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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61 resources found
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- 1.2C008
Bridgespan Organizational Effectiveness Framework survey
An online team survey on Org360 that runs a Bridgespan-based organisational assessment for nonprofits. It has 85 questions and takes about 34 minutes. Areas include strategic clarity, governance, financial sustainability, and diversity, equity and inclusion, with rating questions and open reflection questions. Leaders, board members and staff respond, and Org360 produces an automatic report with strengths, gaps and a development plan. It is free to use after sign-up.
Start hereEmergingTool or templateFree with sign-upNonprofit Builder tool - 1.3C010
How to Build an Organisational Development Plan
A toolkit for Indian NGOs and their funders that takes an organisation from diagnosis to an OD plan. The plan document walks users through 4 steps to find where the NGO falls short and plan improvements. A companion Organisational Development Assessment Guide covers 13 capabilities and helps teams choose a short list to work on first. Bridgespan built it with 5 Indian intermediaries as part of Pay-What-It-Takes India. It is licensed CC BY 4.0.
Start hereCurrentTool or templateFree - 2.3C026
SWOT Analysis: Strengths, Weaknesses, Opportunities, and Threats
A section of the Community Tool Box on running a SWOT analysis with a group. It explains what SWOT is, when to use it, the internal factors (strengths, weaknesses) and external factors (opportunities, threats), how to run the analysis with a diverse group of stakeholders and how to turn the results into goals and action plans. Community groups and nonprofits use it for strategic planning and to review new or existing initiatives.
Start hereClassicTool or templateFree - 3.4C039
Good Governance: A Health Check
A board self-assessment tied to the Code of Good Governance (3rd edition) in Northern Ireland. It has 92 questions across 5 principles: understanding the board's role, working as a team, control and risk, integrity, and openness and accountability. Boards rate each item not met, part met or fully met, record evidence against suggested prompts and fill in an action table for each principle with actions, owners and dates.
Start hereCurrentTool or templateFree - 5.1C064
Human Resources (HR) Toolkit for Small and Medium Nonprofit Actors
A 32-page toolkit for small and medium nonprofit, humanitarian and development organisations that want a formal system for managing people. It offers guidance, tips and checklists for writing or strengthening HR policies, plus a set of questions to review an existing HR framework, find gaps and set priority actions. It is written for HR staff, programme and operations teams, and finance and admin managers who handle basic HR.
Start hereCurrentTool or templateFree - 6.1C075
Employee Wellbeing Survey for Nonprofit Organizations
A 12-question staff survey template for nonprofit teams that takes about 5 minutes to complete. It covers retention, workload and boundaries, burnout risk, purpose, psychological safety, manager and team support, pay fairness and organisational care, plus 1 open question. Responses are anonymous. Leaders run it twice a year, or quarterly in periods of change, then pick 1 or 2 actions and report back to staff within 2 weeks.
Start hereEmergingTool or templateFree with sign-upNonprofit Builder tool - 6.2C076
Do-It-Yourself Sabbatical Guide for Nonprofits, with Sample Policies
A practical guide for nonprofit executive directors who want to plan a sabbatical without a funded programme. It sets out a timeline from 6 to 12 months before departure through the time away, the return to work and life after sabbatical. It also reproduces staff sabbatical policies from 6 organisations, including Peace Over Violence, CPAF, SAJE and GEO, which boards and HR leads can adapt.
Start hereClassicTool or templateFree - 6.4C082
Resiliency Guide
A discussion and self-assessment guide that helps funders and nonprofits talk openly about the pressures nonprofits face and reflect on organisational strengths and weak spots. First developed in 2014, it has gone through several versions and draws on the 2020 study Resilience at Work. Grantmakers use it to decide where, when and how to invest in capacity building, and grantees use it with their funders.
Start hereCurrentTool or templateFree - 8.4C110
Full Cost Resources
A free collection of Nonprofit Finance Fund materials on the full cost of running a nonprofit. It contains the Full Cost Framework, 3 practices for getting started and building a full cost budget, a page on the 6 full cost areas, a short video series, and the Full Cost Communication Guide. The guide gives tips and sample scenarios for conversations between nonprofits and funders about grant terms.
Start hereCurrentTool or templateFree - 9.1C117
Smart Chart 4.0
An online planning tool from Spitfire Strategies for foundations and nonprofits. It takes a team through 6 steps to build a communications plan tied to the organisation's goals, covering objectives, audiences, messages and tactics. It is used online at smartchart.org, and a PDF version can be downloaded. Teams use it in planning sessions to test whether each communications choice supports the change they want.
