“I just absolutely love all of these resources, and I find myself using these “as is” and with little “twists” all the time. 

Thank you, Stacey, for caring so much about the challenges, stressors, and limits we are all facing in our own little corners of the non-profit world, that you prioritize our success over your profits.” 

-Alyson McCarthy, Chief Executive Officer, Ronald McDonald House Las Vegas

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Capacity Check-in
This tool helps nonprofit leaders take an honest look at organizational capacity across people, programs, finances, and governance; and identifies where to focus before small gaps become bigger challenges.
The Six Types of Working Genius: A self-reflection guide for nonprofit leaders
This guide introduces the Six Types of Working Genius and helps nonprofit leaders identify where their team members naturally thrive versus where they may feel drained. It provides reflective prompts to better align roles with strengths, ultimately improving team collaboration, energy, and mission impact.
Leadership Transition and Succession Planning Readiness Assessment
Leadership transitions are inevitable. This quick readiness assessment helps nonprofit boards identify risks, strengthen succession planning, and ensure their organization can move forward with confidence.
Trust & Governance Health Check
The Trust & Governance Health Check is a practical assessment that helps boards and leadership teams evaluate observable trust behaviors, identify gaps, and focus improvement efforts where they matter most across governance and operations.
Leadership Reset Checklist
A simple, guided checklist to help leaders reset, refocus, and start the year without burning out. This resource walks you through clarifying priorities, setting boundaries, and redefining success so you can create more impact with less overwhelm. One reset. One shift. One focused month.
Year Round Gratitude Planner
Build a culture of appreciation year-round with this practical Gratitude Planner. Use it to turn good intentions into consistent habits—scheduling gratitude, tracking progress, and celebrating the people who make your organization thrive.
Board Red Flags Checklist
Spotting board dysfunction early can save your organization from costly setbacks. This checklist highlights common warning signs and provides a simple way to evaluate where your board may need extra attention.
Elephant in the Boardroom
Every board has its challenges, but sometimes those challenges become elephants. Use this guide as a starting point for meaningful discussions and proactive solutions.
Nuts & Bolts of Departure
This document provides a practical guide to Defined Succession Planning, outlining key steps organizations can take to prepare for a leader’s planned departure, strengthen board and staff leadership, and ensure long-term organizational sustainability.
Mission Statement Refresh
This guide helps your board clarify your organization’s purpose, audience, and impact. Through thought-provoking questions, a checklist of common red flags, and a simple mission statement formula, you’ll have the tools to craft a clear, action-oriented statement that reflects what makes your organization unique.
Vision Statement
This resource walks you through the essential questions to craft a clear, compelling nonprofit vision statement rooted in your organization’s values, impact, and unique role. It helps you define a desired future that inspires action, aligns stakeholders, and guides long-term strategy.
Board Learning Toolkit
A practical guide designed to help nonprofit boards apply adult learning principles to improve engagement, retention, and decision-making. It offers actionable strategies—like starting with purpose, chunking content, linking to experience, and building in reflection—to make boardroom learning more effective and lasting.
Board Member Skills Inventory
Use this Board Member Skills Inventory to get a clear picture of where each board member can add the most value based on what they know and enjoy. It’s perfect for matching them with the right committees or projects.
Board Orientation Checklist
Empower your board members from day one with our comprehensive Board Orientation Checklist. This practical resource ensures your board understands your organization’s mission, structure, and responsibilities—setting the stage for effective, engaged leadership.
Board Composition Matrix
Your dream board doesn’t happen by chance—it happens by design! With 18 years of expertise behind it, this free Board Composition Matrix is the best tool to identify gaps, pinpoint key skills, and recruit the right leaders to drive your nonprofit’s mission forward. Download now and start building a stronger, more strategic board!
Essential Questions for Board Recruitment
Unlock the best questions to ask potential board members in your search. These questions touch on a variety of topics to ensure a great fit.