An emergency action plan (EAP) is usually a written document required by particular OSHA standards. For smaller organizations, the plan does not need to be written and may be communicated orally if there are 10 or fewer employees. [29 CFR 1910.38(b)]. (OSHA)
Candid.org (formerly The Foundation Center/Grantspace) offers Spanish language videos on:
Principios de la planificación para la procuración de fondos (Introduction to Fundraising Planning): Aprenda el proceso básico de planificación para lograr diversificar las fuentes de apoyo financiero de su organización.
Adapt from these sample confidentiality agreements for Information about clients. (National Council of Nonprofits)
Use this sample inventory sheet to keep record of both onsite and offsite locations of important documents, bank account numbers, and other important information. (TransitionGuides)
Nonprofit organizations can adapt this sample emergency succession plan (CompassPoint) for the process of appointing an acting executive in the event of an unplanned absence.
Every organization will eventually experience a change in executive leadership, which is a time of both risk and opportunity. Nonprofit organizations can adapt this executive director succession policy example to create their own succession policy (Raffa, formerly TransitionGuides).
Executive transitions can be stressful for everyone involved. Transition Guides makes this transition easier with an "Executive Search & Transition Time Line Worksheet" to assist your organization in the process. (Transition Guides)
Practice Note
Sample Emergency Succession Plan by Tim Wolfred gives a model plan with emphasis on "identifying the key leadership functions carried by the executive, identifying the agency managers best qualified to step into the executive role in an emergency, and prescribing the cross-training necessary to prepare the back-up managers to cover the leadership functions." (CompassPoint Nonprofit Services,
This question raises the blood pressure of many executive directors, and opinions are sharply divided, but what is the answer? See what Jan Masaoka, publisher of Blue Avocado and CEO of CalNonprofits, has to say on the topic.
© North Carolina Center for Nonprofit Organizations, Inc. From Common Ground, a publication of the N.C. Center for Nonprofits, www.ncnonprofits.org.