Organization leaders and Executive Directors are often expected to have skills that are both broad and deep. This guide includes the essential tools for organizational leaders in areas of staff management, culture, financial management, and strategic planning.
In addition, purpose-driven organizations experience ongoing change, which is often managed by the organizational leadership. To be prepared and responsive to seen and unforeseen change, this learning guide also provides tools for assessing organizational health, supporting Executive Directors or leadership using effective annual evaluations, and how to prepare for leadership transitions at the individual and organizational levels.
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TREC’s learning guides serve as your personal tour guide to our expansive free resource library. Each guide allows you to quickly explore a curated group of resources, webinars, or topical collections on a specific subject to help you dive in.
Supervision Essentials
This collection provides a framework of five core elements of management, systems, and behaviors to develop a culture of feedback in your organization, and practical tools for delegating and decision making that help create transparency and clarity within your organization.
Becoming an Executive Director
Stepping into an Executive Director role, whether for the first time or with a new organization, can feel overwhelming. Where do you start? This guide provides a few tools to support leaders focus and set the foundation for a strong beginning.
Developing an Inclusive Culture
Developing an inclusive culture sounds great in theory, but what does that really mean? What is the difference between inclusive behaviors and inclusive culture? Through interactive content and discussion, we unpack why inclusive culture is critical for effective supervision and leadership. We examine components of organizational culture and identify elements of inclusive culture.
Financial Management Essentials
Responsible stewardship of financial resources is critical for non-profits to achieve their missions. This collection is a roadmap for non-profit financial management including budgeting, reporting, and policy.
Budgeting Guide and Template
Having an easy-to-use budgeting tool makes developing a budget more accurate while using far less staff time to prepare it. This budgeting toolkit guides you through creating an annual budget in TREC’s template through short tutorials and offers additional guidance through tips on budgeting and forecasting.
Empowering Excellence: Using Delegated Decision-Making to Deepen the Creativity & Engagement of Your Team
Delegated decision-making is a powerful way to support staff agency and to delegate power and authority in meaningful ways throughout the organization. This webinar will cover the basics of effective delegation, and also the core tenants of the advice process; a step-by-step process for delegating decision making to those most impacted.
Strategic Planning Guide
Developing your organization’s strategic plan can be the most valuable investment of time and energy your group ever makes. This collection guides you through the planning, design, and implementation process for your personalized strategic plan.
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Organizational Health
Organizational Health – Function Effectively, Cope with Change, and Experience Growth
In this webinar, we run through TREC’s Organizational Effectiveness model, touching on key people, program, and money systems and how these three critical pieces can set your organization up for stability and sustainability.
Organizational Health Review Assessment & Model
Use TREC’s Organizational Health Review self-Assessment tool and Org Ecology Model to gain clarity on the status of your organization – both in your strengths & opportunities to improve.
ED Evaluations
Effective Executive Director Evaluations
Annual evaluation of the ED is perhaps the Board of Director’s most critical tool in monitoring and ensuring the overall health of a non-profit. This collection offers guidance, tools, and templates for conducting annual performance evaluations and resources to help with ongoing feedback between Boards and Executive Directors.
Executive Director Performance Evaluation 360-Degree Feedback Questionnaire
This sample 360-feedback questionnaire was created to evaluate the Executive Director’s competencies, leadership, goals, and performance.
Executive Director Annual Performance Evaluation Summary and Goal Setting Form
This summary form should capture the key points from the performance evaluation and verbal review of an ED. Summarizing the evaluations received from critical stakeholders serves as a formal record of the ED’s performance review and is a vital part of the evaluation process.
Planning for Transitions
Transitions in Leadership
A board’s most important job is to set up an organization to succeed through its executive director. This collection will guide boards though all the major transitions that they face with Executive Directors, from hiring to onboarding, to the ED’s departure.
Creating Intentional Staffing Transitions
Are you exploring a transition in your role or supporting others in your organization who may be planning a shift? This webinar will look at both how to plan for leaving as well as how to plan transitions from a place of creative opportunity.
Exploring Shared Leadership Structures: Should your Organization Move to Co-Leadership?
As our sector explores more equitable ways of distributing power, a common consideration is whether to move to shared leadership structures, like Co-Executive Directors. Join us for a dialogue about what key aspects of organizational culture and structure are necessary for shared leadership to thrive, and learn how to address common pitfalls.
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Our latest updates on ED Support.