Operational Resources

Instructions for Pulling Division Membership Reports

This step-by-step guide outlines how Division board members can pull membership reports via their member account. Don't have access and think you should? Contact your Division's president FIRST; they will need to contact components@exceptionalchildren.org to report the following to staff for the database to be updated: Division name, member's name, member's email, role on board, term start date, term end date. NOTE: Membership reports are only accessible by Division board members who are listed in the following roles in CEC's database: President, President Elect, Past President, Executive Director, Membership Chair, Treasurer, Secretary, Student Chair, RA, CAN Coordinator, PD Chair, Web Chair, Communication Chair. Division reports are not accessible to sub-division leaders; sub-division leaders must contact their division for membership reports.

BoardEffect Roberts Rules of Order Cheat Sheet

This link will take you to BoardEffect's website to review this cheat sheet! Consider referencing their resource when preparing for and facilitating your board meetings. 

Membership Chair

Sample description from CEC based on standard role expectations. Components can use this template to craft their own descriptions or add to this template.

Past President

Sample description from CEC based on standard role expectations. Components can use this template to craft their own descriptions or add to this template.

PD Chair

Sample description from CEC based on standard role expectations. Components can use this template to craft their own descriptions or add to this template.

President Elect

Sample description from CEC based on standard role expectations. Components can use this template to craft their own descriptions or add to this template.

President

Sample description from CEC based on standard role expectations. Components can use this template to craft their own descriptions or add to this template.

Representative Assembly

Sample description from CEC based on standard role expectations. Components can use this template to craft their own descriptions or add to this template.

Secretary

Sample description from CEC based on standard role expectations. Components can use this template to craft their own descriptions or add to this template.

Treasurer

Sample description from CEC based on standard role expectations. Components can use this template to craft their own descriptions or add to this template.

Web Chair

Sample description from CEC based on standard role expectations. Components can use this template to craft their own descriptions or add to this template.

Communications Chair

Sample description from CEC based on standard role expectations. Components can use this template to craft their own descriptions or add to this template.

Sample Committee Charge/Description

Sample description from CEC based on standard role expectations. Components can use this template to craft their own descriptions or add to this template.

Student Chair

Sample description from CEC based on standard role expectations. Components can use this template to craft their own descriptions or add to this template.

CAN Coordinator

Sample description from CEC based on standard role expectations. Components can use this template to craft their own descriptions or add to this template.

Q1 2023 - Mind Mapping and Strategic Goal Setting

Previously used to facilitate the 2023 Unit Town Hall, this PPT includes all talking points for this session and details for using mind mapping to set, revise, or detail new approaches for your component's goals. While stemming from a Unit-based program, this resource can be used by both any component.

Mind Mapping Tool for Goal Setting

Mind mapping is a great tool to help your component create or update its goals. This resource offers a step-by-step guide to navigate new or long-lasting challenges facing your board or component. Use this for developing new goals, to get "un-stuck" when faced with a difficult challenge/issue, or when you need to "take a step back."

Strategic Planning Process for Units/Divisions

This PowerPoint provides an outline for your component's navigation of creating a strategic plan. Use this to aid your planning process.

Insurance Overview

A highlight sheet detailing the key coverages components should consider.

CEC's Insurance Contact Information

Contact information for CEC's Forrest T. Jones & Company contact.

Avoiding Legal and Financial Pitfalls Training Resources

This training is provided to Leadership Institute attendees covering the following:

• Fiduciary Responsibility
• Guiding Documents
• 501c3 and Nonprofits
• Governance Nomenclature
• Insurance
• License, Tax and Audit
• Accounting
• Contracts
• Conflict of Interest

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Budget Template - Excel Spreadsheet

This Excel spreadsheet template is editable and customizeable for your components' needs.