Board Development

Toolkits are available as PDFs for download by section or the entire toolkit, with the latest version date noted. Please keep in mind that the materials provided are for YOUR use only and should not be distributed or shared unless specifically noted or approved.

Toolkits

Board Development Toolkit (June 2018)Board Development Toolkit

Handouts

Organization Continuity Planning (October 2014) | CAN be shared with client

Potential Red Flags to Watch for on Client Assignments (October 2014) | CANNOT be shared with client

Editable/Fillable Forms

Editable forms can be customized for use with clients, while fillable forms can be filled out, but otherwise are not editable. Since the toolkits often provide more instructions and context for how to use the editable/fillable forms, please refer to the appropriate section – the forms will note what section it’s from in the footer. Both editable and fillable forms are in Word format.

Board Development Assessment Survey (October 2014) | Editable | CAN be shared with client

Assessment of the Board of Directors as a Whole (October 2014) | Fillable | CAN be shared with client

Assessment of Individual Board Members (October 2014) | Fillable | CAN be shared with client

Guide for Board Interviews (October 2014) | Editable | CAN be shared with client

Board Interview Questionnaire (October 2014) | Editable | CAN be shared with client

Sample Committee – Task Force Meeting Report Form (October 2014)| Editable | CAN be shared with client

Sample Minutes Format (October 2014) | Editable | CAN be shared with client

Online Resources

Blue Avocado – Board Cafe
boardnetUSA
BoardSource
Public Counsel

Leadership Coaching

Toolkits are available as PDFs for download, with the latest version date noted (click the table of contents at the beginning to jump to each separate section). Please keep in mind that the materials provided are for YOUR use only and should not be distributed or shared with clients or others unless specifically noted or approved.

Toolkits

Leadership Coaching Toolkit (March 2013)Full Toolkit PDF

Editable/Fillable Forms

Editable forms can be customized for use with clients, while fillable forms can be filled out, but otherwise are not editable. If a form is from a toolkit, it will note what section it is from in the footer. Both editable and fillable forms are in Word format.

Deloitte Listening Exercise | Fillable | CANNOT be shared with client

FUEL Coaching Framework | Fillable | CANNOT be shared with client

Powerful Coaching Questions | Fillable | CANNOT be shared with client

Information Inventory Checklists | Fillable | CANNOT be shared with client

Online Resources

CompassPoint’s Coaching & Philanthropy Project

Fund Development

Toolkits are available as PDFs for download, with the latest version date noted (click the table of contents at the beginning to jump to each separate section). Please keep in mind that the materials provided are for YOUR use only and should not be distributed or shared with clients or others unless specifically noted or approved.

Toolkits

Fundamentals of Fundraising: (February 2013)Full Toolkit PDF

The Role of Annual Giving: (February 2014)Full Toolkit PDF

Online Resources

Association of Fundraising Professionals (AFP)

BoardSource

Charity Navigator

Chronicle of Philanthropy

GrantSpace

GuideStar

Strategic Planning

Toolkits are available as PDFs for download, with the latest version date noted (click the table of contents at the beginning to jump to each separate section). Please keep in mind that the materials provided are for YOUR use only and should not be distributed or shared with clients or others unless specifically noted or approved.

Toolkits

Strategic Planning Toolkit: (June 2018)Full Strategic Planning Toolkit

Editable/Fillable Forms

Editable forms can be customized for use with clients, while fillable forms can be filled out, but otherwise are not editable. Since the toolkits often provide more instructions and context for how to use the editable/fillable forms, please refer to the appropriate section – the forms will note what section it’s from in the footer. Both editable and fillable forms are in Word or Excel formats.

