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Board Assessment Toolkit

Strong Organizations begin with effective governance, management and planning.
This resource tool outlines 11 responsibilities of the board and a series of questions to evaluate your board’s performance in each.

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 nonexclusive, personal, noncommercial,... (continued)

Taggedboard engagementboard assessmenttrustee / director / board memberexecutivecommunity improvement & capacity buildingboard of directorsboard development

Volunteer Position Description

Before you begin any volunteer recruitment process, the first step is a clear description of the skills, experience and expected deliverables you require for each role. Position descriptions improve your chances that the right volunteer with the right skills will apply. They also set clarity around required deliverables,... (continued)

Taggedprocessvolunteervolunteer positionposition descriptionvolunteer recruitmentprogram directorprogramhuman resources / personnelcommunity improvement & capacity building

Volunteer Letter of Agreement

You’ve completed the recruitment process, and found the right volunteer with the right skills - now what? A letter of agreement ensures both you and the volunteer clearly understand and agree on the project’s end goal, expected deliverables and time commitment. It is important any letter of agreement is reciprocal; outlining... (continued)

Taggedvolunteeraccountabilityonboardingmanaging expectationsprogram directorprogramcommunity improvement & capacity building

Handbook for Knowledge Philanthropists (Volunteers)

This handbooks includes policies and procedures for volunteers. Salaried employees can use this tool in the onboarding process with new knowledge philanthropists to set parameters and provide important information about the organization. This version of Vantage Point’s handbook can easily be adapted to fit... (continued)

Taggedvolunteerpolicies and proceduresvolunteer handbooksupervision / personnel managementprogram directorprogramhuman resources / personnelcommunity improvement & capacity building

Handbook for Employees working with Knowledge Philanthropists (Volunteers)

This handbook includes policies and procedures for salaried employees and board members to engage knowledge philanthropists. Clear policies and procedures for salaried employees and board members to follow create a conistsent experience for knowledge philanthropists and set well-defined... (continued)

Taggedemployee handbookvolunteer managementsupervision / personnel managementprogram directorprogramhuman resources / personnelemployee / personnel policiescommunity improvement & capacity building

Window of Work for Engaging Volunteers

This resource includes a template for the Window of Work with instructions on how to use it. This simple yet powerful tool can provide salaried employees with information about each knowledge philanthropist, what motivates them and what they want to learn. From this information, salaried employees can develop a perfect... (continued)

Taggedvolunteer recruitmentwindow of workvolunteerprogram directorprogramcommunity improvement & capacity building

Executive Director and Board Chair Partnership Assessment

The board chair and the executive director must be each other’s biggest fans and greatest critics. The health of this partnership is essential to a well functioning organization. This resource is complementary to Mary Hiland's research findings and will allow you to not only assess the current status... (continued)

Taggedassessmentpartnershipboard chairexecutive directorsprogram directorprogrampersonal and team productivityexecutiveedcommunity improvement & capacity building

Executive Director Performance Review Process Toolkit

The board’s role in growing and developing the organization includes assessment of the ED. The performance review process is ongoing and involves setting goals, clarifying roles and expectations, seeking development opportunities, providing feedback and conducting a formal evaluation. At its core, this... (continued)

Taggedexecutive director performanceexecutive directorsperformance reviewsprogram directorprogramperformancehuman resources / personnelexecutiveedcommunity improvement & capacity building

A People Lens Discussion Paper

People are the competitive advantage of the voluntary sector. We are talking about an intentional philosophy that creates a culture that says people really do come first. It is about building and growing an organizational structure that engages a new kind of workforce. The ability of the paid staff to work effectively with... (continued)

Taggedworkforceskilled volunteersstrategyvolunteerprogram directorprogramexecutiveedcommunity improvement & capacity building

Skilled Volunteer Engagement Case Study

Vantage Point determined it was important to study examples of engaging specifically skilled volunteers in the not-for-profit sector to better understand how this method of volunteer engagement can be successful. It is also important to understand the common pitfalls. The results were clear: when organizations engage... (continued)

Taggedvolunteer recruitmentvolunteerismskilled volunteersvolunteerprogram directorprogramcommunity improvement & capacity buildingbenchmarking

Board Role Descriptions Toolkit

Strong organizations begin with effective governance, management and planning.
This toolkit contains several role description templates for attracting and developing your board members. These versions of Vantage Point’s role descriptions can easily be adapted to fit your situation.

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... (continued)

Taggedposition descriptionboard rolesboard job descriptionprogram directorprogramexecutiveedcommunity improvement & capacity buildingboard of directors

How to Bring on the Right Board: Recruitment Toolkit

Great boards don’t just happen. This toolkit outlines processes to recruit the right people onto your board, sample terms of reference for your board development committee and a sample matrix that can be used to take stock of current skills and attributes, and to determine what experience and abilities are... (continued)

Taggedtrustee / director / board memberrecruiting / nominationsexecutivecommunity improvement & capacity buildingboard of directorsboard member recruitment

The Abundant Not-for-Profit e-book: How Talent (Not Money) Will Transform Your Organization

Want to accomplish more as a not-for-profit leader?

If so, we wrote this book for you!

