Stage 1: Visionary

I have my 501(c)3! Now What? You are just beginning your nonprofit and need a direction. This stage lays out the plan and gives you milestones and action items to get your nonprofit moving.

Milestones and Action Items

Milestone #1: Set up Your Board with at least 3 Board Members

  • Action Items
    •  Create Potential Board Package
    • Create a Board Recruitment process
    • Made a list of 10 potential Board members and contacted them

Milestone #2: Finalize Mission, Vision, and Values

Milestone #3: Created basic Board Policies and Procedures

  • Action Item #1 IRS 990 Policies and Procedures
    • ** Conflict of Interest Policy (Part VI, Section B)
    • * Executive compensation approval process (Part VI, Section B)
    • ** Document Retention and Destruction Policy (Part VI, Section B)
    • ** Gift Acceptance Policy (Schedule M)
    • * Meeting minutes document practices (Part VI, Section A)
    • * Review process of Form 990 by the Board of Directors (Part VI, Section B)
    • ** Whistleblower Policy (Part VI, Section B)
    • * Joint Venture Policy, if applicable (Part VI, Section B)
    • * Policies regarding chapters, affiliates, and branches, if applicable (Part VI, Section B)
  • Action Items #2: Board Policies and Procedures- Basic Policies
    • BOARD OF DIRECTORS SAMPLE POLICIES AND PROCEDURES Sample Table of Contents
    • 1. BOARD STRUCTURE & RESPONSIBILITIES
      • 1.1 Board Structure
      • 1.2 Committees
      • 1.3 General Responsibilities of the Board as a Corporate Body
      • 1.4 Authority and Accountability
      • 1.5 Major Duties of the Board
      • 1.6 Due Diligence – Responsibilities of Individual Board Members
      • 1.7 Oath of Office and Confidentiality Sample – OATH OF OFFICE AND CONFIDENTIALITY AGREEMENT
      • 1.8 Code of Conduct Sample – CODE OF CONDUCT
      • 1.9 Conflict of Interest Policy
        • 1.9.1 Definition of Conflict of Interest
        • 1.9.2 Principles for Dealing with Conflict of Interest
        • 1.9.3 Examples of Conflict of Interest on the Part of a Board Member
      • 1.10 Disposition of Complaints and Disputes involving Directors
    • 2. ROLES OF THE OFFICERS OF THE BOARD
      • 2.1 President
      • 2.2 Vice President
      • 2.3 Treasurer
      • 2.4 Secretary
    • 3. ROLE OF COMMITTEES
      • 3.1 Composition
      • 3.2 Function
      • 3.3 Relationship to Staff
      • 3.4 Nominating Committee
    • 4. STYLE OF GOVERNANCE
    • 5. BOARD RESPONSIBILITIES
      • 5.1 Planning
        • 5.1.1 Strategic Plan
        • 5.1.2 Annual Operating Plan
        • 5.1.3 Planning Cycle
      • 5.2 Financial Stewardship
      • 5.3 Human Resources Stewardship
      • 5.4 Performance Monitoring and Accountability
      • 5.5 Risk Management
      • 5.6 Community Representation and Advocacy
      • 5.7 Management of Critical Transitional Phases
    • 6. EXECUTIVE AUTHORITY
      • 6.1 Delegation to the Executive Director
      • 6.2 Appointment of the Executive Director
      • 6.3 Executive Director’s Performance Evaluation
      • 6.3.1 General
      • 6.3.2 Procedure
    • 7. BOARD DEVELOPMENT
      • 7.1 Recruitment and Screening of New Board Members
      • 7.2 Orientation of New Members
    • 8. BOARD MANAGEMENT
      • 8.1 Meetings
      • 8.2 Board Member Attendance
      • 8.3 Board Work Plan/Objectives
      • 8.4 Board Self-Evaluation
      • 8.5 Conflict Resolution
      • 8.5.1 Managing Issues-Based Conflict
      • 8.5.2 Managing Personality-Based Conflict
    • 9. BOARD DECISION-MAKING
      • 9.1 Decision-Making Process
      • 9.2 In Camera Meetings
    • 10. DISSOLUTION OF ABC NONPROFIT
    • 11. SAMPLE POLICY FORMAT/TEMPLATE
    • 12. EXECUTIVE DIRECTOR – JOB DESCRIPTION

Milestone #4: Begin Grassroots Fundraising

  • Action Item #1
    • Start from Within- Make a list of 50 friends and family
  • Action Item #2
    • Contact your list
  • Action Item #3
    • Create and Mail an Introductory Appeal Letter

Resources

Related Lessons

Social Media Beginnings: The Basics of Social Media

Social media are the platforms used to communicate and network with other people on the internet. Social media is an integral part of most people’s lives these days. When an organization has a social media presence, they have an instant level of credibility. Social media done right also gives the organization a cheap way to acquire and retain donors. This lesson walks through the basics of social media and setting up your first account. You will receive an instructional video, an Implementation Guide, and a Social Media Page Overview worksheet to help you plan your social accounts.

General Operating and Program Budgets

A budget is a tool used in financial planning that allows the organization to predict its income and expenses. It is one of the cornerstones of financial stability and a key component to sound financial management. In this lesson, we talk about the two budgets needed- General Operating and Program. The lesson includes a Video explanation of budgets, Implementation Guide, General Operating Budget template, and Program template.

Weekly Fundraising Routines to Add in The New Year

Fundraising routines are things we do every day, week, month, quarter, or year that helps us with our fundraising goals. Most fundraising activities are cumulative, meaning they build on each other. Doing little things will slowly build to larger things. This lesson gives a checklist of 9 things you can start doing today to help boost your fundraising efforts. The lesson includes a Video explanation and  Implementation Guide.

Create Your Grant Ready Signature Program

A signature program is the program or service the community knows you by. Being grant-ready is the process where an organization assesses, plans for, and executes its plan to research/find, apply for, win, and manage a grant successfully. Combine the two and you get a powerful way to fulfill your mission and get funding. Included in the lesson: a video on the topic, Implementation Guide, and Grant Ready Program Template.