Jessica Brodey September 16, 2009 AT Conference on Reutilization

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Jessica Brodey September 16, 2009 AT Conference on Reutilization Slide 2 What is liability? How do I mitigate liability? Where do I start? Utilize Resources Insurance Policies and Procedures Slide 3 Liability means legal responsibility for actions or activities (and any problems or injuries that arise from those actions or activities). Legal responsibility can result in expenses the costs for repairing or fixing, litigation, or damages. Affect reputation. Unhappy consumers = claims of liability Slide 4 Insurance Develop organizational structure/staffing Identify reuse activities Create Policies and Procedures Slide 5 Who will you insure? For what activities? Activities must reflect/be consistent with your coverage Types of insurance: Directors & Officers Key Person Insurance Employees Volunteers Car/Driver Facilities Inventory Activities Property Slide 6 Determine appropriate organizational structure (corporation, sole proprietorship, 501(c)(3)) Independent or affiliated? Identify staffing needs Employees Volunteers Contractors/Partners Slide 7 Exchange Reassign/Redistribute Refurbish Recycle Narrow the scope start small and build Slide 8 Topic Overview: Define policies and procedures Why should we care about policies and procedures? Utilize resources Prioritize policies and procedures Slide 9 Policies: High-level guidelines. A policy is a plan of action to guide decisions and actions. Provide ground rules for effective interactions. Reflect high-risk areas of care. Policies are usually based upon accepted, well- defined norms/standards of practice. Norms/standards articulate what is done, who is served, and what resources are needed. Slide 10 Procedures: Procedures delineate the processes and activities necessary to implement policies; in other words, the day-to-day operations. Procedures are usually based on professional guidelines when they are available. Procedures provide step-by-step guidance for basic organizational activities (e.g., client intake, santization, delivery of products). Slide 11 Means to mitigate liability Provide a structure to ensure practices are performed appropriately Safeguard to avoid mistakes Guidelines for accountability Help with continuity Presumption that you did it right. Slide 12 Affiliated with a broader organization or an umbrella organization? University Government Agency 501(c)(3) Partner Board members Slide 13 Policies and procedures are constantly evolving and ongoing cannot ever get them perfect. Always room for improvement Always additional things to be added Programs are always growing and changing Identify which of the categories are most critical to the core operations of your program Identify which of the categories pose the most risk/exposure for your program Slide 14 Organizational Structure Governance & Management Insurance Consumer Involvement Human Resources Finance and Accounting User Services Program Operations Marketing and Public Relations Outcomes Partners/Collaboration Sustainability Disaster Preparedness Slide 15 High Priority User Services Program Operations Insurance Moderate Priority Organizational Structure Governance & Management Consumer Involvement Human Resources Finance and Accounting Marketing and Public Relations Partners/Collaboration Sustainability Low Priority Outcomes Disaster Preparedness Slide 16 User Services Client Intake Equipment Matching Training Technical Assistance Delivery Follow Up Website Operations Program Operation Facilities Acquisitions/Donations Inventory Management Evaluation Repairing/Refurbishing Sanitization Storage Distribution/Transportation of Equipment Disposal/Recycling Website Operations Slide 17 View Policies and Procedures as your road map to success Liability issues are a series of questions you need to answer What, When, How, Why, Where, Who. Addressing these questions will become your road map for operating your program. Slide 18 Start slow it is better to delay providing services and get the planning and structure in place. Insurance coverage is critical. Address organizational structure/staffing. Focus on activities Pick one Break it down into parts think Who, What, When, Where, How and Why. Write it all out on paper. Slide 19 Jessica Brodey JMB Policy Consulting (301) 770-1127 jessica@passitoncenter.org