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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7 resources found
- Search: free assessment template
- 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 - 1.2C004
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 - 1.5C218
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 - 8.2C199
Financial Health Check Assessment Tool
A free self-assessment for small and medium NGOs, first published by Mango as Mango's Health Check and now kept by Humentum. Any staff member or trustee can complete it without finance training. It scores the organisation on 6 areas: planning and budgeting, basic accounting systems, internal controls, staffing, grant management and financial reporting. The result is a score with recommendations and a glossary of financial terms.
ClassicTool or templateFree - 12.2C158
Data Maturity Assessment
A free online self-assessment that gives a snapshot of an organisation's data and AI maturity. It scores 3 areas: purpose, practice (data quality, security, ethics and infrastructure) and people (leadership, talent and culture), plus a separate AI score. Results come in a shareable format for talks with colleagues and funders, with recommended guides and resources for next steps. It is aimed at social impact organisations, government agencies, funders and universities.
CurrentTool or templateFree with sign-up - 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 - 8.2C107
StrongNonprofits Toolkit
A free set of financial management tools for nonprofit finance staff and leaders. It is organised by topic: budgeting, navigating uncertainty, cash flow, operations, data and analysis, audit readiness, and governance and strategy. Downloads include a financial risk self-assessment, an equity in financial management self-assessment, a financial infrastructure self-assessment and a fiscal management activities calendar in Excel. Short videos from BDO explain equity in the finance function.
ClassicTool or templateFree
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