Tool #1: The Pathway to the Board
Template #1-1: The Pathway to the Board Template #1-2: The 6 D's Criteria
Tool #2: Board Nominee Suggestion Form
Template #2: Board Nominee Suggestion Form
Tool #3: Board Nominee Orientation: Table of Contents
Template #3: Board Nominee Orientation: Table of Contents
Tool #4: Five-Finger Feedback
Template #4: Bonus Feedback Tool
Tool #5: Board’s Annual Self-Assessment Survey
Template #5-1: Board Member Self-Assessment Template #5-2: "Best Governance Practices" Survey
Tool #6: The Board’s Annual Financial Management Audit
Template #6: The Board's Annual Financial Management Audit
Tool #7: The Board’s Annual Legal Audit
Template #7: The Board's Annual Legal Audit
Tool #8: The Board’s Annual Fundraising Audit
Template #8: The Board's Annual Fundraising Audit
Tool #9: The Board’s Annual Evaluation of the Top Leader
Template #9-1: Two Resources: BoardSource Online Assessments and CarverGuide 7 Template #9-2: Top Leader Annual Assessment
Tool #10: The 5/15 Monthly Report to the Board
Template #10: Sample 5/15 Report
Tool #11: Monthly Dashboard Report
Template #11: Sample Template for Dashboard Report
Tool #12: Quarterly Board Meeting Agenda & Recommendations
Template #12: Quarterly Board Meeting Agenda
Tool #13: Board Retreat Read-and-Reflect Worksheets
Template #13: Option 1 – Owning Up Template #13: Option 2 – Peter Drucker's Five Most Important Questions Template #13: Option 5 – Lessons From the Church Boardroom
Tool #14: The Rolling 3-Year Strategic Plan Placemat
Template #14-1: The Rolling 3-Year Strategic Plan Placemat Template #14-2: Pop Quiz! The 7 Reasons Why Strategic Plans Fail Template #14-3: One Planning Approach – A Strategic Plan Task Force Template #14-4: The G.N.O.M.E. Chart
Tool #15: Board Retreat Trend-Spotting Exercise
Template #15: Trend-Spotting Presentation
Tool #16: Prime Responsibility Chart
Template #16: Prime Responsibility Chart
Tool #17: Board Policies Manual (BPM)
Template #17: Board Policies Manual
Tool #18: Job Descriptions for the Top Leader and Board Chair
Template #18-1: Sample Board Chair Position Description Template #18-2: Do-It-Yourself CEO Job Descriptions Template #18-3: Sample CEO Job Description Template #18-4: Sample Executive Pastor Job Description
Tool #19: Ten Minutes for Governance
Template #19: Ten Minutes for Governance
Tool #20: Tent Cards and Tools for Leveraging Board Member Strengths
Template #20: Strengths Tool #3: Chart
Tool #21: Board Member Annual Affirmation Statement
Template #21-1: Board Member Annual Affirmation Statement Template #21-2: Conflicts of Interest Sample Policy Template #21-3: Conflicts of Interest Questionnaire
Tool #22: Straw Vote Cards