELATED TOOLS AND RESOURCES
VOLUNTEER ENGAGEMENT TOOLS AND RESOURCES
3
Small-Staff Organization Models & Samples
ADMINISTRATIVE TOOLS AND RESOURCES
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
ASAE Records Retention Schedule (PDF)
Organization: ASAE
Document Retention and Destruction Policy (PDF)
Organization: Pillsbury Winthrop Shaw Pittman, LLP
Liability Disclaimers (PDF)
Organization: Venable LLP
Member as Vendor Policy (PDF)
Organization: Venable LLP
Record Retention Policy (PDF)
Organization: Venable LLP
Sexual Harassment Policy (PDF)
Organization: Venable LLP
Tate & Tryon CPAs and Consultants - Record Retention Schedule (PDF)
Organization: Tate & Tryon CPAs and Consultants
ADMINISTRATIVE TOOLS AND RESOURCES: CRISIS MANAGEMENT PLANS



Disaster Planning Checklist (PDF)
Organization: Capital One Bank
Emergency Executive Director Succession Plan (PDF)
Organization: Foster Care Alumni Association
NCIGF Disaster Recovery Plan (PDF)
Organization: National Conference of Insurance Guaranty Funds
ADVERTISING CONTRACTS AND INSERTION ORDER FORMS


Advertising Agreement (PDF)
Organization: Venable LLP
Advertising Insertion Form (PDF)
Organization: Venable LLP
ADVOCACY AND GR TOOLS & RESOURCES



Board and Committee Guidelines for Taking Positions on Regulator/Legislative Issues (PDF)
Lobbying Activities Time Log (PDF)
Organization: Venable LLP
Lobbying Tax Compliance Guide (PDF)
Organization: Venable LLP
AGREEMENTS AND CONTRACTS



AIHA Logo Usage Policy (PDF)
Organization: American Industrial Hygiene Association
Association-Related Foundation Affiliation Agreement (PDF)
Organization: Venable LLP
Confidentiality Agreement for the Sharing of Documents (PDF)
Organization: Venable LLP
4
Small-Staff Organization Models & Samples
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
Consulting Agreement (PDF)
Organization: Venable LLP
Corporate Sponsorship Agreement (PDF)
Organization: Venable LLP
Employee Severance Agreement (PDF)
Organization: Venable LLP
Independent Contractor Agreement (PDF)
Organization: Bonanno Law Office
Linking Agreement (PDF)
Organization: Venable LLP
Royalty Agreement for Association Endorsements (PDF)
Organization: Venable LLP
AGREEMENTS AND CONTRACTS: CONFIDENTIALITY AGREEMENTS & POLICIES



Certification Committee Copyright Confidentiality and Noncompetition Form (PDF)
Organization: Venable LLP
Committee Confidentiality Noncompetition and Copyright Assignment Form (PDF)
Organization: Venable LLP
Confidentiality Agreement (PDF)
Organization: Venable LLP
AGREEMENTS AND CONTRACTS: COPYRIGHT AGREEMENTS


Copyright License for Articles (PDF)
Organization: Venable LLP
SAF Website Copyright Policy (PDF)
Organization: Society of American Florists
AGREEMENTS AND CONTRACTS: HOTEL AGREEMENTS


ACR Annual Conference Site Consideration Criteria (PDF)
Organization: Association for Conflict Resolution
Hotel Contract Addendum (PDF)
Organization: Venable LLP
AGREEMENTS AND CONTRACTS: SPEAKER AGREEMENTS

Speaker or Content Leader Agreement (PDF)
Organization: Venable LLP
BOARD AND COMMITTEE MEETING TOOLS AND RESOURCES



NATA Board of Directors Meeting Agenda (PDF)
Organization: National Athletic Trainers Association
NATA Board of Directors Meeting Checklist (PDF)
Organization: National Athletic Trainers Association
NATA Committee Meeting Evaluation
Organization: National Association of Athletic Trainers
5
Small-Staff Organization Models & Samples

New York State Nurses Association Board Meeting Ground Rules (PDF)
Organization: New York State Nurses Association
BOARD AND COMMITTEE MEETING TOOLS AND RESOURCES: MEETING EVALUATION FORMS


ACC/ACCF Board of Trustees Meeting Evaluation Form
NATA Summary of Committee Meeting Evaluations
BOARD AND COMMITTEE MEETING TOOLS AND RESOURCES: MEETING MINUTES

Board of Directors Meeting Minutes (PDF)
BOARD OF DIRECTORS RESOURCES: CODE OF CONDUCT

Board of Directors Code of Conduct (PDF)
Organization: Venable LLP
BOARD OF DIRECTORS RESOURCES: ORIENTATION AND REPORTING TOOLS




