Tools and Resources

Navigate By Topic: 

• Leadership and Management

• Coaching

• Finance and Strategy

• Executive Transitions

• Boards and Governance

Leadership and Management

• Nonprofit Organizational Dashboard Sample Indicators

Sample Professional Development Plans:

• Template for Professional Development (PDF)
• Sample Development Plan Template (PDF)

Coaching 

• Coaching and Philanthropy Project - The Coaching and Philanthropy Project was created to assess and advance coaching as a strategy for building effective nonprofit organizations. The project site includes action guides for and about coaching for funders, nonprofits, and coaches and a comprehensive online toolkit that includes FAQs, tools, case studies, and reports. 

Finance and Strategy

• Budgeting Resources
• Guide and Template for Fiscal Policies and Procedures
• Internal Controls Checklist

Executive Transitions

• Revisiting Executive Transition: Who Leads and How?  
• Building Leaderful Organizations: Succession Planning for Nonprofits - A monograph authored by former CompassPoint staff member Tim Wolfred and addressing three forms of succession planning. Succession planning tools created by CompassPoint consultants and referenced in the monograph follow below.
• A sample template to provide guidance on writing an Emergency Succession Plan. 
• A self-reflection tool for executives who are questioning whether or not it's time to leave their positions. 
• The Executive Director Legacy Statement—a tool with which an executive can clarify what he or she wants to accomplish before they exit their job. 
• A succession Readiness Checklist that can serve as the basis for the Sustainability Audit. 
• A sample staff survey for input on capacity building and leadership needs  (for conducting the recommended Sustainability Audit)
•  A sample board self-assessment survey for planning board development activities  (as part of the Sustainability Audit)
• A list of stakeholder interview questions for gathering input from funders and other external supporters and colleagues  (for conducting the recommended Sustainability Audit)
• A checklist of activities for planning and mining the learnings of an executive during a sabbatical a way of testing the bench strength of your organization. 

Boards and Governance

• Board Café Archives - Board Café is a column for and about nonprofit boards that was a standalone publication of CompassPoint's from 1997 to mid-2008, You can access past issues from this period in the Board Café Archives. 
• Governance Documents Templates