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Your Revenue Mix Worksheet

Your Revenue Mix Worksheet

Your Revenue Mix Worksheet

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Description

Most not-for-profit organizations generate revenue from a variety of sources. The optimal mix of revenue sources depends on your current programming, your strategic priorities and the skills, expertise, and capacity of your revenue development team. When considering your ideal revenue mix, an important consideration is the time and resources required to generate $1 in revenue. The following worksheet will help you visualize your current and ideal sources of revenue, as well as the time required to generate that revenue.

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Board Matrix Sample

Board Matrix Sample

Board Matrix Sample

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Description

High-performing boards intentionally recruit new board members with a variety of skills, expertise and lived experiences. A board matrix is a tool for understanding the strengths your current board members bring to the table and enables you to identify priorities for recruitment.

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Effective Committees Resource

Effective Committees Resource

Effective Committees Resource

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Description

Committees are valuable vehicles used to accomplish much in a non-profit organization. They are the units that take on specific and detailed work when the task is too complex and time consuming to handle in meetings of the entire board, thus increasing overall efficiency. What’s more, committees provide opportunities for the organization to foster and develop talent to keep the leadership pipeline full. Involving more people, supporting volunteers to use their specialized skills or interests, and addressing work in right-sized groups make committees a very real asset for non-profit organizations.

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Your Revenue Mix Worksheet

Consent to Act Form

Consent to Act Form

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Description

A form to use as a template and guide for onboarding new Directors.

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Board Matrix Sample

Meeting Assessments Sample

Meeting Assessments

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Description

The best way to find out if your board meetings are an engaging and effective use of your board’s time is to periodically conduct a meeting assessment. This tool is designed to benchmark where you are currently and generate ideas for continual improvement.  At the end of a board meeting, have board members complete the assessment anonymously.

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Board Matrix Sample

Board Calendar Sample

Board Calendar Sample

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Description

Over the course of the year, the Board of Directors must engage in a variety of important conversations and make critical decisions about the organization. A board calendar is a helpful tool for ensuring that these conversations and decisions happen at the appropriate time: for example, preparing and approving the year-end financial statements in advance of the annual general meeting.

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Board Matrix Sample

Annotated Agendas Sample

Annotated Agendas Sample

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Description

Annotated agendas highlight the preparation required to ensure an engaging and productive meeting. For each agenda item, there is a note that explains the reading or preparation required, whether it is a decision, discussion, or information item, and then captures the concrete actions and follow-ups for that item.

The preparation required to put together the annotated agenda is valuable because it forces the chair or Executive Director to make good choices about what to spend time discussing, and to inform the board of what the intended outcome for each agenda items.

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Effective Committees Resource

Modes of Governance: Sharing Leadership With Your Board

Modes of Governance: Sharing Leadership

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Description

Boards have three primary approaches to governance.

According to authors Chait, Ryan and Taylor, not-for-profit boards have three primary approaches to their work in governing organizations: fiduciary, strategic and generative.

Think of three modes of governing as three different types of conversations that need to happen at the board table. These conversations become tools that help board members feel empowered to make the right types of decisions, harness the collective wisdom of the board, and improve board performance.

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Better Use of Board Time

Better Use of Board Time

Better Use of Board Time

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Description

Most boards spend fewer than 25 hours each year together around the board table – it’s important that this time be used wisely and effectively, discussing matters of consequence and keeping an eye towards the future. 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 potential changes to your board meeting agenda or board calendar.

Upon submitting the form, an email will be sent out to your inbox with a link to complete the download.

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Better Use of Board Time

Board Role Descriptions

Board Role Descriptions

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Description

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.

Great boards don’t just happen. First, the right people are recruited and oriented. Then they are provided with the opportunity and support to do great things.

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