Practical tools for boards and leaders.
One-page guides, self-assessments, and articles drawn from the situations I see most often. The guides are free to use, and each one shows how I think about the work.
Resources
Free guide
Leadership Transition Checklist for Boards
The first 30 days after an executive leaves
Start here
Your executive just resigned. Now what?
The one-page checklist I use with boards in the first 30 days of a leadership transition: who to call, what to secure, and what to leave for the next leader.
Guides & self-assessments
One page, ready to use.
Each guide is a single page for a board meeting or a planning session.
Fundraising
How Donors Decide
Three keys to donor engagement, and a strategy for each kind of donor.
Free · 1 page
Fundraising
Where to Focus Your Fundraising
Match your funding sources to your stage: major gifts, corporate, and foundations.
Free · 1 page
More on the way: 10 Questions to Ask Before Hiring an Interim Executive, and Is Your Organization Campaign-Ready?
Strategy & Finance
Nonprofit strategy and finance
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Transition Readiness Review, Campaign Readiness Snapshot, Governance Check-Up, Executive Compensation Benchmark, and Board Retreats & Workshops. Fee credited toward a full engagement within 60 days.
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