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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 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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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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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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Creating your Circles of Support is a valuable way of identifying stakeholders.
With this tool, you can pinpoint which community groups, clients, volunteers and other stakeholders are most important to your organization’s current and future success.
