Resource Directory

Get Oriented as a Board Member

• Board Member Job Description
• Fiduciary Duties of Board Members
• 10 Basic Responsibilities of Nonprofit Boards
• Glossary of Nonprofit Governance
• Board Member Orientation Checklist
• Board Roles Handout
• CASA Roles and Responsibilities Overview
• Checklist of Board Roles and Responsibilities
• What Every Nonprofit Board Member Should Know
• 7 Practices of Exceptional Boards

Get Oriented as a Board Chair

• New Board Chair Onboarding
• Board Chair Role & Responsibilities
• 10 Basic Responsibilities of Nonprofit Boards
• Board Roles Handout
• CASA Roles and Responsibilities Overview
• Fiduciary Duties of Board Members
• Policy Review Tracker (from the Effective Governance Toolkit)
• CASA Board Oversight Readiness Quiz (from the Effective Governance Toolkit)
• Governance Committee Checklist

Lead as Board Chair

• New Board Chair Onboarding
• Board Chair Role & Responsibilities
• Board Roles Handout
• CASA Roles and Responsibilities Overview
• Signs that Your Board is Thriving
• 2020 Board Bible
• Building Trust with the Board
• Board Chair and Chief Executive Communications
• Board Chair & Chief Executive Responsibilities
• The Board Chair & Chief Executive Partnership
• Welcome Packet Check List for New Board Members

Prepare for a Board Meeting

• Developing an Annual Board Calendar
• Checklists for Before & After Board Meetings
• Board Meeting Preparation Checklist
• The Best Board Meeting
• Virtual Board Meetings
• What to Include in Board Meeting Minutes
• Sample Board Meeting Minutes
• Primer on Financial Statements

Monitor Program Health

• Primer on Financial Statements
• Financial Controls Policy
  (from the Effective Governance Toolkit)
• Are Your Financial Statements Trying to Tell You Something?
• Developing a Mission Statement
  (from the Effective Governance Toolkit)
• Strategic Plan Development
  (from the Effective Governance Toolkit)
• Developing a Values Statement
  (from the Effective Governance Toolkit)
• Strategic Planning SWOT Prework Worksheet
• Strategic Planning Readiness Checklist
• Elements of a Strategic Plan
• Strategic Plan Example: California CASA Strategic Plan

Support the Executive Director

• Executive Director Evaluation (from the Effective Governance Toolkit)
• Chief Executive Transitions: How to Hire & Support a Nonprofit CEO
• Executive Compensation Review Policy (from the Effective Governance Toolkit)
• Executive Director Succession Plan (from the Effective Governance Toolkit)
• Performance Goals for the Chief Executive
• Executive Director Succession Plan Template
• Executive Director Job Description Template
• Executive Transition Timeline
• 6 Core Competencies of Nonprofit Chief Executives
• Executive Director Onboarding & Training
• California CASA’s Guidebook for National CASA Standards
• Internal Communication Transition Plan
• ED-CEO Handbook
• Getting a New Executive Director Off to the Right Start
• CEO Orientation Kit

Fundraise

• Triple A Model
• Relationship Mapping Survey
• Fundraising Plan (from the Effective Governance Toolkit)
• Fundraising Communications Toolkit for Board Members
• Types of Fundraising Campaigns

Promote Awareness

• National CASA/GAL Branding Guidelines
• Sample Communications Policy (from the Effective Governance Toolkit)
• Communications Policy Development (from the Effective Governance Toolkit)
• Crisis Management Plan (from the Effective Governance Toolkit)
• Sample Crisis Management Plan (from the Effective Governance Toolkit)

Ensure Good Governance

• Effective Governance Toolkit
• Frequently Asked Questions
• California Nonprofit Compliance Checklist
• CASA Board Oversight Readiness Quiz
• California Attorney General’s Guide for Charities
• Policy Review Tracker Template
• Fiduciary Duties of Board Members
• Whistleblower Policy
• Glossary of Nonprofit Governance
• Conflict of Interest Policy & Disclosure
• Bylaws: Dos and Don’ts
• Confidentiality Policy
• Crisis Management Plan
• Records Retention Policy

Strengthen & Grow as a Board

• Board Development (from the Effective Governance Toolkit)
• Welcome Packet Check List for New Board Members
• Developing an Annual Board Calendar
• Board Recruiting, Screening & Election Procedures
• Sample Board Development Plan
• Board Recruitment Tracker
• Using Board Self-Assessments to Strengthen your Board
• A Guide to Successful Board Recruitment
• Strategic Board Skills Composition Matrix
• Sample Board Member Nomination Form
• Board Member Job Description
• Board President Job Description
• Board Vice President Job Description
• Board Secretary Job Description
• Board Treasurer Job Description
• Board Size: Finding the Sweet Spot
• Board Passages: Three Stages in a Nonprofit Board’s Lifecycle