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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

Guide to All Vantage Point Resources

Guide to All Vantage Point Resources

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Description

Vantage Point exists to support people moving not-for-profit organizations forward – Executive Directors, board members, senior leaders, managers, staff, and volunteers.

In this document you will find a categorized and hyperlinked list of our workshops, podcasts, blog posts, and ready-to-use documents. The documents include guides, templates, and worksheets. Our resources will provide you with tools and tactics to immediately lift your organization’s capacity.

Here is our list of resources.

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Effective Committees Resource

Stakeholder Survey

Stakeholder Survey

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Description

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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Effective Committees Resource

Circles of Support

Circles of Support

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Description

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.

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