HR & Personnel Management

This page covers staff management, outside consultants, and volunteer administration. Much of this is non-IT operational information. 
 Items marked TODO need information from someone with direct knowledge (e.g., Jim Stewart, current President, or office manager). 

 Staff Management 

 Current Staff 
 TODO: List current office staff positions and names (e.g., Office Manager, Administrative Assistant). 

 Evaluation & Compensation 
 
 
 Who gives yearly evaluations? TODO: (President? Executive Committee? Office manager for junior staff?) 
 Who sets salaries? TODO: (Board approval required? Budget process?) 
 Where are salary and benefits records? TODO: (Gusto? QuickBooks? Paper files?) 
 
 

 Hiring 
 
 
 Who hires new staff? TODO: (President? Executive Committee? Board vote?) 
 What is the hiring process? TODO: (Job posting, interviews, background check, Board approval?) 
 
 

 Work Priorities & Training 
 
 
 Who assigns work priorities? TODO: (President? Office manager self-directs?) 
 Who trains new staff? TODO: (Outgoing staff? Office manager? Written procedures?) 
 President's specific role TODO: Does the President have a defined role in day-to-day staff management, or is it delegated? 
 
 

 Outside Consultants 
 TODO: Document each outside consultant or contracted service provider. 

 Legal Counsel 
 
 
 Firm / attorney name TODO 
 Compensation TODO: Hourly, per project, or retainer? 
 Who oversees / approves work? TODO: (President? Board?) 
 Who manages expenditure rate? TODO 
 
 

 Web Consultant 
 
 
 Consultant name / firm TODO 
 Compensation TODO: Hourly, per project, or retainer? 
 Who oversees / approves work? TODO 
 Scope of work TODO: Website maintenance? Design? Both? 
 
 

 Other Consultants 
 TODO: Are there other outside consultants (accounting/audit, landscaping, etc.)? List them here. 

 Volunteer Management 

 Adding Volunteers to Committees 
 
 
 Who appoints committee members? TODO: President? Committee chair? Both? (Refer to SHHA Bylaws for the formal process.) 
 Process TODO: Document the step-by-step process for adding a new volunteer (nomination → approval → IT setup) 
 IT setup when adding Committee chair notifies office staff → staff sends Microsoft invitation → volunteer accepts → staff adds to mailing list. See the Quick Start for New Volunteers page. 
 
 

 Removing Volunteers from Committees 
 
 
 Process TODO: Who initiates removal? (Chair? Volunteer self-removal? Board?) 
 IT cleanup Office staff removes from mailing list; IT removes SharePoint and mailbox access if applicable. 
 
 

 Replacing a Committee Chair 
 
 
 Process TODO: (Refer to Bylaws — link needed.) Who nominates the new chair? Board approval required? 
 IT transition Shared role mailbox access is transferred (revoke outgoing, grant incoming). See the FAQ section on email transitions. 
 
 

 Insurance 
 
 
 E&O (Errors & Omissions) insurance TODO: Do we have E&O coverage? What does it cover? Policy details? 
 General liability insurance TODO: Coverage details? Does it extend to volunteers? 
 D&O (Directors & Officers) TODO: Do we have D&O insurance? 
 Cyber liability TODO: Do we have cyber liability coverage? 
 Insurance broker / carrier TODO: Company name and contact