Our Resources
Leadership Transition
Resources for interim roles, executive searches, onboarding, and transition planning.
Executive Transition RoadmapBoard Governance & Effectiveness
Frameworks, checklists, and templates for supporting board development and alignment.
Strategic Planning & Organizational Direction
Tools for mission/vision refresh, strategic planning, scenario planning, and priority setting.
Financial Health & Oversight Support
Dashboards, budget templates, financial assessment tools, and fiscal governance guides.
Fundraising & Development Resources
Fundraising frameworks, campaign readiness tools, donor engagement guidance, and capacity-building templates.
Equity, Inclusion & Cultural Health
DEI frameworks, equity-centered tools, culture diagnostics, and inclusive meeting practices.
Executive Coaching & Team Development
Leadership assessments, coaching tools, facilitation guides, and team-development frameworks.
Operational Excellence & Organizational Systems
Policies, workflows, operational audits, HR tools, and risk/ compliance templates.
Client Engagement & Project Management
Scopes of work, kickoff templates, reporting tools, workplans, and communication frameworks.
Valtas Brand, Messaging & Communications
Brand guidelines, slide decks, templates, bios, boilerplates, and communication assets.
Professional Development & Learning
Recommended books, webinars, certifications, internal trainings, and learning pathways.
Recommendation For Others?
We’re always expanding this library and want to make sure it reflects the real needs of your work. If there’s a tool, template, or resource you’d find helpful—or something you think would benefit the broader team—please share your recommendation. Your input helps us strengthen the support we offer to every consultant and the organizations we serve.