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Sample Confidentiality Agreements for Information about Clients
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
Adapt this sample policy and procedure for the appointment of an acting executive.
Sample Executive Director Succession Policy
It's a best practice and a core board responsibility to create an executive director succession policy.
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
Samples descriptions are included for Board President/Chair, Vice President/Vice Chair, Treasurer, and Secretary.
Sample Sabbatical Leave Policy
Adapt from this sample policy to create one that works for your organization.
Sample Severance Pay Policy
Thanks to the Society for Human Resource Management (SHRM), you can adapt this sample severance pay policy.
Sample Emergency Succession Plan
Adapt this sample succession policy to get a head start.
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?
Should Your CEO Serve as a Board Member?
Nonprofit leaders weighed in on the question of executive directors serving as board members of the nonprofits they lead.
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.
Successful Successions: Executive Transitions that Worked
Succession from one generation of leadership to the next is a period of opportunity and risk.
Succession Planning for [NOT] the CEO
Eureka moments often occur during our consulting engagements when nonprofit teams realize the CEO is one of many individuals whose departure could cause ‘transition trauma.’ Read on for inspiration for establishing a non-CEO succession planning process.