Resource Library
Featured Resources
Demonstrating Financial Leadership
Two essential traits effective leaders demonstrate are dedication to their organization’s mission and finances, and the ability to evoke trust in effectively leading both. This tutorial will cover what to do and continue doing, and what you may be doing to undercut that leadership, and offer six steps to improve your financial leadership to your staff and board.
Diversifying Revenue Sources
Diversifying revenue is a good idea for many organizations; however, implementing diversification is not a one size fits all solution for every organization. This tutorial looks into when, why, and how your organization can benefit from diversifying revenue sources.
Financial Health Dashboard
Does your board understand your financial position and reports? Do they know what’s important to track to stay informed on the financial health of your organization? Help your board and others stay informed on your organization’s reserves, budgets to actuals, and cashflow with an easy to use and understand Financial Dashboard.
Getting the Most Out of Your Grants
Since many organizations are grant dependent, meaning they rely upon grants for a large percentage of their revenue, it’s essential that these grants be formed in such a way that they sustain the organization overall. This short tutorial covers how to calculate and include the full costs of your programs into your grant budgets.
Planning for Uncertainty
We are operating during unprecedented times and it is difficult to know what the scope and impact from COVID-19 will be. However, your organization can prepare for the unknown impact and changes now and adjust as needed when more is known and revealed. This tutorial walks you through critical steps and scenario planning to take now to prepare for the uncertainty ahead.
Seis Pasos para Crear un Plan de Captación de Fondos
Cuando llega el momento de determinar las metas anuales de captación de fondos y prepararse para el año que viene, un plan de captación de fondos bien desarrollado es la clave del éxito. Un plan bien pensado puede ayudar a orientar las actividades, solicitar los apoyos, asegurar los recursos que permitan el éxito, y mantener a toda la organización informada de las metas y estrategias. Este recurso de TREC es una guía para la realización de un proceso de seis pasos para crear una hoja de ruta que les permita alcanzar sus metas.
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.
Search Results
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.