Board Finance Presentation Template (PPT)
Organization: Independent Insurance Agents and Brokers of America
Board Member Guidebook (PDF)
Board Member Legal Duties Primer (PDF)
Organization: Venable LLP
Leadership Orientation Manual (PDF)
Organization: American Society of Ophthalmic Administrators
BOARD OF DIRECTORS RESOURCES: POLICIES



Antitrust Compliance Policy (PDF)
Organization: Venable LLP
Board Operational Policies (PDF)
Expense Reimbursement Policy (PDF)
Organization: National Athletic Trainers Association
BOARD OF DIRECTORS RESOURCES: POSITION DESCRIPTIONS


Board Member Agreement (PDF)
FFTA Board Member Position Description (PDF)
Organization: Foster Family-based Treatment Association
BOARD OF DIRECTORS RESOURCES: CONFLICT OF INTEREST POLICIES

Conflict of Interest Policy and Statement of Disclosure (PDF)
Organization: Venable LLP
BOARD OF DIRECTORS RESOURCES: NOMINATIONS


Board Appointment Form (PDF)
Organization: Whiteford, Taylor & Preston LLP
Board Recruitment Needs Analysis (PDF)
Organization: Whiteford, Taylor & Preston LL
6
Small-Staff Organization Models & Samples

Nomination Process for Board of Directors/Officers (PDF)
BOARD OF DIRECTORS RESOURCES: POLICIES AND PROCEDURES

Board Member Copyright Assignment (PDF)
Organization: Venable LLP
BOARD OF DIRECTORS RESOURCES: SELF-EVALUATIONS


Board Self-Evaluation of Effectiveness (PDF)
Individual Board Member Self-Evaluation (PDF)
BYLAWS

Sample Professional Association Bylaws (PDF)
CEO RESOURCES: CEO AND EXECUTIVE EVALUATION FORMS

Board Evaluation of the Chief Executive Officer (CEO) (PDF)
Organization: Whiteford, Taylor & Preston LLP
CEO RESOURCE: CEO COMPENSATION POLICIES


Compensation Policy (PDF)
Organization: Venable LLP
FSAE President/CEO Incentive Compensation Plan (PDF)
Organization: Florida Society of Association Executives, Tallahassee
CEO RESOURCES: CONTRACTS


CEO Employment Agreement (PDF)
Organization: Venable LLP
CEO Employment Contract (PDF)
Organization: Pillsbury Winthrop Shaw Pittman LLP
CERTIFICATES AND AWARDS

NAIC - Insure U For Small Business Certificate (PDF)
CERTIFICATION PROGRAMS TOOLS AND RESOURCES



ASFSA Credentialing Exam Handbook (PDF)
ASFSA National Certification Application (PDF)
Certification Committee Copyright Confidentiality and Noncompetition Form (PDF)
Organization: Venable LLP
CODE OF ETHICS

Code of Ethics (PDF)
Organization: American Bus Association
COMMITTEE AND COUNCIL TOOLS AND RESOURCES
7
Small-Staff Organization Models & Samples
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


Antitrust Compliance Policy (PDF)
Organization: Venable LLP
Committee Confidentiality Noncompetition and Copyright Assignment Form (PDF)
Organization: Venable LLP
Committee Copyright Assignment Form (PDF)
Organization: Venable LLP
Committee Management Toolkit (PDF)
Organization: American Dietetic Association
ISPA Task Force Rejection Letter (PDF)
Organization: International Spa Association
SFCVB - Committee Chair Job Description (PDF)
Organization: San Francisco Convention and Visitors Bureau
Sample Audit Committee Charter (PDF)
Organization: LarsonAllen LLP
COMMITTEE AND COUNCIL TOOLS AND RESOURCES: EVALUATION FORMS



Committee Performance Evaluation Template (PDF)
Organization: Medical Group Management Association
NATA Committee Chair Evaluation Summary (PDF)
Organization: National Athletic Trainers Association
NATA Committee Member Evaluation (PDF)
Organization: National Athletic Trainers Association
COMMUNICATIONS AND PUBLIC RELATIONS TOOLS





CAS Communications Plan (PDF)
Organization: Casualty Actuarial Society
NTCA Issue-Specific Communications Plan (PDF)
Organization: National Telecommunications Cooperative Association
VAR Code of Ethics Communication Campaign RFP (PDF)
Organization: Virginia Association of REALTORS
VAR Marketing and Communications Plan (PDF)
Organization: Virginia Association of REALTORS
VSCPA Communications Survey (PDF)
Organization: Virginia Society of CPAs
COMMUNICATIONS AND PUBLIC RELATIONS TOOLS AND RESOURCES: PRESS RELEASES

