Leading, Supporting, and Serving the Non-Profit Housing Sector

Best Practices

Test your Best Practices for Information and Records Management!

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Does your housing society . . .

YesNoPartly

1

Provide all directors with an updated Board manual?

2

Maintain a Corporate Minute Book and Register of Members and Directors?

3

Have a formal records management policy and a records classification system?

4

Have a formal policy on freedom of information and protection of privacy?

5

Maintain an Operations Manual containing all policies and procedures?

6

Formally review all policies and procedures at least annually to ensure they are still relevant and up to date?

7

Know and comply with all statutory and legal requirements?

8

Have an effective system for storing, updating, and retrieving maintenance records by building and by unit?

9

Know how long to keep each type of record?