Resource Library
Featured Resources
Introduction to Strategic Planning
Strategic planning can be the most valuable investment of time and energy your group ever makes. With TREC’s Strategic Plan guide, we offer ideas for making the most of your next strategic planning process, to help you: • Develop a process that fits your group’s unique needs • Identify the most important questions to explore […]
Sustaining Staff Resilience and Effectiveness
In this session we will develop a greater understanding of what resilience is and how to foster it in our lives. We’ll explore a bit about the biological basis of resilience and talk about the essential skill of effective self care.
The Executive Director Hiring Process
Hiring an executive director is one of the most important tasks a board will ever undertake. If you are a board member or chair with little hiring experience, you are in good company. We’ve created this guide to support board members at any level of hiring experience.
TREC Shared Allocation Template
A template that helps you calculate the allocation of shared expenses based on staff time.
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2018: A New Frontier in Fundraising
In this session, we will identify five non-negotiables for creating high quality fundraising program and discuss what has changed in fundraising. We will also discuss messages you can use to create impact, identify new sources to maximize your fundraising program’s success, and offer up strategies for creating a stronger culture of philanthropy among your staff, board, volunteers and donors.
Addressing Bias in Fundraising–Developing an Inclusive Individual Giving Program
This webinar will review the data/context (the what), the impact/outcome (so what), and next steps/resources (now what) to recognize and reduce bias in your fundraising practices.
Adopting Your Strategic Plan
Formally adopting a strategic plan is one of the most fundamental responsibilities of a board of directors. This resource reviews the process between the planning committee, staff, and board from review to adoption of your new strategic plan.
Allocating Shared Operating Expenses
Shared Allocation is the process of spreading your shared expenses such as rent and utilities across your programs and other cost centers. By using shared allocation, each program shows its full costs. This toolkit shows you why this is important and how to do it.
Annual Planning and Tracking Calendar for Board & Staff | Sample
A calendar developed at the start of the year captures both ongoing/recurring board responsibilities as well as new initiatives. By anticipating upcoming tasks, it helps committees plan their work, helps board leaders design board agendas and helps staff prepare
Assessing Your Organization’s Effectiveness
Every organization has strengths and vulnerabilities, and many leaders are too close to the situation to see these clearly. In this webinar, we’ll walk through TREC’s Organizational Ecology Assessment Tool to show you how to rank your organization on key indicators in three areas: Programs, People, and Money.
Beyond Strategic Planning: Maximizing Your Impact as an Organization
In the words of General Dwight D. Eisenhower, “plans are useless but planning is indispensable.” This may sound like a repudiation of strategic plans, but the best organizations use an appropriate mix of formal planning and “adaptive management” to make sure they have the most appropriate goals and strategies given the current circumstances. In this webinar, we explore the range of planning and management approaches and tools that an organization should consider. This webinar explores the “strategic mindset” that characterizes organizations that punch above their weight, and look at how the board and staff can best work together to guide the organization’s direction.
Board 101: Board Focus and Roles
As a board member, you may have found that time and limited resources have influenced your board’s ability to identify and implement the best strategies to support your organization. As an executive director, you may be wondering what tools are available to support your board. This webinar will provide foundational tips and strategies in order to support efficient and fulfilling board participation.
Board Committee Job Descriptions
A committee list for boards, including responsibilities and/or activities for each activity. This resource offers job descriptions for 15 committees to adapt for your own organization.
Board Development, Engagement, and Recruitment
Without care and feeding, Boards risk becoming stagnant and ineffective. In this webinar we’ll explore how to assess your board’s effectiveness, keep board members engaged, deal with “deadwood” directors, and identify and bring in the right kind of new directors.