Resource Library
Featured Resources
Accessibility and Inclusivity in the Workplace

Accessibility in the workplace is the practice of making information, tasks and activities, and the work environment practical, meaningful, and usable for as many people as possible. Inclusion is the behaviors within team culture that encourages everyone to feel heard and valued for their individual skills and uniqueness. Through this guide, we review inclusive practices and considerations to take when proactively addressing accessibility at the virtual and physical workplace. After reviewing the guide, this worksheet can be used to assess your own organization’s accessibility and inclusion policies and procedures and identify areas to improve.
Accessible and Inclusive Events

How can we be mindful of different needs while proactively providing a welcoming and inclusive experience for all at events? Accessibility and inclusion matter just as deeply in temporary spaces where we invite community to join together for dialogue or learning. Here are some considerations to provide a more inclusive and accessible experience to your audience as you go through the event planning process.
Informe y Modelo de Salud Organizacional

¿Cómo es una organización saludable ? ¿Cuáles son los indicadores más importantes de la saludable organizacional en cada uno de los tres focos principales de su organización – programa, gente […]
Organizational Health Review Assessment & Model

What does a heathy organization look like? What are the most important indicators of organizational health in each of the three main foci of your organization – program, people, and […]
Personal Blueprint

Meaningfully supporting diversity, equity, and inclusion at your organization requires practices that help everyone be explicit, direct, and clear with each other. The Personal Blueprint can support effective understanding, communication, […]
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Adopting Your Strategic Plan

Formally adopting a strategic plan is one of the most fundamental responsibilities of a board of directors. This resource reviews the process between the planning committee, staff, and board from […]
Gain Perspective of Your Organization While Strategic Planning

During your Strategic Planning process, it essential to take the time to step back and gain perspective of your organization’s effectiveness. TREC uses an Organizational Ecology Model to assess key […]
Getting Started: Forming Your Team and Focus for the Strategic Plan

Start your strategic planning right by engaging the right people, setting realistic timelines, and having the right conversations from the start. This resource assists in the formation of a planning […]
Introduction to Strategic Planning

Strategic planning can be the most valuable investment of time and energy your group ever makes. With TREC’s Strategic Plan guide, we offer ideas for making the most of your […]
Marrying Financial Planning to Strategic Planning

This tutorial reviews the key components of linking strategic planning to financial planning. We’ll examine approaches to strategic planning from Good Enough to The Works; and also how to budget for revenue gaps and surpluses, determine where to put your fundraising focus, and determine the sustainability of each of your programs.
Putting Your Strategic Plan to Work

You’ve completed your strategic plan, congratulations! Now what? How much do you communicate with your funders and when? How do you pay for and staff the new programs? This resource […]
Strategic Planning Retreats

If you have the resources and time, a full team retreat in the middle of the planning process is desirable. This resource can help guide you through the logistical and […]
The Basics of Drafting Your Strategic Plan

When you are ready to draft your strategic plan, it is advisable to have a plan and approach prepared for tackling the actual task of documenting the organization’s thinking and […]
Theory of Change Overview and Approach

A TOC (Theory of Change) describes the overall focus and approach for creating change: a process of planned social (or other) change, from the assumptions that guide its design to the long-term goals it seeks to achieve. This TREC resource will give you a greater understanding of the role a Theory of Change plays for your organization and how to develop and apply one for your organization.
Threshold Questions to Begin Your Strategic Planning Process

Good strategic planning requires time and effort. Before you dive into the strategic planning process, prepare for the process by asking your group important questions to prepare. These pivotal questions […]