1) Development
1.1) Board Criteria & Performance Assessment

This one page instrument provides an opportunity for governance teams to agree on performance criteria and measure results.

1.2) Board Recruitment Prospectus

This essential board cultivation tool includes an organizational snapshot, basic member responsibilities, and priority seats to attract the leaders you need.

2) Strategic Planning
2.1) Strategic Language Development Worksheet

This handy Excel spreadsheet captures stakeholder language.

2.2) Strategic Plan Assessment

This one page template provides a framework for organizational stakeholders to assess an existing strategic plan using six criteria that include environment, value proposition, tactical plan, and vision.

2.3) Strategic Planning Booklet

Compiled from the Rumohr and Clarke Nonprofit blog, this booklet describes nine dimensions of the strategic planning process. It is ideal for in-service nonprofit professionals, entrepreneurial start-up founders, or anyone who wants a "crash-course" on the fundamentals of strategic planning.

3) HRM – Hiring Process
3.1) Hiring Process Overview

Six stages of the hiring process used in a case study are described.

3.2) Purpose of Interviews

It’s easy to forget why we do them in the first place. Here’s a brief reminder!

3.3) Hiring Manager’s Role

If you hire people, you’re already doing it. So why not learn more about it?

3.4) High Inquiry Questions

Don’t get stuck asking “yes” or “no” questions! Explore how to ask questions that get candidates thinking and the information you need to make a good hire.

3.5) Focusing Questions

Develop questions that get the answers you need. Explore sample questions that focus on two areas: 1) skills and experience, and 2) working style and organizational compatibility.

3.6) Multiple Perspectives

Avoid common hiring mistakes by engaging multiple perspectives in the interview process.

3.7) Evaluating Candidate Responses

Fairly evaluate and capture candidate responses to interview questions by examining the scoring and grading systems used in a case study.

3.8) Using Interview Instruments

A summary of the instruments and process used in the case study for the Hiring Process video series.

3.9) Additional Resources

Resources, references, and a brief description of the case study organization for the Rumohr and Clarke Hiring and Onboarding Process Series.

3.10) Hiring and Onboarding Booklet

Compiled from the Rumohr and Clarke Nonprofit blog, this booklet is an introduction to basic principles of human resource management that can be challenging in the small nonprofit environment. It is ideal for in-service nonprofit professionals, entrepreneurial start-up founders, or anyone with limited experience in hiring and onboarding.

4) HRM – Onboarding
4.1) Onboarding Overview

Three questions are answered:
1) What is onboarding?
2) Why do it?
3) What are its benefits?

4.2) Using the Checklist

Collaboratively engage team members with the Onboarding Checklist and use it to ensure new hire success.

4.3) Additional Resources

Resources, references, and a brief description of the case study organization for the Rumohr and Clarke Hiring and Onboarding Process Series.

4.4) Hiring and Onboarding Booklet

Compiled from the Rumohr and Clarke Nonprofit blog, this booklet is an introduction to basic principles of human resource management that can be challenging in the small nonprofit environment. It is ideal for in-service nonprofit professionals, entrepreneurial start-up founders, or anyone with limited experience in hiring and onboarding.

5) HRM – Retention & Development
5.1) Employee Assessment

Simplify your employee review process with this one-page instrument.

6) Intern Management
6.1) Intern Program Management Checklist

Collaboratively engage team members and ensure intern engagement and effectiveness.

6.2) Intern Program Applicant Data Template

Capture applicant information in this handy spreadsheet.

7) Organizational Development
7.1) Naming a Nonprofit

This one-page tip sheet is helpful to establish or create a new name.

7.2) Naming Focus Group Scorecards

Proposed name, rating scale, and comments section captures participants’ responses.