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Do you need help putting together your policy manual? Is your credit union missing critical charters and job descriptions? We have already done the work of crafting contemporary policies that you can make your own so you can focus on the work of governing your credit union with excellence.


Below is a list of all policies. Click on the policy thumbnail for a preview and to put it in your cart for ease at checkout.


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After your purchase is complete, you will receive an email with links to download your policies within a few minutes of completing your purchase. Please remember to check your email and spam folder.

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Anti-Harassment Policy
Associate Board Member Job Description
Audit Committee Charter
Board & Committee Meeting Minutes Policy
Board & Committee Meeting Rules of Order Policy
Board & Committee Meetings Agendas Policy
Board Activities Schedule & Checklist
Board Chair Job Description
Board Committees & Task Forces Policy
Board Leadership Renewal Policy
Board Liaison Job Description
Board Meetings, Special Board Meetings & Committee Meetings
Board Member Job Description
Board Member Qualifications Policy
Board Renewal Policy
Board Secretary Job Description
Board Treasurer Job Description
Board Vice Chair Job Description
CEO Evaluation Policy
CEO Succession Policy
Chartering or Re-Chartering New Board Committees & Task Forces Policy
Chief Executive Officer (CEO) Job Description
Code of Ethics
Communications Guidelines for Board & Management Policy
Compensation Committee Charter
Confidentiality Policy
Conflicts of Interest Policy & Statement
Corporate Image Policy
Delegation of Authority Policy
Device Use Policy
Diversity, Equity & Inclusion Policy
Emeritus Board Member Job Description
Enterprise Risk Management (ERM) Policy
Ethics Committee Charter
Executive Committee Charter
Family Relationship Policy
Finance Committee Charter
Gift Giving, Gift Acceptance & Entertainment Policy
Glossary of Credit Union Terms for Credit Union Directors
Governance & Nominations Committee Charter
Governance Assessments Policy
Immediate Past Chair Job Description
Legal Duties of Credit Union Board Members
Policy on Board Policies
Political Activity Policy
Privacy of Member Information Policy
Record Retention & Destruction Policy
Role & Responsibilities of the Board of Directors
Sample Board Meeting Minutes
Strategic Planning Committee Charter
Strategic Planning Policy
Supervisory Committee Charter – Federal Credit Unions
Supervisory Committee Charter – State-Chartered Credit Unions
Supervisory/Audit Committee Chair Job Description
Supervisory/Audit Committee Member Job Description
The Constructive Partnership Governance Model Policy
Travel & Expense Reimbursement Policy for Board & Committee Members
Unfair, Deceptive or Abusive Acts or Practices Policy
Vendor Management Policy
Volunteer Education & Development Program Policy
Volunteer Financial Responsibility Policy
Whistleblower/Anti-Retaliation Policy


***Coming soon Nonprofit Policies!***

Credit Union Policies