Welcome to the Affiliates Only Area of the BBBSI Website. Here you will find resources, templates, samples and links to information related to operating the BBBS program. The information is organized by the BBBSI Standards of Practice. Please check back frequently as we will be adding information on an on-going basis.
Affiliates will have an opportunity to submit materials to be added to this site. They will be reviewed by Affiliate Development staff and any questions will be brought to the author. At this time, we can only review submission in English. To submit materials for review please send via email to BBBSI.
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2007 School Based Mentoring Study
Understanding and Facilitating the Youth Mentoring Movement
Mentoring Children in an Uncertain World
Overview of BBBS Instruments
Project Impact: An Program Evaluation of Big Brothers in Ontario
A retrospective study evaluating the impact Big Brothers had on young men who were Little Brothers in 1980. The full study is presented in 5 parts:
Sections 1-2: Executive summary, Introduction and Methodological background
Section 3: Pre-program childhood background
Section 4: In program experiences and impressions
Section 5: Post program long term outcomes
Section 6: Conclusions & administrative considerations
Mentoring Literature Review (BBBSA, 2007)
1995 CB Impact Study (BBBSA)
Taking Back Our Responsibility: Mentoring in Aboriginal Communities(BBBSC, 2007
The Ripple Effect: When Mentors and Mentees Volunteer Together (2007)
Partners: The Shared Service Experience (BBBSA, 1995)
Samples
General Administrative Office Procedures
Crisis Management & Communications Guide: For Use During a Sexual Abuse Allegation (BBBSA)
Facilities, Book 11 – Executive Director Resource Guide (BBBS of Canada)
Resources
Financial Management, Book 7 – Executive Director Resource Guide (BBBS of Canada)
Costs are Cool: The Strategic Value of Economic Clarity (The Bridgespan Group)
Samples
Financial Management Practices – Charlotte
Templates
Budget
Monthly budget
Resources
Free Complete Toolkit for Boards (links to an external website and opens a new window)
Building an Effective Board of Directors
Essential Elements
NPA Principles of Professional Conduct
What the Board Should Expect from the CEO
Tips for increasing your board member’s passion (Benevon)
Board Fund Raising That Works
Board Members and Personal Contributions (Boardsource)
Getting your Board Connected to the Heart of the Mission
The Dynamic Board: Lessons from High Performing Non-Profits (McKinsey & Company)
The Role of the Board
The Strategic Thinking Board
Your Role as Board Catalyst and Morale Builder (Boardsource)
Director/Board Partnership, Book 3 – Executive Director Resource Guide (BBBSC)
Boards, Book 4 – Executive Director Resource Guide (BBBSC)
Model for Local BBBS Boards
Board Development Toolkit(extracted from BBBSA on-line toolkit)
Functions of Effective Board Committees
Keys to Effective Board Meetings
Overview of Non-Profit Boards (Boardsource)
Samples
Governance Baseline Questionnaire
Sample Application
Board Development Toolkit
Board Planning Guide – Atlanta
Board Roster Profile
Commitment Letter
Committee Structure – Charlotte
Composition Assessment
Job Description – Charlotte
Job Description – North Texas
Manual Table of Contents
Member Self Evaluation
Orientation Agenda – Charlotte
Orientation Outline – Atlanta
Peer Evaluation
Prospect Profile Nomination
Board Development Plan – BBBS of Anywhere
Board Development Plan – SR-1 Accepted Practices
Board Development Plan – SR-2 Board Composition Assessment
Board Development Plan – SR-3 Prospect Profile Nomination
Board Development Plan – SR-4 Board Application
Board Development Plan – SR-5 Member Nomination Acceptance/Rejection Letter
Board Development Plan – SR-6 Commitment Letter
Board Development Plan – SR-7 Orientation Curriculum
Board Development Plan – SR-8 Board Member Evaluation
Board Development Plan – SR-9 Manual Table of Contents
Board Development Plan – SR-10 Board Duty Calendar
Consent Agendas 1
Consent Agendas 2
Regional Board Job Description – BBBS Northern New Mexico
Board Job Description
Board Application
Board Information Package
Board Review Card
BOD Development Manual, Edna McConnell Clark Fdn.
