Sample or Template

  • Job or employee satisfaction surveys are a useful tool to gather feedback directly from your employees that will help your organization evaluate "employee retention, boost performance, and nurture your company culture." Qualtrics XM's article, Employee Satisfaction Surveys: Best Practices and Sample Questions, outlines how and why to engage your employees in this type of survey and offers sample survey questions.

  • While the emphasis of to role of vice president, finance and operations is finance, it includes responsibilities for managing a breadth of staff functions and requires an individual who is both strategic and tactical. Adapt this sample job description for your organization. (The Bridgespan Group)

     

  • Does your organization need a strategic plan or a refresh of your current plan? Use this framework for a basic strategic plan from Free Management Library to craft a goals-based document.

  • An organizational climate survey measures an organization's strengths and areas for improvement on several levels: pertaining to the organization, each work department, and specific jobs/roles. Adapt this sample to conduct a survey of your organization.

  • Network 180's request for proposal for a strategic planning consultant provides a sample you can adapt for your own organization.

  • The Center developed a request for proposal for an executive search firm while conducting its executive search for its president & CEO. Use the Center's document as an example and adapt this template for your own.

  • An outline to devise an emergency preparedness plan for your organization's personnel and facility in case of natural or other disaster. (Centers for Disease Control)

    Emergency Action Plan Template

  • This policy and procedures document gives a frame of reference when creating a policy as it pertains to a particular organization. Conveniently available in an editable Word .doc format, users can customize this template to suit their own needs.

     

  • This scoring sheet allows for the evaluation of the board as it relates to staff. It is a good measure of best practices and helps to pinpoint which areas need attention.
  • The primary goal of emergency succession planning is to prepare an organization for the unplanned absence or departure of a key manager. Nonprofit organizations can adapt this sample emergency backup succession plan (Raffa, formerly TransitionGuides) for appointing an acting executive director, president or chief executive offider in the event of an unplanned leave.

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