David’s list of VALUABLE WEBSITE LINKS for Canadian nonprofit/charity leaders.
- COVID-19 ASSISTANCE FOR NONPROFITS & CHARITIES (8 links here):: (a) Imagine Canada has a terrific overview of updated resources and information click here; (b) tough times may call for tough action click here; (c) five nonprofit financial must-do’s click here; (d) financial leadership in midst of impossible choices click here; (e) ZOOM meeting best practices – several links including the guide at the bottom of this page click here; (f) ZOOM “fatigue” explained click here; (g) how to combat this fatigue by HBR click here; and (h) secrets of successful virtual Board meetings (Canadian website but not written for nonprofit Boards but still very helpful) click here.
- OUR 3 MOST POPULAR DOCUMENTS FROM OUR NEWSLETTERS IN PAST 12 MONTHS: (5 links here):: (a) 7 Keys to a Vibrant Board click here; (b) 7 Characteristics of a Thriving Workplace click here for regular wording OR click here for healthcare wording; (c) a simple tool to customize for your organization and add as a pre-cursor to your annual staff performance reviews [including your lead staff person providing this to the Board]: click here; and (d) if you are interested, click here to subscribe to our online newsletter (no charge, approximately 4 newsletters per year).
- LEADERS: THE 4 DISCIPLINES OF A HEALTHY ORGANIZATION Wealth of resources (including how to build trust and how to fight “death by meeting”) from a truly steady hand in Patrick Lencioni… Click here and scroll down.
BOARD BEST PRACTICES (8 links here): this American article “Challenging Conventional Wisdom” is good [please note: American governance articles often have an emphasis on fundraising which in the past has not been an emphasis for many Canadian nonprofit Boards but is growing] click here. Plus 7 more links – a goldmine of help here from: a) Canadian resource – click here sample policies & governance tools and tips; b) from the U.S. click here for free download resources; and here to purchase the terrific “nonprofit policy sampler” 3rd edition $90 – PDF download and c) from Canada for larger nonprofits/charities click here (and then in search box type “20 questions not-for-profit” and d) for smaller organizations without staff support click here for “Grassroots Governance” and interesting story “janitor in the boardroom” click here and e) one of my favourite topics – “founder’s syndrome” click here and here.
RE-THINKING “STRATEGIC PLANNING” (4 links here): Please email David (email@example.com) to see our best practice Strategic Plan template. Click here for our Strategy services. Online resources: a) click here and scroll for several excellent articles, b) click here what role should the board play in strategic planning, c) click here if you have a board but no staff (yes you can still be strategic!), and d) click here and in search box type “20 questions not-for-profit strategy”
MANAGING STAFF (Canadian – 2 links here): 1) Excellent H.R. Toolkit (whether you have human resource staff or not) created by www.hrcouncil.ca (which now seems to have folded … however) you can access principles here – I suggest starting with “I am a board member” which is on the right side of the page. 2) “20 Questions” booklet click here and in search box type “20 Questions”
- NONPROFIT BOARD LIABILITY EXPLAINED (Canadian – 2 links here): One of the best written, still very useful, click here. And from a law firm’s perspective click here
- LEGAL RISK MANAGEMENT CHECKLISTS (Canadian): click here for separate nonprofit, charity and church checklists from this well-regarded law firm for charities
- OPERATIONAL RISK MANAGEMENT (Canadian – 3 links here): A valuable 20 Questions PDF click here. Volunteer Canada/Public Safety Canada has this Best Practice Screening (10 Steps of Screening Handbook PDF). From the USA here is my favourite risk website for charities and nonprofits with a goldmine of articles and checklists : click here for nonprofitrisk.org
- INSURANCE FOR NONPROFITS (4 links here):Here is a helpful Volunteer Alberta overview click here Insurance Toolkit. Here are two documents David wrote click here for a short list of liability policies (I suggest you talk to an insurance broker about #1, #2 and #3 if you have paid staff at the least) and click here for Explaining Liability Insurance Policies. Finally, click here and view starting page 33 for Nonprofit specific – 20 Questions regarding Directors’ and Officers’ liability insurance Email David (firstname.lastname@example.org) for his free document “12 questions to email your Insurance broker 2 months before your organization’s insurance renewal”.
RISK MANAGEMENT POLICY CREATION: Yes it’s American so keep eye on Canadian law, but it’s customizable, and the best out there. Low one-time fee and the site keeps updating! Multiple best practice wording choices on over 150 different policies. click here
- CHARITIES & THE C.R.A. (Canadian – 2 links here): click here requirements for charities and click here for CRA’s own checklists and resources
- FINANCIAL MANAGEMENT & CAPACITY BUILDING: Budgeting, Records & Financial Statements and Audits, click here (thanks again to Imagine Canada) and several great links on many areas including capacity building click here.
- OVERALL BEST PRACTICE STANDARDS (Canadian) 73 Standards for all Nonprofits and Charities cover board governance, staff management, volunteers, fundraising and finance click here. Not just for large charities (Level 1 sets standards for nonprofits/charities with under 5 staff). A who’s who of Canadian charities have adopted these.
- IF YOU NEED A BOOST – PERSONAL LIFE (9 links here): A few of my favourite finds: 1) this amazing senior in his 70’s on the importance of playing click here; 2) click here to read article and see both picture on policeman and man he saved ; 3) click here for picture – shark takes his leg, he’s back surfing with prosthetic leg in those waters; 4) building character in your kids from “character lab” click here; 5) help for health & diet with NOOM click here; 6) help with sleep which is such a core issue for many leaders I meet click here; 7&8) if you are interested in “faith” but not necessarily “church” here is a video series my wife and I find valuable click here and one of the planet’s top current scientists on faith & science (leading U.S. COVID-19 vaccine work) in a non-religious journal click here; and 9) for men particularly (and teenagers — we have four!) a fast-growing (non-religious) movement I believe strongly in click here.
QUESTION FOR YOU: Do you know of a great website you think should be up here? Please email email@example.com QUESTIONS FOR DAVID: Please email me anytime on any of these topics, I want to help your nonprofit or charity if you are in Canada. My email address: firstname.lastname@example.org Thank you for all the good you do, David Hartley, B.A., C.R.M. (Canadian Risk Management)