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Project-Based People Plan

Project-Based People Plan

Project-Based People Plan

Resource Provided By Vantage Point

Scoping new projects and initiatives often begins from a place of financial constraint.

But thinking more broadly about the resources at hand can remove this!

When starting a new project, focusing first on human resources by using a Project-Based People Plan can empower a more abundant approach to scoping. At its core, a Project-Based People Plan challenges assumptions about resource constraints and allows you to plan in a way where you are not limited solely to budgetary capacity. Focusing first on the people, the Project-Based People Plan outlines all the skills and talent required to see your project through to success.

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Annual Goal Setting & Development

Annual Goal Setting & Development

Annual Goal Setting and Development

Resource Provided By Vantage Point

The First Phase of Performance Management: Goal Setting

Use this worksheet to develop annual performance goals, assess progress and provide feedback to ensure that employees are meeting their objectives and career goals.

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Responsibility Overview: Board/Executive Director and Employees

Responsibility Overview: Board/Executive Director and Employees

Responsibility Overview: Board/Executive Director and Employees

Resource Provided By Vantage Point

Role clarity is crucial to a high-performing not-for-profit organization.

This chart is designed as a simplified reference tool to distinguish different levels of responsibility for board and executive director/employees in fourteen key functions of your organization.

This is not a complete list of roles and responsibilities for board and salaried employees, but a reference for key areas where there is often role confusion. You can easily adapt this resource to your organization.

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Executive Director Recruitment and Transition

Executive Director Recruitment and Transition

Executive Director Recruitment and Transition

Resource Provided By Vantage Point

Successfully recruiting your next senior leader is multi-stage process that begins and ends with a well-articulated succession plan.

This template outlines the key steps in the succession planning process, and provides a structure to gather input from key stakeholders. In addition, it outlines organizational objectives and timelines.

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Organizational Contingency Inventory

Organizational Contingency Inventory

Organizational Contingency Inventory

Resource Provided By Vantage Point

The contingency inventory is essential to the transfer of key knowledge in your organization.

It’s a document that is updated regularly with critical information and made available to anyone at the senior leadership level.

It provides a reference document for a variety of critical positions and ensures that important information is transmitted to employees who move into new positions through succession management processes.

This information may also be required for a variety of other reasons, including unexpected employee departures.

Use this tool to improve your organization's institutional memory and to transfer organizational knowledge.

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Looking for succession planning support?

Vantage Point offers on-site workshops, custom training or consulting to support your organization in planning proactively for leadership transitions.

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