{"product_id":"delegationsordning-beslutsmandat-ideell-forening","title":"Delegation of Authority \u0026 Decision-Making Mandate – Non-Profit Organization | Word\/PDF\/Excel","description":"\n\u003csection class=\"mb-product-content\" lang=\"sv\" style=\"line-height:1.68;color:#173B55\"\u003e\n\u003cp\u003e\u003cstrong\u003eDelegation policy and decision-making authority for non-profit organizations.\u003c\/strong\u003e A digital document package for Swedish non-profit boards that need to define who may prepare matters, make certain internal decisions, carry out tasks, and report back. Includes five Swedish working documents, Swedish and English user guides, seven editable Word files, seven corresponding printable PDFs, and an Excel register with nine tabs.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eCrucial distinction:\u003c\/strong\u003e An internal delegation policy does not automatically grant banking authority, signing authority, or external contracting authority. Always check the organization's bylaws, which level of decision-making is authorized, and actual minutes of decisions. The package is not designed for limited companies, housing cooperatives, or economic associations.\u003c\/p\u003e\n\n\u003cdiv style=\"margin:20px 0;padding:18px;border-radius:12px;border:2px solid #14818a;background:#eaf6f5\"\u003e\n\n\u003ch2 style=\"margin:0 0 8px;color:#173B55\"\u003e01. Package contents\u003c\/h2\u003e\n\n\u003cp style=\"margin:0\"\u003e\u003cstrong\u003e15 customer files in a ZIP:\u003c\/strong\u003e seven DOCX, seven corresponding searchable and printable PDFs, and one Excel workbook (XLSX) with nine tabs. The package provides five different working documents in Swedish, a Swedish user guide, and an English User Guide. The English guide does not mean that the main templates are available in English.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv style=\"margin:20px 0;padding:18px;border-radius:12px;border:2px solid #204863;background:#f1f5fa\"\u003e\n\n\u003ch2 style=\"margin:0 0 8px;color:#173B55\"\u003e02. What the files contain\u003c\/h2\u003e\n\n\u003cp style=\"margin:0\"\u003eInternal delegation policy, individual mandate decision, authority and boundary matrix, follow-up and deviation report, and revocation and handover minutes. The Excel register consolidates administrative mandates, decisions, roles, deviations, and revocations. It never determines whether decisions or mandates are legally valid.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2\u003eWhat do I get in the download?\u003c\/h2\u003e\n\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"border-collapse:collapse;width:100%\"\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth style=\"padding:8px;border-bottom:1px solid #d3dee5;text-align:left\"\u003eDocument\u003c\/th\u003e\n\n\u003cth style=\"padding:8px;border-bottom:1px solid #d3dee5;text-align:left\"\u003eFunction\u003c\/th\u003e\n\n\u003cth style=\"padding:8px;border-bottom:1px solid #d3dee5;text-align:left\"\u003eLanguage and format\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e01. Delegation policy\u003c\/td\u003e\n\n\u003ctd\u003eRoles, decision areas, mandate boundaries, reporting, and further delegation.\u003c\/td\u003e\n\n\u003ctd\u003eSwedish – Word\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e02. Individual mandate decision\u003c\/td\u003e\n\n\u003ctd\u003eDecision-making basis for a named person's or role's special assignment.\u003c\/td\u003e\n\n\u003ctd\u003eSwedish – Word\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e03. Authority matrix\u003c\/td\u003e\n\n\u003ctd\u003eDistinguishes preparation, decision-making, execution, and control between roles.\u003c\/td\u003e\n\n\u003ctd\u003eSwedish – Word\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e04. Follow-up report\u003c\/td\u003e\n\n\u003ctd\u003eReports completed tasks, deviations, and the need for new decisions.