Resource Library
Featured Resources
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.
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.
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.
Revenue Forecasting
Nonprofit budgets must be based on realistic revenue forecasts. Here are some principles and procedures for developing them.
Strategies for Exemplary Board-ED Partnership in Times of Crisis
Positive and collaborative executive director and board relationships are always important, but in times of crisis, they are more than ever. This resource offers suggestions for board members on how to effectively support and maximize their impact with executive directors and organizations during times like COVID-19.
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
Bylaws – Resources & Templates
Every organization must create a set of Bylaws in order to incorporate. By defining the purpose and structure of the organization, bylaws set the basic operating agreements behind the work being done. Having bylaws that reflect the current realities and practices of the organization is foundational to a well-run organization. This resource contains templates and links that will help you examine or revise your bylaws when needed.
Candidate Ranking Worksheet
The task of selecting new people to join your organization is more complex and nuanced than most of us recognize. Get clarity on the skills and experience of your candidates during the hiring process by utilizing this worksheet to quantify and compare each candidate’s skills. This tool can also help mitigate bias in the process by comparing all candidates across the same categories objectively based on the information gained during the interview process.
CARES Act Resources for U.S. Nonprofits
Coronavirus Aid, Relief, and Economic Security Act (CARES Act) What’s in the Bill for Nonprofits A clear and concise overview, provided by the National Council of Nonprofits, of the Coronavirus Aid, Relief, and Economic Security (CARES) Act and what it means for Nonprofits. This article and accompanying analysis details the funding, tax credits, and other […]
Communication Checklist for ED Transition
This communications checklist will help your organization communicate effectively during an executive director transition.
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.
Core Elements of Management
Your people are your greatest asset, and creating supportive supervision and management relationships is necessary to retain this asset. Investing time cultivating these relationships for success can improve staff retention and development to strengthen an organization.
Creating a Culture of Feedback Through Management
Fostering a culture of feedback at your organization requires formal and informal systems that encourage and welcome feedback, as well as behaviors that set examples as leaders and managers.
Creating a Feedback-Rich Culture
Feedback isn’t about “once-and-done.” An effective organization strives to create a feedback-rich culture which takes both organizational systems and leadership behaviors that are applied consistently over time. Systems support and sustain behaviors. Behaviors bring systems to life. Use this list to see where your organizations thrive and identify where you might need to focus on improving.
Creating Job Descriptions
TREC understands that accurate job descriptions form the basis for many aspects of an effective organization. Relevant and up to date position descriptions help every employee understand their duties, tasks, and responsibilities. TREC offers a guide to writing job descriptions, a sample job description, and a template to help your organization.