Designation News Release Template (PDF)
Organization: Investment Management Consultants Association
CUSTOMER SERVICE TOOLS & RESOURCES



Customer Service Standards (PDF)
Organization: New Jersey Society of Certified Public Accountants
Email Usage Rules (PDF)
Organization: Bonner Consultants, Inc.
VSCPA Telephone Guidelines (PDF)
Organization: Virginia Society of CPAs
8
Small-Staff Organization Models & Samples
DIVERSITY TOOLS AND RESOURCES

ACR’s Commitment to Diversity and Equity (PDF)
Organization: Association for Conflict Resolution
EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES
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


Copyright License for Speaking Presentations (PDF)
Organization: Venable LLP
NADP Virtual Seminar Speaker Tips (PDF)
Organization: National Association of Dental Plans
Sample Agreement for the Production of a Recorded Educational Program (PDF)
Organization: Bonanno Law Of
Use of Name and Photo Release and Waiver of Liability (PDF)
Organization: Venable LLP
EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES: EVALUATION FORMS

Speaker Evaluation Form (PDF)
Organization: Peter de Jager
EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES: REGISTRATION FORMS

ASA Convention Registration Form (PDF)
Organization: American Subcontractors Association
EDUCATIONAL PROGRAMS AND MEETINGS TOOLS AND RESOURCES: VIRTUAL SEMINARS


NADP Speaker Contact Guidelines (PDF)
Organization: National Association of Dental Plans
NADP Virtual Seminar Speaker Tips (PDF)
Organization: National Association of Dental Plans
FACILITIES MANAGEMENT: OFFICE MOVE RESOURCES


AMRA Office Move Checklist (PDF)
Organization: The Automotive Maintenance and Repair Association
SCORE Office Move Checklist (PDF)
Organization: SCORE Association
FINANCE TOOLS AND RESOURCES




Accounting Policy and Procedures Manual (PDF)
Organization: Door and Hardware Institute
Disaster Planning Checklist (PDF)
Organization: Capital One Bank
FICPA Accounting and Financial Policies and Procedures Manual (PDF)
Organization: Florida Institute of Certified Public Accountants
PCI Security Policy (PDF)
Organization: Tennessee Recreation and Parks Association
9
Small-Staff Organization Models & Samples

Purchasing Policy (PDF)
Organization: Tennessee Recreation and Parks Association
FINANCE TOOLS AND RESOURCES: BUDGETING RESOURCES




ANLA Budget Work Plan (PDF)
Organization: American Nursery and Landscape Association
Budget Spreadsheet (XLS)
Organization: American Dietetic Association
Budget Template (XLS)
Organization: Heart Rhythm Society
Budget Worksheet for Food and Beverage Calculations (PDF)
Organization: Heart Rhythm Society
IT AND TECHNOLOGY RESOURCES




Employee Communications Usage Policy (PDF)
Organization: Venable LLP
Sample Data Privacy and Security Policy (PDF)
VSCPA Telephone Guidelines (PDF)
Organization: Virginia Society of CPAs
Website Privacy Policy (PDF)
Organization: Venable LLP
INTERNATIONAL RESOURCES: VISA LETTERS


Essential Visa Requirements Information Sheet (PDF)
Visa Invitation Letter: Individual Attendee (PDF)
Organization: International Sign Association
POLICIES: DOCUMENTS AND RECORDS RETENTION


Document Retention and Destruction Policy (PDF)
Organization: Pillsbury Winthrop Shaw Pittman, LLP
Record Retention Policy Table of Contents (PDF)
Organization: Venable LLP
LEADERSHIP DEVELOPMENT AND SUCCESSION PLANNING



Emergency Succession Plan (PDF)
Organization: California Park & Recreation Society
HRS Leadership Development and Succession Planning Charts (PDF)
Organization: Heart Rhythm Society
NAFSA Leader Handbook (PDF)
Organization: Association of International Educators
LEGAL FORMS AND MODELS
10
Small-Staff Organization Models & Samples
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





