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
Search and filter all 211 resources
15 resources found
- Search: oca tools
- 9.4C126
Four Tools for Assessing Grantee Contribution to Advocacy Efforts
A brief from the Center for Evaluation Innovation for funders and evaluators who back advocacy. Policy wins usually come from many actors, so it is hard to say what one grantee added. The brief gives 4 tools for judging a single grantee's contribution to a shared advocacy effort. Funders can use the tools at the start of a grantee relationship to agree expectations, or at the end of a grant to review results.
ClassicTool or templateFree - 1.2C002
A Guide to Organizational Capacity Assessment Tools
A memo for funders, consultants and nonprofits on choosing and using organisational capacity assessment tools. Informing Change reviewed 91 assessment tools, checklists and guides for the Hewlett Foundation. Sections cover methodology, what a good assessment experience looks like, cross-cutting lessons, how to select a tool and specific situations for using one. A companion spreadsheet database lists the tools. Its main finding is that the process around a tool matters as much as the tool.
ClassicKey online resourceFree - 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 - 10.2C136
Becoming locally led as an anti-racist practice
A guide from Bond, developed by The Social Investment Consultancy, for UK-based and other international NGOs that want to become locally led. It gives a baseline view of what locally led development looks like and tools to review how each department works, from HR and finance to programmes, communications and trustees. Staff at any level use it to start internal conversations, plan organisational change and discuss funding models with donors.
CurrentKey manual or guideFree - 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 - 1.2C007
Pact's Organizational Capacity Assessment
A guide for Pact staff, partners and other organisations that want to run Pact's Organizational Capacity Assessment (OCA). The OCA is a participatory, strengths-based method and tool that helps an organisation measure its capacity, rank its organisational challenges and put improvement strategies in place. The guide sets out how a facilitator prepares and runs the process with an organisation. It is released under a Creative Commons Attribution-ShareAlike 3.0 licence.
CurrentTool or templateFree - 9.1C115
A Guide to Hope-based Communications
A web guide for human rights and social justice communicators. It sets out 5 shifts: talk about solutions over problems, say what you stand for, create opportunities in place of threats, show support for heroes over pity for victims, and show that change is in hand. Each shift ends with a Take Action prompt. The guide closes with tips on framing workshops and storytelling tools, plus further reading on narratives and values.
CurrentKey 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 - 9.4C127
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 - 10.3C138
Networked Change
A research report from NetChange that studies 47 advocacy campaigns from the previous 10 years that won policy or attitude change, most of them in North America. It sorts them into institutional heavyweights, grassroots upstarts and directed-network campaigns, and finds the last group did best. It sets out 4 principles of directed-network campaigning, with operational tools, analysis and recommendations. Campaigners use it to design campaigns that mix central strategy with supporter-led action.
ClassicResearch and evidenceFree - 15.2C193
Business Sustainability Planning and Resource Mobilization Toolkit and Training Curriculum
A toolkit and training curriculum from Pact for local NGOs and civil society groups. It helps organisations plan for financial sustainability, choose a business model suited to their own funding context and mobilise resources beyond donor grants. Capacity builders use the curriculum to run workshops. Organisations use the tools to draft their own sustainability plans. It is free under a Creative Commons BY-SA 3.0 licence.
CurrentTool or templateFree - 10.2C135
The Partnering Toolbook
A short guide by Ros Tennyson of The Partnering Initiative to the main elements of effective multi-stakeholder partnering. It walks through the partnering cycle, with tools and frameworks for scoping, building, managing and reviewing partnerships between NGOs, business, government and donors. Many organisations have adopted its tools. It is translated into 13 languages, and free PDFs are available in English and French.
Start hereClassicTool or templateFree - 9.1C113
Communications Toolkit
A toolkit by R. Christine Hershey of Cause Communications for nonprofit staff who run communications with limited resources. It draws on national audits of nonprofit communications needs. It explains how to write a communications plan and set a budget, and gives tools for raising awareness and funds. The print edition has 71 pages, an index and 9 loose worksheets. Teams use it to build or review a basic communications plan.
ClassicKey manual or guideFree - 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 - 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
Suggestion box
Know a resource we should add?
Know a practical resource we should add, or found a broken link or a mistake? Tell us.
A person reads every message. A title, a link or a few words is enough.