Strategic Plan with Objectives – Excel Template (June 2018) | Editable | CAN be shared with client

SWOT Analysis Template (Oct 2013) | Editable | CAN be shared with client

SWOT Analysis Fillable (Oct 2013) | Editable | CAN be shared with client

Checklist for Interviewing Client (Oct 2013) | Editable | CAN be shared with client

Questions for Mission Statement (Oct 2013) | Editable | CAN be shared with client

Mission Statement Worksheet (Oct 2013) | Editable | CAN be shared with client

Questions for Strategic Planning (Oct 2013) | Editable | CAN be shared with client

External Questions for Strategic Planning (Oct 2013) | Editable | CAN be shared with client

Strategic Plan Template (Oct 2013) | Editable | CAN be shared with client

Strategic Planning Overview for Clients (October 2014)| Not Editable | CAN be shared with client

New Consultant Training

New Consultant Training Toolkit

You may download the most recent New Consultants Toolkit (June 2018). It is available in a PDF format.

Note: Consultants may not distribute these internal documents unless specifically given permission to do so (or unless the document states that it can be shared with clients). These documents may also not be used outside of ESC.

Continuing Education

Tips, Tricks and Trailmix, February 2019

Below are the training materials provided at the “Tips, Tricks and Trail Mix” training on February 13, 2019. The workshop was facilitated by ESC Training Manager Susan Afriat, with presentations from various ESC staff members.

Training Materials

Technology Update and Consulting Challenges (PDF)
ESC Website and Portal Reference Document (PDF)
ESC Consultant IT Primer (PDF)

Fund Development, May 2018

Below are the training materials provided at the “Fund Development” training on May 10, 2018. The workshop was led by ESC consultant Nancy Sacks and ESC VP of Programs and Training Janet McIntye.

Training Materials

Fund Development Continuing Education- Participant Agenda (PDF)
Fund Development – PowerPoint Presentation (PDF)
Board and Staff Fundraising Responsibilities(PDF)
Sample Fund Development Scope of Work (PDF)
Sample Questionnaire – Outfest (PDF)
Sample Case for Support – Botanical Gardens (PDF)
Sample Fund Development Plan and Contributor Relations Strategy (PDF)

Information Security, February 2018

Below are the training materials provided at the “Information Security” training on February 21, 2018. The workshop was led by Dr. Stan Stahl and ESC consultant Fred Samulon.

Training Materials

Information Security – PowerPoint Presentation (PDF)

Managing Change and Transitions, January 2018

Below are the training materials provided at the “Managing Change and Transitions” training on January 30, 2018. The workshop was led by Susan Afriat and Devra Korwin.

Training Materials

Participant Agenda
Managing Change and Transitions Handouts
Managing Change and Transitions Presentation

Back to Basics: Board Development, December 2017

Below are the training materials provided at the “Back to Basics: Board Development” training on December 12, 2017. The workshop was led by Roberta Suber and Susan Afriat.

Training Materials

Participant Agenda
Board Development Pre-Readings
10 Basic Responsibilities of Board Members
Tabletop Activity Notes
Board Development Resources List
Sample Board Development Plan
ESC Board Development Process Summary
Leading With Intent Presentation
Tabletop Facilitated Discussions Activity

Back to Basics: Strategic Planning, April 2017

Below are the training materials provided at the “Back to Basics: Strategic Planning” training on April 11, 2017. The workshop was led by John Krakowski and featured the following panel of consultants: Susan Leonard, Jake Rohrer, Barbara Arnold and Lad Lorenz.

Training Materials

Back to Basics Strategic Planning Packet
Back to Basics Strategic Planning PowerPoint.

Strengthening Your Presence as an ESC Consultant, February 2017

Below are the training materials provided at the “Strengthening Your Presence as an ESC Consultant” training on February 14, 2017. The workshop was led by Janet McIntyre, Vicky Foxworth, Meghan Maloney and Marissa Belau.

