Policy Development

We develop customized policies at operational, strategic and governance levels to ensure compliance with the laws, regulations and best practices.


Welcome to Vectors Group, your trusted partner in developing comprehensive governance solutions for nonprofit organizations and boards. With our expertise and experience, we specialize in crafting meticulously tailored governance documents, management and financial policies, operational procedures, and by-laws that align with your organization’s unique needs and objectives.

We develop customized policies and procedures at operational, strategic and governance levels to ensure compliance with the laws, regulations and best practices.

We understand the critical role of effective governance in ensuring the success and sustainability of nonprofits, and our dedicated team of experts works closely with you to provide strategic guidance and create robust frameworks that promote transparency, accountability, and ethical practices.

Whether you are establishing a new nonprofit organization or seeking to enhance the governance structure of an existing one, Vectors Group is committed to delivering exceptional services that empower your organization to thrive. Partner with us today and experience the difference our comprehensive governance solutions can make for your nonprofit.

Here are some of the common policies that we develop for nonprofits:

1. Governance Policies: These policies outline the structure, roles, and responsibilities of the board of directors, including guidelines for board recruitment, term limits, board meetings, committee structures, and conflict of interest policies.

2. Financial Policies: Financial policies establish procedures for budgeting, financial management, and reporting, including policies for financial controls, expense reimbursement, asset management, investment guidelines, and financial transparency.

3. Human Resources Policies: These policies cover various aspects of personnel management, such as hiring practices, employee compensation, benefits, performance evaluations, professional development, anti-discrimination and harassment policies, and volunteer management.

4. Conflict of Interest Policy: This policy ensures that board members, staff, and volunteers act in the organization’s best interest and disclose any potential conflicts of interest that may affect their decision-making or actions.

5. Code of Ethics Policy: A code of ethics outlines the ethical standards and expectations for all individuals associated with the organization, including board members, staff, volunteers, and contractors. It promotes integrity, transparency, and adherence to legal and ethical principles.

6. Privacy and Data Protection Policy: This policy governs personal information collection, storage, and use and ensures compliance with data protection regulations. It outlines how the organization safeguards sensitive data and respects individual privacy rights.

7. Whistleblower Policy: A whistleblower policy establishes procedures for reporting suspected illegal, unethical, or fraudulent activities within the organization while protecting the confidentiality and well-being of whistleblowers.

8. Fundraising and Donor Relations Policy: This policy provides guidelines for fundraising activities, donor recognition, gift acceptance, and stewardship practices. It ensures transparency in fundraising efforts and maintains positive relationships with donors.

9. Risk Management Policy: This policy identifies and assesses potential risks to the organization and establishes risk mitigation, crisis management, and business continuity planning procedures. We use our ViStA Risk Management Framework and ACTIVE methodology as a baseline.

10. Social Media and Communications Policy: This policy provides guidelines for the organization’s use of social media platforms, online communications, branding, and public relations, ensuring consistency, professionalism, and appropriate engagement.

These policies serve as guiding frameworks for nonprofits, promoting best practices, transparency, and accountability while helping to achieve their mission and serve their communities effectively. It’s important to tailor these policies to each organization’s specific needs and requirements. We build a capacity to develop effective customized policies for nonprofits and charities.

Learn more about our other services and training programs.


This step uses qualitative and qualitative data to measure and visualize where your nonprofit is today and where you want it to be in the future. This will merge your strategic priorities with your organization’s ‘impact’.

Facilitating communication between the board and staff ensures the valuable ideas your employees provide through this engagement and decision-making process will reinforce their commitment to “buy-in” and to strategy execution success.

At the end of this process, you will also get a chart similar to this one that shows where your organization is today and where you want to see it in 3-5 years depending on your strategic planning period. We will also teach nonprofit organizations how to use this tool so they will be able to measure their strategic performance or progress in certain periods.

