Author: Nigel Brunsdon

Assessment: Board of Directors Mix Matrix

Often succession planning naturally reveals strengths and gaps in an organization’s existing board of directors, particularly in founder-led organizations. This matrix can be used to identify and gaps in skills or qualities in an existing board. It can be useful for narrowing in on the board recruiting process. Add or delete qualities that most accurately reflect your organization.

Succession Planning for Board Members

A training deck for board members of harm reduction organizations to highlight the need for high quality succession planning. The deck explains what succession planning is as well as providing tools and guidance on how to achieve it.

Succession Planning for Leaders and Managers

A training deck for leaders and managers of harm reduction organizations to highlight the need for high quality succession planning. The deck explains what succession planning is as well as providing tools and guidance on how to achieve it.

Password Log

Password log sheet tracks all accounts and passwords including security questions, date of last password change and frequency of password change. The notes section can include who should maintain passwords, which employee last changed the password, or any additional information the organizations see fit. There are some examples of how to use the spreadsheet on the first page. The second sheet is the template for this spreadsheet.

Org Relationship Tracking

This Partnership / Relationship Overview spreadsheet is designed to keep tabs of the experiences the HR organization has had with outside entities. This includes who was the liaison on each end of the interaction and if the outside organization is considered an ally, neutral, or challenging. This is to ensure efficiency by maintaining a solid knowledge base of who they can reach out when necessary. There are some examples of how to use the spreadsheet on the first page. The followinf sheets are templates for this spreadsheet. The tabs are organized via organization.

Cross Training Chart

The purpose of this spreadsheet is to track the various skills of each team member which range on a scale from 1 through 4. Skill level 1 is untrained, level 2 is in training, 3 is trained, and 4 is when someone has the ability to train others. This is to ensure that organizations can track and ensure there is an exchange of knowledge between team members. There are some examples of how to use the spreadsheet on the first page. The second sheet is the template for this spreadsheet.

Grant Tracking

This grant spreadsheet is to keep organizations on top of all timelines with all funders. There are some examples of how to use the spreadsheet on the first page. The second sheet is the template for this spreadsheet. Each sheet will be for each separate granter.

Vendor and Account Tracking

The purpose of this spreadsheet is to ensure that all organizations are up to date with financial payments and renewal dates regarding various vendors and accounts. There are some examples of how to use the spreadsheet on the first page. The second sheet is the template for the spreadsheet.

Sample Job Description: Executive Director

This template of a sample Executive Director job description has been designed for services seeking new leadership. This description is intended as a suggestion of the information that should be included in this style of announcement. We have marked where your own information should be substituted within the template.

Sample Letter to Stakeholders – Permanent Leadership

This template of a sample letter has been designed to introduce stakeholders to the new permanent leadership of your organization. This is intended as a suggestion of the information that should be included in this style of letter. We have marked where your own information should be substituted within the template.

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For nothing is fixed, forever and forever and forever, it is not fixed; the earth is always shifting, the light is always changing, the sea does not cease to grind down rock. 

James Baldwin
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