Rights and Responsibilities of Board Members
Program Report to the Board
Templates
Leadership – Critical Task Checklist for New CEOs
Becoming a Model Board: Implementation Checklist
Board Effectiveness Evaluation
Board Member Checklist
Board President Assessment
Dynamic Board Assessment (McKinsey & Company)
BBBS International Standards of Practice for BBBSI Affiliates
Policies and Procedures, Book 8 – Executive Director Resource Guide (BBBSC)
Sample
BBBSI Code of Ethics
Code of Ethics-Canada
BBBS of Russia Code of Ethics
Templates
BBBSI Self-Assessment
Resources
Overview of Risk Management
Crisis Management and Communications Guide (BBBSA)
Risk Management Handbook (BBBSC)
Samples
Risk Management Plan (Adapted from BBBSA Risk Management Toolkit)
Templates
A Template for the BBBS Agency Risk Management Plan (2004)
Resources
Sustainability Planning and Resource Development
Business Planning for Non Profits: What it is and Why it Matters (Bridgespan)
Growth of Youth Service Organizations (2005) (Bridgespan)
Centralized vs. Decentralized Organization Structure
Planning, Book 6 – Executive Dir. Resource Guide (BBBSC)
Executive Management Guide (BBBSA)
Research statistics Related to Mentoring and BBBS (BBBSC)
Remote Service Center Assessment
Samples
BBBSA Strategic Alignment Summary
BBBSA Strategic Plan
Board Development Planning Outline
Business Planning Outline
Fund Development Planning Outline
How to Build a Business Plan
Marketing Planning Outline
Strategic Planning Outline
Technology Planning Outline
Volunteer Recruitment Planning Outline
Satellite Application Process – Asheville
Satellite Statement of Agreement – Asheville
Accountability Report – 2006 (BBBSC)
Merger and Transition Plan (BBBS Oklahoma)
BBBSI Vision and Mission Statements
Templates
Action Planning Form
Agency Growth Planning Workbook (BBBSA)
Capacity Self Assessment Workbook (BBBSA)
Capacity Planning Guide
Managing for Results Checklist
Growth & Recruitment Planning Tool
Organizational Capacity Assessment (BBBSA 2007)
Strategic Plan Template 1
Strategic Plan Template 2
Strategic Planning Retreat Template
Resources
Are They Really Grading Us? Creating a Culture of Staff Performance and Accountability (BBBSA National Conference, June 2006)
CEO Succession Planning (Boardsource)
Writing the Job Description (Bridgespan)
Leadership Competencies
Manager’s Guide to On Boarding – hiring and integrating new staff (BBBSA)
The Executive Director’s Role, Book 2 – Executive Dir. Resource Guide (BBBSC)
Human Resources, Book 5 – Executive Dir. Resource Guide (BBBSC)
Hiring Toolkit (Bridgespan)
Executive Director Employment Agreement
BBBSNJ Personnel Policies
BBBS of Russia Employment Agreement
Samples
BP Brief – Hiring Practices – Charlotte
CEO – Sample Core Competencies
CEO – Sample Core Competencies Condensed
CEO – Sample Interview Assessment Form
CEO – Sample Job Description – Charlotte
CEO – Sample Phone Screening Interview
CEO – Sample Position Description
Customer Relations Specialist Job Description
Enrollment and Match Specialist Job Description
Sample Case Management Incentive Plan – Kansas City
Sample Development Director Job Description – Asheville
Sample Hire Letter – Charlotte
Sample Metrics Bonus Plan
Sample Partnership Development Director Job Description
Sample Personnel Policies – New Jersey
Match Support Specialist Job Description
Recruitment Coordinator Job Description
Executive Director Employment Agreement (BBBS of Northern NM)
Employee Handbook (BBBSA)
CEO Succession Plan (BBBS of Northern NM)
Interview Questions for Chief Advancement Officer Candidates (BBBSA)
Executive Director Job Description (BBBS of Canada)
Fund Raiser Job Description (BBBS of Canada)
Mentoring Coordinator Job Description (BBBS of Canada)
VP of Programs Job Description (BBBS of Metro Chicago)
VP of Programs Job Description 2
Chief Development Officer Job Description (BBBS Large Agency Alliance)
Personnel File List (list of documents/information for files)
National Executive Director Job Description for BBBSI Affiliates
Core Competencies for the Executive Director Position in BBBSI Affiliates
Requirements for Hiring
Requirements for Ongoing Employment
CEO Goals and Objectives
Templates
Employee Development (checklist)
Employee History Checklist
Performance Management Tracking
Employee Training Checklist
Performance Review Template (BBBSA)
Resources
Talking with Grownups
Relationships (large file)
BBBS of Canada Child Safety Program:
Facilitator’s Guide: Parent/Guardian;
Parent’s Workbook;
Facilitator’ Guide: Little
Child Safety Kit
Facilitator’s Guide: Volunteer
Volunteer Workbook
Statement of Completion and Understanding – Child Safety Program; Volunteer
BBBS of Canada Adolescent Safety Program:
Facilitator’s Guide: Adolescent Training
Facilitator’s Guide: Adolescent Training, Appendix
Facilitator’s Guide: Adolescent Training, Overheads
Adolescent Workbook
Adolescent Workbook, Appendix
Facilitator’s Guide: Volunteer Training
Facilitator’s Guide: Volunteer Training, Appendix
Facilitator’s Guide: Volunteer Training, Overheads
Volunteer Workbook
Volunteer Workbook, Appendix
Parent Letter
Information for Parents: Adolescent Safety Program, Appendix
Adolescent Safety Program: Supplemental Fact Sheet
Empower II: BBBSA Safety Awareness and Sexual Abuse Prevention Training
Training New Mentees: A Manual for Preparing Youth in Mentoring Programs (National Mentoring Center)
Child Safety Training Guidelines (BBBSI): materials from 07 teleconference
Samples
Non Serious Occurrence Policy (BBBSC)
Child Safety Policy Statements (BBBSC)
Suggested Child Safety Guidelines (BBBSA)
BBBS of Australia Identity & Medical Card: Volunteers are required to carry this card with them during match activities. The card provides medical information pertaining to the child, emergency contacts and signed consent from both parent and volunteer in the case that medical attention is needed.
