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Board Role Descriptions

Board Role Descriptions

Board Role Descriptions

Resource Provided By Vantage Point

Strong organizations begin with effective governance, management and planning.

This toolkit contains several role description templates for attracting and developing your board members. These versions of Vantage Point’s role descriptions can easily be adapted to fit your situation.

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.

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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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Board Chair & Executive Director Partnership Check-up

Board Chair & Executive Director Partnership Check-up

Board Chair & Executive Director Partnership Check-up

Resource Provided By Vantage Point

In a vibrant not-for-profit organization, the board chair and executive director are each other’s biggest fans and greatest critics.

Three critical markers reflect the health of this relationship: an openness to provide and receive constructive feedback; decision-making driven by mutual respect, trust and empathy; and a shared orientation toward tackling mission-critical work.

This updated Vantage Point resource, inspired by the findings of Mary Hiland’s 2008 article, The Board Chair-Executive Director Relationship, provides a structured way of gauging the current vitality of your Board Chair-Executive Director relationship, and opportunities to identify the crucial steps to strengthen and improve your partnership.

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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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