Resource Library
Featured Resources
Fiscal Controls for Your Organization
Fiscal controls are critical to every organization to protect against fraud and also create solid financial systems and procedures. This short tutorial covers the how and why of fiscal controls.
How to Track Restricted Funds
This in-depth, step-by-step tutorial on tracking restricted funds in QuickBooks for US-based Organizations will help you easily create detailed reports using the customer feature. You’ll be able to get full expense and budget to actual reports for your grants, as well as restricted fund balances.
Restricted Fund Basics
Do you know which of your funds are restricted? How to track them? What types are there? This tutorial answers all those questions and also will start you down the path to robust financial systems.
Revenue Forecasting
Reliable revenue forecasting is essential to preparing your organization’s budget and ensuring that you can make strategic decisions about the year ahead. Following multiple principles and methods to run your income projections will help you create more accurate predictions and budgets.
Revenue Forecasting Tool
TREC’s Revenue Forecasting Tool walks you through three methods described in TREC’s Revenue Forecasting resource to help you hypothesize on future revenue.
Using Individual 360 Feedback in Organizations
This resource reviews successfully implementing 360-feedbacks in your organization, when to use it for performance evaluations, and effectively using it for professional development. It’s a recommended read to all leaders who are considering or using 360-degree feedback.
Where to Put Expenses
For U.S.-based organizations, all expenses must be categorized between Fundraising, Management and General, and Program Services. Although this is a practice all nonprofits must do, many fail to categorize their expenses accurately. This resource defines these functional expense areas and will give you guidance to allocate them correctly. Additional Resources: Shared Allocation Toolkit Budget Toolkit
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COVID-19 Resources for Canadian ENGOs
The Sustainability Network has compiled some of the best resources specifically for nonprofits and in some cases specifically for ENGOs. They have not taken a line by line review of entries although most come from highly trusted sources. VISIT RESOURCE ImagineCanada has also compiled a list of new measures by the federal government that impact […]
Creating a Feedback-Rich Culture
Feedback isn’t about “once-and-done.” An effective organization strives to create a feedback-rich culture which takes both organizational systems and leadership behaviors that are applied consistently over time. Systems support and sustain behaviors. Behaviors bring systems to life. Use this list to see where your organizations thrive and identify where you might need to focus on improving.
Evaluación y Modelo de Efectividad Organizacional
Usen la herramienta de Autoevaluación de Efectividad Organizacional y el Modelo de Ecología Organizacional de TREC para obtener claridad sobre el estado de su organización – tanto en sus fortalezas como en las oportunidades de mejorar.
How to Conduct an Organizational Assessment
A brief tutorial that will guide you through a step-by-step self-assessment of your organization. Walk through key indicators of organizational health and learn what to strive for in each. Follow along while you complete TREC’s Organizational Effectiveness Self-Assessment.
Organizational Effectiveness Assessment & Model
What does an effective organization look like? What are the most important indicators of organizational effectiveness in each of the three main foci of your organization – program, people, and money? What benchmarks should you strive for under each? Use TREC’s Organizational Effectiveness self-Assessment tool to gain clarity on the status of your organization- both in your strengths & opportunities to improve.
Successful Board and ED Approaches to Navigate Staff Management
For Executive Directors to be successful, Boards may support but must let EDs lead in all the core functions they were hired to do, including staff management. This resource offers approaches and suggestions for Boards and EDs to work effectively through staff management and inter-staff conflict.
Webinar Collection | Organization Effectiveness
TREC also offers a variety of 60-minute webinars by the TREC team and guest presenters that accompany our templates, tutorials, toolkits, and written resources to develop your learnings, understanding, and competencies in organization effectivess.