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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18 resources found
- Search: board governance
- 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 - 3.1C033
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 - 3.1C031
Effective Board Governance for Civil Society Organisations
An article on how the boards of civil society organisations develop over time in the African context. Drawing on WACSI's work with CSOs, the author looks at the stages of board development, asks whether boards move through them in a fixed order and discusses how to diagnose the health of a board. CSO leaders and board members use it to place their own board on that path and decide what to work on next.
CurrentShort readFree - 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 - 3.1C029
Ten Basic Responsibilities of Nonprofit Boards
A short book that sets out the 10 core responsibilities of a nonprofit board and places them in the context of current governance challenges. It separates the board's role from that of the chief executive and senior staff, and it has 2 appendices: one on the individual duties of board members and a sample self-assessment for board members. It is part of BoardSource's 6-book Governance Series and is used in board induction and role descriptions.
ClassicKey manual or guideBook - 3.1C030
Charity Governance Code
A voluntary governance code for UK charities of any size. It sets out 8 principles with 41 outcomes, and each principle comes with suggested behaviours, examples of policies and processes, and suggested evidence of good governance. Boards apply it on an apply or explain basis and are encouraged to publish a short statement in their annual report on how they use it. Smaller charities can use it to spot gaps as they grow.
CurrentKey manual or guideFree - 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 - 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 - 3.2C036
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 - 3.2C035
Board Appointment Guide for Charities
A guide for charity boards in Singapore on composing, renewing and recruiting a board. It has 5 sections: the role of the board, 10 steps to compose the board, how to nominate and appoint new members, board culture and relationships with the chair and executive head, and how to attract new members. Appendices give sample terms of reference, a term-limits example and a diversity matrix for mapping skills and gaps.
CurrentKey manual or guideFree - 5.3C072
Awareness to Action
A BoardSource guide for boards and chief executives working on racial equity together. It offers 3 starting points to assess where a board stands now, each paired with action steps to move it forward. It notes that the work is nonlinear and needs sustained commitment. It also covers why the guide was written and policies and practices to avoid the glass cliff for new leaders of colour.
EmergingKey manual or guideFree - 3.1C032
Guía para la Gobernanza Efectiva de Fundaciones y Corporaciones en Chile
A Spanish-language governance guide for foundations and nonprofit corporations in Chile, based on research with local organisations. It sets out a model with 4 pillars: clarity of purpose, the right board composition, how the board works and divides tasks with the executive director, and legitimacy and relations with the wider community. Annexes list recommended governance guides and the duties of board members. Boards use it to review their own practice.
CurrentKey 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 - 3.1C034
Guide de gouvernance pour les organismes à but non lucratif du milieu du sport et du loisir au Québec
A French-language governance guide for nonprofits in sport and recreation in Québec, many of them run by volunteers. Part 1 covers roles and responsibilities and the legal setting. Part 2 covers board structure and composition, board duties, how the board works and transparency. Nine annexes provide tools, including a board self-evaluation questionnaire, a board work plan, a skills grid, an executive director evaluation grid and a management dashboard.
EmergingKey manual or guideFree - 11.3C154
Risk Appetite Statements: A guide for NGOs
A guide that explains what a risk appetite statement is, why it is useful and how an NGO can develop one. It focuses on security risk and shows how security risk management fits into organisation-wide enterprise risk management. Chapters cover the strategic value of a statement, its role in governance and accountability, and practical steps for putting it in place. It is written for security practitioners, senior leaders and boards.
EmergingKey manual or guideFree - 12.3C159
Artificial Intelligence (AI) Ethics for Nonprofits: Toolkit
A workshop kit that helps nonprofits design, deploy and use AI responsibly. This first part focuses on the principle of fairness. It contains a facilitator guide, a master slide deck, case studies, key AI and machine learning terms, AI ethics concepts and an example Miro board. Participants learn AI ethics basics, then apply fairness to humanitarian and international development use cases.
CurrentTool or templateFree - 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 - 1.5C214
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
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