Browse Our Resources
Find valuable information, tips, and best practices that nonprofits need to create productive, sustainable, and effective organizations. If you are looking for a specific type of resource, use the blue links below to filter your search results.
Board Recruitment and Onboarding
A Board Matrix Template is a strategic planning tool that helps nonprofits assess the skills, lived experience, demographics, and perspectives represented on their board and identify gaps needed to strengthen governance and impact.
This document outlines the expectations, responsibilities, and time commitment of serving on the Nonprofit Board of Trustees, including governance duties, committee participation, and terms of service.
This document outlines the mutual responsibilities and commitments between a Nonprofit and its Board members, including expectations for participation, ethical conduct, fundraising, confidentiality, and the support board members can expect from the organization.
This document provides an overview of the Board Welcome Book, including mission, governance practices, financials, policies, board agreements, and key reference materials for trustees.
New Trustee Onboarding Orientation Guide – Thrivewise Solutions
A concise onboarding and orientation guide designed to support new board members as they transition into their roles, outlining expectations, responsibilities, required paperwork, key timelines, and support structures to ensure a smooth and informed start.
A structured exit interview template used to gather honest feedback from departing trustees about their board experience, board culture, effectiveness, decision-making, and suggestions for improvement, while identifying opportunities for continued engagement with the organization.
Annual Board Composition and Matrix Survey – Thrivewise Solutions
An annual survey used to collect up-to-date information on board member demographics, skills, interests, committee engagement, and self-assessed board effectiveness, supporting succession planning, board development, and informed decision-making.
New Board Member Orientation Agenda
A structured orientation agenda that introduces new board members to the organization’s mission, programs, governance structure, financials, and meeting processes, while outlining expectations, engagement opportunities, and mentorship support.
Board Governance
Robert’s Rules Cheat Sheet- Kensington Corridor Trust
A quick-reference guide that outlines common parliamentary motions, voting steps, and sample language to help board members confidently participate in meetings and follow proper decision-making procedures.
Roles and Responsibilities Grid – Thrivewise Solutions
A RACI-based roles and responsibilities tool that clarifies who is Responsible, Accountable, Consulted, and Informed across key board and organizational activities, supporting clear ownership, accountability, and effective collaboration.
Conflict of Interest Policy -Princeton-Blairstown Center
A formal conflict of interest policy that defines fiduciary responsibilities, identifies potential conflicts, and outlines disclosure and decision-making procedures to ensure ethical governance and protect the organization’s integrity and tax-exempt status.
Trustee and Succession Planning Roster
A centralized roster used to track current trustees, term lengths, leadership roles, and succession planning needs, supporting continuity, leadership development, and proactive board planning.
ED/Board/Board Chair Roles and Responsibilities Template
A comprehensive governance policy document that defines the roles, responsibilities, and boundaries of the Board, Board Chair, and Executive Director, outlining best practices for ethical oversight, decision-making, accountability, and effective nonprofit leadership.
Executive Director Evaluation and Succession
Executive Director Succession Planning Template
An Executive Director succession planning template that outlines procedures, roles, and considerations for emergency and planned leadership transitions, ensuring organizational stability, continuity, and mission alignment during periods of change.
CEO Recruitment and Onboarding Project Plan
A structured project plan that guides the recruitment, selection, and onboarding of a CEO/Executive Director, outlining key steps, timelines, responsibilities, and milestones to ensure a smooth and effective leadership transition.
Chief Executive Officer Executive Director Performance Review
A formal performance review tool used by the Board to evaluate the Chief Executive/Executive Director across organizational results, leadership, management, fundraising, financial oversight, and board relations, while identifying strengths, gaps, and professional development needs