Sample or Template

  • 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 Job Description for Board Officers

    These sample job descriptions for board officers from Community Change include the goals, duties and responsibilities, and qualifications for board president, vice president, treasurer, and secretary. Nonprofits can adapt the descriptions for their own board members.

  • Sample Sabbatical Leave Policy

    A Sabbatical Leave Policy (editable Word doc from Workable) describes the requirements and procedures for offering paid sabbatical leave to your employees. This type of leave is separate from vacation, PTO and sick leave, and applies only to long-term employees.

  • 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,

  • Succession Planning for Nonprofits - Managing Leadership Transitions

    Here are a number of helpful resources from the National Council of Nonprofits to help with your succession planning efforts. 

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