Thank you for being part of the 2023 Board Leadership & Development cohort! Below you’ll find a variety of resources that were referenced throughout our program. Please feel free to download, share, edit, and adapt these documents to best serve your board.
If you have any questions, please contact us at boardleadership@murdocktrust.org or 360-906-6077.
Curious who else is in the program? #
Here are the organizations involved in the cohort:
- Armed Services YMCA of Alaska (Anchorage, AK)
- Blanchet House of Hospitality (Portland, OR)
- Children’s Home Society of Idaho (Boise, ID)
- Connections365 (Salem, OR)
- Columbia Theatre Association for the Performing Arts (Longview, WA)
- FAST Blackfeet (Browning, MT)
- Habitat for Humanity of East Jefferson County (Port Townsend, WA)
- Hellenic-American Cultural Center & Museum (Portland, OR)
- Hopa Mountain (Bozeman, MT)
- Organization for Prostitution Survivors (Seattle, WA)
- Pink Lemonade Project (Vancouver, WA)
- Project Youth+ (Grants Pass, OR)
- Take the Next Step (Monroe, WA)
- The Octet Collaborative (Somerville, MA)
- Toby’s Place (McCall, ID)
Resources #
- Board Leadership & Development Workbook (full text)
- Top 5 Strategic Next Steps (pdf)
- Top 5 Strategic Next Steps (docx)
Session 2 Resources #
Training Examples #
Governance 201:
Culture 201:
Strategic Planning 201:
- Current Service Environment (example)
- Future Service Environment (example)
- 3-year Rolling Strategic Plan (example)
Session 2 Slides #
Session 2 Slides #
Videos from Session 2 #
Overview of Four Board Leadership Pillars
Session 2 Attendee List #
Here is a contact list for those registered to attend Session 2. NOTE: This list is to be used for direct connections only. Please do not add to mailing lists.
Session 1 Resources #
Session 1 Recordings #
- Characteristics of a High-Performing Board
- Seven Keys for an Effective Board Meeting
- Pillar #1: Governance 101
- Pillar #2: Culture 101
- Pillar #3: Sustainability 101
- Pillar #4: Strategic Planning 101
- Alison Kear: Reflection
Session 1 Slides #
Session 1 Slides #
Videos from Session 1 #
Tools and Templates #
Appointing New Board Members #
- The Pathway to the Board Overview
- The Pathway to the Board Steps
- Board Matrix
- Board Nominee Suggestion Form
- Board of Directors — Board Nominee Orientation Binder
- 10 Questions to Ask Before Serving on a Board
Effective Board Meetings #
- Board Portal Recommendation List
- As we collect information for our nonprofit partners, we value your feedback on cost or satisfaction with these vendors, and if you are willing to take questions from other nonprofits about your portal. If you have feedback we can add (our own Murdock Trust “Yelp” review), please reach out to us at boardleadership@murdocktrust.org
- Quarterly Board Meeting Agenda
- Sample Board Minutes
- Board Master Calendar Template
- Future Board Meetings
- Executive Director Monthly Dashboard Template
- Board Member Annual Affirmation Statement
Templates and Examples #
- Conflict of Interest Template
- Prime Responsibility Chart Template
- Board of Directors Handbook and Policy Manual: Sample Table of Contents
- Board of Directors Handbook and Policy Manual: Example
Strategic Planning #
- Elements of a Strategic Plan
- 3 Year Strategic Plan Template
- CCCA Rolling Three-Year Strategic Plan
- 3 Year Strategic Plan Example (Christ’s Kitchen)
- Strategic Plan Update and KPI Dashboard Example (Covenant House Alaska)
- Current Service Environment Narrative Example (Warm Beach Camp Ministries-Chinook Village)
Checklists #
- Financial Management Checklist
- Legal and Risk Checklist
- Fundraising Checklist
- Succession/Contingency Plan Template