Board Roles and Responsibilities

Governance, Fiduciary and Strategic Oversight

Board members must have clear roles and responsibilities in order for the organization to be successful. The role of the nonprofit board centers on the fundamental responsibilities of providing the organization with sound governance, fiduciary and strategic oversight and direction. The resources in this section will further illuminate the various ways in which board members are entrusted with protecting and nurturing the organization.

Finance

10 Step Budgeting Checklist

Use this handy checklist to make sure you've covered all the bases in your budgeting plan.

Roles and Responsibilities of the Board

A basic understanding of the roles and responsibilities of the board is a good place to start in any recruitment and orientation activities

WhistleBlower Protection Policy

Adapt this template for a whistleblower protection policy to meet your needs.

Top Tips for Hiring the Right CFO

Bringing on a new senior manager is a high-stakes, time-consuming venture. Whether you are replacing an existing CFO, adding a part-time CFO, or bringing one on for the first time, these tips from the J. Edgar Group will help you find the right fit for your organization.

How to Know if You Need a CFO

How do you know if your organization is ready for a Chief Financial Officer? You may already have a bookkeeper, a tax accountant, even a controller and a finance team. So do you really need more horsepower in your finance department? The J. Edgar Group developed a few questions that can help determine if the time is right.

Assess Your Financial Strengths and Weaknesses

Use this worksheet to capture a snapshot of your nonprofit's financial strengths and weaknesses.

Organization Dashboard Sample

An organization dashboard is a great way to organize financial information to present to your board and management team.

Board Committees

Much of the work of the board is accomplished by standing committees or ad hoc work groups. This document describes several types of committees.

Preventing Fraud

Fraud in nonprofits makes for sensational headlines and rattles public confidence in the organization. These tips will help make sure you have all the safeguards in place.

Financial Questions Boards Should Ask

Use this list of financial questions as a guide to meeting your duty of financial oversight.

Fundraising

Nonprofit Funding Models

There is no one-size-fits-all model of funding. This document reviews a number of models as identified in an SSIR article.

What Can I Do? Beyond Making the Ask

There is so much more to fundraising that being the person who "makes the ask." Share this list with your board members to help them engage more fully in the fundraising process

Roles and Responsibilities of the Board

A basic understanding of the roles and responsibilities of the board is a good place to start in any recruitment and orientation activities

Board Committees

Much of the work of the board is accomplished by standing committees or ad hoc work groups. This document describes several types of committees.

Put Some Zip into Your Fundraising

Use this checklist of ideas to bring new life to your fundraising.

Fundraising Roles & Responsibilities

This worksheet identifies the fundraising responsibilities of the board as a whole, individual board members and the fundraising committee.

Reasons to Give to My Organization Worksheet

Complete this worksheet in the boardroom to help board members Think through and write down ideas to formulate their "elevator speech."

Fundraising Quiz for Board Members

Take this board fundraising quiz to determine whether your board is as effective at fundraising as it wants to be.

Fundraising Dashboard

Modify this dashboard with meaningful measures from your own organization to give your Development Committee or Board a good picture of their progress in fundraising.

Board Fundraising Commitment Form

Use this form to give your board members more concrete ways to fulfill their commitment to support the organization.

Strategic Planning

Nonprofit Funding Models

There is no one-size-fits-all model of funding. This document reviews a number of models as identified in an SSIR article.

Roles and Responsibilities of the Board

A basic understanding of the roles and responsibilities of the board is a good place to start in any recruitment and orientation activities

Mission Vision and Values

Get the basics about mission, vision and values and see some real life examples.

Setting SMART Goals

This brief handout reviews the concepts behind setting SMART goals.

Sustainability Matrix Map Worksheet

Steve Zimmerman has shared this interactive Excel Worksheet for implementing his Matrix Map.

Board Committees

Much of the work of the board is accomplished by standing committees or ad hoc work groups. This document describes several types of committees.

Strategic Planning Step-by-Step

Follow these steps for a smooth strategic planning process.

Strategic Plan Components

Use this quick list to determine if your strategic plan has all the parts it needs to have.

Sample Implementation Plan

Healthy Eating Active Living NH shared their implementation work plan for their strategic plan.

