This six-section toolkit is intended to assist boards and management in their collaborative efforts to build well-governed and effective Community Action Agencies (CAAs).

The toolkit includes case scenarios and examples to help you understand and apply the principles discussed. Many of the sections provide sample documents that CAAs can use as a starting point for developing their own policies.

This resource addresses how to:

  • Conduct and maintain minutes for board meetings;
  • Build financial capacity through hiring of skilled financial staff and effective audits;
  • Prepare organization-wide budgets;
  • Get the most out of financial statements;
  • Address conflicts of interest; and
  • Draft and implement effective whistleblower policies.

Individual Sections:

Related Resources:

People: How Do You Get the Right People on the Board?

People: How Do You Get the Right People on the Board?

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CAA Leader’s Legal Guide

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The legal framework that governs both public and nonprofit Community Action Agencies (CAAs) as recipients of federal grant funds is vast. This guide aims to give leaders of CAAs - the board and the executive management - an overview of some of the legal requirements that...

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