Resource Library
Featured Resources
Communicating Across Generational Diversity

To effectively support teams with diverse age groups, it’s essential to first recognize our generational differences and biases. How have significant cultural and historical events shaped my generation? How does belonging to a certain generation influence my communication style? How does it affect my leadership approach and decision-making? How have these factors contributed to the organizational culture and my own work experience? This resource is offered in the spirit of increased understanding of how a diversity of lived experiences impacts the workplace.
DEI Data Analysis: Green 2.0 Data Discussion

Organizations across the environmental sector and other industries have been implementing DEI strategies or have recently begun their DEI journeys to increase diversity and inclusion in the workplace and incorporate it into their mission and vision. There have been many studies that uncovered why so many organizations believe diversity and inclusion efforts are valuable and worth investing in for their long-term strategy. However, there is much less research on how the strategies are being implemented and how effective they are.This resource is a 3-part series of guided workshops to analyze research and data collected by Green. 2.0 to consider the effectiveness of DEI strategies at environmental NGOs and Foundations. It can be facilitated by a DEI leader for an organization or for the board as a part of the continued learning. DEI Committees could also incorporate it into their work to assess their DEI strategy and find opportunities to increase impact.
Embedding Accountability and Sustaining DEI Initiatives

This resource includes three sequential exercises to understand and create greater DEI accountability. The exercises can be facilitated by an Executive Director or DEI lead for the full staff or the DEI committee across multiple sessions. Exercises #1 and #2 can also be used as pre-work for Exercise #3.
Embracing Inclusive Leadership

This resource is a two-part workshop on Inclusive Leadership- why it matters, how it benefits everyone, and the behaviors and traits of inclusive leaders. It can be facilitated by an Executive Director or another senior member of leadership for the full leadership team including all staff in supervisory roles. It can also be completed individually for a personal assessment.
Racial Disparities in the Environmental Movement

This resource includes a pre-work activity and two exercises to foster a foundational understanding of environmental racism and the impact on the conservation and environmental movement. The exercises can be facilitated by an Executive Director or DEI lead for the full staff or the DEI committee across multiple sessions. It can also be completed individually.
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 […]
SOAR Strategy Screen for Diversity, Equity, and Inclusion Planning

A strategy screen is a list of criteria against which you can test various strategic options, particularly when navigating crises, opportunities, growth, or change. Strategy screens help you apply your values and can provide clear rationale so that all staff members feel better equipped to either make or support decisions that align with your organization’s principles, mission, identity, and goals. A strategy screen can be particularly useful to clarify your DEI priorities and scope in a large field of possible activities.
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.