Resources

Below is a list of forms offered by Birnbach Success Solutions. Just click on the appropriate link to download the form. If you’re having trouble opening PDF files, please download a free version of Adobe Reader software:
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Board and Volunteer Orientation

Board Chair Position Description
Board Composition by Board Member
Board Composition by Term
Board Development Committee Position Description
Board of Directors Position Description
Director Candidate Rating Form
Exit Interview Questions
Interview Questions for Prospective Board Members
Readiness to Recruit
Self-Evaluation Checklist for Board of Directors

Disciplinary Action

Disciplinary Action Policy
Discipline Interview Checklist
Employee Warning Notice Form
Manager’s Checklist for Final Discipline
Verbal Discipline Warning Documentation

Human Resource Administration

Calculating Turnover Costs
Consumer Directed Health Plans
Employee Departure Checklist
Employee Manual
Exit Interview Form
FLSA Checklist
HR Audit Checklist
Labor Laws Overview
Leave Request Form
Orientation Checklist
Overtime Authorization Form
Personnel Files Audit Checklist
Position Description Questionnaire
Termination Checklist

Management and Supervision

Abilene Paradox: The Management of Agreement
Delegation Checklist
Generational Differences Chart
Performance Evaluation Form

Media Outreach

Developing Media Outreach

Meetings

Agenda
Group Member Responsibilities
Obstructive Behaviors
Preliminary Meeting Checklist

Policies

Disciplinary Action Policy Statement
No Gossip Policy
Social Media Policy
Substance Abuse Policy
Telework / Telecommuting Policy
Whistleblower Policy

Recruitment

Authorization to Release Information for Employment Purposes
Background Investigation Authorization Release Form
Behavioral Interview Questions – Structure
Behavioral Interview Questions – Samples
Employee Authorization for Reference Release
Employee Consent to Disclose Personnel Information
Employment Verification Request Form
Reference Authorization Form
Reference Checking Checklists
Reference Request – Information from Former Employer
Telephone Reference Checklist