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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.

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.

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.

Delegating Resources & Tools

This guide will help you determine where and how you can delegate aspects of your job to keep your time focused, build staff capacity and otherwise strengthen the management of your organization. This article examines the benefits of delegation, common reasons why delegation is avoided and what should not be delegated.

Employee Handbook Template for US Organizations

An engaged and skillful staff is the foundation of your success, and TREC believes that employees work best when a clear and transparent set of policies and procedures is in place. Use this customizable template to create or revise your US-based organization’s employee policies to provide a comprehensive, up to date employee handbook.

Engagement: How to Support it and Sustain it Over Time in Yourself and Others

Whether you are a manager or looking for skills to manage up, this webinar will offer valuable information around what drives engagement and what you can do to increase it. From work-planning to check-ins, we will share pragmatic tools to set yourself and your staff up to succeed.

Background Image: Raincoast Conservation Foundation | Jamen Rhodes