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
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