A National Resource to Support Excellence in Community Action
Last Revised: Feb 20, 2018 - Initial Posting: Feb 24, 2014
Purpose

The Center for Nonprofit Excellence has developed a series of free Board Transformation Toolkits that provide the groundwork for boards to learn new skills, reflect on their strengths and plan steps to become even stronger.

Description

The Center for Nonprofit Excellence under the Community Foundation for Monterey County offers a series of Board Transformation Toolkits that are designed to be used by board members, with board members.

One person can begin the process to make a big difference on a board, just by using the toolkits, and making the entire board’s work easier and more effective.  That will help your nonprofit have greater impact in the community and deliver on the mission you all support.

The Board Transformation Toolkits were funded in part by The David and Lucile Packard Foundation and the Community Leadership Project, a joint effort funded by The David and Lucile Packard, James Irvine, and William and Flora Hewlett Foundations.

Topics Covered

Note from Virtual CAP – CAA Boards should refer to the CSBG Organizational Standards Center of Excellence and CSBG Information Memorandum 82 – CAA Tripartite Boards.  Additional resources can be found in Striving for Excellence: An Annotated Resource Guide for CAA Boards

Understanding Board Roles & Responsibilities

Overview and Facilitator's Guide
Each toolkit contains a PowerPoint presentation, and FAQs, handout material, assessment tool, and Action Plan worksheet

Guide to Roles & Responsibilities

PresentationFAQs

Training Handouts – Guide to Board Roles & Responsibilities ... Sample Board Agreement

Assessment ChecklistAction Plan

Establishing Strong Board & Staff Relations

PresentationFAQs

Training Handouts
Guidelines for Effective and Productive Board and Staff Relations
... Starting Off on the Right Foot: How to Establish a Good ED-Board Relationship (Bridgestar) ... Why Boards Micromanage and How to Get Them to Stop (Hildy Gottlieb)

Assessment ChecklistAction Plan

Steps to Evaluating the Work of the Board

PresentationFAQs

Training Handouts
Links to Assessment Tools (Unity Foundation) ... Sample Board Development Plan ... Board Assessment - Evaluating the Work of the Board

Sample Assessment ToolsAction Plan

Thriving as Board Chair

PresentationFAQs

Training Handouts
Sample Board Chair Job Description ... Ten Essential Responsibilities of Board Chairs

Board Chair AssessmentAction Plan

Board Recruitment

New Member Recruitment & Orientation

PresentationFAQs

Training Handout
Board Recruitment Handbook

Board Development Needs AssessmentAction Plan

Effective Board Meetings and Structures

Effective Board Meetings

PresentationFAQs

Training Handout
Sample Meeting Agenda

Assessment ToolAction Plan

Building the Board Manual

PresentationFAQs

Training Handout
What to Include in a Board Manual

Board Manual AssessmentAction Plan

Creating Great Committees

PresentationFAQs

Training Handout
Creating Great Committees

Assessing the Need to Create a Committee ... Assessing the Work of a CommitteeAction Plan

Strategic Planning and Evaluating the Executive Director

Strategic Planning and Pursuit of Mission

PresentationFAQs

Training Handout
Steps in a Strategic Planning Process

Preliminary Readiness Assessment for Strategic PlanningAction Plan

Note from Virtual CAP: Also see Strategic Planning Tools and Examples of CAA Strategic Plans and ROMA-Based Strategic Plan: Charting and Navigating a Course toward Excellence.

Understanding Nonprofit Lifecycles

PresentationFAQs

Training Handout
Nonprofit Organizational Life Cycle

Life Cycle AssessmentAction Plan

Evaluating the Executive

PresentationFAQs

Training Handouts
Guidelines for Evaluating the Executive Director
... Performance Review for Executive Director (sample survey form for board members) ... Executive Director's Work Plan Template

Board Readiness AssessmentAction Plan

Note from Virtual CAP: Also see Module 8, Oversight of the Executive in Striving for Excellence: An Annotated Resource Guide for CAA Boards

Fund Development and Finance

Planning for Fund Development - Part One

PresentationFAQs

Training Handout
The Boards Role: Ensure Adequate Resources to carry out the organization's key mission ... Strategies and Methods for Nonprofit Boards

Are You Ready for Fund Development?Action Plan

Planning for Fund Development - Part Two

PresentationFAQs

Training Handouts
Fund Development ... Grant Prospect: Decision-Making Matrix

Action Plan

Keys to Financial Oversight - Part One

PresentationFAQs

Training Handout
Financial Oversight by Board of Directors

Financial Self-AssessmentAction Plan

Keys to Financial Oversight - Part Two

PresentationFAQs

Action Plan

Note from Virtual CAP: Also see Unit 7, Board Responsibility for Financial Management in Mastering Community Action Financial Management and Administrative Governance

Outcomes

Effective board governance is included as Category 5 or the CSBG Organizational Standards and is a significant aspect of National Goal #5: Agencies Increase Their Capacity to Achieve Results.  CSBG Information Memorandum 82 (issued March 23, 2005) emphasizes that CAA boards are ultimately responsible for assuring that an agencies continue to assess and respond to the causes and conditions of poverty in their community, achieve anticipated family and community outcomes, and remain administratively and fiscally sound.

Contact

Center for Nonprofit Excellence
831.375.9712