Downloadable Resources
Check out our library of free resources, including guides, case studies, and toolkits.
Stakeholder Survey
This sample stakeholder survey was developed for a fictional community organization that serves families with young children. Surveys like this can…
Circles of Support
With this tool, you can pinpoint which community groups, clients, volunteers and other stakeholders are most important to your organization’s curre…
Stakeholder Analysis Quadrant Exercise
The strategic planning quadrant can be used during strategic planning to identify and prioritize stakeholders based on: Their level of power or inf…
Employee On-Boarding Checklist
Stellar on-boarding experiences lead to increased retention and engagement. This sample employee on-boarding checklist can help get you and your ne…
Volunteer Position Description
In this toolkit you’ll find a Volunteer Position Description template as well as two samples of Vantage Point Position Descriptions we’ve created f…
Salaried Employee & Board Handbook for Working with Knowledge Philanthropists (Volunteers)
This handbook includes policies and procedures for salaried employees and board members to engage knowledge philanthropists. Clear policies and pro…
Project-Based People Plan
At its core, a Project-Based People Plan challenges assumptions about resource constraints and allows you to plan in a way where you are not limite…
Annual Goal Setting & Development
Use this worksheet to develop annual performance goals, assess progress and provide feedback to ensure that employees are meeting their objectives…
Modes of Governance: Sharing Leadership With Your Board
According to authors Chait, Ryan and Taylor, not-for-profit boards have three primary approaches to their work in governing organizations: fiduciar…