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  • Christian Dame's Library

10 Minute Board Exercise - Evaluating Your Funding Mix

It is critical that you have an overall understanding of the business model of your organization. Take 10 minutes during your next board meeting to evaluate your funding mix. Exercise for Board Treasurers included.

Taggedfunding mixdiversifying fundsboard engagementboard of directorsstewardshipbusiness modelsustainability

What to Do When Crisis Threatens - How to Turn YOUR Organization Around

Wed, Apr 02, 2014 at 1pm EDT / 10am PDT

This webinar will focus on using tested and proven human and technological tools, available to everyone, to meet agency life-threatening challenges from funders, media, and lawyers to renew the agency, safeguard funding, reinvigorate staff, and improve governance using lessons from three New... (continued)

Taggedgovernanceturnaroundorganizational developmentwebinarNonprofit Webinars

10 Minute Board Exercise - Board Officer Succession Planning

The purpose of this exercise is to help your board jumpstart its thinking about future leadership needs. Before the board finds itself wishing and hoping for someone capable to fill critical roles, use this activity to plan ahead.

TaggedBoard Officerssuccession planningboard of directorsboard engagementboard leadershipofficersplanningExecutive Team

Keys to Financial Oversight (Board Transformation Toolkit)

This general overview of financial best practices is a resource for beginning board members. The content in the handouts can also serve as a model or guide for creating written policies and expectations. The Toolkit is designed to be used by board members, with board members. Read the Facilitator's Guide to... (continued)

Taggedfinancial oversight board development training fiduciary duties board of directorstoolkittoolsself-assessmentboard trainingfinancialoversightboard developmenttrainingfiduciary duties

10 Minute Board Exercise - Intro to Social Enterprise

This is the first exercise in a series that will introduce your team to the concepts of social enterprise (earned income) and show you the steps required to become a successful entrepreneurial organization. Visit the Center for Nonprofit Stewardship for more on this topic:... (continued)

Taggedtrustee / director / board membersocial entrepreneursocial enterprisemanagement & technical assistancefinanceexecutiveearned income strategiesearned incomecommunity improvement & capacity buildingboard of directors

10 Minute Board Exercise - Recordkeeping

This exercise will help you identify the records that are essential to your organization and how best to manage their retention. Not only do sound records demonstrate fiscal responsibility and accountability to donors, they are also necessary to demonstrate legal compliance to regulators and... (continued)

Taggedtrustee / director / board membersecretaryrecords retentionofficersmanagement & technical assistancefinanceexecutivedocument retentioncommunity improvement & capacity buildingboard of directors

10 Minute Board Exercise - Identifying Your Programming Stakeholders

This exercise will help your board identify your organization's key programming stakeholders. This valuable information can be utilized by your board and staff in many ways. It can help you recruit for key positions, build strategic partnerships and communicate more... (continued)

Taggedtrustee / director / board memberstrategic planningstakeholdersplanningmanagement & technical assistancefinanceexecutivecommunity improvement & capacity buildingboard of directorsboard engagement

10 Minute Board Exercise - Internal Control Questionnaire

This board exercise will clarify methods being used by your organization to process financial transactions. It will identify who currently handles different accounting tasks and indicate if there is adequate segregation of duties. By evaluating and strengthening your nonprofit's... (continued)

Taggedtrustee / director / board membermanagement & technical assistanceinternal controlsinternal controlgovernance & board of directorsfinancial managementfinanceexecutivecommunity improvement & capacity buildingboard of directors

10 Minute Board Exercise - Emergency Succession Planning

The purpose of this 10 minute exercise is to raise your board's awareness of the need to prepare for a sudden departure or unavailability of a key leader. It should also give you a good start in identifying your current leader's abilities that are critical to the operation of your... (continued)

Taggedtrustee / director / board membersuccession planningsuccession planexecutiveboard responsibilitiesboard of directorsboard leadershipboard engagementboard / staff relationshipsboard

10 Minute Board Exercise - Intro to Risk Management

Take 10 minutes at your next board meeting and ask each board member to complete this exercise. You should begin to see where your organization's vulnerable points are. Visit the Center for Nonprofit Stewardship to continue exploring this topic:... (continued)

Taggedtrustee / director / board memberrisk managementmanagementexecutiveboard responsibilitiesboard of directorsboard engagement

Financial Scorecard / Dashboard for Non-profit Senior Management

I created this Financial Dashboard / Scorecard as the primary Financial Control tool for the CEO, COO and I (CFO) to manage LifePoint Solutions (a non-profit Agency providing Mental Health Services). I found our agency lacking financial management and control tools. It tracks all the key metrics... (continued)

Taggedfinancialbudgetnonprofit dashboardscorecardfinancial reporting / statementsfinancial managementfinancedashboard

Center for Nonprofit Stewardship

The Center for Nonprofit Stewardship is a 501(c)(3) nonprofit organization that educates and empowers nonprofit board members in sound financial, administrative and organizational stewardship. Build a strong, smart, engaged board.

Interested inboard leadershipstewardshipboard of directorsboard trainingboard engagement

Cash Flow Template for Nonprofits

Many nonprofits have irregular cash flow due to the timing of grants or reimbursements. This template helps nonprofit staff build monthly cash projections. With this tool, you will be able to monitor your available cash and plan for its ebbs and flows.

Creative Commons Attribution-NonCommercial-NoDerivs 3.0 United States License
This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 United States License.

The Sharing Entity offering such Paid Content hereby grants You a... (continued)

Taggednonprofitcash flowcash flow projectionsfinancial management

Two Approaches to Strategic Planning

It can be challenging to know what constitutes a “good” strategic plan and how best to develop one. This article provides two approaches to strategic planning. It also outlines when each approach is appropriate, and warns against potential pitfalls to avoid. The article provides a framework for thinking about strategic... (continued)

Taggedstrategic planningdown economyboard engagementexecutiveedplanning