Results
The Governance Gray Zone: Navigating Board and Staff Roles and Decision-Making
In this practical webinar, we'll explore one of the most common sources of tension in nonprofit organizations: confusion about the respective roles of boards and staff. Drawing on governance lessons from the field and TREC's practical Board v. Staff Role Guide, participants will learn how to distinguish between governance, management, and the critical gray zone where boards and staff work together.
The Board’s Role in a Leadership Transition
In an Executive Director (ED) transition, the board’s role is to ensure organizational continuity, maintain stakeholder confidence, and oversee the hiring and onboarding of the next leader. The board’s role…
Acting vs Interim Executive Director: Board Decision Worksheet
This worksheet is a practical tool designed to help nonprofit boards determine whether their organization requires an Acting Executive Director (ED) or an Interim Executive Director (ED) during a leadership vacancy or temporary absence.
Executive Director Transition Planning Worksheet
This worksheet can help an Executive Director or Senior Leader organize the considerations, decisions, and handoff tasks involved in a planned transition. The information gathered will help to build the transition plan.
Following a Founder or Long-Term Leader: A worksheet for new Executive Directors
This worksheet is designed to help a new ED step into leadership with clarity, especially when following a founding or very long-term ED whose relationships, decision-making habits, and public identity may be deeply woven into the organization.
Board v. Staff Role Guide
One of the most persistent challenges in nonprofit governance is confusion about the respective roles of boards and staff. The table below delineates typical board v. staff roles in a mature nonprofit with a governing board, as well as areas of collaboration.
Board Governance Policies & Procedures
This collection will get your board started in creating board governance policies and procedures.
Impactful Board Meetings in Chaotic Times: Shifting from Report-Outs to Real Engagement
As boards and leaders struggle to focus in the face of chaos, board meetings can trend toward burnout and defaulting to low-value report outs instead of engaged, strategic conversations. This webinar isn’t “10 tips to make your board meetings more engaging.” It’s about co-creating ideas to keep boards motivated and focused, and above all, helpful in guiding EDs as they make mission-critical decisions in these turbulent times.
Worksheet: Effective Board Meetings in Chaotic Times
This worksheet will help staff and board co-create ideas to keep boards motivated and focused, and above all, helpful in guiding EDs as they make mission-critical decisions in these turbulent times. Use this worksheet as a reflection tool to develop your Board’s work plan for the following year or use it during board meetings to increase engagement.
Board vs. Executive Director Policy Approval Guide
This guide clarifies which organizational policies typically require Board of Directors approval and which may be enacted or updated by the Executive Director. It is intended to support clear governance and management boundaries
Board Self-Assessment Template
Customize this sample board self-assessment questionnaire to run your own confidential board self-assessment in your favorite survey tool/program! It is designed to help your board reflect on individual and collective performance, identify areas for growth, and assess the inclusivity and effectiveness of board culture and practices.
Board Annual Action Plan
The Board Annual Action Plan outlines the key priorities, goals, and activities the board will focus on over the course of the year.
Strengthening the Executive Director and Board Partnership: Strategies for Collaboration and Success
This session is ideal for Executive Directors, Senior Leaders in co-leadership roles, and Board Members. We encourage both leadership and board representatives review to ensure a shared understanding and actionable outcomes. Join us to unlock the potential of this vital partnership and empower your organization to thrive.
Building Inclusive Boards: Strategies for Diversity, Equity, and Inclusion
In an era marked by dynamic change, conservation and environmental nonprofits are increasingly acknowledging the pivotal influence of their boards of directors in championing diverse viewpoints, promoting equitable procedures, and…
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 Annual Goals and Objectives
An Executive Director’s Annual Plan with goals and objectives identifies and creates transparency of the ED’s short-term aspirations and the long-term vision for the organization. It provides the ED and…
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.
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 Performance Evaluation: Overview
Annual evaluation of the Executive Director is one of the Board of Director’s most critical responsibilities in monitoring and ensuring the overall performance of a non-profit. It is also one…
Board and Staff Friendraising Process
The flow chart in this resource shows how a Board member can meaningfully contribute to building your organization's "friend" base, leading to more supporters while increasing connection between your Board and Staff through their Friendraising work.