Articles (Downloadable)

Boards and Governance

Keys to a Successful Board Chair-CEO RelationshipDownload
Board Orientation OutlineDownload
Board Meeting TemplateDownload
What to Include in Your Board Leadership ManualDownload
Board Leadership MinuteDownload
Email Board Votes – Know the Rules!Download
Engaging Your Board in Strategic Planning BrandedDownload
Sample Mission StatementsDownload
So You Want to Serve on the BoardDownload
More Than Just a Board RetreatDownload
Launching a Community Development EffortDownload

Governance with Kate and Claire

Volunteer Management

Promoting Volunteer SuccessDownload
Dealing with Problem VolunteersDownload
Volunteer Basic NeedsDownload

Board Orientation Articles

Balancing Board and Staff RolesDownload
Fiduciary Duties of Board MembersDownload

Personal Leadership

Make Time for PrioritiesDownload

Strategic Financial Guidance

*Resources Provided Courtesy of Sustainability Education For NonProfits, A. Michael Gellman. CPA, CGMA, and Benjamin Takis, Attorney

“Multi-Year Budgeting Template”

“Three Month Rolling Budget Template”

“Balance Sheet Assessment Checklist”

“Budget Building Essentials”

“Steps to Forming a NonProfit”