Templates
Non Serious Occurrence Form (BBBSC)
Post Incident Review
Serious Occurrence Form (BBBSC)
Resources
POE 2001 Instructions
Samples
Alternative Teacher POE 2001
POE 2001 Casemanager
POE 2001 Mentor
POE 2001 Parent
POE Child Form
Performance, Appendix A – Executive Dir. Resource Guide (BBBSC)
Quality File Review: Big Brothers Big Sisters Programs
Templates
Impact Data Collection Template Coming Soon!
Resources
Making the Business Case
Partnering with Faith-Based Organizations
Annual Cycle of a Partnership
Emerging Effective Practices for Developing Congregation Partnerships
Partnering with Employers (BBBS Guide)
Samples
Sample Partnership Starter Kit
Memorandum of Understanding between National and Congregation
General/Policies
BBBS Procedures Manual
General Tools
1.1 – Monthly Statistics Form
1.2 – Monthly Summary Statistics Form
1.3 – Accreditation Checklist – Initial
1.4 – Accreditation Checklist – Ongoing
Volunteer Selection Tools
2.1 – Volunteer Enquiry Checklist
2.2 – Volunteer Enquiry Form
2.3 – Volunteer Enquiry Letter
2.5 – Volunteer Information Sheet
2.6 – Job Description for Volunteers
2.8 – Information Session Timetable
2.9 – Volunteer Application Form
2.10 – Preliminary Interview Confirmation Letter
2.11 – Preliminary Interview Form
2.12 – Volunteer File Sheet
2.13 – Referee Nomination Form
2.14 – Reference Request Cover Letter
2.15 – Reference Request Form
2.16 – Reference Confirmation Form
2.17 – MMPI Front Sheet
2.19 – Main Interview Confirmation Letter
2.20 – Main Interview Form
2.21 – Guide to Interpreting Main Interview
2.22 – Volunteer Home Visit Summary
2.23 – Applicant Assessment Pro-Forma
2.24 – Volunteer Acceptance Letter
2.25 – Unsuccessful Applicant Record
2.26 – Information Form – New Volunteers
Client Assessment Tools
3.1 – Referral Enquiry Form
3.2 – Little Brother-Sister Application Form
3.3 – Cover Letter to Parent
3.4 – Cover Letter to Professional Referrers
3.5 – Cover Letter to School Referrers
3.6 – Information Sheet for Parents
3.7 – Information Sheet for Young People
3.8 – Information Sheet for Referring Agencies
3.9 – Professional Referral Form
3.10 – School Referral Form
3.11 – Referral Assessment Form
3.12 – Child Acceptance Letter
3.13 – Information Form – New Little
3.14 – Child-Family Assessment Guide
3.15 – Child-Family Assessment Report
3.16 – Waiting List Update Form
3.17 – Waiting List Update Cover Letter
3.18 – Waiting List Cancellation Form
Matching Process Tools
4.1 – Match Meeting Confirmation Letter – Volunteer
4.2 – Match Meeting Confirmation Letter – Family
4.3 – Match Agreement
4.4 – Acknowledgment of Participation
4.5 – Medical Card – Sample
4.6 – Ground Rules for Littles
4.7 – Volunteer Contact Details Sheet
4.8 – Family Contact Details Sheet
4.9 – Congratulations Letter – Volunteer
4.10 – Congratulations Letter – Child
4.11 – Congratulations Letter – Parent
4.12 – Information Form – Matching
Match Supervision Tools
5.1 – Match Supervision Record
5.2 – 3 Month Review Questions
5.3 – 3 Month Review Report
5.4 – 12 Month Review Questions
5.5 – 12 Month Review Report
5.6 – Match Closure Letter – Volunteer
5.7 – Match Closure Letter – Child
5.8 – Match Closure Letter – Parent
5.9 – Match Closure Form
5.10 – Post-Match Training Attendance Summary
5.11 – Match Transfer Form
Staff Development & Supervision Tools
8.1 – Supervision Log
8.2 – Match File Review Record
8.3 – Supervision Record Form
8.4 – Induction Checklist
8.5 – Accreditation Record
8.6 – Caseload Review Questions
8.7 – Caseload Review Meeting Record
8.8 – Caseload Review Log
8.9 – Staff Performance Review Form
8.10 – Staff Exit Questionnaire
File Maintenance and Electronic Documentation Policy (BBBSC)
Confidentiality Policy (BBBSC)
Volunteer Dismissal Policy
Volunteer Code of Conduct
Police Check Authorization
Sample Ground Rules: Little; Parent
Little Emergency Contact Form
Volunteer Emergency Contact Form
Customer Complaint Form – for use when a particpant (or family member) lodges a complaint with the organization.