A decade in the making, The Abundant Not-for-Profit offers a transformational approach to not-for-profit leadership.
It’s time for the not-for-profit sector to replace scarcity... (continued)

$24.99
Resource

Taggedcapacity buildinggovernanceleadershipnonprofit leadershipboard leadershipresource developmentvolunteerismorganizational changeengagementinnovation

Quality Checklist and Action Plan for Organizations that Excel

Would you like your board to be more involved in the governance and fundraising of your organization? For busy Board Presidents who want to do a better job and ensure that the board is providing proper oversight and organizational support. This check list and action plan lists over 120 best practices so... (continued)

$26.00
Resource

Taggedboard trainingboard engagementboard best practicestrustee / director / board memberexecutiveconsultingconsultantboard of directorsboard / staff relationships

Fundraising Committee Best Practices

Your organization will not flourish if your fundraising is not successful - and they will only be successful if your board is involved. This booklet will explain how the development manager can work with the fundraising committee to create an annual fundraising plan that will engage the entire board in its execution.

The... (continued)

$12.00
Resource

Taggedfundraising plantrustee / director / board memberroles and responsibilitiesfundraising committeeexecutiveconsultingconsultantcommitteesboard of directors

Personnel Committee Best Practices

As your organization matures and grows, be sure that you have Human Resource expertise on your board. Forming a Personnel Committee will ensure that you can provide not only Human Resource oversight but organizational support to your organization in this critical area.

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

$12.00
Resource

Taggedtrustee / director / board memberroles and responsibilitiespersonnel committeehuman resources and personnelexecutiveconsultingconsultantcommitteesboard of directors

Filing for Tax Exemption - Montana Department of Revenue

List of items need to apply for tax exemption in the state of Montana

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

The Sharing Entity offering such Paid Content hereby grants You a nonexclusive, personal, noncommercial, non-sublicenseable, non-transferable, limited right and license to view, use, display and adapt for your own... (continued)

Taggedstarting a nonprofitgovernance and leadershipstart a nonprofitprogram directorprogrammontanamanagement & technical assistanceexecutivecommunity improvement & capacity buildingabout nonprofits

Volunteer Handbook and Employee Handbook on Volunteer Engagement

These handbooks are the compilation of our best thinking on the parameters within which the volunteering public can help you achieve your mission.and can easily be adapted to fit your situation. Includes policies and procedures for 1) paid employees/board handbook and 2) volunteer handbook. ... (continued)

$25.00
Resource

Taggedvolunteervolunteerismemployee manualvolunteer manualengagementcommunity improvement & capacity buildingmanagementexecutiveedphilanthropy

Employee Performance Management System Kit

Is staff performance management a priority for your organization? A focus on building clear and consistent processes for developing salaried employees will ensure you have the best talent on your team. The performance management process is really a series of ongoing conversations throughout the year based on each... (continued)

Taggedpersonnelemployeeperformance managementstaff reviewemployee reviewemployee assessmentemployee goal settingcommunity improvement & capacity buildingexecutiveperformance

Volunteers and The Law

Please note that this reference is written for a Canadian audience. <br>
This book will help volunteers, staff and board members learn about how the law applies to volunteer activities and the work you do. By understanding the law, you will be able to prevent or minimize your risks.

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

The Sharing Entity offering such Paid... (continued)

Taggedvolunteervolunteerismvolunteeringvolunteersvolunteer policycommunity improvement & capacity buildingvolunteer managementprogram

Collaboration Criteria Sample

This is a living policy document for Vantage Point. It outlines the parameters within which we work with other organizations. If we are approaching a new relationship with another government, for profit or not-for-profit organization, we begin by reviewing this document with them to make sure our goals are aligned.<br>
The... (continued)

Taggedcollaborationpartnershipcollaboratepartnercommunity improvement & capacity buildingexecutivealliancescollaborations / mergersalliance

A People Lens: 101 Ways to Move Your Organization Forward (ebook)

Volunteer Vancouver and a team of highly-skilled volunteer writers wrote this book because we see that the current structures and practices are not effective in working with today’s “new volunteer”. Sprinkled with stories of innovative volunteer engagement, best-practice tips, and perspectives... (continued)

$9.99
Resource

Taggedvolunteerpro bonovolunteerismpeoplehuman resourcesexecutivecommunity improvement & capacity building

Vantage Point Blog

The Vantage Point Blog covers a variety of topics in the not-for-profit sector. After all, a Vantage Point is the best place from which to get a new perspective.

http://www.volunteervancouver.ca/?fof=Y

Taggednonprofitvantage pointblogknowledge philanthropistknowledge philanthropyabout nonprofitsphilosophyexecutive

Vantage Point Vancouver, BC, Canada

Vantage Point offers leading-edge learning opportunities for not-for-profit executives and boards of directors throughout North America.

We focus on people first. Always. Because people, more than money, are the key to creating positive change in our communities.

We work with not-for-profit leaders to build strong organizations with... (continued)

Organization

Interested incommunity improvement & capacity building

Alliance for Nonprofit Management National

The Alliance for Nonprofit Management is the professional association of individuals and organizations devoted to improving the management and governance capacity of nonprofits - to assist nonprofits in fulfilling their mission. The Alliance is a learning community that promotes quality in nonprofit capacity building. The Alliance... (continued)

Organization

Interested incommunity improvement & capacity buildingmanagement & technical assistance