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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

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.

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 Donor Stewardship | Flow of Communications

Major gift work is a highly personalized form of fundraising that can be difficult to systematize. The success of your major gifts effort is dependent on authentic relationships with your donors, and it’s difficult to script the authentic conversations that make up a real relationships. The following flow chart and corresponding scripts are a great […]

Board Member Recruitment Process | Sample

Use this Sample document as a template for recruiting board members to your organization. Agree on skills, roles, responsibilities, and qualities you are seeking within your organization, and customize for your organization’s unique needs.

Board Skills and Experience Checklist

Is your Board make up diverse? Does its current make-up meet all your current needs? Are your recruiting a new Board member and need a tool to determine where your Board needs strengthening? This checklist will help you and your organization get a high-level view of the  strengths and gaps in your current Board.

Board Term Limits

Rotation is a healthy and natural way of providing change and necessary transformation for boards. Regularly bringing in new board members helps keep away stagnation and provides the board opportunities for renewal. This resource reviews the importance of Board Term Limits and discusses the advantages and concerns to take into consideration for your Board.

Committee Terms of Reference

A simple template to use to capture pertinent information for each internal committee; including contacts, purpose, structure and history.

Emergency Executive Director Succession and Contingency Planning & Template

COVID-19 has spotlighted the need for organizations to develop emergency succession plans. This resource provides a roadmap and Emergency ED Succession Plan Template to create a plan for your organization.

Executive Director Turnover, Resignation, and Termination

Turnover is inevitable, at all levels and for different reasons from retirement, job changes, and termination. Organizations and boards need to be prepared to handle any turnover, especially at the senior level.

Background Image: Raincoast Conservation Foundation | Jamen Rhodes