BUSINESS OFFICE POLICIES AND PROCEDURES

BUSINESS OFFICE POLICIES AND PROCEDURES


If you are looking to develop or improve your school’s business office policies and procedures manual, don’t reinvent the wheel. Save hours and proceed with confidence when you begin with this thoroughly reviewed and vetted resource, available exclusively to NBOA member schools. 
  • The PDF includes extensive notes on considerations.
  • The Word document can be directly modified to reflect your school’s context. 
  • The interactive checklist helps ensure your school has all necessary policies. 
  • Samples of individual policies are organized by area below. 

Human Resources Policy Guidance

HR in an independent school is increasingly complex and expansive. If you want to ensure your school's HR policies and procedures are comprehensive and align with today's best practices, look no further than NBOA's Human Resources Policy Guidance, available exclusively to NBOA member schools.

  • The PDF includes considerations on all essential areas of HR policy.
  • The interactive checklist includes all HR policies your school should consider.
  • Samples of individual policies are organized by area below.

"Business Office Polices and Procedures" was developed by the NBOA Controllers Council 2023-25 and NBOA staff. Sincere thanks to accounting firm partners Armanino, CLA, Forvis Mazars and PKF O'Connor Davies, each of which provided careful review of this document.

Armanino
CliftonLarsonAllen
Forvis Mazars
PKF O'Connor Davies

"Human Resources Policy Guidance" was developed by three iterations of the NBOA HR Council and NBOA staff. Sincere thanks to Venable LLP and NBOA legal counsel for their careful review of the document.