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
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 review to adoption of your new strategic plan.
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 indicators of an effective organization, by retrospectively reviewing your own Program, Money, and People and systems, you can gain valuable information before proceeding further with […]
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 team by reviewing how to find leaders who are prepared to engage others and dedicate themselves to creating the organization’s plan. It will also encourage […]
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 next strategic planning process, to help you: • Develop a process that fits your group’s unique needs • Identify the most important questions to explore […]
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 will help answer these questions and more as it walks you through the first stages of implementing your new strategic plan.
Strategic Planning Guide
Developing your organization’s strategic plan can be the most valuable investment of time and energy your group ever makes. This toolkit guides you through the planning, design, and implementation process for your personalized strategic plan.
Strategic Planning Retreats
If you have the resources and time, a full planning team retreat in the middle of the hiring process is desirable. This resource can help guide you through the logistical and strategic planning process for your next strategic planning retreat. It covers: Agenda & Meeting Plan Locations Logistics Materials (handouts & timing) Participants The Retreat […]
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 goals on paper. This resource reviews the ins and outs of writing your organization’s strategic plan, from the style to the framework in detail. Refer […]
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.