Here’s a template that will help your staff leader and board leader make the most of the time they spend together and ensure nothing big gets left out of the discussion.

Template: People

As part of Lindsay Hoffman’s terrific Masterclass on grant writing, she created a checklist to help you decide if a grant is worth pursuing. Here is that checklist.

Checklist: Money

One of the biggest requests we’ve gotten so far in the Nonprofit Leadership Lab is for an example of a simple and achievable CEO report to the board and recommendations for major topics to report on. The wait is over…

Template: People

This guide is the checklist you probably don’t want to download. But please do so anyway. It’s like buying insurance. You hope it was a waste of money and you never use it. But you should buy it all the same.

Template: People, Narrative

Use this with your board and staff to assess exactly how far you have come… or still need to go… across the 14 attributes.

Template: People, Strategy, Narrative, Programs, Money

Your board can use this template annually to help figure out how to reach the fundraising commitment that comes with board service to your organization.

Template: Money

Here’s a template you can use to help your board understand the basic fiscal health of your organization.

Template: Money