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Change Team Core Processes and Tools: Set-Up and Management Checklist

Change teams designed to increase diversity, equity, and inclusion (DEI) require thoughtful planning and communication throughout the active lifecycle of the team: Launch, Management, Evaluation, and Relaunch. Change teams, like any other team, require management tools, skills, and processes to be successful. Use the following checklists to create the change team charter and core management tools and processes.

Communication Checklist for ED Transition

This communications checklist will help your organization communicate effectively during an executive director transition.

Connecting to your D.E.I “Why”

Everyone has a unique connection to environmental work. Awareness of your story and motivation to pursue D.E.I. can be grounding and uplifting when you are faced with difficult decisions, face barriers in your path, or need to be inspired by yourself! The following writing exercise helps you identify how you came to value the pursuit of D.E.I. in the environmental field, what keeps you motivated, and what you need to stay resilient when challenges inevitably arise.

Decision Making for Equity and Inclusion

Decision-making practices reflect an organization’s equity and inclusion values. They also reveal how authoritative a.k.a. commanding power is distributed throughout an organization. Use this decision-making mode graphic to investigate how […]

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 […]

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

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. […]

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 […]

Background Image: Raincoast Conservation Foundation | Jamen Rhodes