PLEASE HELP US IMPROVE: https://www.surveymonkey.com/r/TOTSUR
This section is provided for clients to access resources, checklists, forms, and data to help raise the bar on management, board, and operational organization.
Please contact administrator for pricing and payment options. Pricing includes documents only. Hands-on training is provided at additional cost.
This packet includes information that will assist new or growing organizations in leadership development to ensure leadership excellence. This packet includes:
1. The Non-Profit Organizational Checklist
2. Best Practice Standards Checklist
3. Board Governance FAQ's
4. Role of a Good Board Member (Sample)
5. Board Individual Assessments
6. Board Membership Evaluations
7. CEO/Executive Director Self-Evaluation and Evaluation by Board
Related Training Topics: Board Governance, Best Practice Standards
This packet includes information that will assist boards in strategic recruitment and orientation of new members. The goal is to develop fully informed members and enhance retention. This packet includes:
1. Recruitment Packet Checklist (for prospects)
2. Board Recruitment Checklist (process)
3. Prospective Interview Meeting Checklist
4. Prospective Board Information Sheet (Application)
5. Board Orientation Checklist
6. New Board Member Binder List
7. Board Officer Roles & Responsibilities (Sample)
Related Training Topics: Board Development; New CEO/Board Member Orientation; Improving your Board Meetings
This packet includes information that will assist boards in improving grant writing efforts. This packet includes:
1. Grant Writing Checklist
2. Preparation Checklist
3. Project Planning Worksheet
4. Standard Documents/Standard Inclusions Checklist
5. Recognition/Follow Up Checklist
6. IRS Donor Acknowledgment
Related Training Topics: Introduction to Grant Writing; Grant Writing Workshops (3 one-hour sessions or half-day retreat); Ethics in Grant Writing; The Board's Role in Fundraising
These tools can be used to enhance in-person or zoom training which is encouraged to promote brainstorming, feedback, corporate buy-in from all facets of the organization and Q&A. Please consider purchasing related training sessions at a reduced rate.
*Currently offering Pandemic Rates on Training Sessions.