Sample Documents and Relevant Resources

• Court Reports:
  • CASA Court Report Sample with Instructions
  • CASA Court Report Sample 2
• Orientation Materials:
  • Board Orientation Checklist Resource
  • CEO Orientation Resource
  • CASA Staff Orientation Checklist
  • NCASA Branding Guidelines
  • National CASA Core Documents:
    • National CASA Core Model
    • Role of National CASA
    • Role of State Organization
    • Role of Local Program

Sample Documents and Relevant Resources

• Diversity and Inclusion:
  • CASA Diversity and Inclusion Plan Sample
  • CASA Diversity and Inclusion Policy Sample
  • Diversity and Inclusion Policy and Plan Sample
  • Diversity Planning Resource
  • Strategies to Creating a More Inclusive Volunteer Program
  • Inclusiveness and Cultural Competency
• Equal Employment Opportunities:
  • Equal Employment Opportunity Statement
  • Equal Employment Opportunity Resources
• General Non-Discrimination Policy Tips

Sample Documents and Relevant Resources

• Confidentiality Policies:
  • CASA Confidentiality Policy Sample
  • National Council of Nonprofits Confidentiality Agreement Samples
• Conflict of Interest Policies:
  • CASA Conflict of Interest Policy Sample
  • IRS Conflict of Interest Sample
• Sample Nonprofit Documents

Sample Documents and Relevant Resources

• Strategic Planning:
  • 5 Stages of Strategic Planning
  • Elements of Strategic Planning
  • 5 Year Strategic Plan Sample
• Whistleblower Policy Sample
• Budget:
  • Budget Form Sample
  • Budgeting Resources
• Executive Director Evaluations:
  • Executive Director Evaluation Form Sample
  • Executive Director Evaluation Survey Form
• Succession Plans:
  • CASA Executive Director Succession Plan Sample
  • Executive Director Succession Plan Sample
  • Steps to CEO Succession Planning
  • Emergency Leadership Transition Plan
• Memorandum of Understanding:
  • NCASA Sample MOU with Court
  • NCASA MOU with Court Checklist
  • NCASA MOU with Umbrella Organization Checklist
• Background Screening:
  • NCASA Background Screening Requirements
  • Screening Application Form
• How to Create Organizational Chart
• Board Recruitment:
  • Board Recruitment Infographic
  • Board Recruitment Matrix
  • Board Recruitment Strategies Sample
• Board Job Descriptions:
  • Board Member Job Description
  • Board and Officer Responsibilities and Qualifications
  • Code of Conduct and Ethics for Board Members
• Board Election and Screening Policy Sample
• Board Orientation Materials found in Section 2: Guiding Principles

Sample Documents and Relevant Resources

• Logic Model:
  • How to Create Logic Model
  • Logic Model Sample
• Glossary of Financial Terms
• Financial Resource Planning:
  • Fundraising Plan Template
  • Fundraising Plan Sample
  • 7 Step Fundraising Plan
• Procurement Policies and Procedures Samples
• Highlights of IRS Form 990
• Internal Financial Controls:
  • Best Practices for Nonprofit Internal Controls
  • Guide to Fiscal Policies and Procedures
  • Donation Management
• Understanding Financial Audit vs. Review vs. Compilation
• Transportation Policy and Release Sample
• Communication Plan Sample

Sample Documents and Relevant Resources

• Human Resources Policies, Manual or Handbook:
  • Employee Policies and Procedures Sample
  • Council of Nonprofits Employee Handbook Sample
  • Human Resources Policies and Procedures Sample
• Staff Orientation Checklist
• Staff Succession Plan
• Staff Job Descriptions:
  • Executive Director Job Description
  • Volunteer Supervisor
  • Volunteer Services Manager Job Description
• Volunteer and Staffing Needs Sample
• Professional Development Plans:
  • Professional Development Plan Sample
  • Professional Development Plan Sample 2
• Staff Evaluation Sample
• Social Media Samples

Sample Documents and Relevant Resources

• Volunteer Job Description
• CASA Volunteer Recruitment Strategy Sample
• Volunteer Retention:
  • NCASA Volunteer Retention Powerpoint
  • Volunteer Retention Plan Sample
• Volunteer Application Sample
• Signed agreements from Volunteers:
  • Social Media and Press Policy Sample
  • Confidentiality Policy Sample
  • Conflict of Interest Policy Sample
  • Volunteer Policies and Procedures Sample
• Court Order Appointing CASA Sample
• Volunteer Performance Evaluation Sample
• Transportation Policy and Release Sample
• Records Retention Policy Sample

Sample Documents and Relevant Resources

• Community Education and Awareness:
  • Education and Community Awareness Plan Sample
  • Raise Awareness on a Budget
  • Components of a Public Awareness Campaign
• Communication Plans:
  • Communication Policy Sample
  • Communication Plan Sample
• Crisis Communication Plan Sample
• Risk Management Plan Sample

Sample Documents and Relevant Resources

• Record Retention and Operational Procedures Sample

Sample Documents and Relevant Resources

• Program Needs Chart (Sample Growth Plan)