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.
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.
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 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 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.
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 […]
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.
Writing an effective appeal letter is a crucial skill to increase donations and donor involvement. However your outreach efforts are made, through letters, emails, or even through your website, an […]
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 […]
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 […]
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.