501(c)(3) Conflict of Interest Policy (PDF)
Organization: Venable LLP
Antitrust Compliance Policy (PDF)
Organization: Venable LLP
Board Spending Policy (PDF)
Organization: Joseph G. Bonanno Law Office
Committee Copyright Assignment Form (PDF)
Organization: Venable LLP
Copyright License for Articles (PDF)
Organization: Venable LLP
Copyright License for Speaking Presentations (PDF)
Organization: Venable LLP
Corporate Sponsorship Agreement (PDF)
Organization: Venable LLP
Fax Consent Form ((PDF)
Organization: Venable LLP
License of Association Logos to Members (PDF)
Organization: Venable LLP
Listserv/Online Discussion Group Rules (PDF)
Organization: Venable LLP
Mailing List Rental Terms and Conditions (PDF)
Organization: Venable LLP
Salary Survey Legal Notice and Disclaimer (PDF)
Organization: Venable LLP
Copyright License for Articles (PDF)
Organization: Venable LLP
Use of Name and Photo Release and Waiver of Liability (PDF)
Organization: Venable LLP
Video Consent Form (PDF)
Organization: Sorkin Productions
Whistleblower Policy (PDF)
Organization: Venable LLP
MARKETING TOOLS AND RESOURCES



Association Forum of Chicagoland Marketing Brief Forum (PDF)
Organization: Association Forum of Chicagoland
NACo Marketing Tool Kit (PDF)
Organization: National Association of Counties
NAHB Creative Brief and Review Worksheet (PDF)
Organization: National Association of Home Builders
MARKETING TOOLS AND RECOURCES: ADVERTISEMENTS

Stay on Target with APICS Education (PDF)
Organization: APICS -- The Educational Society for Resource Management
MARKETING TOOLS AND RECOURCES: BRANDING AND LOGO POLICIES
11
Small-Staff Organization Models & Samples


AIHA Logo Usage Policy (PDF)
Organization: American Industrial Hygiene Association
Ad Licensing Agreement (PDF)
Organization: Investment Management Consultants Association
MARKETING TOOLS AND RECOURCES: COLLATERIAL




NASSP Capabilities Profile (PDF)
Organization: National Association of Secondary School Principals
SAMPE Exhibits Brochure (PDF)
Organization: Society for the Advancement of Material and Process Engineers
SMPS - Marketing Communications Awards Sponsorship Brochure (PDF)
Organization: Society for Marketing Professional Services
SMPS - Strategic Plan Brochure (PDF)
Organization: Society for Marketing Professional Services
MARKETING TOOLS AND RECOURCES: COMMUNICATIONS AND MARKETING PLANS




ASAE Marketing Budget Plan (PDF)
Organization: American Society of Association Executives
ASAE Marketing Project Deliverables Checklist (PDF)
Organization: American Society of Association Executives
Membership Campaign Marketing Plan (PDF)
Organization: Photo Marketing Association International
Sample Annual Conference Marketing Communications Plan (PDF)
Organization: American Society of Association Executives
MARKETING TOOLS AND RECOURCES: POSITIONING BROCHURES
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

National Council of Jewish Women Resolutions Brochure (PDF)
Organization: National Council of Jewish Women
School Community Kitchens How-To Guide (PDF)
Organization: American School Food Service Association
UFI-IAEM Fairs & Exhibitions Brochure (PDF)
Organization: International Association for Exhibition Management
Sample Annual Conference Marketing Communications Plan (PDF)
Organization: American Society of Association Executives
MEMBERSHIP RESOURCES: DUES & INVOICES




ASA Membership Renewal Invoice (PDF)
Organization: American Staffing Association
Automated Membership Renewal Reminder Voicemail (MP3)
Organization: National Athletic Trainers' Association
NACUBO Dues Schedule (PDF)
Organization: NACUBO
NAHU Membership Invoice (PDF)
Organization: National Association of Health Underwriters
MEMBERSHIP RESOURCES: MENTORING PROGRAMS
12
Small-Staff Organization Models & Samples

APTA Mentoring Program for Business Members Mission (PDF)
Organization: American Public Transportation Association
MEMBERSHIP TOOLS & RESOURCES






15 Month Renewal Letter (PDF)
Organization: American Society of Association Executives
AACD Membership Development Plan (PDF)
Organization: American Academy of Cosmetic Dentistry
ASAE Member Prospect Inquiry (PDF)
Organization: American Society of Association Executives
Leadership Development Process (PDF)
Organization: National Trade Association
NJSCPA’s Dial M for Members Renewal Phone Campaign Manual (PDF)
Organization: New Jersey Society of Certified Public Accountants
Oncology Nursing Society Volunteer Recruitment Flyer (PDF)
Organization: Oncology Nursing Society
MEMBERSHIP TOOLS & RESOURCES: APPLICATIONS




AABB Membership Application (PDF)
Organization: American Association of Blood Banks
AIA Membership Application (PDF)
Organization: The American Institute of Architects
AILA Student Membership Application (PDF)
Organization: American Immigration Lawyers Association
AWEA Membership Brochure and Application (PDF)
Organization: American Wind Energy Association
MEMBERSHIP TOOLS & RESOURCES: BENEFITS FLYERS



