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Allocating Shared Operating Expenses

Shared Allocation is the process of spreading your shared expenses such as rent and utilities across your programs and other cost centers. By using shared allocation, each program shows its full costs. This toolkit shows you why this is important and how to do it.

Budgeting as a Strategic Tool

Resources are tight, and conservation groups need a robust budget tool designed to help them plan for the year ahead. TREC’s budget template is an easy-to-use budgeting tool that makes developing a budget more accurate while using far less staff time to prepare it.

Hiring Process: Preparing, Seeking, and Assessing

The first of two short and informative video tutorial that walks you through the necessary steps you and your organization need to take to hire an individual to complement your organization. This tutorial covers Preparing, Seeking, and Assessing candidates.

Hiring Process: Selecting, Integrating, and Building

The second half of a short and informative video tutorial that walks you through the necessary steps you and your organization need to take to hire an individual to complement your organization. Part 2 covers Selecting, Integrating, and Building the perfect candidate for your organization.

How to Conduct an Organizational Assessment

A brief tutorial that will guide you through a step-by-step self-assessment of your organization. Walk through key indicators of organizational health and learn what to strive for in each. Follow along while you complete TREC’s Organizational Effectiveness Self-Assessment.

How to Prevent Fraud – Six Simple Steps

Even small organizations can have adequate controls. Listen to find out the six most important fiscal controls to put into place at your organization.

Income for the TREC Budget

How to fill out the Income sheet on TREC’s budget template.

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.

Naming Conventions for the TREC Budget Template

How to fill out the Names sheet on TREC’s budget template.

Overview of the Budget Template

A brief overview of the structure of TREC’s budget template and how to use it.

Background Image: Raincoast Conservation Foundation | Jamen Rhodes