98 Ways to Thank Your Volunteers
148 Things to do in Mentoring Relationships
Mentoring Life Cycle
Volunteer Recruitment
Volunteer Recruitment Planning Outline
Targeted Mentor Recruitment
Volunteer Recruitment Suggestions and Tips #1
Volunteer Recruitment Suggestions and Tips #2
Recruiting Mentors
Community-Based Forms
BBBS of Australia CB Procedures Manual(2006) Manual ; Tools
Note: This manual is copyrighted. Please contact BBBS of Australia directly to request permission to reproduce any of the material. With permission, content may be
produced for BBBS purposes only and not for broader circulation.
BBBS of Northern New Mexico Program Manual
Service Delivery Manual (Canada)
Application: Child
Assessment of Needs & Interests: Child
Parent/Youth Pre-Interview (BBBSA)
Parent/Youth Interview (BBBSA)
Sample Parent Interview
Sample Child Interview
Match Justification Form
Parent Permission Sample
Parent Referral
Informed Consent (Application)
Media Consent Form: Child & Parent
Overnight Visit Consent Form
Letter of Acceptance: Child
Letter of Match Suspension: Parent
Volunteer Screening Checklist
Volunteer Pre-Interview Questions: Community-Based
Volunteer Interview
Volunteer Telephone Inquiry Guide (BBBSA)
Volunteer Inquiry Record (BBBSA)
Volunteer Pre-Enrollment (application) (BBBSA)
Application: Volunteer
Volunteer Pre-Interview
Volunteer Interview (BBBSA)
References: Character, Employer, Family
Volunteer Assessment
Volunteer Reassessment (BBBSA)
Release Form: Volunteer
Media Consent
Letter of Acceptance: Volunteer
Letter of Match Suspension: Volunteer
Letter of Rejection: Volunteer
School-Based Mentoring
ABCs of School Based Mentoring
School Referral
Interview Questions: In-School Mentoring
Screenig Questions: ISM Volunteers
School/Site-Based Mentor Evaluation
School-based Mentoring Activity Report (BBBSA, March 2007)
15 Tips for Successful School-Based Mentoring (2000)
Keeping Mentoring Relationships Going Over the Summer Months (2005)
School-Based Volunteer Interview
School-Based Volunteer Questionnaire
School-Based Youth Interview
High School Bigs Application
High School Bigs Volunteer Interview
High School Bigs Parent Permission
High School Bigs Match Up Exercise
Mentoring Adolescents
Tools for Mentoring Adolescents (Created by Search Institute for Mentoring Partnership of Minnesota):
Making the Most of Mentoring and Adolescent
Aren’t Mentors for Little Kids?
Building Trust and Attachment with Your Mentee
Let’s Get Real: Promotoing Positive, Honest Communication With Your Mentee
Setting Mentoring Boundaries
The Influence of Culture on Mentoring Relationships
What’s Hot? What’s Not?
Adolescent Development and Mentoring (Baylor University Community Mentoring for Adolescent Development)
Match Support
Match Supervision Log for Community-Based Matches: Case Log
Developed by BBBS of New Zealand as a process for managing required match
support by individual case works. Please read the instructions in the “Set Up &
Explanation Notes” tab in the worksheet.
