Resource Library
Featured Resources
Fiscal Controls for Your Organization
Fiscal controls are critical to every organization to protect against fraud and also create solid financial systems and procedures. This short tutorial covers the how and why of fiscal controls.
How to Track Restricted Funds
This in-depth, step-by-step tutorial on tracking restricted funds in QuickBooks for US-based Organizations will help you easily create detailed reports using the customer feature. You’ll be able to get full expense and budget to actual reports for your grants, as well as restricted fund balances.
Restricted Fund Basics
Do you know which of your funds are restricted? How to track them? What types are there? This tutorial answers all those questions and also will start you down the path to robust financial systems.
Revenue Forecasting
Reliable revenue forecasting is essential to preparing your organization’s budget and ensuring that you can make strategic decisions about the year ahead. Following multiple principles and methods to run your income projections will help you create more accurate predictions and budgets.
Revenue Forecasting Tool
TREC’s Revenue Forecasting Tool walks you through three methods described in TREC’s Revenue Forecasting resource to help you hypothesize on future revenue.
Using Individual 360 Feedback in Organizations
This resource reviews successfully implementing 360-feedbacks in your organization, when to use it for performance evaluations, and effectively using it for professional development. It’s a recommended read to all leaders who are considering or using 360-degree feedback.
Where to Put Expenses
For U.S.-based organizations, all expenses must be categorized between Fundraising, Management and General, and Program Services. Although this is a practice all nonprofits must do, many fail to categorize their expenses accurately. This resource defines these functional expense areas and will give you guidance to allocate them correctly. Additional Resources: Shared Allocation Toolkit Budget Toolkit
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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.
Effectively Delivering and Receiving Feedback
How feedback is delivered (and received) is as, or possibly more, important than what is communicated. If feedback is given effectively and clearly, it is much more likely to result in lasting change. This resource provides an overview of how to give and receive feedback effectively. While the resource focuses on delivering feedback to Executive […]
Helpful Hints for Courageous Conversations
Not all conversations are easy. At some time or another, we all are required to have a difficult conversation that requires us to step out of our comfort zone, but you don’t need to be lost navigating them. These helpful hints will walk you through those courageous conversations with confidence.
How to Plan for a Courageous Conversation
As leaders, we can’t avoid challenging conversations – that is, ones that feel like they have an edge and require courage, where at least one person wants to pursue something different or where the topic may make at least one person uncomfortable. This resource gives you tools and suggestions to improve your understanding and prepare you to have conversations that can lead to better long-term results.
Increasing Leadership Intelligence & Agility Using “Stop, Challenge, Choose”
The Results Model and accompanying Stop-Challenge-Choose tool in this resource have been acclaimed by participants in 20 years of TREC’s Leadership Training Program as perhaps the single most powerful and practical way they manage for better results in all areas of their daily lives.
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.
Skillfully Navigating Challenging Conversations
Effective communication and feedback is vital to creating positive and authentic relationships with colleagues, staff, and those you collaborate with. TREC’s resource on Skillfully Navigating Challenging Conversations provides recommendations to improve communications for difficult or challenging conversations to create greater clarity and understanding.