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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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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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Your Revenue Mix Worksheet

“So That” Chain: Linking Goals, Strategy, & Outcomes

"So That" Chain: Linking Goals, Strategy, & Outcomes

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Description

There are many tools and approaches organizations can use to explore the long-term, community-level impact of their work. But before you start working on your logic model, outcome map or Theory of Change, it may be a better use of time to take a step back and identify what your big-picture goals are, and how your current organizational strategies support you to achieve those goals.

This worksheet creates a simple “so that” chain, clearly linking your strategy, with outcomes that build towards your ultimate goal.

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Your Revenue Mix Worksheet

Employee On-Boarding Checklist

Employee On-Boarding Checklist

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Description

Stellar onboarding experiences lead to increased retention and engagement.

Effective onboarding leads to:

  • Better job performance
  • Greater commitment to the organization
  • Reduced stress
  • Higher job satisfaction
  • Better retention

This sample employee on-boarding checklist can help get you and your new hire prepped and ready to go.

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Annual Goal Setting & Development

Annual Goal Setting & Development

Annual Goal Setting & Development

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Description

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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Annual Goal Setting & Development

Organizational Contingency Inventory

Organizational Contingency Inventory

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Description

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.

Upon submitting the form, an email will be sent to your inbox with a link to complete the download.

 


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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Annual Goal Setting & Development

SOAR Framework

SOAR Framework

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Description

SOAR is a way to set goals based on the organizational practice of Appreciative Inquiry (AI). This vision-based approach of open dialogue invites organizational members to learn and value their personal histories, the history of their organization and its culture. The AI approach allows them to:

  • Build on their strengths (the positive core).
  • Discover opportunities.
  • Visualize goals and strategic alternatives.
  • Identify enabling objectives.

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Annual Goal Setting & Development

Environmental Scan

Environmental Scan

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Description

The Environmental Scan is an opportunity to take stock of where your organization is currently, in terms of its position within the broader environment within which you operate. What other organizations are doing similar work? What competitors or allies are on the horizon? What does this tell you?

This resource outlines key components of an environmental scan, questions you might ask and sources of information to approach for answers.

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Annual Goal Setting & Development

Mission-Focused Decision Making

Mission-Focused Decision Making

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Description

Does it feel like your organization could focus even more on mission-driven decisions that move you towards organizational goals and purpose?

If you answered yes, you are not alone. Good decision-making can be challenging; however, it also creates the foundation for team members – including board, staff and volunteers – to feel engaged with their role, develop their skills, and make their best contribution to organizational goals.

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Annual Goal Setting & Development

Leadership Exploration

Leadership Exploration

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Description

Things do not change. We change. – Thoreau

What changes do you want to see in your leadership? Now is great a time for reflection, re-framing and renewal. With this new leadership exploration tool, challenge yourself to reflect on what you want to see in yourself, your relationships, and your community.

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