Resource Library
Featured Resources
Change Team Core Processes and Tools: Set-Up and Management Checklist
Change teams designed to increase diversity, equity, and inclusion (DEI) require thoughtful planning and communication throughout the active lifecycle of the team: Launch, Management, Evaluation, and Relaunch. Change teams, like any other team, require management tools, skills, and processes to be successful. Use the following checklists to create the change team charter and core management tools and processes.
Change Team DEI Development Plan Template
A written plan of action is essential for individuals or teams working to increase diversity, equity and inclusion (DEI). DEI team workplans or development plans bring clarity to expectations, enrich feedback and review processes, and help align each team member’s tasks with the DEI team goals. Once your goals are written, create a work plan using this sample DEI Development plan template to track activity and report on progress.
Connecting to your D.E.I “Why”
Everyone has a unique connection to environmental work. Awareness of your story and motivation to pursue D.E.I. can be grounding and uplifting when you are faced with difficult decisions, face barriers in your path, or need to be inspired by yourself! The following writing exercise helps you identify how you came to value the pursuit of D.E.I. in the environmental field, what keeps you motivated, and what you need to stay resilient when challenges inevitably arise.
Decision Making for Equity and Inclusion
Decision-making practices reflect an organization’s equity and inclusion values. They also reveal how authoritative a.k.a. commanding power is distributed throughout an organization. Use this decision-making mode graphic to investigate how […]
POPP: Strategic Planning Tool for Meetings
POPP is a simple tool that helps focus and clarify the essential elements of a meeting: the purpose, the desired outcome, the people involved, and the process that will be used.
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 […]
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 […]