Two essential traits effective leaders demonstrate are dedication to their organization’s mission and finances, and the ability to evoke trust in effectively leading both. This tutorial will cover what to do and continue doing, and what you may be doing to undercut that leadership, and offer six steps to improve your financial leadership to your staff and board.
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.
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 […]
Usen la herramienta de Autoevaluación de Efectividad Organizacional y el Modelo de Ecología Organizacional de TREC para obtener claridad sobre el estado de su organización – tanto en sus fortalezas como en las oportunidades de mejorar.
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.
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.
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.
A calendar developed at the start of the year captures both ongoing/recurring board responsibilities as well as new initiatives. By anticipating upcoming tasks, it helps committees plan their work, helps board leaders design board agendas and helps staff prepare
Use this checklist every time you draft an appeal to make sure it hits all the right notes so that your donors and prospects will be singing your tune and sending their gifts.
The flow chart in this resource shows how a Board member can meaningfully contribute to building your organization’s “friend” base, leading to more supporters while increasing connection between your Board and Staff through their Friendraising work.
A committee list for boards, including responsibilities and/or activities for each activity. This resource offers job descriptions for 15 committees to adapt for your own organization.
Major gift work is a highly personalized form of fundraising that can be difficult to systematize. The success of your major gifts effort is dependent on authentic relationships with your donors, and it’s difficult to script the authentic conversations that make up a real relationships. The following flow chart and corresponding scripts are a great […]
Use this Sample document as a template for recruiting board members to your organization. Agree on skills, roles, responsibilities, and qualities you are seeking within your organization, and customize for your organization’s unique needs.
Is your Board make up diverse? Does its current make-up meet all your current needs? Are your recruiting a new Board member and need a tool to determine where your Board needs strengthening? This checklist will help you and your organization get a high-level view of the strengths and gaps in your current Board.
Conservation groups understand that resources are tight and that they need a robust budget tool designed to help plan for the year ahead. The TREC Budget Template is an easy-to-use budgeting tool to develop a more accurate budget while using far less staff time.
Every organization must create a set of Bylaws in order to incorporate. By defining the purpose and structure of the organization, bylaws set the basic operating agreements behind the work being done. Having bylaws that reflect the current realities and practices of the organization is foundational to a well-run organization. This resource contains templates and links that will help you examine or revise your bylaws when needed.
The task of selecting new people to join your organization is more complex and nuanced than most of us recognize. Get clarity on the skills and experience of your candidates during the hiring process by utilizing this worksheet to quantify and compare each candidate’s skills. This tool can also help mitigate bias in the process by comparing all candidates across the same categories objectively based on the information gained during the interview process.