Resource Library
Featured Resources
Communicating Across Generational Diversity
To effectively support teams with diverse age groups, it’s essential to first recognize our generational differences and biases. How have significant cultural and historical events shaped my generation? How does belonging to a certain generation influence my communication style? How does it affect my leadership approach and decision-making? How have these factors contributed to the organizational culture and my own work experience? This resource is offered in the spirit of increased understanding of how a diversity of lived experiences impacts the workplace.
DEI Data Analysis: Green 2.0 Data Discussion
Organizations across the environmental sector and other industries have been implementing DEI strategies or have recently begun their DEI journeys to increase diversity and inclusion in the workplace and incorporate it into their mission and vision. There have been many studies that uncovered why so many organizations believe diversity and inclusion efforts are valuable and worth investing in for their long-term strategy. However, there is much less research on how the strategies are being implemented and how effective they are.This resource is a 3-part series of guided workshops to analyze research and data collected by Green. 2.0 to consider the effectiveness of DEI strategies at environmental NGOs and Foundations. It can be facilitated by a DEI leader for an organization or for the board as a part of the continued learning. DEI Committees could also incorporate it into their work to assess their DEI strategy and find opportunities to increase impact.
Embedding Accountability and Sustaining DEI Initiatives
This resource includes three sequential exercises to understand and create greater DEI accountability. The exercises can be facilitated by an Executive Director or DEI lead for the full staff or the DEI committee across multiple sessions. Exercises #1 and #2 can also be used as pre-work for Exercise #3.
Embracing Inclusive Leadership
This resource is a two-part workshop on Inclusive Leadership- why it matters, how it benefits everyone, and the behaviors and traits of inclusive leaders. It can be facilitated by an Executive Director or another senior member of leadership for the full leadership team including all staff in supervisory roles. It can also be completed individually for a personal assessment.
Racial Disparities in the Environmental Movement
This resource includes a pre-work activity and two exercises to foster a foundational understanding of environmental racism and the impact on the conservation and environmental movement. The exercises can be facilitated by an Executive Director or DEI lead for the full staff or the DEI committee across multiple sessions. It can also be completed individually.
Search Results
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.