ASSH Membership Benefits brochure (PDF)
Organization: American Society for Surgery of the Hand
ELFA Membership Recruitment Brochure (PDF)
Organization: Equipment Leasing and Finance Association
Member Benefits Brochure 2010 (PDF)
Organization: National Association of Counties
MEMBERSHIP TOOLS & RESOURCES: BROCHURES
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


ACCC Membership Recruitment Brochure (PDF)
Organization: Association of Community Cancer Centers
ASA Membership Brochure (PDF)
Organization: American Staffing Association
Associate Partner Program Member-Get-A-Member Campaign Brochure (PDF)
Organization: Healthcare Association of Michigan
IIAT Membership Marketing Brochure
Organization: Independent Insurance Agents of Texas
NAILBA Prospect Membership Brochure (PDF)
Organization: National Association of Independent Life Brokerage Agencies
13
Small-Staff Organization Models & Samples
MEMBERSHIP TOOLS & RESOURCES: EMAILS
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

AACD Dropped Member Email (PDF)
Organization: American Academy of Cosmetic Dentistry
ASAE Renewal Thank You Email (PDF)
Organization: American Society of Association Executives
NJSCPA First Renewal Email Letter (PDF)
Organization: New Jersey Society of Certified Public Accountants
Quest Email to Lapsed Members
Organization: Quest
MEMBERSHIP TOOLS & RESOURCES: LETTERS




AACD First Renewal Letter (PDF)
Organization: American Academy of Cosmetic Dentistry
ASFSA Membership Renewal Letter (PDF)
Organization: American School Food Service Association
ELFA New Member Welcome Letter (PDF)
Organization: Equipment Leasing and Finance Association
ONS 60-Day Renewal Letter (PDF)
Organization: Oncology Nursing Society
MEMBERSHIP TOOLS & RESOURCES: LETTERS AND TEMPLATES FOR MEMBER USE

ASFSA Sample Letter of Support (PDF)
Organization: American School Food Service Association
MEMBERSHIP TOOLS & RESOURCES: SURVEYS

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


APS Exit Survey (PDF)
Organization: American Pain Society
Austin NARI Survey (PDF)
Organization: National Association of the Remodeling Industry
IEC Recruitment and Retention Toolkit: #27. New Member Survey (PDF)
Organization: Independent Electrical Contractors
RCPSC Membership Satisfaction Survey (PDF)
Organization: Royal College of Physicians and Surgeons of Canada
ULI San Francisco Membership Survey (PDF)
Organization: Urban Land Institute
NEWSLETTERS




ABMP Student Newsletter - Knead to Know (PDF)
Organization: Associated Bodywork & Massage Professionals
IECA Insights-October (PDF)
Organization: Independent Educational Consultants Association
RID - VIEWS Newsletter (December) (PDF)
Organization: The Registry of Interpreters for the Deaf, Inc.
The Inside Line Newsletter Spring 2006 (PDF)
14
Small-Staff Organization Models & Samples
Organization: The Rochelle Organization, Inc.
NEWSLETTERS: CHAPTER


NIRI - Chapter Update Newsletter (PDF)
Organization: National Investor Relations Institute
The Peer Educator-August (PDF)
Organization: The BACCHUS Network™
NEWSLETTERS: ELECTRONIC



ALA - LabSnap Monthly E-Newsletter (PDF)
Organization: Association for Laboratory Automation
Bi-weekly Email Newsletter (PDF)
Organization: National Association of Counties
MAR E-News (March 20) (PDF)
Organization: Michigan Association of REALTORS®
NEWSLETTERS: QUARTERLY


NLGJA - Outlook Newsletter (Spring/Summer) (PDF)
Organization: National Lesbian and Gay Journalists Association
New York County Dental Society's Dentist Quarterly-Summer Issue (PDF)
Organization: New York County Dental Society
PHILANTHROPIC AND NONPROFIT TOOLS AND RESOURCES
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



