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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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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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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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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.
Resource Provided By Vantage Point
The goal of succession planning is to introduce and maintain a culture of leadership continuity within your organization. Succession plans are critical to the success of your organization and should provide for a process that recognizes, develops and retains leadership talent. Organizations often create a succession plan outlining the process for retaining, developing, and/or replacing position within the organization.
Use this resource to jump-start succession planning within your organization.
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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.
