The Executive Director Bundle

  • Duration
    360 Minutes
  • Author
    Heather Stombaugh
  • Course Level
  • Year Created



Recorded Webinars Included in This Bundle:

  • WEBINAR #1: How to Create & Use a Nonprofit Dashboard: A Step by Step Guide 
  • WEBINAR #2: How to Write an Awesome Annual Report: a Step-By-Step Guide 
  • WEBINAR #2: How to Create an Annual Report Infographic –Transition Your Paper Annual Report to an Infographic
  • WEBINAR #4: How To Create An Engaged Board of Directors: A Step by Step Guide 
Regular Price: $270
Today's Price: $149 
You Save: $121!

Over 90% of the People Who Attended These Webinars Rated Them As Great to Excellent


The Executive Director bundle will give you all the tools you need to effectively publish annual reports, create powerful dashboards to help you communicate your nonprofit’s performance, and create an engaged, giving board of directors.

In the first webinar, you’ll learn how to use dashboards to track fundraising results, to assess financial management, to measure social media engagement, to gauge human resource allocation - really, the sky’s the limit. Plug-and-play Excel dashboards that you can use for fundraising, finance, and program data.

Once you have your system for tracking your organization’s information in place, we move on the second webinar, where you will learn how to prepare for creating an annual report.

Too often, we publish annual reports that are too long, too full of data people don’t want or need, and not focused enough on how giving impacts mission or people and communities served. During this webinar recording, we will show you how to craft an annual report that will inspire and engage your donors.

Next, we’ll take your annual report planning a step further by introducing the concept of annual report infographics. In this webinar, you’ll learn how to use today’s digital publication trends to your advantage. Learn the how-to’s of annual report development within the infographic framework. Use the tips and tools you learn in this webinar to engage and inspire your donors.

Finally, you will get all of the tools and step-by-step instructions to create a highly effective and impactful Board of Directors.

There are hundreds of thousands of nonprofits both big and small that have a lackluster Board of Directors. This webinar will show you how to bring on Board members that are ready, willing, and able to become engaged in their work.

A Look Inside This Webinar Bundle:

WEBINAR #1: How to Create & Use a Nonprofit Dashboard: A Step by Step Guide 

  • How dashboards can and will improve decision-making 
  • Review examples of awesome and not-so-awesome dashboards
  • The data you will need to create fundraising, finance, and program dashboards
  • A step-by-step walkthrough of creating a fundraising dashboard with Excel
  • A step-by-step walkthrough of creating a finance dashboard with Excel
  • A step-by-step walkthrough of creating a program dashboard with Excel

WEBINAR #2: How to Write an Awesome Annual Report: a Step-By-Step Guide 

  • What an annual report is supposed to do (vs. what many organizations use it for)
  • Sections you should include in an inspiring annual report
  • How to incorporate meaningful results
  • How to tell a story through your annual report
  • Publication options beyond print - social media, website, digital books

PLUS, Bonuses Included in Webinar #1:

  1. Worksheet for collecting the data you need
  2. A do's and don'ts tip sheet for creating dashboards
  3. A list of URLs for free and premium online tools and resources to help with dashboards
  4. Plug-and-play Excel dashboard for fundraising data
  5. Plug-and-play Excel dashboard for finance data 
  6. Plug-and-play Excel dashboard for program data
  7. Examples of good dashboards and bad dashboards
  8. A five-minute demonstration of creating a powerful dashboard using
  9. Webinar slides

PLUS, Bonuses Included in Webinar #2:

  1. Annual report samples in multiple formats
  2. Recommended annual report content outline
  3. A written annual reports do's and don'ts checklist
  4. The webinar slides

WEBINAR #3: How to Create an Annual Report Infographic –Transition Your Paper Annual Report to an Infographic

  • Why and how infographics work (briefly)
  • Free and inexpensive online tools to create infographics
  • What you need to collect to create an infographic
  • How to write copy for an infographic
  • How to use numbers in infographics
  • How to use an infographic across multiple channels

WEBINAR #4: How To Create An Engaged Board of Directors: A Step by Step Guide 

  • How to Identify the Best Candidates for Your Nonprofit Board of Directors
  • How to Screen Your Prospective Board Candidates To Ensure a Match Made In Heaven
  • How to Organize and Support the Board
  • How to Onboard and Orient Your New Board Members
  • How to Hold Engaging Board Meetings
  • How to Monitor Board Performance for a High-Octane Effective Board of Directors

PLUS, Bonuses Included in Webinar #3:

  1. Examples of exceptional annual report infographics from nonprofits across the country
  2. Power Words Tool
  3. The Webinar Slides

PLUS, Bonuses Included in Webinar #4:

  1. Board Composition Matrix Template
  2. Board of Directors Profile Templates
  3. Board of Directors Recruitment Process and Procedures Sample
  4. A Prospective Board of Directors Application Process
  5. Screening Interview Template
  6. A Board Commitment Form Sample
  7. Board of Directors Responsibilities and Expectations Form Sample
  8. Board Self-Assessment Sample
  9. The Webinar Slides


What Attendees Said About These Webinar Recordings:

“The sample templates and various "real company" annual reports provided great visuals and showcased the different options for reporting.  I feel more confident after looking at those because of Heather's recommendation (there's so much on the internet). I appreciated Heather's knowledge, diverse experiences with nonprofits and willingness to answer questions.  So many great ideas ... with a clear outline of where to go from here for this first-time Executive Director. Thank you!“

Kay Clark, Southwestern Ohio Hemophilia Foundation

“The presenter not only knew the knowledge intimately but organized and presented it in a very helpful fashion, from examples, to why to how to specifics to resources.  It is probably the most useful and practical learning I have done in the past year.”

Madison Sartain - Heartlinks Hospice

“This webinar was a great resource for best practice knowledge of board development.  I am excited to take many of the things I learned and the shared tools and use them in the field with my Board of Directors.  I highly recommend this for anyone in governance or who engages with your organization's board.”

Whitney Wong,  Oregon Nurses Association

“Annual reports have traditionally been time and labor-intensive to design, prepare, complete and publish by a management team.  These ideas on how to use infographics and create shorter annual reports give non-profit teams with limited resources the opportunity to design and publish professional-looking reports that might be more meaningful and read by more users than traditional reports.”

Janna Banks - Austin Voices for Education and Youth

“Excellent webinar, I have been looking for board development information for a while now but this webinar provided me with lots of information that I will be able to use immediately. I am very excited, and the tools given are very helpful as well.”

Anita Hassell, Catholic Charities


About Your Presenters

Heather Stombaugh, MBA, CFRE, GPC has more than 15 years of experience in nonprofit leadership, programming, marketing, and fundraising. She is the founder and principal consultant of JustWrite Solutions, LLC a national nonprofit consulting firm based in Ohio. She provides technical assistance to nonprofits of all sizes across the country who seek to gain a competitive advantage in fundraising and grants through evidence-based practices. While personally raising more than $73M in grants and donations for her nonprofit clients, Heather is also a published author, a peer-reviewer, a state/federal grant reviewer, a local/national presenter, a volunteer, a mentor, a wife, and a mother.

Robin L. Cabral is a Certified Fundraising Executive (CFRE) with over twenty years of experience and millions of dollars raised assisting non-profit organizations as a development professional overseeing all aspects of fund development from annual funds to capital campaigns and donor communications. In 2012, Robin started Development Consulting Solutions “Hire A CFRE!” that provides outsourced fund development consulting services and interim fund development staffing.  

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