CEO Employment Contract (PDF)
Organization: Pillsbury Winthrop Shaw Pittman LLP
CFA Institute Procedures for Handling Complaints (PDF)
Organization: CFA Institute
Crisis Management Overview and Template for Members (DOC)
Organization: National Club Association
Donor Grant Guidelines (PDF)
Organization: Venable LLP
Nonprofit Board Member’s Job Description (PDF)
Organization: Whiteford, Taylor & Preston LLP
Sample Nominating Committee Operating Procedures (PDF)
Organization: Equipment Leasing & Finance Foundation
PHILANTHROPIC AND NONPROFIT TOOLS AND RESOURCES: BOARD AND VOLUNTEER POLICIES
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Board Responsibilities Checklist (PDF)
Organization: Whiteford, Taylor & Preston LLP
Board of Directors Conflict of Interest Policy and Disclosure Form: Option A (PDF)
Organization: Venable LLP
POLICIES: ANTITRUST
15
Small-Staff Organization Models & Samples
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Antitrust Compliance Statement for use on Meeting Agendas (PDF)
Organization: Venable LLP
Antitrust Statement for Distribution and Recitation at Meetings (PDF)
Organization: Venable LLP
Sample Speaker Agreement Anti-Trust Clause (PDF)
Organization: CompassPoints
POLICIES: COMPUTER AND INTERNET USAGE POLICIES
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EDI Technology Policy (PDF)
Organization: Executive Director, Inc.
Employee Communications Usage Policy (PDF)
Organization: Venable LLP
Fraudulent Email Warning Letter (PDF)
Organization: Unknown Organization
Staff IT Security Policy (PDF)
Organization: Unknown Organization
POLICIES: DOCUMENT AND RECORDS RETENTION
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ASAE Records Retention Schedule (PDF)
Organization: ASAE & The Center for Association Leadership
Sample Records Management Policy (PDF)
Organization: Newspaper Association of America
Tate & Tryon CPAs and Consultants - Record Retention Schedule (PDF)
Organization: Tate & Tyron CPAs and Consultants
POLICIES: JOINT VENTURE
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Agreement for a Joint Venture between Two Associations (PDF)
Organization: Venable LLP
Joint Venture Policy (PDF)
Organization: Pillsbury Winthrop Shaw Pittman, LLP
POLICIES: NEW FORM 990 COMPLIANT POLICIES
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Compensation Policy (PDF)
Organization: Venable LLP
Conflict of Interest Policy with Acknowledgement and Disclosure Form (PDF)
Organization: Venable LLP
POLICIES: NEW FORM 990 COMPLIANT POLICIES
Affinity Programs/Endorsement Policy (PDF)
Organization: Entomological Society of America
POLICIES: NEW FORM 990 COMPLIANT POLICIES
IFT - Employee Goal Setting Plan (PDF)
Organization: Institute of Food Technologists
POLICIES: NEW FORM 990 COMPLIANT POLICIES
IFT - Outline for Organizational Education Needs Assessment Report (PDF)
Organization: Institute of Food Technologists
16
Small-Staff Organization Models & Samples
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 2c-BUSINESS PLANNING
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Education Needs Survey (PDF)
Organization: Washington Association of Landscape Professionals
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 2d-PROGRAM DESIGN
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IFT - Short Course and Pre-Meeting Proposal Form (PDF)
Organization: Institute of Food Technologists
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 3a-PROGRAM DEVELOPMENT
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CAHPERD Conference Call for Presentations (PDF)
Organization: CA Association for Health, Physical Education, Recreation and Dance
CUES General Speaker Information Letter (PDF)
Organization: Credit Union Executives Society
Call for Presentations and Proposal Guidelines (PDF)
Organization: Health Care Association of Michigan
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 3c-LEGAL, CONTRANCTS, AGREEMENTS
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CUES Speaker Agreement (PDF)
Organization: Credit Union Executives Society
Educational Grant and Sponsorship Memorandum of Understanding (PDF)
Organization: Association Innovations, Inc.
Independent Contractor Agreement (PDF)
Organization: Bonanno Law Office
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 3d-INTERNATIONAL PRACTICES
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Visa Invitation Letter: Delegation Member (PDF)
Organization: International Sign Association
Visa Invitation Letter: Exhibitors (PDF)
Organization: International Sign Association
Visa Letter Request Application (PDF)
Organization: Produce Marketing Association
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 4a-MARKETING PLANS AND TACTICS
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AH's Marketing Plan Worksheet (PDF)
Organization: Association Headquarters, Inc.
ISAE Conference Program Brochure (PDF)
Organization: Illinois Society of Association Executives
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 5a-EVALUATION PLAN AND METHODOLIGIES
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ASRT Annual Conference Survey (PDF)
Organization: American Society of Radiologic Technologists
Speaker Evaluation Form (PDF)
Organization: Peter de Jager
17
Small-Staff Organization Models & Samples
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 5b-EVALUATION ANALYSIS REPORTING AND
TRACKING
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Evaluation Template (PDF)
Organization: Institute of Food Technologists
IFT - Faculty Evaluation Letter Template (PDF)
Organization: Institute of Food Technologists
Non-attendee Needs Assessment Survey (PDF)
Organization: American Immigration Lawyers Association
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 6-APPLICATIONS OF TECHNOLOGY
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Conference Recording Bids 'Apples to Apples' Worksheet (PDF)
Organization: Impact Media Solutions, Inc.
Online Testing Provider Evaluation Form (PDF)
Organization: Mickie S. Rops & Associates
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 7d-STRATEGIC PARTNERSHIPS
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CUES Sponsor Letter (PDF)
Organization: Credit Union Executives Society
Conference Partnership Opportunities Brochure (PDF)
Organization: State Science and Technology Institute
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 8a-STAFFING
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Education Assistance Program (PDF)
Organization: American Academy of Optometry
NACS Director of Education Position Description (PDF)
Organization: Association of College Stores
NFDA Senior VP-Professional Development Position Description (PDF)
Organization: National Funeral Directors Association
PROFESSIONAL DEVELOPMENT SAMPLE RESOURCES: 8b-DEPARTMEMT/PROGRAM ADMIN
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IFT - Short Course Pre-Meeting Expense Policy (PDF)
Organization: Institute of Food Technologists
PUBLICATION TOOLS AND RESOURCES
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ACCE Publication Rejection Letter (PDF)
Organization: American Chamber of Commerce Executives
ACCE Reseller Agreement (PDF)
Organization: American Chamber of Commerce Executives
Sample Article Agreement (PDF)
Organization: Rebecca Milot-Bradford, MBS
PUBLICATION TOOLS AND RESOURCES: JOURNAL AUTHOR GUIDELINES
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American Association of Grant Professionals Journal Author Guidelines (PDF)
18
Small-Staff Organization Models & Samples
Organization: American Association of Grant Professionals
SAMPE Journal Author Instructions (PDF)
Organization: Society for the Advancement of Material and Process Engineers
SUNA - Urologic Nursing Journal Author Guidelines (PDF)
Organization: Society of Urologic Nurses and Associates
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PUBLICATION TOOLS AND RESOURCES: JOURNAL REVIEWING MATERIALS

