Resource Library
Featured Resources
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 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.
Getting the Most Out of Your Grants
Since many organizations are grant dependent, meaning they rely upon grants for a large percentage of their revenue, it’s essential that these grants be formed in such a way that they sustain the organization overall. This short tutorial covers how to calculate and include the full costs of your programs into your grant budgets.
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.
Seis Pasos para Crear un Plan de Captación de Fondos
Cuando llega el momento de determinar las metas anuales de captación de fondos y prepararse para el año que viene, un plan de captación de fondos bien desarrollado es la clave del éxito. Un plan bien pensado puede ayudar a orientar las actividades, solicitar los apoyos, asegurar los recursos que permitan el éxito, y mantener a toda la organización informada de las metas y estrategias. Este recurso de TREC es una guía para la realización de un proceso de seis pasos para crear una hoja de ruta que les permita alcanzar sus metas.
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
Communication Checklist for ED Transition
This communications checklist will help your organization communicate effectively during an executive director transition.
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.
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.
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.
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 Personal Statement
When an Executive Director leaves an organization, the ED and Board need to inform their membership and stakeholders with a departing statement. TREC offers this sample for EDs and Boards alike to consider their own statements.
Executive Director Turnover, Resignation, and Termination
Turnover is inevitable, at all levels and for different reasons from retirement, job changes, and termination. Organizations and boards need to be prepared to handle any turnover, especially at the senior level.
Individual Development Plan | Sample
Individual Development Plans are a crucial tool to support employee growth and learning, which leads to greater personal effectiveness and fulfillment. A Development Plan is different from annual job goals though it ideally would complement a workplan and can be done at the same time – or even included as part of the Annual Plan. This template can be adapted to fit your organization’s needs.
Leveraging Coaching Skills for People Development
Managers who want to support the development and growth of their staff can benefit from some helpful perspectives, approaches, and skills from the field of coaching that are described in this resource. While managers/supervisors should not present or see themselves as formal “coaches” they can be more “coach-like” where appropriate.
Managing Mood, Energy, and Focus
Our emotional state impacts both ourselves and others around us through a complex set of largely unconscious, primal biology-driven signals. Both our emotions and moods impact other people, though in different ways. Because moods are a longer-term phenomenon, their impact can have more power. This article lays out strategies for managing mood contagion–a critical leadership skill.