Follow Up Resources
Executive Director 101
These resources can be used to support further applications of skills, knowledge, and tools presented at the workshop. Please check our website for more workshops for more learning opportunities. Please respect any fair use and copyright for any of the resources below.
CompassPoint Learning Environment Manifesto
Manual
Slides
- Day 2: Fund Development
- Day 3: Performance Management
Worksheet
Sustainability and Finance Additional
Books
- Octavia's Brood: Science Fiction Stories from Social Justice Movements by Adrienne Maree Brown (Editor/Contributor), Walidah Imarisha (Goodreads Author) (Editor/Contributor)
- Reinventing Organizations by Frederic Laloux
- The Sustainability Mindset by Jeanne Bell and Steve Zimmerman [book and website with resources]
- The Practice of Adaptive Leadership: Tools and Tactics for Changing Your Organization and the World by Ronald A. Heifetz, Marty Linsky
- Financial Leadership for Nonprofit Executives by Jeanne Bell and Liz Schaffer
Articles
- Why Funding Overhead Is Not the Real Issue: The Case to Cover Full Costs by Claire Knowlton
- The Nonprofit Starvation Cycle by Ann Goggins Gregory and Don Howard
- Bringing Life to Organizational Change by Margaret J. Wheatley & Myron Kellner-Rogers
- A Leader's Framework for Decision Making by David J. Snowden and Mary E. Boone
- Actionable and Adaptable Program Strategy by MAG with Lindsey O-Pries
- The Strategic Plan is Dead. Long Live Strategy by Dana O’Donovan & Noah Rimland Flower, SSIR
- From Small to Scale: Three Trade-offs for Smaller Nonprofits Trying to Get Big by Peter Kim, Suzanne Tollerud, Gail Perreault
- Self-Care and individual sustainability blog from CompassPoint
- Nonprofit Operating Reserves from Nonprofit Assistance Fund
- Stance: The ED's Role and Attitude in Strategic Planning
- An Executive Director’s Guide to Financial Leadership by Kate Barr and Jeanne Bell, Nonprofit Quarterly
- The Importance of Linking Leadership Succession, Strategy, and Governance by Thomas Gilmore, Nonprofit Quarterly
Templates, Timelines, Examples
- Budgeting Template
- Financial Management Timeline
- Theory of Change Worksheet
- CompassPoint's Theory of Change
- Hospitality House Theory of Change
- Resources on Evaluation and Strategy from JDC Partnerships
Fund Development Resources
Reading
- Fund Development (Follow-Up Reading List)
- UnderDeveloped: A National Study of Challenges Facing Nonprofit Fundraising from CompassPoint
- Fundraising Priorities for New Executive Directors by Judy Levine via the Grassroots Fundraising Journal
Templates
Other Resources
- Grassroots Fundraising Journal
- Idealware.org – Web site of software reviews and articles
Cynefin Framework by David J. Snowden & Mary E. Boone, Harvard Business Review - Donor Bill of Rights from Association of Fundraising Professionals (AFP)
- Guide to Developing Fundraising Policy and Procedures from Association of Fundraising Professionals (AFP)
Managing Change, Leading People
Reading
- Organizational Transformation Without Equity and Allyship is Meaningless by Lupe Poblano
- What's Power Got to Do With It? Owning Your Power as a Manager from Management Assistance Group
- Four Problems With Power from Social Transformation Project
- The Nonprofits Guide to Human Resources by Jan Masaoka
- The Talent Development Platform (book and resource website) by Heather Carpenter and Tera Wozniak Qualls
- Trauma Stewardship by Laura Van Dernoot LipskyLegal Aid Society Employment Law
- The Good, the Bad, and the Ugly of 360 Evaluations by Marissa Tirona and Michelle Gislason
Templates, Samples, and Exercises
- Roles and Competencies for Performance Planning
- Competencies Exercise
- Supervisor Assessment Year End
- Sample Performance Review
Compensation
Reports and Surveys
- California Compensation Survey
- Nonprofit Times National Survey
- Guidestar National Survey [Plus, they have 990s of nonprofits posted.]
More legal and risk management resources
- CalNonprofits (Insurance Arm)
- Nonprofit Insurance Alliance of California
- Society of Human Resource Management
- Nonprofit Risk Management Center
Governance and Boards
Reading
- 10 Great Board Chair Practices by Marla Cornelius, CompassPoint
- Beyond Financial Oversight by Jeanne Bell, Nonprofit Quarterly
- Does Your Board Foster Inclusivity? by Marla Cornelius, CompassPoint
- Generative Thinking: The Board's Highest Purpose by Peggy McGuire, CompassPoint
- Embrace, Enable, and Educate: The Executive's Role in Governance by Marla Cornelius
Toolkit
- Board Toolkit [download and extract "zip file" or each file separately]: Link to Google Drive