Resource Library
Featured Resources
Fiscal Controls for Your Organization
Fiscal controls are critical to every organization to protect against fraud and also create solid financial systems and procedures. This short tutorial covers the how and why of fiscal controls.
How to Track Restricted Funds
This in-depth, step-by-step tutorial on tracking restricted funds in QuickBooks for US-based Organizations will help you easily create detailed reports using the customer feature. You’ll be able to get full expense and budget to actual reports for your grants, as well as restricted fund balances.
Restricted Fund Basics
Do you know which of your funds are restricted? How to track them? What types are there? This tutorial answers all those questions and also will start you down the path to robust financial systems.
Revenue Forecasting
Reliable revenue forecasting is essential to preparing your organization’s budget and ensuring that you can make strategic decisions about the year ahead. Following multiple principles and methods to run your income projections will help you create more accurate predictions and budgets.
Revenue Forecasting Tool
TREC’s Revenue Forecasting Tool walks you through three methods described in TREC’s Revenue Forecasting resource to help you hypothesize on future revenue.
Using Individual 360 Feedback in Organizations
This resource reviews successfully implementing 360-feedbacks in your organization, when to use it for performance evaluations, and effectively using it for professional development. It’s a recommended read to all leaders who are considering or using 360-degree feedback.
Where to Put Expenses
For U.S.-based organizations, all expenses must be categorized between Fundraising, Management and General, and Program Services. Although this is a practice all nonprofits must do, many fail to categorize their expenses accurately. This resource defines these functional expense areas and will give you guidance to allocate them correctly. Additional Resources: Shared Allocation Toolkit Budget Toolkit
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Communication Checklist for ED Transition
This communications checklist will help your organization communicate effectively during an executive director transition.
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.
Effectively Delivering and Receiving Feedback
How feedback is delivered (and received) is as, or possibly more, important than what is communicated. If feedback is given effectively and clearly, it is much more likely to result in lasting change. This resource provides an overview of how to give and receive feedback effectively. While the resource focuses on delivering feedback to Executive […]
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 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 the Board a clear focus for evaluation and helps focus regular check-ins between the ED and Board Chair. It also offers accountability, measurements of progress, […]
Executive Director Annual Performance Evaluation Summary and Goal Setting Form
Summarizing the evaluations received from critical stakeholders into one document that serves as a formal record of the Executive Director’s performance review is a vital part of the evaluation process. This summary form should capture the key points from the performance evaluation and verbal review.
Executive Director Hiring Checklist
We’ve created these overview checklists to support board members and hiring committees in the hiring process. We encourage you to use these in conjunction with TREC’s Transitions in Leadership toolkit.
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. By requesting feedback from staff, partners, and supervisors (Board), you will receive a whole picture of the ED’s performance in all areas for the ED’s benefit and future goals.
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 of the Board’s key methods to support a culture of transparency, accountability, and fairness, as well as to support the ED’s ongoing development. This resource […]
Executive Director Personal Statement
When an Executive Director leaves an organization, the ED and Board need to inform their membership and stakeholders with a departing statement. TREC offers this sample for EDs and Boards alike to consider their own statements.