Sample Case Log
Sample Case Log 2
Confidential Reporting Form (BBBSC)
Quality Match Support Questions: Child Safety
Match Closure and Re-engagement questions
Match Monitoring Tool: Child & Parent (BBBSC)
Match Monitoring Tool: Volunteer (BBBSC)
Sample Community-Based Match Support Questions: Year 1; Post 1 Year
Sample School-Based Match Support Questions: Year 1; Post 1 Year
Sample Match Support Contact Record (BBBSA)
Case Planning
Sample Volunteer, Child and Parent Contracts
Orientation & Training
Sample Staff Guide – Volunteer Orientation
Summary handout for Preparing Volunteers for High Impact Matches (2006 BBBSA National Conference)
Volunteer Orientation Supplemental Handouts
Volunteer Orientation Guide
Volunteer Training Program Evaluation
Parent & Caregiver Orientation Guide (CB)
Staff Guide – Parent & Caregiver Orientation
School Based Volunteer Orientation Guide
Preparing Volunteers for School Based Mentoring (powerpoint)
The Four Tasks of Mentoring
Experiences that Promote Positive Youth Development in Young People
Ice Breaker Games
Resources
A Guide to Effective Investments in Positive Youth Development (links to an external website and opens a new window)
Components of a Fund Development Plan
How to Do an Annual Appeal
Acquiring Donors to BBBS:
Step Two: Tracking and Segmenting Your Pool
Your Business, Our Community, Our Kids BBBS Corporate Partnerships (BBBSA)
Developing and Writing Winning Individual, Corporate and Foundation Proposals (BBBSA)
Crafting the Message for Donors (2003) (BBBSA)
The Good Fundraising Guide: Where to Start Institute of Fundraising, UK
Making the Business Case: Determining the Value of Corporate Community Involvement, The Center for Corporate Citizenship at Boston College (2000)
Partnering with Employers BBBSA Guide for Partnership Development
Developing Corporate Partnerships for Volunteer Recruitment (BBBSA)
Taking Fund Development to the Next Level (2005) (BBBSA)
The Essence of Great Fund Raising
Fundraising, Book 9 – Executive Director Resource Guide (BBBSC)
Evaluating your Individual Donor Program- Grassroots Fundraising Journal
The Upside Down Triangle
Guidelines for Developing Leadership: Annual Funds Impact Statement
Sample Impact Statements for BBBS
Asking Strategic Questions
Major Gifts and Creating Organizational Capacity for Fund Development Growth (BBBSA)
Fund Development Overview: Expectations, Performance, Measures & Metrics (BBBSA)
Recognition & Stewardship Program (BBBSC)
Fund Development Planning Exercise Developing A Relationship (BBBSA):
Discovery & Stewardship Visits
Discover Visit Goals, Questions & Key Points
Planning & Going on a Visit
Managing the Philanthropy Office (BBBSA): Supporting Fund Development
Samples
(see Human Resources for Job Descriptions related to Fundraising)
Fund Development Planning Outline
BBBS Fund Development Planning Guide
How to Create and Manage a Leadership Gift Club
Sample Annual Campaign Letters
Sample Case Statement
Sample Fund Development Plan – BBBS of Anywhere
Sample Fund Development Plan SR-1 Accepted Practices
Sample Fund Development Plan SR-2 Funding Diversification Planning Guide
Sample Fund Development Plan SR-4 Individual Fundraising Tools
Sample Fund Development Plan SR-5 Chief Development Officer Job Description
Sample Fund Development Plan SR-5 Director Job Description
Sample Pitch Script for Ask Events (BBBSA)
Fund Raising Strategic Plan (2005, BBBSC)
Board Fund Raising (BBBSA)
Foundation Proposal Sample
Common Practices in Fund Development-BBBS
Partnership Presentation (BBBSC)
Starting Point Presentation About BBBS (BBBSC)
Fund Development Planning Outline
Sample Fund Development Plan
Templates
Tools to Market to Donors (links to an external website and opens a new window)
Funding Diversification Planning Guide
Fund Development Readiness Assessment – TDE
Sample Fund Development Plan SR-3 Payoff Analyzer
BBBSA Fund Development Policies & Procedures (Planning)
Fund Development Plan
Stewardship Plan
Resources
Repositioning BBBS
Stages and Development of Mentoring Partnerships
Corporate Sponsorship
Making a Difference – P/PV Study
Writing Feature Stories
BBBSI Graphic Guidelines (2008)
Marketing, Book 10 – Executive Dir. Resource Guide (BBBS of Canada) BBBSI Artwork Master
Please Contact BBBSI
Brand Differentiation: How BBBS differs from other mentoring programs.
Samples
Marketing Planning Outline
Sample Case Statement
Sample Core Message Presentation
Templates
BBBS Presentation Template
BBBS Power Point Templates:
