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Disaster Recovery Plans for Foundations
KM Initiative Planning Documents
As the KM Partners transitioned from proprietary, outmoded systems to the new Drupal-Salesforce platform, we conducted a thorough discovery and vendor selection process. The documents resulting from that process are presented here for historical reference.
Succession Plans
A change in executive leadership is inevitable for all organizations and can be a very challenging time. Below are sample succession plans developed by PSOs across the country to address an eventual permanent change in leadership – either planned or unplanned - to ensure the stability and accountability of the organization until such time as new permanent leadership is identified.
Communications/Disclosure Resources
COVID-19 Resources for PSOs
Virtual Conference Resources
2014 Annual Conference Resources
Hurricane Dorian Relief Resources
Post-Election Resources
PSO Charitable Deduction Resources
#OrlandoUnited: Resources for Action
Planning a Family Retreat
Guiding Principles Communications Plan
Membership Development Plan
Member Recruitment Plans
A collection of regional association member recruitment plans.