ASCP - LabMedicine Manuscript Review Form (long) (PDF)
Organization: American Society for Clinical Pathology
JHIM - Manuscript Review Form (PDF)
Organization: Healthcare Information and Management Systems Society

REQUESTS FOR PROPOSALS

ACCSCT - Request for Approval (PDF)
Organization: Accrediting Commission of Career Schools and Colleges of Technology
CRS Print and CD-ROM Directory RFP (PDF)
Organization: Council of Residential Specialists
California Dental Association RFP for Mailhouse Services (PDF)
Organization: California Dental Association
Elearning Request for Proposal (PDF)
Organization: APICS - The Educational Society for Resource Management
How to Write a Hotel RFP Checklist (PDF)
Organization: Meetings and Conventions Magazine
Information Technology Assessment Request for Proposal (PDF)
Organization: National Association of County and City Health Officials
PMA Training Research RFP (PDF)
Organization: Produce Marketing Association
Sample Administrator Services Request for Proposal (PDF)
Organization: North American Hazardous Materials Management Association
TRAEF Golf Course RFP for Tournament (PDF)
Organization: Texas Restaurant Association
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SOCIAL MEDIA TOOLS AND RESOURCES
 Social Media Strategy (PDF)
Organization: Risk and Insurance Management Society, Inc.
 Social Media Strategy and Guidelines (PDF)
Organization: National Association of Realtors
STAFF MANAGEMENT: EMPLOYMENT AGREEMENTS
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CEO Employment Agreement (PDF)
Door and Hardware Institute
Executive Employment Agreement (PDF)
Organization: Venable
Executive Employment Contracts -- Key Issues (PDF)
Organization: Venable
19
Small-Staff Organization Models & Samples

