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.
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.
- Understanding Board Roles & Responsibilities
- Board Recruitment
- Effective Board Meetings and Structures
- Strategic Planning and Evaluating the Executive Director
- Fund Development and Finance
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
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
Establishing Strong Board & Staff Relations
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)
Steps to Evaluating the Work of the Board
Links to Assessment Tools (Unity Foundation) ... Sample Board Development Plan ... Board Assessment - Evaluating the Work of the Board
Thriving as Board Chair
New Member Recruitment & Orientation
Board Recruitment Handbook
Effective Board Meetings
Sample Meeting Agenda
Building the Board Manual
What to Include in a Board Manual
Creating Great Committees
Creating Great Committees
Strategic Planning and Pursuit of Mission
Steps in a Strategic Planning Process
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
Nonprofit Organizational Life Cycle
Evaluating the Executive
Note from Virtual CAP: Also see Module 8, Oversight of the Executive in Striving for Excellence: An Annotated Resource Guide for CAA Boards
Planning for Fund Development - Part One
Planning for Fund Development - Part Two
Keys to Financial Oversight - Part One
Financial Oversight by Board of Directors
Keys to Financial Oversight - Part Two
Note from Virtual CAP: Also see Unit 7, Board Responsibility for Financial Management in Mastering Community Action Financial Management and Administrative Governance
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.
Center for Nonprofit Excellence