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Featured Resources
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.
Change Team DEI Development Plan Template
A written plan of action is essential for individuals or teams working to increase diversity, equity and inclusion (DEI). DEI team workplans or development plans bring clarity to expectations, enrich feedback and review processes, and help align each team member’s tasks with the DEI team goals. Once your goals are written, create a work plan using this sample DEI Development plan template to track activity and report on progress.
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 […]
POPP: Strategic Planning Tool for Meetings
POPP is a simple tool that helps focus and clarify the essential elements of a meeting: the purpose, the desired outcome, the people involved, and the process that will be used.
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Allocating Shared Operating Expenses
Shared Allocation is the process of spreading your shared expenses such as rent and utilities across your programs and other cost centers. By using shared allocation, each program shows its full costs. This toolkit shows you why this is important and how to do it.
Budget Template
Conservation groups understand that resources are tight and that they need a robust budget tool designed to help plan for the year ahead. The TREC Budget Template is an easy-to-use budgeting tool to develop a more accurate budget while using far less staff time.
Budgeting as a Strategic Tool
Resources are tight, and conservation groups need a robust budget tool designed to help them plan for the year ahead. TREC’s budget template is an easy-to-use budgeting tool that makes developing a budget more accurate while using far less staff time to prepare it.
Cash-Flow Projections Template
Knowing when during the year you are facing surpluses and deficits is critical to making wise decisions for your organization and your programs. Learning how to predict cash flow and present an accurate financial picture of your organization is essential. This easy-to-use tool makes developing accurate cash flow projections simple and straight-forward.
Compensation Setting Policy | Sample
Given the recent scrutiny that has been placed on non-profit executives, it is important to have a clear compensation policy for top officials and key employees. The policy should outline who determines key officials compensation and the comparable data used to determine the compensation.
Conflict of Interest | Sample Policy & Disclosure Statement
Webster defines a Conflict of Interest as a “conflict between the private interests and the official responsibilities of a person in a position of trust.” It is imperative that every organization is aware of all of these conflicts and does its due diligence to manage them upfront. Clear policies and Annual Disclosure Statements are helpful tools for an organization to protect itself from any conflicts.
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 Board Reports
A guide on how to present financials to the nonprofit Board of Directors. Includes a draft financial narrative, how to create a budget to actual report, and more.
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.