Resources

Maximizing Excellence, LLC is committed to helping nonprofit organizations thrive. On this page you can explore a few of our available resources. We are here to assist you with determining what you want your goals to be and to helping you to achieve them. Click on topics below for access to templates we use in client work.

For Capacity Building

Components to Change

Leading by Mission Puzzle

Mission Statement Checklist

meeting icon

Strategic Planning

For Board and Staff Development

Communication Triangle

Board of Directors Skills Self-Assessment

Board of Directors Skills Summary

Philanthropic Culture Checklists

Board Onboarding Checklist

Board Orientation Packet

For Resource Development

Sustainability Pyramid

Need Value Differentiation

Fundraising in Crisis Formula

Crafting a Fundraising Message

Purposes of a Message

Donor Loyalty Inventory

Stewardship Visit Checklist

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