Below are a variety of downloadable resources and links to help you in your work with non-profits. This page will be added to periodically as more resources, tools, resources are discovered.
Feel free to send me any resources you have found helpful that you would be willing to share with others working in the non-profit space.
General Non-profit Information
Non-profit Lifecycle Chart and Stages Description – a detailed description of the various stages
Non-profit Boards That Work-slide-deck-Feb-2018 – slides from the Non-profit Boards that Work
Organizational Health
Governance excellence articles from Strive – a link that takes you to their
Governing for Results: how boards can add value – an article by Mel Gill the author of Governing for Results.
Nuts and Bolts of Non-profit Boards
What rules to follow – Roberts or Consensus – or a variation
Consensus based decision making – another way
Board Work Plan – Instructions for Creation – a tool to help you plan your agendas for the year
Board Work Plan Worksheet – a form to help you plan your year of meetings (pdf)
Board Work Plan Worksheet – a form to help you plan your year of meetings (Word doc)
Decision Making Profile Template – a template for creating a decision making profile
Decision Making Profile-Sample – a sample decision making profile
Sample Board Member Code of Conduct – a code of conduct sample document
A guide to financial statements – questions to ask
Advice from Phillips, Hager, and North on wise investing
The Board, ED and Committees
Board Roles & Responsibilities Template – a template for an overview of board, officers, & ED role descriptions
Board Terms of Reference – template – a template for creating terms of reference for the board
Developing Job Descriptions for Board Members – an article with practical help
General Board Member Job Description Template – template for general board member job description
Hiring & Performance Appraisals for the ED – an article with practical help
Board Composition Analysis Tool – a tool to help build a well rounded board
Board of Directors Competency Matrix – a form to help with the board selection process
Board Development-Assessment – A simple one page board assessment tool
https://www.boardcheckup.com/index.php/demo – Board Checkup – Free Board Assessment Tool
https://gem.strive.com/login.aspx – the GEM Model Assessment Tool (free or paid)
Leadership
Working at Balance in Work and Life-Tool – a work/life balance tool you can use with your board or team
Dealing with Conflict
The Deadly Trap of Triangulation – a framework for dealing with negative gossip
Organizations and People who Help Non-profits
Altruvest Charitable Services – www.altruvest.org
Board Source – https://boardsource.org/
Canadian Society of Association Executives – www.csae.com
Charity Village – www.charityvillage.ca
Imagine Canada – www.imaginecanada.ca
The Story Telling Nonprofit – Vanessa Chase Lockshin – http://www.thestorytellingnonprofit.com/book/
Strive Inc. – www.strive.com – their motto “governance excellence in leadership. Organizational health is the advantage.”
Synergy Associates – http://www.synergyassociates.ca/
Vantage Point – Transforming Not-for Profit Leadership – www.thevantagepoint.ca
