Board members must have clear roles and responsibilities in order for the organization to be successful. The role of the nonprofit board centers on the fundamental responsibilities of providing the organization with sound governance, fiduciary and strategic oversight and direction. The resources in this section will further illuminate the various ways in which board members are entrusted with protecting and nurturing the organization.
Governance, Fiduciary and Strategic Oversight
Governance
Having a year-at-a-glance document that outlines key activities for your organization can help keep things on track.
A basic understanding of the roles and responsibilities of the board is a good place to start in any recruitment and orientation activities
Shared by the Friendship Centers of Sarasota Florida, this chart gives board members an opportunity to look back at how they have supported (or not) your organization over the past year.
This resource briefly summarizes some of the key differences between Fiduciary, Strategic and Generative thinking in the boardroom.
In this document, Lee Bruder offers a different way of looking at board responsibilities.
The lifecycle stage of an organization often determines where the board is focused. This chart depicts the typical focus of the board during the various lifecycle stages of a nonprofit.
Lee Bruder shared with us this document on the legal duties of the board.
Much of the work of the board is accomplished by standing committees or ad hoc work groups. This document describes several types of committees.
Finance
A basic understanding of the roles and responsibilities of the board is a good place to start in any recruitment and orientation activities
Adapt this template for a whistleblower protection policy to meet your needs.
Get this sample finance committee charter which includes a clear list of differences between the responsibilities of the finance committee versus the audit committee.
Bringing on a new senior manager is a high-stakes, time-consuming venture. Whether you are replacing an existing CFO, adding a part-time CFO, or bringing one on for the first time, these tips from the J. Edgar Group will help you find the right fit for your organization.
How do you know if your organization is ready for a Chief Financial Officer? You may already have a bookkeeper, a tax accountant, even a controller and a finance team. So do you really need more horsepower in your finance department? The J. Edgar Group developed a few questions that can help determine if the time is right.
Use this handy checklist to make sure you've covered all the bases in your budgeting plan.
Use this worksheet to capture a snapshot of your nonprofit's financial strengths and weaknesses.
Much of the work of the board is accomplished by standing committees or ad hoc work groups. This document describes several types of committees.
Fraud in nonprofits makes for sensational headlines and rattles public confidence in the organization. These tips will help make sure you have all the safeguards in place.
Use this list of financial questions as a guide to meeting your duty of financial oversight.
Fundraising
There is no one-size-fits-all model of funding. This document reviews a number of models as identified in an SSIR article.
There is so much more to fundraising that being the person who "makes the ask." Share this list with your board members to help them engage more fully in the fundraising process
A basic understanding of the roles and responsibilities of the board is a good place to start in any recruitment and orientation activities
Much of the work of the board is accomplished by standing committees or ad hoc work groups. This document describes several types of committees.
Use this checklist of ideas to bring new life to your fundraising.
This worksheet identifies the fundraising responsibilities of the board as a whole, individual board members and the fundraising committee.
Complete this worksheet in the boardroom to help board members Think through and write down ideas to formulate their "elevator speech."
Take this board fundraising quiz to determine whether your board is as effective at fundraising as it wants to be.
Modify this dashboard with meaningful measures from your own organization to give your Development Committee or Board a good picture of their progress in fundraising.
Use this form to give your board members more concrete ways to fulfill their commitment to support the organization.
Strategic Planning
There is no one-size-fits-all model of funding. This document reviews a number of models as identified in an SSIR article.
A basic understanding of the roles and responsibilities of the board is a good place to start in any recruitment and orientation activities
Get the basics about mission, vision and values and see some real life examples.
Sometimes knowing which questions to ask is as important as knowing the answers. This resource offers 20 questions to ask about mission, revenue, reputation and infrastructure.
This brief handout reviews the concepts behind setting SMART goals.
Steve Zimmerman has shared this interactive Excel Worksheet for implementing his Matrix Map.
Much of the work of the board is accomplished by standing committees or ad hoc work groups. This document describes several types of committees.
Follow these steps for a smooth strategic planning process.
Healthy Eating Active Living NH shared their implementation work plan for their strategic plan.
The Taproot Foundation has shared their Strategic Plan.
CEO Evaluation
This worksheet can be used to evaluation the CEO for small to mid-sized organizations.
A basic understanding of the roles and responsibilities of the board is a good place to start in any recruitment and orientation activities
This quick and simple tool will provide a basic evaluation for your CEO.
This is a more in depth tool for evaluating the CEO.
Adapt this sample CEO Evaluation Policy to meet your needs.
Executive Director Job Description Sample Use this sample job description as a starting point for your own Executive Director Job Description.
Succession Planning
A list of some key documents and processes nonprofits should have in place in order to manage a leadership transition successfully
A basic understanding of the roles and responsibilities of the board is a good place to start in any recruitment and orientation activities
Common Good Ventures offers up this tool to collect and organize all of the information critical to keeping our organization operating smoothly in the event of an unexpected departure of key leadership.
This resource from Common Good Ventures outlines 10 steps for developing your emergency succession plan before you need it.
Adapt this template for an emergency succession planning policy to your organization's needs.
Much of the work of the board is accomplished by standing committees or ad hoc work groups. This document describes several types of committees.
Even when it doesn't happen in an emergency situation, the transition from one leader to another should be planned carefully.
Common Good Ventures shared this sample policy for emergency leadership transition.
Common Good Ventures offers up 10 questions the board needs to ask during an emergency transition in leadership.
Job Descriptions
Adapt this Board Treasurer role description to meet your organization's needs.
This Governance Committee Member role description sample will help you create or update your own.
Adapt this template for an Advisory Board member for your organization.
This Board Member role description can be used as a template for creating your own.