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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- 8.4C111
True Program Costs
A free guide and editable Excel template for working out the real cost of each programme. It follows 11 steps, from defining programmes and setting up cost centres to allocating salaries, direct costs, administration and fundraising, then reviewing the whole. An allocation methods chart helps teams choose bases such as staff time, floor space or client numbers. Leaders use the results to price services and see which programmes need subsidy.
CurrentTool or templateFree - 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 - 9.4C128
The Advocacy Strategy Framework
A brief from the Center for Evaluation Innovation that presents a 1-page tool for setting out the theory of change behind a public policy advocacy strategy. It poses 6 questions for advocates and funders to answer. The framework helps define audiences and how they need to change, consider where other advocates stand, and choose tactics and interim outcomes. Teams use it as a starting point in place of linear box-and-arrow diagrams.
Start hereClassicTool or templateFree - 9.3C124
Advocacy in restricted spaces
A toolkit from Lifeline, a consortium of 7 NGOs, for civil society groups that want to do advocacy where civic space is closed or shrinking. It uses case studies and concrete examples to show ways of advocating while keeping risk to staff and partners low. CSOs, and the funders and consultants who support them, use it to plan advocacy that weighs safety alongside impact.
CurrentKey manual or guideFree - 12.3C162
Choosing Your AI Path: A Framework for Nonprofit Leaders to Make Strategic Choices
An article and framework that help nonprofit leaders decide how to use AI. It sorts choices into 3 dimensions: augment internal operations, advance mission and programmes, and advocate on AI governance and policy. Each dimension has field examples, strategy elements and low-cost no-regrets actions. A section sets out what institutional funders can do for grantees. Companion worksheets help teams apply the framework.
EmergingKey manual or guideFree
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