Manuals and Policy

Strategic Plan

• NAI Strategic Plan 2021–2023 (October 2020)
• NAI Strategic Plan 2021–2023 Tracking (Excel / Google Sheets)
• NAI Strategic Plan 2015–2019 (November 2014)

Bylaws

• Bylaws (updated November 2022)
• Constitution (updated November 2022)

NAI Diversity Statement

• Telling Everyone’s Story - NAI’s Commitment to Diversity

Organizing Documents

• 501(c)(3) documentation - Letter of Tax Exempt Determination
• Articles of Incorporation
• Certification of Good Standing
• W-9  (2023)
• 889 Compliance (2023)

Manuals

• Awards Handbook (2021)
• Committee Report Format
• Nominations and Elections Manual  (2022)
• NAI Identity and Graphics Standards (updated January 2008)
• NAI International Conference Manual (August 2009)
• NAI National Conference Manual (updated March 2016)

Anti-Harassment Policy

• NAI Anti-Harassment Policy  (posted March 2021)
• NAI Anti-Harassment Policy Reporting Procedures (posted March 2021)
• NAI HARASSMENT REPORTING FORM Part 1  (posted March 2021)
• NAI HARASSMENT REPORTING FORM Part 2  (posted March 2021)
• NAI Conference Anti-Harassment Policy (posted November 2018)

Policy

• Action Agenda
• Advocacy Policy (November 2019)
• Board Approval Process
• Certification Program Guidelines (updated January 2008)
• Conflict of Interest (posted November 2006)
• Financial Assistance Policy (2020)
• Gift Acceptance Policy
• Investment Policy
• Interim Elections Policy (record of board action) (October 2012)
• Library Acquisition Policy
• Publications Policy
• Travel Reimbursement (2013)
• Scholarship Policy (2020)
• Social Media Policy (Fall 2013)
• Whistleblower Policy (2020)

Important Forms

• Code of Ethics  (updated March 2021)
• Committee Report Format
• In-Kind Donation Form
• Reimbursement Form: PDF / XLSX
• Role Scope and Authority Template

For Resources for Organizational Units, click here.