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Non Profit Treasure Chest
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Community Stakeholder Engagement Plan Template

Your community stakeholder engagement plan, similar to a marketing or communication plan, is a dynamic tool. It sets your goal, identifies the stakeholders you'll connect with, outlines the interactive methods you'll employ, and details how you'll use the insights gained to enhance your planning process. It's a living document that guides your community conversations and ensures their success. 

Stakeholder engagement
Planning for Stakeholder Engagement

When considering stakeholder engagement it's best to pre-think what you want to accomplish before starting. Who do you want to participate? What kind of information do you want to gather? How will that information be used? How much time does your team have to invest?


Use this checklist to shape your stakeholder engagement to build relationships, gather information, and manage expectations.  Investing time and energy before connecting with stakeholders for a smooth and seamless engagement process.

Board Recruitment Timeline
Board Recruitment Timeline and Process

Finding and replacing Board Members is one of the core functions of any Board of Directors.  As this is done annually, having a well-thought-out and consistent process will help streamline the activity for those on the Recruiting Committee. 


Here is a suggested process and timeline to ensure new board members are ready to board at your AGM.

Board Performance Evaluation.png
Board Performance Evaluation

Annual evaluations, coupled with a defined process, create a culture of continuous improvement, allowing the board to stay agile, responsive, and adaptable to evolving organizational needs and challenges.

Board Recruitment Matrix
Board Recruitment Skills and Gap Matrix (Excel)

Companion Resource to the Board Recruitment Process.  


This worksheet is a simple matrix for recording and evaluating what skills exist on your current board and where gaps exist.  This information forms the basis of who you want to recruit and can be modified to reflect your organizations unique needs.  

Image Board Capacity Building Plan.png
Board Capacity Building Plan

A well-structured board capacity building or training plan strengthens governance competencies and enhances decision-making, compliance, board dynamics, and adaptability, contributing to overall organizational success.

Board Recruitment Skills and Experience Toolkit
Board Recruitment Skills & Experience Toolkit

Effortlessly navigate the world of board recruitment with our meticulously defined process. Whether you choose to use it as is or customize it to match your unique needs, our framework guarantees efficiency and effectiveness in every step.

Build your Advisory Circle
Build Your Advisory Circle: One conversation at a time.

Traditionally, we’ve built our circle of advisors organically. Connecting with those with similar values and interests. In today’s marketplace, it pays to be more strategic.


As the need for increased collaboration continues, and our communities become more diverse, we must surround ourselves with a select circle of advisors to help us advance our organization, expand our community contacts, and grow personally and professionally.  

It’s time to become intentional about who is in our circle of advisors. 

Transformational questions
Get Curious: Transformational Questions

We know the difference between closed (yes/no) and open-ended (require a response) questions. Most of us recognize that open-ended questions are the most effective if we want to open up conversations.

Whether networking or talking to a co-worker, the following 13 open-ended questions are designed to help you easily navigate conversations. Remember that the more questions you ask, the more you learn from your conversational partner.

Collaborative MOU
Collaborative Memorandum of Understanding (MOU)

Excited about collaborating? Before committing to a partner, slow down and explore expectations, boundaries and desired outcomes.  Make sure you are on the same page before you invest time and energy only to have the collaborative partnership dissolve.


Talk through collaboration conversation points, record your answers, and sign a Memorandum of Understanding (MOU) agreement laying out these terms.  Doing so will reduce stress and provide a framework for conflict resolution, should issues arise. 

49 tips to strengthening collaborative
49 Tips to Strengthen Collaborative Relationships

As a non-profit leader, building strong collaborative relationships is essential, shifting the business model from competition to cooperation.  


This tool offers a robust blueprint for reigniting trust-based conversations that lead to collaboration.

Foolproof Networking Questions
27 Fool Proof Networking Questions

Shift your networking conversations from "Tell me about yourself" to "We are in this together,"– where trust is first established and connections are built.  


Soon, you will discover that it’s not about the handshakes at the end of the meeting but the hugs – as you will have connected on an entirely new level.

Accountability Tips

Having annual goals laid out is essential to organizational accountability. If staff and management don't know what they are working towards, they can not break those goals down into small steps or determine which activities must be prioritized. The whole team can be accountable for organizational progress when clarity exists around goals, actions, tactics and priorities.

These 10 tips explore the conditions that support individual and team accountability. Regular conversations about progress, obstacles, and team problem-solving are critical to accountability.

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and tools for non-profit leaders.
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