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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10 resources found
- Search: policy change
- 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 - 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 - 2.5C206
A New Look at Strategic Pathways for Solving Social Problems at Scale
The research companion to Bridgespan's "Three Questions" article. The team reviewed the strategies of about 80 organisations in the US, Asia and Africa and interviewed leaders of 11, then grouped what they found into eight main pathways to impact at scale, from expanding direct services to shifting policy and practice. Leaders and funders use it to see which routes exist and which fit their model. It updates Bridgespan's 2014 work with new cases.
CurrentResearch and evidenceFree with sign-up - 2.5C208
Scaling Out, Scaling Up, Scaling Deep
A free report prepared for the McConnell Foundation and Tamarack Institute, drawn from a decade of the foundation's Applied Dissemination grants and peer learning group. It sets out three ways to spread a social innovation: scaling out to more people and places, scaling up into policy and law, and scaling deep into culture, values and relationships. It shares lessons and strategies from grantees, plus what made the peer learning process work. Teams use it to plan beyond simple replication.
ClassicKey manual or guideFree - 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 - 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 - 5.1C062
Equitable Compensation Playbook
A playbook for HR and reward professionals in international NGOs who want to rethink pay policy. It aims to help organisations reduce pay inequality, including gaps between national and international staff, and make reward more transparent. It comes with a companion Excel worksheet, a video on how to use it and a podcast discussion. Organisations use it to review their current approach and plan changes to compensation policy and practice.
CurrentKey manual or guideFree - 7.2C089
Outcome Harvesting
A brief that introduces outcome harvesting, a participatory method for identifying, verifying and making sense of outcomes when cause and effect are unclear. The evaluator collects evidence of what changed and works back to assess whether and how the intervention contributed. It explains the core concepts and steps. Evaluators and teams use it for advocacy, policy and other complex work where results cannot be set in advance.
ClassicKey manual or guideFree - 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
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