Resource library · free toolkits, templates and guides
The practical library for people who build nonprofits
211 really practical toolkits, templates and guides for nonprofit and NGO leaders, and the consultants and funders who support them. A mix of the classics and newer methods.
Suggestions are welcome211 resources · 15 topics · 137 publishers · 197 free to use
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95 resources found
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The Barefoot Guide to Working with Organisations and Social Change
A do-it-yourself guide for leaders and facilitators who help organisations develop in healthier and more human ways. Written by a collective of development practitioners, it covers how to read an organisation, how to facilitate change, leadership, relationships, power and building a learning organisation. A library of downloadable exercises, readings, case studies and diagrams sits on the Barefoot website. Facilitators use it to plan OD processes and run sessions with teams.
Start hereClassicKey manual or guideFree - 1.4C011
Reinventing Organizations
A book on self-managing organisations based on 3 years of research. Part 1 traces how new organisational models have emerged over history. Part 2 is a practical handbook with case examples, such as the Dutch home care nonprofit Buurtzorg, on structures and daily practices. Part 3 looks at the conditions these organisations need, how to start one and how to change an existing one. Teams read it before trying flatter structures. An illustrated version also exists.
Start hereClassicKey manual or guideBook - 1.5C214
Nonprofit Lifecycles
A short book that sets out seven stages a nonprofit can pass through: idea, start-up, growth, maturity, decline, turnaround and terminal. For each stage it describes what programmes, management, governance, resources and systems typically look like. Leaders, boards, funders and consultants use it to place an organisation on the curve, spot the area that lags behind the others and plan capacity work that fits the stage. Copies are sold through the Nonprofit Lifecycles Institute and partners such as SaskCulture.
Start hereClassicKey manual or guideBook - 2.1C017
Strategic planning: a toolkit for small NGOs
A short, step-by-step strategic planning toolkit for small NGOs, including those that fund partners and those that work directly with communities. It is one of 5 toolkits from INTRAC's Strengthening Small Organisations with Big Ambitions project (2021 to 2022), funded by the UK Foreign, Commonwealth and Development Office. It comes as a PDF and as a lighter online version for low-bandwidth and mobile users. It is licensed CC BY-NC-SA 4.0.
Start hereCurrentKey manual or guideFree - 2.2C022
Theory of Change Thinking in Practice
Practical guidelines on theory of change for development organisations. Part A explains concepts, core components and the quality of practice, including power and gender. Part B sets out 8 steps, from clarifying the purpose of the process and describing the desired change to mapping pathways, setting monitoring and learning priorities, and using and adapting the theory. It also covers the theory of change as a product and a quality audit. Part C lists tools and facilitation resources.
Start hereClassicKey manual or guideFree - 2.4C027
Project DPro Guide
An introductory guide to managing projects in the development and humanitarian sector, also known as PMD Pro. It is written for new project managers, development professionals, students and consultants, and covers the project cycle from start to close. It is free to download in 15 languages. PM4NGOs also runs exams and certificates based on the guide, so teams use it both for daily project work and for professional certification.
Start hereCurrentKey manual or guideFree - 3.1C028
Boards of Directors and Governance Systems
A practical guide to strengthening NGO boards, first written in Spanish for organisations in Latin America, where board development tools adapted to local culture and language were scarce. The English version followed requests from outside the region. It walks through board roles, structures and governance systems in practical steps, with tools that boards and executive directors can apply to their own organisation.
Start hereClassicKey manual or guideFree - 3.2C036
Getting on Board free guides
A set of free practical guides for UK charities on trustee recruitment and board diversity. How to Diversify Your Board gives advice, case studies and templates for recruitment and onboarding. How to Recruit Trustees for Your Charity draws on 30 charities and includes skills audit and advert templates and an 8-step recruitment process. From Here to Diversity, from Action for Trustee Racial Diversity, covers recruiting Black and Asian trustees.
Start hereCurrentKey manual or guideFree - 3.3C037
A question of balance
A guide for charity chairs and chief executives on building a working relationship. Based on interviews with 22 chairs and chief executives, it weighs different approaches to the chair's part in day-to-day operations, who represents the charity in public, how close the two should be and how to balance challenge and support. It finds no single formula, so it asks both people to be self-aware, invest time and adjust when the relationship is not working.
