The planning retreat is an important activity for reviewing and developing strategy and direction. During the retreat, enthusiasm builds for new programs and growth schemes. After the retreat, everyone returns to their daily priorities and the retreat is just a memory. Follow this checklist to deploy and sustain progress on the new strategic plan. DRAFT: […]
Last week a member of the board of directors gave his meeting packet to a local chapter president. It included the parent organization’s proposed budget, roster of dropped members, and confidential contract proposals. When asked why, he said, “We’re a nonprofit, we have to share the information with members.” It is true there are regulations […]
Fiscal integrity in an association or chamber of commerce may start with a foundation of solid financial policies. Policies are a subset of the organization’s governing documents. The policies guide volunteer leaders, especially the elected treasurer and a finance or budget committee. While every organization will have unique policies based on their situation and concerns, there […]
