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Meeting Assessments Sample

Meeting Assessments Sample

Meeting Assessments

Resource Provided By Vantage Point

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 Calendar Sample

Board Calendar Sample

Board Calendar Sample

Resource Provided By Vantage Point

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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Annotated Agendas Sample

Annotated Agendas Sample

Annotated Agendas Sample

Resource Provided By Vantage Point

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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“So That” Chain: Linking Goals, Strategy, & Outcomes

“So That” Chain: Linking Goals, Strategy, & Outcomes

"So That" Chain: Linking Goals, Strategy, & Outcomes

Resource Provided By Vantage Point

There are many tools and approaches organizations can use to explore the long-term, community-level impact of their work. But before you start working on your logic model, outcome map or Theory of Change, it may be a better use of time to take a step back and identify what your big-picture goals are, and how your current organizational strategies support you to achieve those goals.

This worksheet creates a simple “so that” chain, clearly linking your strategy, with outcomes that build towards your ultimate goal.

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Stakeholder Survey

Stakeholder Survey

Stakeholder Survey

Resource Provided By Vantage Point

This sample stakeholder survey was developed for a fictional community organization that serves families with young children.

Surveys like this can be used to gather information about stakeholders and clients in order to develop and evaluate programs, or as part your strategic planning activities.

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