\u003c\/td\u003e\n\n\u003ctd\u003eSwedish – Word\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e05. Revocation\/handover\u003c\/td\u003e\n\n\u003ctd\u003eInternal change, notifications, return, and control of separate external rights.\u003c\/td\u003e\n\n\u003ctd\u003eSwedish – Word\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e06. User guide\u003c\/td\u003e\n\n\u003ctd\u003eBylaw check, completion order, risk cases, finalization, and official sources.\u003c\/td\u003e\n\n\u003ctd\u003eSwedish – Word\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e07. English User Guide\u003c\/td\u003e\n\n\u003ctd\u003eEnglish instructions for using the Swedish documents and understanding their limitations.\u003c\/td\u003e\n\n\u003ctd\u003eEnglish – Word\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e08. Delegation register\u003c\/td\u003e\n\n\u003ctd\u003eNine tabs for administrative decisions, mandates, follow-up, and revocations.\u003c\/td\u003e\n\n\u003ctd\u003eSwedish – Excel\/XLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\n\u003ch2\u003eExcel tool with nine tabs\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eStart, Mandate Register, Roles, Decisions, Follow-up, Deviations, Revocation, Overview, and Las_mig.\u003c\/strong\u003e The workbook has filters, manual status lists, and formula-driven overviews of registered mandates, documented decisions, deviations, and revocations. The status \"Decision documented\" is set by a person and does not determine legal authority; no external links or macros are required. The customer file is delivered without test persons.\u003c\/p\u003e\n\n\u003ch2\u003eHow to establish the organization's delegation policy\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCheck bylaws and authorities.\u003c\/strong\u003e Determine which matters are decided by the annual meeting and which by the board.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDefine each mandate.\u003c\/strong\u003e Describe the task, recipient, amount limits, exceptions, reporting, and period.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eMake and document decisions.\u003c\/strong\u003e State the actual board or organizational decision with the minutes point.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eNotify and follow up.\u003c\/strong\u003e Give the recipient instructions and use the register for control.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eChange or revoke as needed.\u003c\/strong\u003e Also check external power of attorney, bank access, and actual system permissions separately.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003eWhen is another document more suitable?\u003c\/h2\u003e\n\n\u003cp\u003eFor authority toward a bank, authority, or contracting party, you need to consider a separate \u003ca href=\"\/en\/products\/firmateckningsbeslut-bankbehorighet-ideell-forening-mall\"\u003esigning decision and basis for banking authority\u003c\/a\u003e. For minutes from a board or annual meeting, you can use \u003ca href=\"\/en\/products\/foreningsprotokoll-arsmote-styrelse-2026-2027\"\u003eorganizational minutes\u003c\/a\u003e. For unpaid volunteer assignments, there is a separate \u003ca href=\"\/en\/products\/volontaroverenskommelse-uppdragsbeskrivning-ideell-forening-mall\"\u003evolunteer package\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003ch2\u003eLegal requirements\u003c\/h2\u003e\n\n\u003cp\u003eThere is no comprehensive specific law with a general standard delegation for all non-profit organizations. The bylaws and correct organizational decisions must be read in each individual case. \u003ca href=\"https:\/\/www4.skatteverket.se\/rattsligvagledning\/edition\/2026.7\/1742.html\"\u003eThe Swedish Tax Agency's guidance on managing a non-profit organization\u003c\/a\u003e describes the board's normal function and the representatives' authorities. Internal instructions are not always sufficient to limit the effects of a contract toward third parties.