Planning and Board Governance

Useful Links

• Board Role and Responsibilities – Ohio Attorney General
• Board Responsibilities and Structures
• Board Orientation and Checklist

Strategic Planning

Nonprofits are successful when board, staff and stakeholders work together to assess their environment, are clear about the mission, vision and values, choose strategic goals and outline how they will achieve those goals. To review a sample Strategic Planning Timeline, visit the Nonprofit Association of Washington. To assist your Board with Strategic Planning, BoardSource offers many resources. 

Evaluation is an important part of planning. Nonprofit Megaphone offers information regarding measuring Nonprofit Impact.

Governance – Board

Good practice for effective board governance involves the development and clear understanding of organizational documents, policies and procedures including: 

• Mission and Vision of the organization
• Bylaws and other Governance Policies
• Code of Ethics
• Conflict of Interest Policy
• Description of the Board’s Roles and Responsibilities
• Board member Position Job Description (clearly outlining fundraising responsibilities and expectations)
• Board Committee Structure
• New Board Member Orientation
• Succession Planning of your Executive Director or CEO
• Meetings Standards and Procedures
• Board Self-Assessment List

For additional information, please submit a Nonprofit Consulting Request Form.