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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20 resources found
- The Bridgespan Group
- 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 - 2.5C205
Three Questions for Nonprofits That Want to Solve Social Problems at Scale
A free Bridgespan article for nonprofit and NGO leaders who want impact at scale without building an ever larger organisation. Drawing on advisory work and interviews with 11 organisations, it poses three questions: what is the highest-impact role your organisation can play, what capabilities and structures that role needs, and how you will learn and adapt as conditions change. Teams use it to frame a scaling strategy before choosing tactics.
Start hereCurrentShort readFree - 15.3C197
Ten Nonprofit Funding Models
An article that sorts large nonprofits by how they raise money and names 10 funding models, from Heartfelt Connector and Member Motivator to Public Provider and Market Maker. For each model it describes the typical funders and organisations and the questions leaders should ask to test the fit. Leaders and boards use it to name their current model and discuss where to focus fundraising.
Start hereClassicKey online resourceFree - 1.5C215
Growth of Youth-Serving Organizations
A free study by Bridgespan, commissioned by the Edna McConnell Clark Foundation, of 20 US youth-serving nonprofits that grew substantially. It looks at how they grew, what growth did to their finances, how their structures changed, including adding a chief operating officer, more formal systems and new board roles, and what helped or held them back. It comes as a white paper, executive summary and 20 case studies that leaders and funders use to plan for growth.
ClassicResearch and evidenceFree - 1.5C216
Creating the COO Position
A free Bridgespan article on when and why nonprofits add a chief operating officer, drawn from a survey of COOs and interviews with COOs and executive directors. It covers the usual triggers, such as a chief executive stretched by a growing staff or a growth plan to deliver, the worries executive directors have about sharing control, and how organisations managed the transition. It links to Bridgespan's wider set of COO resources, including sample job descriptions.
CurrentShort readFree - 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 - 2.1C015
How Nonprofits and NGOs Can Get Real Value from Strategic Planning
A set of free strategic planning resources for nonprofit and NGO leaders. The lead article sets out 4 elements common to most planning approaches. Its PDF also includes Strategic Planning at a Glance, a one-page overview of the process and its key questions, and Useful Tools for Nonprofit Strategic Planning, a glossary of common tools. A separate FAQ covers practical questions boards and teams ask when judging if they are ready to plan.
CurrentKey online resourceFree - 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 - 2.2C024
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 - 2.5C206
A New Look at Strategic Pathways for Solving Social Problems at Scale
The research companion to Bridgespan's "Three Questions" article. The team reviewed the strategies of about 80 organisations in the US, Asia and Africa and interviewed leaders of 11, then grouped what they found into eight main pathways to impact at scale, from expanding direct services to shifting policy and practice. Leaders and funders use it to see which routes exist and which fit their model. It updates Bridgespan's 2014 work with new cases.
CurrentResearch and evidenceFree with sign-up - 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 - 4.2C049
Learning Through Co-Leadership
A Bridgespan article series drawn from its Co-Leadership Learning Circle, a year-long peer group launched in 2023 for nonprofit leaders who share the top executive role. Co-leaders from 5 nonprofits, including CoGenerate, CADRE and Essential Access Health, describe why they chose co-leadership and how they build trust. Planned parts cover decision-making and conflict, roles and responsibilities, and the value of leading together. It is written for executives and funders.
CurrentKey online resourceFree - 4.4C057
Executive Team Effectiveness Toolkit
A free set of tools for nonprofit chief executives and their senior teams. It contains a CEO checklist for managing the executive team, an interdependence and stakes matrix for picking the decisions the team should own, key questions on team composition, meeting agenda templates with wrap-up and written update formats, and steps for agreeing team behavioural norms with examples. CEOs and consultants use it to review and restructure how the top team works.
CurrentTool or templateFree - 4.4C059
Nonprofit Chief Operating Officer (COO) Resource Center
A Bridgespan hub of articles and samples on the nonprofit COO role, grouped in 3 parts. Becoming a COO covers FAQs and finding the right post. Being a COO covers running operations, CEO-COO partnership conversations, sources of support and the move to chief executive. Hiring a COO covers creating the position, finding candidates, role structures from the field and 3 sample job descriptions. Boards, CEOs and aspiring COOs use it.
EmergingKey online resourceFree - 7.1C086
A Practical Guide to Nonprofit Measurement, Evaluation, and Learning
A guide for nonprofits of any size on setting up measurement, evaluation and learning with limited resources. It works through 3 steps: define outcomes and metrics from your theory of change, measure them without overloading staff and clients, and learn and improve through a dashboard and regular data reviews. It also covers when a formal evaluation is worth the cost and how to start without a data team.
EmergingKey manual or guideFree - 7.5C102
How to Build a Nonprofit Dashboard for Your Leadership Team
A how-to article on building a dashboard that a nonprofit leadership team reviews to track a small set of priorities. It works through 3 steps: agree on up to about 10 priorities, choose 1 or 2 check-engine-light metrics for each with red, yellow and green targets, then act on reds and follow up in regular reviews. It comes with a review session template and a set of example priorities and metrics.
CurrentTool or templateFree - 8.4C109
The Nonprofit Starvation Cycle
A short article on why nonprofits underfund overhead such as IT, finance systems, training and fundraising. It describes a 3-stage cycle: funders expect low overhead, nonprofits feel pressure to match, then underspend and underreport their costs. It cites data on real versus reported overhead rates. Closing sections set out what funders can do, such as general operating support, and what nonprofit leaders and boards can do.
ClassicShort readFree - 12.3C162
Choosing Your AI Path: A Framework for Nonprofit Leaders to Make Strategic Choices
An article and framework that help nonprofit leaders decide how to use AI. It sorts choices into 3 dimensions: augment internal operations, advance mission and programmes, and advocate on AI governance and policy. Each dimension has field examples, strategy elements and low-cost no-regrets actions. A section sets out what institutional funders can do for grantees. Companion worksheets help teams apply the framework.
EmergingKey manual or guideFree - 12.3C163
Pursuing the Promise of AI
A guide for African nonprofits on using AI in their programmes. It sets out 4 stages of AI adoption: explore and prepare, prove and learn, embed and operate, and sustain or scale, each with guiding questions. It draws on interviews and a focus group with over 40 nonprofits, social enterprises, funders, experts and intermediaries. It describes the type of funding needed at each stage, from risk-tolerant early capital to patient operating support.
EmergingKey manual or guideFree - 15.3C196
Finding Your Funding Model
A workbook for nonprofit leaders and boards choosing how to fund their organisation. It takes them through 6 steps: analyse current funding, learn from peers, narrow the range of funding model options, assess revenue potential and costs of a short list, select the models to pursue, and plan implementation. Appendices include a sample workplan, sample outputs and advice on researching funding sources.
ClassicKey manual or guideFree
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