Risk Management

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  • Sample Confidentiality Agreements for Information about Clients

    Adapt from these sample confidentiality agreements for Information about clients. (National Council of Nonprofits)

  • Sample Critical Information and Contact Inventory

    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)

  • Sample Emergency Succession Plan

    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. 

     

  • Sample Executive Director Succession Policy

    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 Search & Transition Time Line Worksheet

    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)

     

  • Sample Severance Pay Policy
    Severance Pay Policy July 2014 Society for Human Resource Management

    Practice Note

  • Sample Emergency Succession Plan

    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,

  • Should Staff Contact with the Board be Restricted?

    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.

  • Should Your CEO Serve as a Board Member?

    In this 2019 BoardSource article, Should Your CEO Serve as a Board Member?, and 

  • Six Ways to Tell It's Time to Leave

    Nonprofit executive directors often wonder if it's the right time to leave. Maybe the demands of the job seem ever more burdensome, or the board seems increasingly dissatisfied, or the ticking of the retirement clock is getting louder.

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