Sample Strategic Plan #2

The Taproot Foundation has shared their Strategic Plan.

CEO Evaluation

Leadership Evaluation Template

This worksheet can be used to evaluation the CEO for small to mid-sized organizations.

Board Committees

Much of the work of the board is accomplished by standing committees or ad hoc work groups. This document describes several types of committees.

Evaluating the Chief Executive

Use this sample process for CEO Evaluation and adjust it to fit your organization.

Sample CEO Evaluation - Basic

This quick and simple tool will provide a basic evaluation for your CEO.

Sample CEO Evaluation - Expanded

This is a more in depth tool for evaluating the CEO.

CEO Evaluation Sample Policy

Adapt this sample CEO Evaluation Policy to meet your needs.

Executive Director Job Description Sample

Use this sample job description as a starting point for your own Executive Director Job Description.

Succession Planning

A Leadership Transition Checklist

A list of some key documents and processes nonprofits should have in place in order to manage a leadership transition successfully

Roles and Responsibilities of the Board

A basic understanding of the roles and responsibilities of the board is a good place to start in any recruitment and orientation activities

Operations Inventory of Critical Functions for Succession Planning

Common Good Ventures offers up this tool to collect and organize all of the information critical to keeping our organization operating smoothly in the event of an unexpected departure of key leadership.

10 Steps to Develop an Emergency Succession Plan

Common Good Ventures shared this checklist for developing an emergency succession plan.

Chief Executive Emergency Succession Plan Template

Adapt this template for an emergency succession planning policy to your organization's needs.

Succession Planning and Transitions

Even when it doesn't happen in an emergency situation, the transition from one leader to another should be planned carefully.

Emergency Leadership Transition Sample Policy

Common Good Ventures shared this sample policy for emergency leadership transition.

Responsibilities of the Board in Emergency Succession

Common Good Ventures offers up 10 questions the board needs to ask during an emergency transition in leadership.

Executive Transition Input Survey

Use this survey template to get feedback from key stakeholders during the leadership transition process.

Job Descriptions

Board Treasurer - Role Description Sample

Adapt this Board Treasurer role description to meet your organization's needs.

Governance Committee - Role Description Sample

This Governance Committee Member role description sample will help you create or update your own.

Advisory Board Member - Role Description Sample

Adapt this template for an Advisory Board member for your organization.

Board Member - Role Description Sample

This Board Member role description can be used as a template for creating your own.

Governance

Roles and Responsibilities of the Board

A basic understanding of the roles and responsibilities of the board is a good place to start in any recruitment and orientation activities

Governance as Leadership - Summary of Board Behaviors

This resource briefly summarizes some of the key differences between Fiduciary, Strategic and Generative thinking in the boardroom.

Four Realms of Board Responsibilities

In this document, Lee Bruder offers a different way of looking at board responsibilities.

The Five Phases of Board Development

Boards of directors and boards of trustees are similar to other groups in that they go through various stages or phases of change. Certain aspects of each phase are critical to the successful development of the board and, therefore, the organization. Lee Bruder explores these phases and the key tasks of the board during each phase.

Influence of the Lifecycle on the Role of the Board

The lifecycle stage of an organization often determines where the board is focused. This chart depicts the typical focus of the board during the various lifecycle stages of a nonprofit.

Three Legal Responsibilities of Nonprofit Boards

Lee Bruder shared with us this document on the legal duties of the board.

Board Committees

Much of the work of the board is accomplished by standing committees or ad hoc work groups. This document describes several types of committees.

Ten Responsibilities of Board Members

Share this document in your board orientation to make sure that all of your board members know these responsibilities.

 

Unprecedented Collaboration

Nearly 20 foundations and corporations have invested in building the capacity of NH nonprofits through their support of this project.

Learn more about the collaborators

 

The Go Factor

In the triad of "ready, set, go" NonprofitNext is the "Go Factor." Tools that you find here allow you to quickly move into action by downloading a resource that you can use today - A checklist or resource to bring to your next board meeting.

 

Want to Share?

Do you have a template or a sample that could save time for your peers in the sector? Help us build the most robust, extensive set of resources available. Send your content and your ideas to nonprofitnext@nhnonprofits.org

 

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