\u003c\/p\u003e\n\n\u003cp\u003eIf personal data is processed, for example in the Excel register, the organization must handle legal basis, data minimization, and appropriate access. See \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/dataskydd-pa-olika-omraden\/forening\/\"\u003eIMY's guidance for organizations\u003c\/a\u003e and \u003ca href=\"https:\/\/eur-lex.europa.eu\/eli\/reg\/2016\/679\/oj\"\u003eGDPR (EU) 2016\/679\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\n\n\u003ch3\u003eIs a delegation policy mandatory in a non-profit organization?\u003c\/h3\u003e\n\n\u003cp\u003eThere is no general requirement for this specific template format for all non-profit organizations. Needs and decision-making order depend on bylaws, operations, and the organization's actual distribution of responsibilities.\u003c\/p\u003e\n\n\u003ch3\u003eCan the person listed in the mandate matrix sign contracts for the organization?\u003c\/h3\u003e\n\n\u003cp\u003eNot automatically. Internal authority, external representation rights, power of attorney, and bank terms must be assessed separately. The counterparty's good faith may also be relevant.\u003c\/p\u003e\n\n\u003ch3\u003eCan the board delegate its responsibility?\u003c\/h3\u003e\n\n\u003cp\u003eA task can be distributed within the organization when bylaws and an authorized decision allow it, but the board's responsibility does not automatically cease through an internal assignment. Control and follow-up may still be required.\u003c\/p\u003e\n\n\u003ch3\u003eIs it enough to fill in Excel?\u003c\/h3\u003e\n\n\u003cp\u003eNo. Excel is an administrative register and does not replace correct minutes, bylaw assessment, actual notification, or signature when these are relevant.\u003c\/p\u003e\n\n\u003ch3\u003eAre the PDF files editable forms?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The Word files are editable; the PDF versions are searchable and printable but not interactive forms.\u003c\/p\u003e\n\n\u003ch3\u003eHas the package been legally reviewed?\u003c\/h3\u003e\n\n\u003cp\u003eNo, no external legal review has been performed. The documents have undergone internal AI-assisted source control and technical functionality testing.\u003c\/p\u003e\n\n\u003ch2\u003eSources and version\u003c\/h2\u003e\n\n\u003cp\u003eVersion \u003cstrong\u003e1.0\u003c\/strong\u003e · Source review \u003cstrong\u003eOctober 24, 2026\u003c\/strong\u003e. Swedish Tax Agency \u003ca href=\"https:\/\/www4.skatteverket.se\/rattsligvagledning\/edition\/2026.7\/1742.html\"\u003eManaging a non-profit organization\u003c\/a\u003e, \u003ca href=\"https:\/\/www4.skatteverket.se\/rattsligvagledning\/edition\/2026.3\/1741.html\"\u003eForming a non-profit organization\u003c\/a\u003e, \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/dataskydd-pa-olika-omraden\/forening\/\"\u003eIMY – organizations' processing of personal data\u003c\/a\u003e, and \u003ca href=\"https:\/\/eur-lex.europa.eu\/eli\/reg\/2016\/679\/oj\"\u003eGDPR\u003c\/a\u003e. The authorities have not approved Mallbutikens documents.\u003c\/p\u003e\n\n\n\u003csection class=\"mb-seo-guide-link\" data-mb-seo-link=\"mb-guide-44-governance-11395512172886\" aria-label=\"Related guidance\" style=\"border:1px solid #d2e2eb;background:#f5f9fc;padding:15px 17px;border-radius:10px;margin:22px 0\"\u003e\u003ch2 style=\"font-size:1.2em;margin:0 0 8px\"\u003eDelegation is not signing authority\u003c\/h2\u003e\n\n\u003cp style=\"margin:0\"\u003eRead \u003ca href=\"\/en\/blogs\/foretag\/jav-delegation-fullmakt-firmateckning-ideell-forening\"\u003ethe guide to delegation, conflict of interest, and power of attorney in non-profit organizations\u003c\/a\u003e. Compare who may make internal decisions and represent the organization externally.\u003c\/p\u003e\u003c\/section\u003e\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Standard","offer_id":56009474802006,"sku":"DELEG-FORENING-V1","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/delegationsordning-huvudbild-1600.webp?v=1792809672","url":"https:\/\/mallbutiken.se\/en\/products\/delegationsordning-beslutsmandat-ideell-forening","provider":"Mallbutiken","version":"1.0","type":"link"}