Start hereClassicKey manual or guideFree - 4.1C042
The Practice of Adaptive Leadership
A practical handbook on adaptive leadership for people leading change in organisations and communities. It builds on Heifetz's Leadership Without Easy Answers and Leadership on the Line. Using stories, diagrams, cases and worksheets, it helps readers tell technical problems from adaptive challenges, diagnose the system and themselves, and act when change meets resistance. Readers use the exercises alone or with a team to plan interventions and build their own leadership practice.
Start hereClassicKey manual or guideBook - 4.3C050
Building Leaderful Organizations
Volume 6 of the Annie E. Casey Foundation's Executive Transition Monograph Series, written for nonprofit executives and boards. It sets out 3 approaches to succession planning: strategic leader development, emergency succession planning and departure-defined succession planning. A section on the tough issues covers common sticking points, and a resource list closes the guide. Boards and executives use it as a framework to start succession planning and to spread leadership across staff.
Start hereClassicKey manual or guideFree - 4.4C058
Management in a Changing World
A management handbook from The Management Center for managers in nonprofits, education and social change groups. It follows Managing to Change the World and pairs the Center's established tools with new approaches and stories. Topics include building relationships, delegating, setting roles and goals, prioritising and deciding, developing staff, giving and receiving feedback, handling performance problems, managing up and sideways, and building a healthy team culture.
Start hereCurrentKey manual or guideBook - 5.2C067
The Fearless Organization
A book by Harvard Business School professor Amy Edmondson on psychological safety at work. It explains what psychological safety is, why it matters for learning and performance, and what happens when people stay silent. Using case studies from many sectors, it gives leaders a set of practices for setting the stage, inviting participation and responding well when people speak up, admit mistakes or raise concerns. Team leaders and managers use it to build candid teams.
Start hereClassicKey manual or guideBook - 5.3C070
Awake to Woke to Work
A publication from Equity in the Center, developed with more than 120 DEI and race equity practitioners, on building a race equity culture inside an organisation. It sets out the Race Equity Cycle, a set of stages from awake to woke to work, and the organisational levers that move an organisation through them. It gives tactics and practices for shifting culture. Free companion tools include an action plan form, a glossary and a pulse check.
Start hereClassicKey manual or guideFree with sign-up - 6.3C079
Managing Stress in Humanitarian Workers
Guidelines that help humanitarian organisations build policies and systems for staff care. They set out key principles and standards for staff psychosocial wellbeing across the deployment cycle, and apply to both national and international staff. HR teams and managers use them to review their staff care system and plan improvements. Available in 5 languages.
Start hereClassicKey manual or guideFree - 7.1C084
Monitoring, evaluation and learning
A short toolkit that helps small NGOs set up monitoring, evaluation and learning they can run with few staff and little money. It is one of 5 toolkits from INTRAC's Strengthening Small Organisations with Big Ambitions project for small UK charities working internationally. It comes as a PDF and a lighter online version for slow connections and mobile use, under a Creative Commons licence.
Start hereCurrentKey manual or guideFree - 7.3C093
Building a Strategic Learning and Evaluation System for Your Organization
A guide from FSG on making evaluation systematic and tied to strategy across an organisation. It covers the parts of a strategic learning and evaluation system: an evaluation vision, a learning culture, clear strategy, coordinated activities and a supportive environment. It explains how to frame learning questions for 1 to 3 years and decide what to evaluate, when, and how to use findings. A webinar and slides accompany it.
Start hereClassicKey manual or guideFree with sign-up - 7.5C100
Building a Performance Measurement System
A short book from Root Cause that sets out a 5-step process for creating or improving a performance measurement system in a nonprofit. It covers choosing what to measure, building dashboards and involving managers, staff and board members in using the data. It also introduces performance measurement in general and the problems specific to nonprofits. Appendices include dashboard templates and a performance audit.
Start hereClassicKey manual or guideFree - 8.1C104
Fundraising for Social Change
A 496-page how-to handbook for small and mid-sized nonprofits that want to build a broad base of individual donors, written with racial, economic and climate justice groups in mind. It covers fundraising infrastructure, hiring a development director, working with consultants and coaches, budgeting and planning, and handling financial trouble. Spotlight sections carry reflections from working fundraisers. Teachers get a free instructor's manual and online extras.
Start hereClassicKey manual or guideBook - 8.2C106
Financial Management for Humanitarian and Development Professionals Guide
A free guide to the basics of financial management for projects in development, humanitarian and conservation work. It is written for staff who are not finance specialists, such as project managers and programme leads. It links to an optional certification exam in English and Spanish. The guide is released under a Creative Commons BY-NC 4.0 licence, so teams can adapt and reuse it for internal training.
