Search

Organizational Health & Growth: Self Paced Learning

Support for watershed groups and other organizations of all types, sizes, and capacities

Organizations are like people: they need a check-up once in a while! And a check-up might lead to making some intentional changes and seeking specific support. In partnership with the Hudson River Watershed Alliance, River Network identified the needs of organizations in two distinct stages: new/young organizations, and established/growing organizations.

With funding provided a grant from the New York State Environmental Protection Fund, through the Hudson River Estuary Program of the New York State Department of Environmental Conservation, the Hudson River Watershed Alliance & River Network collaborated on producing a suite of resources to help organizations respond to common startup and growing pains. These resources are enthusiastically provided for any organization to assess their needs and address development hurdles.

Organizational Checklists

For an overview of topics, and initial assessment prompts, organizations are invited to utilize one, or both, of the organizational checklists below. Download the checklists to access linked resources and more information.

Organizational Health Checklist

This checklist is meant for organizations that are new/young, or in a state of transition. Topics on this checklist include determining / assessing a mission statement, choosing a leadership model, defining roles and responsibilities, introductory finance and budget considerations, and basic workplanning.

Organizational Growth Checklist

This checklist is meant for established organizations that are experiencing growth or change. Topics include an introduction to communications and marketing, legal and financial infrastructure, policies to support effective leadership, evaluation systems, and community assessment guidance.

Organizational Health: Self-Paced Learning Series

To build on the topics listed on the Organizational Health Checklist, River Network produced a self-paced learning series, which features short videos accompanied  by downloadable templates and worksheets. This learning series covers all of the topics identified for new/young organizations, or organizations in transition.

Episode 1: Org Health Checklist & Mission Statements

The first episode in this series reviews the checklist topics, and dives into building and assessing a mission statement.

Mission Statement Worksheet
Values Worksheet
Vision Statement Worksheet
PDF of episode slides

Episode 2: Leadership Models

The second episode covers leadership and decision-making models, which are critically important in young organizations that are often volunteer-run or founder-funded.

Decision-Making Models Worksheet
PDF of episode slides

Episode 3: Roles & Recruitment

The third episode details the process of defining roles and creating effective position descriptions, as well as using position descriptions for recruiting new people to join your organization.

Position Description Template
– Position Description Examples: Treasurer Position, Committee Member Position, General Member Position
Organization Inventory Template
Sample Volunteer/Member Interest Form
PDF of episode slides

Episode 4: Budgets & Workplans

The last episode in this series covers two topics that are highly connected: budgeting and workplanning. These tend to be topics of high need for all organizations. Both topics are covered at an introductory “101” level, meant for organizations without this kind of infrastructure already.

Annual Workplan Template
Budget Template
PDF of episode slides

This Project has been funded in part by a grant from the New York State Environmental Protection Fund through the Hudson River Estuary Program of the New York State Department of Environmental Conservation.