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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13 resources found
- Search: change management
- 5.4C073
A Change Management & Deep Equity Primer
A primer by Sheryl Petty, co-released by GEO, on leading organisational change with equity at the core. It introduces Equity-Embedded Change Management and covers readiness, assessment, buy-in, consultant and client challenges, communication, implementation, getting unstuck, what progress means and leaders' inner work. It ends with a glossary, resources and a framework for deep equity capacity building. Staff, boards, consultants and funders use it to plan equity change.
Start hereCurrentShort readFree - 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 - 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 - 8.1C103
Fundraising Bright Spots
A research report from the Resetting Development project, which grew out of the UnderDeveloped study of nonprofit fundraising. It tells the stories of social change organisations that raise steady money from individual donors. It is for nonprofit leaders, boards and fundraising staff. Readers use the cases to rethink who owns fundraising in their organisation. A 2017 companion, Fundraising Bright Spots in Action, follows programme participants as they change their approach.
ClassicResearch and evidenceFree with sign-up - 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 - 8.1C105
Change the Game Academy
A free online learning platform for community-based organisations that want to raise money and support from their own communities. It has 2 self-paced courses. Local Fundraising covers proposal writing, fundraising communication and donor relations. Mobilising Support covers winning commitment from stakeholders and decision makers, lobbying, social accountability and communication. Users create an account and follow the courses at any time. A Green version for groups managing natural resources launched in 2025.
CurrentKey online resourceFree with sign-up - 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 - 4.1C045
Theory U Tools (u-school for Transformation)
A free online set of Theory U methods from the Presencing Institute's u-school for Transformation, released under a Creative Commons Attribution Share Alike licence. Tools include container building, the iceberg model, stakeholder and dialogue interviews, shadowing, learning journeys, case clinics, 3D modelling, empathy walks, guided journaling, prototyping and a listening assessment. Social Presencing Theater practices are also included. Facilitators and teams use them for group reflection and organisational or systems change.
CurrentKey online resourceFree - 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 - 4.2C047
Doing More with More: Putting Shared Leadership into Practice
An article on a 2-year learning community, from 2008 to 2010, in which leaders of 27 California civic participation nonprofits tried shared leadership. It reports results, such as 78 percent of participants growing their ability to develop staff as leaders. It names 4 preconditions: senior commitment, upfront planning time, sound basic management and clear accountability. It then describes 4 areas of change: leader mindsets and roles, structure, decision processes and culture.
Start hereClassicResearch and evidenceFree - 5.4C074
Understanding effective safeguarding culture
A discussion tool from Bond, the UK network for international development organisations, for talking about what a positive safeguarding culture looks like. It describes behaviours that show whether a culture follows good safeguarding practice across 6 areas: policies and procedures, safer programming, a survivor-centred approach, awareness raising, safer recruitment and reporting. Staff at all levels use it in workshops, alongside a separate Bond tool for leaders.
CurrentTool or templateFree - 4.3C054
Transiciones de liderazgo en la dirección ejecutiva
A practical Spanish-language guide for Latin American NGOs managing a change of executive director. It covers why transitions matter, preparing in advance, guidance for the outgoing director, key early decisions, a step-by-step hiring process, onboarding, the former director's board role and evaluating the process. It includes editable Word and Excel tools such as a transition plan, communication plan, job description, weighted selection criteria and candidate emails. It is licensed CC BY 4.0.
ClassicKey manual or guideFree - 7.3C094
Evaluation Flash Cards
A set of 25 one-page cards by Michael Quinn Patton, each explaining one evaluation idea in plain terms with an example from Otto Bremer grants. Topics include evaluation questions, logic models, theory of change, outcomes versus indicators, triangulation, formative, summative and developmental evaluation, and lessons learned. Teams pick a card to discuss in staff or board meetings to build evaluative thinking.
ClassicTool or templateFree
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