Start hereCurrentTool or templateFree with sign-up - 9.4C128
The Advocacy Strategy Framework
A brief from the Center for Evaluation Innovation that presents a 1-page tool for setting out the theory of change behind a public policy advocacy strategy. It poses 6 questions for advocates and funders to answer. The framework helps define audiences and how they need to change, consider where other advocates stand, and choose tactics and interim outcomes. Teams use it as a starting point in place of linear box-and-arrow diagrams.
Start hereClassicTool or templateFree - 10.2C135
The Partnering Toolbook
A short guide by Ros Tennyson of The Partnering Initiative to the main elements of effective multi-stakeholder partnering. It walks through the partnering cycle, with tools and frameworks for scoping, building, managing and reviewing partnerships between NGOs, business, government and donors. Many organisations have adopted its tools. It is translated into 13 languages, and free PDFs are available in English and French.
Start hereClassicTool or templateFree - 12.3C160
Nonprofit AI Policy Builder
A free online tool that helps a nonprofit draft its own AI policy covering governance, data privacy, risk management and ethics. Users share their mission and AI use, choose a light, standard or advanced policy, and answer tailored questions. The tool uses generative AI to draft the policy, which the team then edits and publishes. A draft takes about 20 minutes and needs no sign-up.
Start hereCurrentTool or templateFree - 14.2C188
Thinking Through the Business Model
A short worksheet from Nonprofit Finance Fund that helps a nonprofit team describe its business model. It has 6 prompts: mission, market (who receives services and who pays for them), programmes, expenses, revenue and outreach. Teams fill it in together, often before a budget or strategy session, to see how the parts connect and where money and mission pull apart.
Start hereClassicTool or templateFree - 1.2C003
Organizational Capacity Assessment Tool
A self-assessment spreadsheet that nonprofits complete to rate their own capacity. Developed by the Marguerite Casey Foundation from The Conservation Company's Capacity Assessment Grid, it covers 4 areas: leadership, adaptive, management and operational capacity. It includes instructions for filling it in and a scoring calculation, so organisations can benchmark progress over time. Grantmakers also use the results to understand grantee capacity and track its growth during a grant.
ClassicTool or templateFree - 1.2C004
Organizational Capacity Assessment Tool (OCAT)
A survey-based capacity assessment that a nonprofit's leaders complete to rate the organisation across a set of capacity areas, producing scores that show strengths and gaps. Social Venture Partners and other funders use it to open a conversation with grantees about where to invest in capacity. Social Venture Partners International hosts version 1 as a free Excel workbook.
ClassicTool or templateFree - 1.2C007
Pact's Organizational Capacity Assessment
A guide for Pact staff, partners and other organisations that want to run Pact's Organizational Capacity Assessment (OCA). The OCA is a participatory, strengths-based method and tool that helps an organisation measure its capacity, rank its organisational challenges and put improvement strategies in place. The guide sets out how a facilitator prepares and runs the process with an organisation. It is released under a Creative Commons Attribution-ShareAlike 3.0 licence.
CurrentTool or templateFree - 1.5C218
Designing and Filling New Positions
A free Bridgespan toolkit for nonprofits that need new or changed roles to deliver a new strategy or growth plan. It sets out five steps: define what the strategy requires, find the capability gaps, design new and modified positions, assess internal candidates and fill the roles. It includes a position profile template, a skills assessment spreadsheet and a case study of a youth nonprofit that added a deputy director and an expansion manager as it grew.
ClassicTool or templateFree - 2.1C012
One-Page Strategic Plan (OPSP)
A one-page planning template from the Scaling Up Growth Tools set. It puts a team's core values, purpose, long-term goal, annual targets, quarterly priorities and actions on a single sheet, so everyone can see the plan and who owns each part. Leadership teams fill it in together and revisit it each quarter. It comes in a free download pack with other one-page tools such as the One-Page Personal Plan and the Rockefeller Habits Checklist.
ClassicTool or templateFree with sign-up - 2.1C016
Scenario Planning for Nonprofits
A worksheet toolkit that helps nonprofit leaders plan under uncertainty. Teams first agree guiding principles, then work through 4 steps: identify key drivers of programmes, operations and funding at risk; build best, moderate and worst-case scenarios and model their effect on revenue; create a portfolio of actions with costs or savings; and set measurable trigger points that tell them when to act. Leadership teams fill it in together.
