Policy Checklist for Canadian Community Sports Clubs

Isaak Dury
Isaak Dury
CEO & Founder
Table of contents

Key takeaways

  • Every Canadian sports club needs at minimum six policies: bylaws/constitution, safe sport, privacy, codes of conduct, complaints/disputes, and financial controls
  • The Canada Not-for-profit Corporations Act (CNCA) and provincial societies legislation set governance requirements your bylaws must meet
  • PIPEDA and provincial privacy legislation apply to every club that collects personal information - including volunteer-run organizations with no paid staff
  • Your provincial sport organisation almost certainly has template policies - Hockey Canada, Canada Soccer, and most PSOs provide them free

A volunteer-run community sports club in Ontario sat down last September with the provincial sport organisation’s recommended policy checklist. Twelve documents. Conflict of interest, code of conduct, complaints, privacy, social media, dispute resolution, financial controls, screening, safeguarding, return-to-play, communications, AGM procedures.

The board did what most clubs do. They downloaded templates. They modified them lightly. They voted them in over a single September meeting. They put them in a binder in the cupboard at the rink and have not opened it since. The work was done. The PSO is satisfied. The next Trillium Foundation grant application can be ticked off.

Here is what actually happened over the next twelve months. The complaints policy got used twice — once for a parent and once for a referee disagreement. The financial controls policy got referenced once when the treasurer changed at the AGM. The screening policy got followed three times as new coaches were brought on. The conflict-of-interest policy got referenced once when a board member’s spouse won the catering contract.

Four policies were used. The other eight sat in the cupboard.

This is a pattern in nearly every community club. The activation rate on club policies is about a third. The board treats all twelve as equally important during the policy-adoption process and then quietly stops thinking about them. The PSO has done its job by issuing the checklist, but the checklist isn’t doing any work after that.

A more honest approach is to admit which four matter, write those four well, and let the other eight be very short policies — one page, mostly statements of principle — that you can elaborate on if you ever need to.

The four that get used

Complaints policy. Whenever something goes wrong in your club, this is the policy you will reach for. It needs to specify: who receives a complaint (a named role), how acknowledgment happens (timeframe), how interim measures are decided, who reviews, how the outcome is communicated, and how appeals work. Most templates are vague on the timeline questions — that’s where you should be specific.

Financial controls policy. Triggers at every treasurer handover, every audit conversation, and every grant application. Needs to specify: cheque signing authority (always two signatories), monthly bank reconciliation responsibility, expense approval thresholds, the rule about no single person both incurring and approving an expense, and the annual review process. The cheapest fraud prevention in community sport is “two signatures on every cheque, including the ones that go to the treasurer.”

Screening / background check policy. Triggers every time you onboard a new coach, volunteer in a position of trust, or someone in a financial role. Needs to specify: which roles require what level of check (Police Information Check, Vulnerable Sector, reference check, none), who in the club is responsible for storing the verification records (and where), how often re-screening occurs, and what happens if a check returns something concerning. This last one is where most templates go silent.

Conflict-of-interest policy. Triggers whenever the club is making a decision about a vendor, hire, sponsorship, or contract where any board member or family of a board member has any commercial relationship. Needs to specify: the duty to declare, the duty to recuse, who keeps the register, how the recusal is documented in board minutes. The annual signed declaration from each director at the AGM is the operational piece — most clubs forget to do this and then have an awkward conversation when something comes up.

These four are the entire policy infrastructure that most clubs ever actually use. Write them properly. Put them in a Drive folder the directors can actually find. Reference them in the board agenda when relevant. They are the ones.

The other eight — the one-page version

For the rest of the PSO’s list, write a one-page statement that says: here is our principle, here is who you talk to if it becomes relevant, here is the more detailed approach we’ll take if something specific arises.

Privacy policy: “We collect minimal information, store it securely, do not share with third parties without consent. Contact the registrar with concerns.”

Social media policy: “Members representing the club online should reflect the values of the club. Misconduct online is handled under the code of conduct. Direct concerns to the communications lead.”

Dispute resolution: “Disputes between members are addressed first informally between the parties, then through the complaints process if not resolved.”

Return-to-play: “Concussion and significant injury return-to-play follows the protocols of [your sport’s governing body’s most current guideline]. The safety officer holds the most recent version.”

These are not less important. They are just less frequently triggered, and a short statement of principle is more useful in practice than a six-page document that nobody has read.

What changes when you do this

Two things. The first is that your AGM policy review takes thirty minutes instead of three hours, because you’re reviewing four documents that you actually care about and acknowledging eight more that haven’t changed. The second is that when a board member needs to reference a policy, they can find the right one, because there are only four documents that matter.

The PSO will still tick the box. The Trillium application will still be approved. And your board will spend its limited evening-meeting time on the things that actually need policy-level attention, instead of on a binder full of paper nobody reads.

Header image: Study Suprematis by Kazimir Malevich, via WikiArt

Isaak Dury
Isaak Dury