Leadership Development Library Header

Tools and Sample Documents for Non-profit Board and Staff Development

NYS Sexual Harassment Law Tools for Compliance

NYS Salary Disclosure Law: Effective September 17, 2023

Improving Effectiveness

A More Effective Board of Directors
Better Practices of Effective Boards
Building an Effective Board – The Human Element
Nine Keys for Reinvigorating Board Leadership
Short Version – Improving Board Effectiveness
Six Steps to an Effective Non-Profit Board v2
Some Ways Modern Non-profit Board are Changing
The Long View – Part I
The Long View – Part II
The New Work of the Board

Agendas/Meeting Improvement

Using a Consent Agenda
Ten Quick Ways to Improve Board Meetings
Sample Board Agenda
Meeting Tools and Strategies
Key Considerations in Scheduling Agency and Board Activities
Chairperson’s Checklist for Great Meetings
Board Meeting Agenda Template


Thinking Strategically about Events
Sophisticated Fundraising
How to Ask for Money – Ten Rules to Live by
Fifteen Fatal Fundraising Faux Pas


Profit Sharing in Non-Profit Agencies
Basic Accounting Terms for Board Members


Long Version – Improving Board Effectiveness – Board Self-Assessment Survey
Ten Key Assumptions about Chief Exec Evaluation
Individual Board Member Self Evaluation
Fund Raising Evaluation for Individual Board Members
Employee Satisfaction Surveys
Culture and Performance Review
Chief Exec Performance Review Process
Board Self-Assessment Tool
Board Monitoring of the Agency Fiscal Position
Board Member Feedback About the Chief Executive
Board Meeting Feedback Form
Board Meeting Evaluation
A Fiduciary’s Checklist

Leadership & Governance

Goals for Board Excellence
Boards That Make a Difference by John Carver
19 Suggestions for Board Chairs and Chief Executives
12 Principles of Governance
Why Boards Don”t Govern
What Are the Board’s Jobs
The Three Hats of a Board Member
The Partnership of the Board Chair and the Chief Executive
The Chief Executive’s Role in Developing a Non-Profit Board
Staff and Board Roles and Boundaries
Sample Board and Chief Exec Partnership
Principles of Governance for Exceptional Boards
NYS Attorney General – Responsibilities of Directors and Officers of Not-for-Profits
Boards of Directors 12
Nominating and Board Development Comm Job Description
How to Select a Leader
Great Boards by Richard Chait

Conflict/Problem Resolution

Resolving Board Problems
Problem Boards or Board Problem
Guidelines for Avoiding Role Problems
Difficult Board & Staff Situations

Sample Board Documents

A Board Member Contract
Policies for a Board of Directors 2015
Working Agreements for a Non-Profit Board
Sample Work Plan Items for a Finance Committee
Sample Work Plan Items for an HR Committee
Sample Table of Contents for Board Manual
Sample of an Agency Work Plan
Sample of a Board Work Plan
Sample Items for a Board Chair Work Plan
Conflict of Interest Policy – REVISED OCT 2015

Recruiting & Retaining Tools

Types of People Needed for the Board
Tracking Member Demographics
The 3 D’s
The Diversity Continuum
The Board Building Cycle
Sustaining Board Commitment through the Life-Cycles of an Agency
New Board Member Orientation
Mentor Job Description
Keeping Board Members Involved_Participatory Groups_Conventional Groups
Keeping Board Members Involved
Guidelines for the Nominating Process
Board Profile Worksheet
Board Member Demographics Excel
Board Demographics & Expertise Tracking for Nominating Committees
Annual Nominating and Board Development Committee Calendar