Start hereClassicKey manual or guideFree - 9.2C119
Dóchas Guide to Ethical Communications
A guide from Dóchas, the Irish network of international development and humanitarian NGOs, for anyone who produces images and stories about the people NGOs work with. It updates the 2006 Dóchas Code of Conduct on Images and Messages. It sets out 3 core values and 4 commitments: authentic representation, contributor-led stories, informed consent, and doing no harm. Each commitment has practical steps, reality-check questions and a final checklist. Signatories follow 10 minimum requirements.
Start hereCurrentKey manual or guideFree - 9.3C123
Advocacy toolkit
A Tearfund Roots guide for community groups, churches and NGOs who want to speak up on issues that affect poor communities. It has 8 sections: what advocacy is, why it matters, the advocacy cycle, issue identification, research and analysis, planning, taking action, and monitoring and learning. Each section holds teaching notes in question-and-answer form, tools that work as handouts, and training exercises with facilitation instructions.
Start hereClassicKey manual or guideFree - 10.1C131
Net Gains
A handbook by Peter Plastrik and Madeleine Taylor for people who build and run networks for social change. It covers how such networks form, grow and are managed, and it shares lessons on using networks to reach large-scale impact. Network coordinators, members and funders use it to plan a network's design, growth and coordination, and to compare their own experience with others.
Start hereClassicKey manual or guideFree - 11.1C141
Holistic Security: A Strategy Manual for Human Rights Defenders
A strategy manual that helps human rights defenders plan for their security and well-being. It joins self-care, digital security and information security with traditional security management. The online version has 4 sections that form a cycle: Prepare, Explore, Strategise and Act. Chapters cover context and threat analysis, security plans, organisational security and protests. Exercises, further reading and a separate Trainers' Manual support group workshops.
Start hereClassicKey manual or guideFree - 11.3C153
Charities and risk management (CC26)
Guidance from the charity regulator for England and Wales on how trustees identify, assess and manage risks to their charity. It defines a risk as any event that could stop a charity achieving its aims or carrying out its strategies, with examples such as reputational damage, lost funding, poor investments and policy changes. Trustees use it to set up and review a risk register and to report on risk in their accounts.
Start hereCurrentKey manual or guideFree - 12.1C155
The Charity Digital Code of Practice 2025
A voluntary code of good practice that helps UK charities benchmark digital progress and make digital decisions. It sets out 8 principles: leadership, user led, culture, strategy, data, skills, risk and ethics, and adaptability. Separate editions exist for charities with income above and below £1 million. The 2025 update adds a data principle, AI guidance across all principles, tips on buying digital tools, and stronger cyber security and accessibility sections.
Start hereCurrentKey manual or guideFree - 12.2C157
Responsible Data Handbook
A handbook on the ethics and risks of collecting and using data about people in international development work. It follows the project lifecycle: designing a project, managing data, getting, understanding and sharing data, and closing a project. Chapters can be read alone or in sequence. A team of 12 practitioners wrote it in a 3-day book sprint. It is free under a CC BY-SA 4.0 licence.
Start hereClassicKey manual or guideFree - 13.1C168
Strengthening Nonprofit Capacity: Core Concepts in Capacity Building
A primer for grantmakers on supporting grantee capacity. It defines nonprofit effectiveness, capacity and capacity building, and covers trust between funders and grantees, links to funder strategy, grantee and funder readiness, and 5 types of support from unrestricted grants to collective capacity building. It sets out 3 principles: contextual, continuous and collective. Each section ends with questions for grantmakers, and a final section covers measuring impact.
Start hereClassicKey manual or guideFree - 13.3C177
The Effective Exit: Managing the End of a Funding Relationship
A practical guide for grantmakers on ending a funding relationship well. 6 sections cover why exits are normal, communicating clearly with grantees, strengthening grantees' organisational capacity, helping them find new funding, getting the most from the final grant, and exits that are not routine. It includes exit strategies from 4 grantmakers and a sample Healthy Nonprofit Checklist from the New York Foundation.
Start hereClassicKey manual or guideFree - 13.4C179
Deciding Together: Shifting Power and Resources Through Participatory Grantmaking
A guide to participatory grantmaking, where funders share funding decisions with the communities they serve. It explains why and how funders around the world do this, drawing on input from participatory grantmakers. It covers models, challenges, lessons learned and good practice for inclusive grantmaking. Funders use it to design a participatory process or to explain the approach to boards and staff.
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