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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8 resources found
- Search: advocacy planning
- 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 - 9.3C122
A New Weave of Power, People & Politics
An action guide for activists, trainers and NGOs who plan citizen-centred advocacy. Its 17 chapters move from politics, democracy and power to 4 planning moments: looking inward, understanding the big picture, defining problems and choosing priority issues. Later chapters cover mapping strategies, policy hooks, allies and opponents, messages and media, mobilisation, lobbying, leadership and coalitions. An annex gives tips for planners and trainers. Chapters can be downloaded one by one.
ClassicKey manual or guideFree - 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 - 9.4C127
Shifting the dial
A 16-page NPC guide for charities, funders and consultants who run or back policy change campaigns. It covers 3 areas: planning a campaign with impact in mind, choosing the right tools to evaluate it, and learning and improving as the campaign goes on. It draws on examples from several UK organisations. Teams use it to track progress, adjust strategy and respond to changes in the policy environment.
ClassicKey manual or guideFree - 9.3C125
Influencing for Impact Guide
An 81-page Oxfam guide for civil society organisations, activists and campaigners who design influencing strategies for programmes or stand-alone campaigns. It gives steps, tools and examples on context analysis, power analysis, setting objectives, building narratives and choosing tactics. Further sections cover research, lobbying, digital and social media, mobilisation, and changing behaviours and social norms. Teams use it to plan, run and learn from influencing work.
CurrentKey manual or guideFree - 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 - 9.1C112
A Practical Guide to Integrated Communications
A workbook from Idealware that helps nonprofit staff plan communications across channels as one system. It has 18 worksheets in 4 sections: getting started with a self-assessment and an ideal channel mix, planning a campaign with schedules and a week-by-week calendar, planning ongoing maintenance content, and combining both into an integrated week and a longer-term plan. Teams can work through it from start to finish or use single worksheets.
ClassicTool or templateFree - 9.2C118
Stories Worth Telling
A guide from Georgetown's Center for Social Impact Communication and the Meyer Foundation, based on a review of storytelling at more than 150 social impact organisations. It covers 5 building blocks of a story: character, trajectory, authenticity, action-oriented emotions and a hook. It then walks through a story cycle of planning, production, distribution and evaluation, and ends on building a storytelling culture. Companion checklists and tools include a culture self-assessment and a story bank guide.
ClassicKey manual or guideFree with sign-up
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