We’ve posted several of the resources we’ve developed – available for your use for free! Please note: When you click on a hyperlink, the requested file may be saved in your downloads folder.
Board Development
Four Roles of a High-Functioning Board Checklist – This document outlines the actions a high-functioning board is engaged in to support the organization’s mission.
Board Responsibilities and Duties Agreement Template – You can modify this template as necessary and use it to establish your board’s roles and responsibilities.
Board Dynamics Self-assessment – Use this downloadable self-assessment tool with your board to identify areas of improvement.
Board Development Matrix Template – use this matrix to assess the skills and attributes of your board and to identify potential needs in board recruitment.
Hiring
Applicant pool worksheet – When you’re hiring, you need to build as big a pool of applicants as possible. Here’s a guide to help you think through all of the connections that you and your team have to get the word out to those who could be great contributors to your work.
Sample Interview questions – The Management Center A quick and easy list of questions that will help you determine if the applicant would be a good member of your team.
Sample Orientation Outline – Once you’ve hired, you’ll want to make sure the new staff members is ready to contribute as soon as possible. Here’s a guide to help you provide the best orientation possible.
Management
2×2 Feedback Form – The Management Center This tool provides both the staff member and manager with the opportunity to provide open feedback about what will make their relationship work better.
Delegation worksheet – The Management Center This worksheet uses the MOCHA acronym to clarify roles and responsibilities for projects.
Sample Daily and Weekly task list – A tool you can use to ensure you’re focused on the Big Rocks everyday!
Setting Goals – The Management Center — Setting and maintaining progress toward goals requires regular focus on where you are. This tool helps you to set goals for yourself and those you manage.