Independent Contractor Agreement (PDF)
Organization: Bonanno Law Office
Independent Contractor Agreement (for Corporation)-Condensed (PDF)
Organization: Venable
Independent Contractor Agreement (for Corporation)-short (PDF)
Organization: Venable
Independent Contractor Agreement (for Individuals) (PDF)
Organization: Venable
Sample Executive Employment Agreement (PDF)
Organization: National Association of Housing Coops
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STAFF MANAGEMENT: TELECOMMUTING
 AILA Telecommuting Agreement (PDF)
Organization: American Immigration Lawyers Association
 NATA Flex Time Benefits (PDF)
Organization: National Athletic Trainers Association
 Telecommuting Policy (PDF)
Organization: Venable LLP
 Teleworking Application (PDF)
Organization: National Athletic Trainers Association Inc
 Teleworking Policy (PDF)
Organization: National Athletic Trainers Association Inc
STAFF MANAGEMENT: TRAVEL POLICIES
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APS Staff Travel Policies (PDF) [8 years old but still pertinent]
Organization: American Physical Society
ASC Travel Guidelines (PDF)
Organization: The Adhesive and Sealant Council Inc
NAEYC Travel Policy (PDF) [very comprehensive, but 6 yrs old]
Organization: National Association for the Education of Young Children
NAVA Travel Policy and Guidelines (PDF)
Organization: NAVA – The Association for Insured Retirement Solutions
The Wilderness Society - Travel & Expense Policy (PDF)
Organization: The Wilderness Society
Travel Expense Policy (PDF)
Organization: TN Recreation & Parks Association
STRATEGIC PLANS
20
Small-Staff Organization Models & Samples
 2001-2002 Plan of Action Overview (PDF)
Organization: American School Food Service [old but good model]
 2007-2012 Strategic Plan (PDF)
Organization: Velvet Chainsaw Consulting
 Consolidated Performance Scorecard (PDF)
Organization: American Industrial Hygiene
 HRS Strategic Planning Cycle (PDF)
Organization: Heart Rhythm Society
 NACE - Strategic Plan (PDF)
Organization: National Association of Colleges and Employers
 Strategic Foundation Document (PDF)
Organization: Alpha Phi Alpha Fraternity, Inc
 Strategic Plan 2001 - 2003 (PDF)
Organization: Association for Professionals in Infection Control and Epidemiology, Inc.
Strategic Plan Metrics Dashboard (PDF)
Organization: New Jersey Society of Certified Public Accountants
TRADESHOW AND EXHIBITS TOOLS AND RESOURCES
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2007 Convention & Expo Marketing Plan (PDF)
Organization: North Carolina Association of REALTORS
2007 Convention & Expo Sponsorship Brochure (PDF)
Organization: North Carolina Association of REALTORS
AAMC Policy on Commercial and Non-profit Participation in Meetings (PDF)
Organization: Association of American Medical Colleges
ACR Annual Conference Site Consideration Criteria (PDF)
Organization: Association for Conflict Resolution
Alcohol Service Policy (PDF)
Organization: Venable LLP
CAHPERD Exhibit Space Application and Contract (PDF)
Organization: CA Association for Health, Physical Education
CUES Sponsor Letter (PDF)
Organization: Credit Union Executives Society
Evaluating a Site's Accessibility Checklist (PDF)
Organization: Meetings & Conventions Magazine
Exhibitor Invitation (PDF)
Organization: Health Care Association of Michigan
ISAE Conference Exhibitor Prospectus (PDF)
Organization: Illinois Society of Association Executives
ISAE Conference Program Brochure (PDF)
Organization: Illinois Society of Association Executives
Meeting Liabilty Checklist (DOC)
Organization: Harris Management Group
Sample Release from Hotel Contract (PDF)
Organization: Bonanno Law Office
21
Small-Staff Organization Models & Samples
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SMPS - Sponsor and Exhibitor Prospectus (PDF)
Organization: Society for Marketing Professional Services
SMPS - Sponsor and Exhibitor Contract (PDF)
Organization: Society for Marketing Professional Services
PMA - Fresh Summit Exhibitor Service Kit (PDF)
Organization: Produce Marketing Association
WEBSITE RELATED TOOLS AND RESOURCES
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Email Me Postcard (PDF)
Organization: National Council on Family Relations
AMWA Listserv guidelines (PDF)
Organization: American Medical Writers Association
ASAE Guest Blogger policy (PDF)
Organization: ASAE
ASHA Web Linking Policy (PDF)
Organization: American Speech-Language Hearing Association
CTPAA Web Site Survey Questions (PDF)
Organization: Cable Television Public Affairs Association
Listserv/Online Discussion Group rules (PDF)
Organization: Venable LLP MFSA Website Copyright Policy
MFSA Website General Disclaimer (PDF)
Organization: Mailing & Fulfillment Service Association
Model Content Licensing and Linking Agreement (PDF)
Organization: Venable LLP
NATA – Web Forum Guidelines (PDF)
Organization: National Athletic Trainers Association
SAF Website Copyright policy (PDF)
Organization: Society of American Florists
Translation of Memorandum Agreement (PDF)
Organization: Not Listed
Website legal notice (PDF)
Organization: Venable LLP
Website Privacy Policy (PDF)
Organization: Venable LLP
VOLUNTEER ENGAGEMENT TOOLS AND RESOURCES

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
ISACA Acknowledging volunteer deaths
Organization: Information Systems Audit and Control Association
Oncology Nurses Association volunteer recruitment flyer
Organization: Oncology Nursing Society
MGMA Volunteer Orientation materials list
Organization: Medical Group Management Association
22