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The policy section defines core terms and outlines scope, governance responsibilities, and essential financial management practices to support viability and compliance.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/resumes/","Resumes",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/financial-management-policy-and-procedures-policy-guide-and-checklist/177936/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/financial-management-policy-and-procedures-policy-guide-and-checklist/177936.png","ImageObject",442,249,{"name":42,"@type":43},"Lucas Vance","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/vnd.openxmlformats-officedocument.wordprocessingml.document","2026-09-30","2026-09-02",true,{"@type":52,"interactionType":53,"userInteractionCount":22},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"What is the purpose of this Financial Management and Governance Policy template?","Question",{"text":62,"@type":63},"It guides users in developing a Financial Management and Governance Policy and Procedures, including how to document and implement appropriate financial management systems to support viability, sustainability, and compliance.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"What steps are required before submitting the document for approval?",{"text":67,"@type":63},"Complete the HSQF framework and user guide steps, check the version control register and log changes, add the document code/version number, customize highlighted sections, and update organization-specific lists, appendices, header/footer, and review date.",{"name":69,"@type":60,"acceptedAnswer":70},"What does the policy state about financial management and governance?",{"text":71,"@type":63},"Financial management and governance are essential for organizational viability and sustainability, and the organization documents and implements suitable systems, processes, and practices to meet legislative and contractual requirements.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},177936,1790737741,{"code":4,"msg":81,"data":82},"success",[83,88,92,97,102,107,112,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":90,"slug":91},12,80,"resumes",{"id":93,"doc_module":22,"doc_module_name":25,"category_name":94,"show_sort_weight":95,"slug":96},14,"Invoices",70,"invoices",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":99,"show_sort_weight":100,"slug":101},15,"Posters",60,"posters",{"id":103,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},16,"Social Media",50,"social-media",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},17,"Forms",40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":89,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":30,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":135,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":141},549768064622,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Policy Guide and Checklist\nThis front page is to guide users in developing their Financial Management and Governance Policy and Procedures. To help you complete your policy and procedures:\nBasic instructions and choices between specific terms are indicated by yellow highlighting.\nSections requiring detail are indicated by green highlighting.\nFor guidance, the following resources are recommended:\nAustralian Charities and Not-for-profits Commission (ACNC) \u0013 HYPERLINK \"https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.acnc.gov.au/tools/guides/governance-for-good-acncs-guide-for-responsible-people&ved=2ahUKEwjg3ZaoqoqKAxVNSGwGHe7qKRwQFnoECBwQAQ&usg=AOvVaw0lzLqmVVpgwiQHHJNLceUl\" \u0014Governance for Good: A Guide for Responsible People\u0015\nACNC \u0013 HYPERLINK \"https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.acnc.gov.au/tools/guides/managing-charity-money-guide-for-responsible-people&ved=2ahUKEwjwy8PRqoqKAxUWRmwGHShIH0EQFnoECBYQAQ&usg=AOvVaw1-fVngffx3zk3p0TrmqixL\" \u0014Managing Charity Money: A Guide for Responsible People\u0015 (Appendix 1)\nACNC \u0013 HYPERLINK \"https://www.acnc.gov.au/tools/guides/protect-your-charity-fraud\" \u0014Protecting Your Charity from Fraud\u0015 (Appendix 2)\nAustralian Institute of Company Directors \u0013 HYPERLINK \"https://www.aicd.com.au/content/dam/aicd/pdf/tools-resources/nfp-governance-principles/aicd-nfp-governance-principles-2024.pdf\" \u0014Not-for-Profit Governance Principles\u0015\nCPA \u0013 HYPERLINK \"https://www.cpaaustralia.com.au/-/media/project/cpa/corporate/documents/tools-and-resources/not-for-profit-and-public-sector/not-for-profit/cpaaom4315297x210financial-management-and-governance-guide-for-nfp-organisationsrgbweb.pdf\" \u0014Australia Financial Management and Governance Guide for Not-for-Profit (NFP) Organisations\u0015\nInstitute of Community Directors Australia \u0013 HYPERLINK \"https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.communitydirectors.com.au/help-sheets/financial-management-and-your-community-group&ved=2ahUKEwiSz5PNq4qKAxUqSmwGHQGONjgQFnoECB0QAQ&usg=AOvVaw2F_tio7DUc78-kY5b5k6R_\" \u0014Financial Management and Your Community Group\u0015\nNFP Law \u0013 HYPERLINK \"https://content.nfplaw.org.au/wp-content/uploads/2024/04/Financial-Reporting-for-charities.pdf\" \u0014Financial Reporting for Charities\u0015\nWe also recommend that you source and use resources focused on particular areas of risk relevant to your organisation and types of financial dealings. For example, large national charities will need systems of financial controls that differ from those required by small neighbourhood centres.\nBefore submitting this document for approval, check that you have completed the following:\n\u0003☐\u0004\tRead the current HSQF Framework Version.\n\u0003☐\u0004\tRead the current HSQF User guide – Certification or HSQF User Guide – Self-Assessable (as appropriate to your service agreement and organisation).\n\u0003☐\u0004\tChecked the most recent HSQF Version Control Register and Log of Changes and included any relevant changes in your policy draft.\n\u0003☐\u0004\tIncluded the document code/version number in accordance with your organisation’s version control procedure.\n\u0003☐\u0004\t Replaced all reference to organisation with your organisation name.\n\u0003☐\u0004\tCustomised or deleted (as appropriate) all yellow highlighted sections.\n\u0003☐\u0004\tDrafted content for or deleted (as appropriate) all green highlighted sections.\n\u0003☐\u0004\tCustomised the Relevant Legislation and Standards, Related Policies and Procedures and Supporting Documents lists.\n\u0003☐\u0004\tCustomised, removed or added to the Appendices (as appropriate).\n\u0003☐\u0004\tUpdated the header and footer to reflect the document name, version and other relevant details for your organisation.\n\u0003☐\u0004\tAdded a review date.\n\u0003☐\u0004\tLogged any changes to policies/procedures in your organisation’s Policies and Procedures Register.\n\u0003☐\u0004\tDeleted all footnotes.\n\u0003☐\u0004\tRemoved QCOSS branding and replaced it with your organisation’s branding.\nDelete these two pages once your Financial Management and Governance Policy and Procedures have been approved a","cbCaifpUZrUGowk7","https://ap.wps.com/l/cbCaifpUZrUGowk7","docx",193010,23,"English","# Document purpose and how to complete the template\n## Guidance for highlighted sections\n## Recommended reference resources\n# Approval and final submission checklist\n## Version control and document code\n## Customisation of organization-specific content\n## Updates to governance registers, branding, and appendices\n# Policy structure\n## Financial management and governance policy statement\n## Scope\n## HSQF related standards\n## Relevant legislation and standards\n## Definitions","[{\"question\":\"What is the purpose of this Financial Management and Governance Policy template?\",\"answer\":\"It guides users in developing a Financial Management and Governance Policy and Procedures, including how to document and implement appropriate financial management systems to support viability, sustainability, and compliance.\"},{\"question\":\"What steps are required before submitting the document for approval?\",\"answer\":\"Complete the HSQF framework and user guide steps, check the version control register and log changes, add the document code/version number, customize highlighted sections, and update organization-specific lists, appendices, header/footer, and review date.\"},{\"question\":\"What does the policy state about financial management and governance?\",\"answer\":\"Financial management and governance are essential for organizational viability and sustainability, and the organization documents and implements suitable systems, processes, and practices to meet legislative and contractual requirements.\"}]","Financial Management Policy and Procedures - Policy Guide and Checklist | DOCX",1788329773,8]