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Not-For-Profit Financial Systems – Checklist

Not-For-Profit Financial Systems – Checklist

Not-For-Profit Financial Systems - Checklist

Resource Provided By Vantage Point

Solid financial systems plays a critical role in the development and maintenance of effective organizations. Good financial management practices are critical elements of any not-for-profit organization and demand careful attention in capacity building efforts.

How does your organization rate in financial management? Use this quick checklist to find out.

Other Resources

Not-For-Profit Lifecycles Overview

Not-For-Profit Lifecycles Overview

Not-For-Profit Lifecycles Overview

Resource Provided By Vantage Point

This resource tool looks at the benefits of the lifecycles approach and defines Susan Kenny Steven's seven lifecycles stages: idea, start up, growth, maturity, decline, turnaround, termination.

Other Resources

Board Recruitment: How to Bring in the Right Board

Board Recruitment: How to Bring in the Right Board

Board Recruitment: How to Bring in the Right Board

Resource Provided By Vantage Point

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. Board recruitment efforts are not achieved overnight. It’s a long term initiative that you can begin today.

This toolkit outlines processes to recruit the right people onto your board, sample terms of reference for your board development committee and a sample matrix that can be used to take stock of current skills and attributes, and to determine what experience and abilities are still required. Upon submitting the form, an email will be sent out to your inbox with a link to complete the download.

Other Resources

Executive Director Interview Guide

Executive Director Interview Guide

Executive Director Interview Guide

Resource Provided By Vantage Point

Executive director recruitment is one of the most important processes a board will ever engage in. Interview guides are one tool in the process to make your interviews effective and consistent.

Other Resources

Volunteer Letter of Agreement

Volunteer Letter of Agreement

Volunteer Letter of Agreement

Resource Provided By Vantage Point

You've completed the recruitment process, and found the right volunteer with the right skills - now what? A letter of agreement ensures both you and the volunteer clearly understand and agree on the project's end goal, expected deliverables and time commitment. It is important any letter of agreement is reciprocal; outlining commitments and deliverables for parties. Use of this tool will improve project execution by providing a formalized process to discuss expectations and accountability.

In this toolkit you'll find a Volunteer Letter of Agreement template as well as two samples of a Vantage Point Letters of Agreement we recently created for actual roles on our external talent team.

Other Resources