Resources, Documents & Links

GSAE is pleased to offer the following sample documents. Simply click on the hyperlink, chose open or save as from the pop-up notice, and edit to fit your organization's needs.

Members using the GSAE resource area are encouraged to conduct due diligence before implementation. GSAE makes no representations, warranties or guarantees as to, and assumes no responsibility for, the use of these documents. GSAE expressly disclaims all liability for damages of any kind arising out of the use of these documents. If you would like to contribute a document to the library, please send us the Word document at [email protected].

Handy GSAE forms are available here.

some of our favorite things - useful links

• Take 5 with GSAE Members
• Covid-19 Resource Page -historical information including safe meetings, site best practices, presentations
• Pajama Brigade Resource Page
• Forms & Online Store
• Societies in the Southeast
• Motion Picture Licensing Corporation - GSAE member discounts available

the nonprofit center

Easily one of our favorite folks on association management issues, Bob Harris, CAE, has 20 years experience with associations. His seminars are interactive, focused on core-knowledge and member needs. He utilizes case studies, trends and headlines board orientation, training, strategic planning, staff training and consulting. Best of all, Bob offers free templates and documents on his website so we can all benefit from his knowledge. Visit the Nonprofit Center.

Search our buyer's guide for the perfect vendor

Our corporate supplier members understand the unique needs of associations and nonprofits. Click here to search by category and location via our online directory.

Governance and board documents (bylaws, policies, etc)

• Bylaws
• Anti-trust Statement
• Board Policy Manual - 990-friendly
• Financial Policies (including investments)
• Reserves Policy
• Sample Board Welcome Letter
• Board Position Description
• Board Responsibilities
• Board Conflict of Interest Statement
• Code of Ethics
• Sample Board Positions
• Historian Job Description
• Board Orientation Agenda
• Conflict of Interest Policy, courtesy of Sumner & Associates

*See the info above for additional useful documents from Bob Harris, CAE regarding policy statements.

Evaluations

• Board Self-evaluation - 1
• Board Self-evaluation - 2
• Employee Evaluation Courtesy of ASAE
• Executive Director Evaluation

Administration

• Employee Handbook
• Crisis Management Plan
• Telecommuting Policies - 1 Courtesy of the Georgia Partnership for Excellence in Education
• Telecommuting Policies - 2
• CDC's Pandemic Flu Preparation Resource Web Site and their Business Checklist.

Membership and marketing

• Recruitment Plan
• How to make the most of your Legislative Fly-in. Courtesy of ASAE
• Shared Interest Group Handbook
• New Member Packet Contents List

Meetings management & education

• Speaker Interest Form
• Checklist for convention office onsite
• Checklist for luncheon meeting
• Tradeshow attendee checklist 
• Emergency Preparedness Questions
• Table Host Instructions. Modified from a version courtesy of the Georgia Chapter of Meeting Professionals International (GAMPI)

Thank you to our friends at tagoras, inc. for sharing their resources page with gsae members. highlights include:

• The Association Learning + Technology report (sign up for their free e-newsletter to receive report)
• Exploring the Fringe: Flipping, Microcredentials, and MOOCs
• Social Learning Trends in the Association Space
• Mobile Learning and Associations: A Remedy to the Strategy Vacuum in Our Mobile Learning White Paper
• Four Keys to Profitable Learning Products for Your Association

Sample request for proposals (rfps)

• Audit 1
• Audit 2
• Economic Impact
• Compensation and Benefits Survey
• Database Management System
• Investment Management
• Logo Treatment & Branding RFP from GSAE (plus a bonus - what we've come up with for our usage and emphasis guidelines around our fancy campaign)

***If you are willing to share your Annual Meeting &Tradeshow RFP, we would love to post it. We recognize that GSAE has very unique requirements that may not be applicable to other associations.****

Random items we think are useful

Famous quotes on volunteering

Courtesy of the Points of Light Foundation and ASAE's Listserve. Read More

Joint venture screen

Is this partnership right for your organization? Use the Joint Venture Screen to ask the right questions. Courtesy of the International Association for Financial Planning, now the Financial Planning Association

Future decisions guide

Evaluate a potential new program or service using the Future Decisions Guide. Courtesy of BOMA-Georgia

Tips for committee work

Download this helpful document detailing how to create and manage a successful volunteer committee courtesy of www.Boardsource.org and Philippa Gamse, CMC, consultant.

• Tips for Committee Work PDF