Strategic Evaluation Methodology

Strategic Road Mapping

Here we provide a guideline for actionable strategic planning and strategic implementation. We help nonprofit organizations define and set strategic objectives that align with your organization’s vision and mission, and by prioritizing goals to ensure the high priority ones have the proper resourcing to ensure success. Our consultants do an environmental analysis, benchmarking and literature research to simplify the strategic process for the decision-makers. The following is an example of a strategic road-mapping process.
We leave you with the strategic evaluation tools you need to realize your nonprofit goals and exceed your expectations.

Executive Strategic Evaluation Process (E-SEP) is a strategic evaluation tool develop by Vectors Group researchers to assist nonprofit organizations and charities.

How Can We Help You Succeed?Get In Touch

Visit our agency or simply send us an email anytime you want. If you have any questions, please feel free to contact us.
150 Elgin St
8th Floor
Ottawa, ON
K2P 1L4
Vectors Group
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    Our Clients Rely on Us


    Vectors Group was surprisingly fast and effective in our strategy evaluation process. Their custom designed questionnaire both helped us to quantify “where we are today” and “where we want to be in the future” and helped us prioritize our strategies.

    Yacouba Traoré
    Executive Director, Rideau-Rockcliffe CRC

    We wanted to build on the quality of services that we currently provide, identify gaps and embrace emerging opportunities. Vectors Group’s strategic-planning process helped us evaluate where we are, identify our priorities and develop a clear plan to achieve them.

    Deirdre Freiheit
    President & CEO, Shepherds of Good Hope

    Vectors Group and its Lead Consultant Omer Livvarcin were very helpful in facilitating the creation of a video series for OrKidstra. We very much appreciate Vector Group’s commitment to helping us tell our story and increase awareness and support for our social development through music programs.

    Tina Fedeski
    M.S.M., Executive & Artistic Director, OrKidstra

    Thank you so much for presenting today on time management – you are an amazing speaker, and bring such warmth and positivity with you, that you lift the energy of the virtual space and share such excellent advice and tips in a respectful manner.

    Kristy Anne Townshend
    ally- Community Developer (BA, B.Ed., MA, MSW) Kagita Mikam

    The Alberta Workforce Essential Skills Society contracted Omer and Mercedes at Vectors Group to walk us through a strategic planning exercise using tools designed by himself and his team specifically for the non-profit sector. Through the guided sessions, we were about to define our services, values, and impact to a greater degree. We walked away with a better understanding of the goals we want to focus on over the next three years. Omer and Mercedes were engaging and shared numerous tools that will be helpful as we take steps towards measuring our accomplishments. Thank you.

    Cindy Messaros
    Executive Director, Alberta Workforce Essential Skills, awes.ca

    Vectors Group is definitely one of the most effcient and professional management consulting group for nonprofit organizations in Ottawa. Its dedicated team offers valuable scientific and applicable solutions that fit the needs of charities, foundations, associations and other nonprofit organizations, and help them improve their strategic planning and organizational performance.

    Emmanuel R. Goffi
    Emmanuel Goffi
    Director, Global AI Ethics Institute

    The way Daniel (Vectors Group) has tied it all together and shown the interconnectedness of the various elements works really well in guiding the discussion. In fact, I think it’s one of the best formats I’ve ever seen in all the years I’ve been involved with Strategic Planning.

    Leon Mills
    M.Ed, CAE, COHC, Executive Director, Canadian Hard of Hearing Association–Newfoundland & Labrador
    Your strategic partner
    Vectors Group
    Management Consulting for Nonprofits and Social Enterprises
    Our locations
    Where to find us?
    Get in touch
    Social links
    Follow us on social media to get updatesabout our services.
    Your strategic partner
    Vectors Group
    Management Consulting for Nonprofits and Social Enterprises
    Our locations
    Where to find us?
    Get in touch
    Social links
    Follow us on social media to get updatesabout our services.

    Copyright by Vectors Group. All rights reserved.

    Copyright by Vectors Group. All rights reserved.

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