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 welcome

211 resources · 15 topics · 137 publishers · 197 free to use

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10 resources found

  • Search: leadership teams
  • 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
  • 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
  • 4.4C057

    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
  • 4.1C045

    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
  • 1.1C001

    The Barefoot Guide to Working with Organisations and Social Change

    A do-it-yourself guide for leaders and facilitators who help organisations develop in healthier and more human ways. Written by a collective of development practitioners, it covers how to read an organisation, how to facilitate change, leadership, relationships, power and building a learning organisation. A library of downloadable exercises, readings, case studies and diagrams sits on the Barefoot website. Facilitators use it to plan OD processes and run sessions with teams.

    Start hereClassicKey manual or guideFree
  • 1.5C219

    Scaling Up

    Verne Harnish's book on growing an organisation through the stages from a few people to hundreds. It's built around 4 decisions every growing organisation has to get right: people, strategy, execution and cash. It comes with one-page worksheets, including the One-Page Strategic Plan, and routines such as daily and weekly meeting rhythms and priorities. Written for companies, it's widely used by nonprofit leadership teams that are growing fast.

    ClassicKey manual or guideBook
  • 2.1C012

    One-Page Strategic Plan (OPSP)

    A one-page planning template from the Scaling Up Growth Tools set. It puts a team's core values, purpose, long-term goal, annual targets, quarterly priorities and actions on a single sheet, so everyone can see the plan and who owns each part. Leadership teams fill it in together and revisit it each quarter. It comes in a free download pack with other one-page tools such as the One-Page Personal Plan and the Rockefeller Habits Checklist.

    ClassicTool or templateFree with sign-up
  • 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
  • 7.3C095

    Organizational Learning Self-Assessment Tool

    An 18-question self-assessment that nonprofits and grantmakers use to gauge their learning culture in 5 to 10 minutes. Items are rated 1 to 5 across 3 areas: organisational habits and behaviours, leadership and strategic direction, and capacity and resources. Each area suggests 5, 15 or 30 minute actions and further resources. Teams use it to start a discussion, and can share it with funders or partners.

    CurrentTool or templateFree
  • 13.2C176

    Trust-Based Philanthropy Self-Assessment Tool

    A self-assessment that helps a grantmaking organisation reflect on how far it has put trust-based philanthropy into practice. It covers 4 areas: culture, structures, leadership and grantmaking practices. Each section gives reflective prompts on how trust shows up and where practice needs work. It is available as an online interactive tool and a fillable PDF. Foundation teams use it to plan changes.

    CurrentTool or templateFree

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