Training Materials

Strengthening Your Presence as a Consultant PowerPoint Slides
Roles for ESC Consultants Handout
Memorandum of Understanding Handout
Match Meeting Agenda Handout
Feedback and Difficult Conversations Handout

Nonprofit Legal Basics, August 2016

Below are the training materials provided at the Nonprofit Legal Basics Continuing Education workshop on August 16, 2016. The workshop was led by Sarah Stegemoeller and Annie Marquit of Public Counsel’s Community Development Project.

Training Materials

Nonprofit Law Overview PowerPoint Slides
Nonprofit Law Overview PowerPoint Notes Handout
Legal Considerations for Nonprofits Considering Affiliations Handout
Anatomy of a Fundraiser Handout

Learn more about the Public Counsel Community Development Project.

Technology and Resources You can Leverage as a Consultant, January 2016

Below are the handouts and PowerPoint presentations from the continuing education session on “Technology and Resources You can Leverage as a Consultant” held on January 29, 2016. This presentation was led by Lynn Dines and Phil Young.

Handouts

Microsoft Word .DOCX files:
Frequently Used Online Resources and Tools | Author: ESC staff based on consultant input

Online Resources and Tools | Author: Lynn Dines

Nonprofit Resource List | Author: The Foundation Center
Direct online links to the sites listed in the above document are available at The Foundation Center website.

PowerPoint Presentations

Microsoft PowerPoint .PPTX files:
Databases for ESC Consultants | Author: Phil Young

File Sharing for ESC Consultants | Author: Phil Young

Links to Local and National Nonprofit Websites

Local Nonprofit Resources

Academies for Social Entrepreneurship
African American Board Leadership Institute
Alchemy (Annenberg Foundation)
CalNonprofits (California Association of Nonprofits)
CaliforniaVolunteers
Center for Nonprofit Management
Community Partners
CORO
The Grantsmanship Center
Healthy City
The Jericho Road Project
L.A. Shares
LA Works
Long Beach Nonprofit Partnership
Los Angeles Social Venture Partners
Nonprofit Finance Fund
OneOC
PHFE Management Solutions
Public Counsel
Riordan Leadership Institute
Southern California Grantmakers
Social Enterprise Alliance – Los Angeles Chapter
Special Service for Groups (SSG)
Taproot Foundation
UCLA Center for Civil Society
USC Center on Philanthropy & Public Policy
Valley Nonprofit Resources
Volunteer Los Angeles

National Nonprofit Resources

Alliance for Justice
Alliance for Nonprofit Management
American Philanthropy Review
Association of Fundraising Professionals
Blue Avocado
BBB Giving Alliance
boardnetUSA
BoardSource
BridgeSpan
BridgeStar (an initiative of BridgeSpan)
The Center for What Works at The Rensselaerville Institute
Charity Navigator
California Franchise Tax Board
California Office of the Attorney General (Charities)
The Center on Philanthropy at Indiana University
Chronicle of Philanthropy
Council on Foundations
Encore
Executive Service Corps Affiliate Network (ESC-US)
Fiscal Sponsor Directory
Foundation Center
GrantStation
GuideStar
HandsOn Network
IdeaEncore
Idealist
Independent Sector
Innovation Network
Internal Revenue Service
National Center for Charitable Statistics (NCCS)
National Council of Nonprofits
National Network of Fiscal Sponsors
Network for Good
Nonprofit Centers Network
Nonprofits’ Insurance Alliance of California (NIAC)
Nonprofit Quarterly
Nonprofit Resource Center
Nonprofit Risk Management Center
Nonprofit Times
Npower
NTEN (Nonprofit Technology Network)
Points of Light
Reimagining Service
ServiceNation
Social Enterprise Alliance
Social Velocity
Society for Nonprofit Organizations
Stanford Social Innovation Review
TechSoup
Volunteer Match

Consultants may not distribute these internal documents unless specifically given permission to do so (or unless the document states that it can be shared with clients). These documents may also not be used outside of ESC.

Most documents available for download are PDFs or Word documents. To read PDFs, download the free Adobe Adobe Acrobat Reader.