Board Development / Governance

Recruitment

• Creating a Recruitment Plan
• Building the Perfect Board: A Gap Identification Grid
• Expectations Worksheet
• Skills and Interest Inventory for Effective Board Service
• Writing Job Descriptions for the Board
• Considerations for Writing a Job Description for an Executive Director

Planning

• Planning Chart
• Planning for Goal Achievement
• Options Grid
• Keeping your Board Future Focused

Accountability

• Board Member Annual Commitment

Governance Documents

• Sample Strategic Agenda
• Bylaws Checklist

General

• Development Program SWOT Analysis
• Finding the Funds to Build Capacity
• Worksheet for Preparing a Case for Support
• Communicating with Your Stakeholders
• Back to Basics: 10 Ways to Romance Your Donors
• Choosing Fund Development Software
• Annual Giving Society Report Template
• Board Member Activities to Help with Fund Raising
• 25 Golden Rules of Face to Face Fund Raising

Special Events

• Expense Worksheet for Events
• Income Projection Worksheet for Events

   

Planned Giving

• Worksheet Getting Started with Planned Giving

PR/Marketing

• Public Relations Areas of Engagement

• Action Minutes
• Evaluating Recommendations: A Worksheet
• Sample Strategic Agenda
• Compliance Calendar

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