Organizational Health Resources
The content provided on this webpage is for informational purposes only. We urge organizations to consult with their own qualified legal, tax, financial, and security resources.
Please note the resources provided here will continuously be updated.
CJP strives to build deep and authentic partnerships and to support a thriving communal ecosystem. To help achieve this, we focus on six primary areas of organizational health: Finance, Professional Leadership and Strategy, Development/Fundraising, Board Governance, Marketing, and Operations. In order to strengthen your organization in these areas, we are pleased to provide resources including links to trusted websites, tools, templates, access to prior webinars and more.
Visit our Partner Organization Resource page for helpful links, tools, and information to support organizations.
For further information or to request specific services please contact us.
Access CJP's Third Annual Communal Jewish Organizational Health Report and download the Survey for your own use.
Read the eJewish Philanthropy article on the importance of organizational health tools, by CJP’s Kimberlee Schumacher and Shani Wilkes
From budgeting for day-to-day expenses to securing the future of your organization by building your endowment, these finance-related resources provide the basics that every nonprofit leader needs to know.
Resources from National Council of Nonprofits
- FAQ for Unrated Charities from Charity Navigator
- Past CJP webinars
Explore resources for deliberate and thoughtful leadership, including strategies for sustained collaboration, management tools, and templates for evaluating your organization’s strengths, weaknesses, and opportunities for growth.
Resources from National Council of Nonprofits
Resources from The Bridgespan Group
Other relevant resources
- Management Tools from Free Management Library
- Strategic Plan Template from iPlanner.net
- 40 Powerful SWOT Analysis Templates & Examples from TemplateLAB
- Sustained Collaboration Tools and Resources from Sustained Collaboration Network
- Joan Garry Podcast: An Alternative to Strategic Planning (with Lindsay Hoffman)
- Turning Goals into Results: The Power of Catalytic Mechanisms by Jim Collins HBR
- Past CJP webinars
Find information on the importance/purpose of capacity building and sample outlines to clearly communicate and implement your organization’s mission and fundraising goals, including strategies, priorities, timelines, and other considerations to help ensure the financial stability of your organization, as well as its ability to effectively deliver and sustain its mission now and into the future.
Explore best practice basics for board governance, including a new member orientation checklist, benchmarking tools, strategies for addressing conflicts of interest, and much more.
Resources from BoardSource
- Board Orientation Checklist
- BOD Performance Matrix
- Committees: Who Serves Where
- Every Board's Must-Have Documents
- Recommended Governance Practices
- Conflict of Interest
- Board Committees
- Diversity, Inclusion, and Equity
- Diversity Equity and Inclusion on Nonprofit Boards
- Six Steps to Improve Financial Oversight
- Board Members and Personal Contributions
Samples from CJP
- Board Self Evaluation Tool (Fridman Strategies)
- Joan Garry Board Assessment Tool
- The Ideal Board Chair (Joan Garry)
- Joan Garry Podcast: Creating a Board that Reflects the Needs of Your Community
- Guide for Board Members of Charitable Organizations (MA office of the Attorney General)
- CJP's LEAP on Board Orientation
- Past CJP webinars
From ensuring your organization’s message is aligned across all marketing channels to resources for developing an actionable marketing plan, these samples from CJP can help provide guidance on exploring and implementing the most effective communications with your employees, external audiences, and stakeholders.
- PR crisis response plan from Colorado Nonprofit Association
- Marketing Plan Template (Firebrand Marketing)
- Social Media Strategy Template from the Digital Cauldron
- Creating a 30-Day Social Media Plan from Sprout Social
- Social Marketing Guide from Sprout Social
We’ve provided a list of resources to guide your organization toward more effective and efficient operations, including employee hiring, appraisal, engagement, and performance management; security advice and support; developing and setting the tone for your organization’s unique culture; and much more.
- Info on handbook best practices from Leading Edge
- Best practices for employee engagement survey questions from Culture Amp
- Measuring Equity and Inclusion (YW Boston)
- Beyond the Count: Perspectives and Lived Experiences of Jews of Color (Jews of Color Initiative)
- How to create a great job description from Leading Edge and CareerHUB
- CJP Communal Security Initiative Webpage
- Past CJP webinars
- Cybersecurity Incident Response plan
- Sample Anti-discrimination Policy
- Cybersecurity for Nonprofits (National Council of Nonprofits)
- Onboarding Best Practices: A Guide for Onboarding New Staff (Leading Edge)
- Using Background Checks in the Screening Process (Nonprofit Risk Management Center)
- Nonprofit Risk Management Center Resource Library