Galvin and Associates

Establish a monitoring schedule

20.01.2021

Blog

To avoid micromanaging, a managing board or a governing board can set up a schedule for routine monitoring. These monitoring reports can be spread out through the year. For example, the board may have a policy that the organization be adequately insured. They may ask to see evidence of this every summer. The organizational leader can inspect all the insurances, adjust coverage as needed, and write a monitoring report detailing all insurances, amounts, and due dates for renewal. With a monitoring schedule, the board avoids micromanaging and the organizational leader is not surprised by a sudden request for proof of compliance to a limitations policy.

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