CurrentTool or templateFree - 2.1C018
Agile Strategy Canvas
A one-page canvas that holds an organisation's whole strategy in 3 layers. Strategic Direction covers vision, mission, core strategic insight, a big hairy audacious goal, economic drivers and values. Strategic Signals records internal insights and external opportunities and threats. Strategic Sprints lists an ideas backlog, active time-boxed sprints and completed sprints with what was learned. Teams update it every quarter as conditions change.
EmergingTool or templateFreeNonprofit Builder tool - 2.1C020
The Strategy Habit
A playbook of 12 monthly exercises, called recipes, that make strategy a regular team habit. Each recipe poses a strategic question and gives a practical exercise for a team session, on topics such as setting a big hairy audacious goal, turning constraints into opportunities and business model change. The playbook gives guidance for running monthly discussions with a wide group of staff and building a strategy that keeps up with events.
EmergingTool or templateFreeNonprofit Builder tool - 2.2C024
How to Develop Your Intended Impact and Theory of Change
A free toolkit that helps a nonprofit leadership team define its intended impact and theory of change. Intended impact names who the organisation serves, where and what outcomes it commits to over 5 to 10 years. Theory of change sets out how its approaches and partners get there. Each leader drafts both, the team merges the drafts, then pressure-tests the result with research and stakeholder conversations. It sits with an article using YW Boston as a case study.
CurrentTool or templateFree - 3.1C033
Board Governance Toolkit
A toolkit for the boards and executive leaders of civil society organisations, from the Board Governance Hub of the Nigeria Network of NGOs. It offers practical guidance, self-assessment tools, checklists, templates and recommended actions for organisations setting up governance structures or improving existing ones, including how to work within Nigeria's regulatory requirements. It is free to download after filling in a short form.
EmergingTool or templateFree with sign-up - 3.4C038
Oak Foundation Governance Assessment Tool
A framework for assessing the practices and processes of a grantee's governing body. Oak programme officers use it during due diligence and through the grant to give boards a consistent assessment, to discuss with grantees what an effective board looks like and to track governance over time. It also helps programme officers spot where capacity-building support would help and orients new staff to Oak's view of good governance.
ClassicTool or templateFree - 3.4C040
Purpose-Driven Board Leadership
A discussion guide that helps a board apply BoardSource's 4 principles of purpose-driven board leadership: purpose before organisation, respect for the ecosystem, an equity mindset, and authorised voice and power. It offers 3 exercises: discussing a case from the Museum of Us, reviewing the board's most recent major decision against each principle, and working through an upcoming decision together. Boards use it in meetings and retreats.
CurrentTool or templateFree - 4.1C044
Nonprofit Leadership Development Toolkit
A free toolkit for nonprofits that want to grow leaders from within. It comes with the Bridgespan article How Nonprofit Leadership Development Sustains Organizations and Their Teams. It contains sample competencies from Bridgespan's competency bank, a 70-20-10 development plan template that a manager and staff member fill in together, and guidance on rolling the approach out across an organisation's systems and culture. It is a download from the article page.
CurrentTool or templateFree - 4.1C046
Nonprofit Leader All-Rounder 360
A 360-degree feedback survey for nonprofit leaders with 74 questions across 16 leadership domains. The leader rates themselves and invites colleagues, board members and staff to rate them, so self-view can be compared with others' views. It takes about 30 minutes to complete and is meant to be repeated every 6 to 12 months. Org360 produces a report with scores, strengths, growth areas and a development plan.
EmergingTool or templateFree with sign-upNonprofit Builder tool - 4.3C055
How to Plan and Execute an Emergency Succession
A short Blue Avocado article on emergency succession plans, which cover a sudden leader absence for 1 to 3 months. It walks through 4 parts: naming first and second acting successors with limits on authority, or splitting the role's functions among staff; a ranked communications plan; and an operational checklist of contacts, accounts and key dates. It links to an editable Word template that a board and staff can complete in under 2 hours.
CurrentTool or templateFree - 4.4C056
Effective Delegation Process and Worksheet
A short guide and worksheet for managers who hand off work. It sets out 3 steps: agree on expectations using the 5 Ws and roles such as MOCHA, stay engaged through check-ins and reviews of work in progress, and debrief to share feedback and lessons. It explains how to adjust involvement to the person's skill and capacity and the task's stakes. The worksheet follows the 3 steps and comes as a Google Doc or Word file.
CurrentTool or templateFree
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