The Ultimate Nonprofit Executive Director Toolkit
Download my personal collection of 6 proven worksheets, guides, tools, and templates to elevate your career as a nonprofit leader!
This toolkit will help you:
Build trust with your board chair and run more effective board meetings with ready-to-use templates.
Easily organize and present key updates so your board stays informed and engaged.
Define your role, track your achievements, and confidently manage your compensation.
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Get Access to All These Free Resources...
"Get in Your Lane" Infographic on
Division of Labor
The 10 Top Areas of Responsibility for an Executive Director
Executive Director Success
Journal
Sample Executive Director /
Board Chair Meeting Agenda
Executive Director
Salary Calculator
Sample Executive Director
Board Report Template
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A few notes about some of the items in the toolkit…
The Executive Director / Board Chair Meeting Template
For executive directors to succeed, they need to build rapport and trust with their board. This means having regular check-ins with your chair so there are few surprises when board meetings come around. Use this template and edit it for your own needs.
The Board Report Template
Nonprofit board meetings are a critical time for organizational alignment, transparency, and reporting. Most nonprofits choose to receive a report from the executive director at board meetings. This super-simple slide deck gives an executive director a sample format to use for these reports.
Nonprofit boards are made up of volunteers. They do not work at the organization, and therefore, when they do come together, it is customary for the executive director to give a quick highlight of what has happened since the board last met. My nonprofit executive director report template helps you think through the high-level information on which the board may want updates. These include financial updates, fundraising updates, program updates, staffing updates, and more.
The Other Tools
Included in this toolkit is my popular and powerfully effective infographic on the Top 10 Key Areas of Responsibility of a Nonprofit Executive Director. This crib sheet tells you what the job is and what the job isn’t! The “Get in Your Lane” infographic has been incredibly helpful to countless nonprofits that have used it to establish a clear division of labor between the board and the Executive Director.
One of my favorite tools for Executive Directors is the Success Journal. We must keep a log of the amazing work being accomplished because no one else will. When it comes time for the ED’s annual review, you’ll have these successes in your back pocket to remind the board of all your work and achievements.
Finally, use the Executive Director Salary Calculator to help determine your salary and compensation!
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“The first time I met Sean I was so inspired by his quick thinking and bold ideas that I immediately knew I wanted to work together on a strategy to bring a new type of advocacy model to our organization. Sean helped get my ideas out of my head and into a solid concept paper, and added many terrific ideas of his own that I would never have come up with. Working with Sean has opened my eyes to a whole new set of opportunities for our organization. He understands how to align strategic priorities with funder values and gave me the confidence to pursue a new set of foundation relationships"
Leigh Phillips, Executive Director, EAR
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"I’m an organizational leader with too much programming in my workload. I’ve been searching for training on the executive director role and never found useful info until I came across Sean’s article and toolkit on what an ED does. His simple yet comprehensive toolkit has clarified the role I should aspire to and build for my organization. I’m excited to get more training from Sean! "
Leah W. Wiley, Lead Organizer, Capital Area Justice Ministry, Inc.
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Sean's depth and breadth of knowledge and understanding of nonprofits coupled with his ability to communicate concepts clearly made for a dynamic and information filled hour. I really loved Sean's perspective on empowering the executive director and building collaboration with the board. In my experience, this eliminates the vast majority of strife and inefficiency within a non-profit. Well worth my time and I look forward to more.
BA, ED, Head Coach and Organizer - Moving Forward Wellness Coaching
I’m Sean Kosofsky, The Nonprofit Fixer.
I have been the Executive Director for 5 nonprofits.
I have reported to boards.
I have served on boards.
I have raised money on boards.
I have built and dissolved boards.
I have been where you are. I have the battle scars. I know what it’s like to be burned out, stretched thin, and struggling to raise the money to keep my nonprofit solvent.
Fundraising does not need to be stressful or complicated, but it does mean learning some key strategies that will grow your organization over time.
I will demonstrate what I have done myself during this training.
I have raised millions of dollars for causes, campaigns, and candidates. I know how to do it as a volunteer board member. I have read the academic research on what works and what doesn’t to motivate boards to fundraise.
Ready to Get Started?
I'll Show You How to Get More Engagement, and Raise the Money to Reach Your Mission!
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