SVP Minnesota Document Retention and Destruction Policy

A policy that specifics how important documents should be retained, protected and eligible for destruction. The policy also ensures that documents are provided to authorities during legal investigations and lawsuits.

SVP Arizona Lead Partner Job Description

A description of the lead partner role, as well as the position’s responsibilities and project management meetings.

SVP Portland Lead Partner: Potential Learning Agenda

A list of topics and learning objectives that would be helpful in building capabilities and skills of lead partners and their teams with investee work.

SVP Portland Board Profile Snapshot

A tool used to chart the skills and knowledge, contacts, and demographic characteristics of each board member.

SVP Portland Board of Directors Role, Expectations and Priorities

A document that outlines the Board of Directors responsibilities, expectations as a Board member, and priorities for recruiting new Board members.

SVP Portland Board Self-Evaluation Survey

A self-evaluation tool for Board of Directors to assess their experience and performance in five areas: (1) board composition, (2) primary Board responsibilities, (3) individual director expectations, (4) information/process, and […]

SVP Portland Proposed Committee Structure

A summary of the Board and organizational committee structures for SVP Portland, including the purpose and meeting frequency for each committee.

SVP Portland Conflict of Interest Policy, Questionnaire and Agreement

A document that outlines the conflict of interest policy for Board of Directors. Directors must complete the questionnaire and sign the document on an annual basis.