This tool is designed to be used as an annual or biennial board self-evaluation. It seeks to help a board answer the question: what are we as a board now doing well
and what can we do better?
Content Type: Tools & Templates
This chart provides a quick break down of what management/the exec team at an ESE should be responsible for and what the board is responsible for. The checklist lists tools you can use to clarify roles, responsibilities and processes related to governance.
We’ve provided recommended questions that you can use to enhance your board interview process. We’ve also included a sample scoring sheet that you can download and tailor to meet your needs.
In this workshop we’ll evaluate the effectiveness of current proposals and discuss the key features of effective proposals. We will also hear from ESEs who are working to strengthen their proposal writing. This session was part of the Fall 2023 Raising Capital & Increasing Revenue CE Week.
Session 1 began with an introduction to some of the basics to consider when you’re getting started on your organization’s succession plan
In session 3 we walked through all of the steps for activating a succession plan, which include: Determining a leader’s transition date, pre-departure planning, communications plans, search firms, and more!
In session 2 we continued the series by looking at what to consider when outlining a plan for managing an unforeseen or emergency leadership transition.
In the final session we closed the series with a deep dive into exciting and yet sometimes tricky scenarios for succession planning.
See an example of a sales channel analysis to evaluate individual channel performance and prioritize channels for future investment.
Review examples of value proposition statements from real employment social enterprises in varying industries to get inspired!