Downloadable Resources
Check out our library of free resources, including guides, case studies, and toolkits.
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…
Better Use of Board Time
This tool can be used as a conversation starter with your board members to reflect on what makes the best use of your board’s time and identify pot…
Board Role Descriptions
This toolkit contains several role description templates for attracting and developing your board members. These versions of Vantage Point’s role d…
Responsibility Overview: Board/Executive Director and Employees
This chart is designed as a simplified reference tool to distinguish different levels of responsibility for board and executive director/employees…
Board Chair & Executive Director Partnership Check-up
This Vantage Point resource, inspired by the findings of Mary Hiland’s 2008 article, The Board Chair-Executive Director Relationship, provides a st…
Executive Director Recruitment and Transition
This template outlines the key steps in the succession planning process, and provides a structure to gather input from key stakeholders. In additio…