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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- 4.1C042
The Practice of Adaptive Leadership
A practical handbook on adaptive leadership for people leading change in organisations and communities. It builds on Heifetz's Leadership Without Easy Answers and Leadership on the Line. Using stories, diagrams, cases and worksheets, it helps readers tell technical problems from adaptive challenges, diagnose the system and themselves, and act when change meets resistance. Readers use the exercises alone or with a team to plan interventions and build their own leadership practice.
Start hereClassicKey manual or guideBook - 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 - 11.2C151
Safeguarding Resource and Support Hub (RSH)
A free online hub that helps humanitarian and development organisations, and smaller civil society organisations in particular, strengthen safeguarding against sexual exploitation, abuse and harassment. It lists over 1,300 resources, including tools, guidance, training material and how-to notes, plus 140 consultants. National hubs serve 12 countries in South Asia, the Middle East, Africa and Eastern Europe. Content is in 18 languages and follows the CAPSEAH framework.
Start hereCurrentKey online resourceFree - 15.1C222
Social Entrepreneurship 101
A free 5-week online course from Acumen Academy for people new to social entrepreneurship. It covers 5 areas: what social entrepreneurship is, finding your problem and mission, theory of change and impact measurement, building a financially sustainable model, and scaling. It uses videos with founders such as Charles Best of DonorsChoose.org, reading and workshop guides and a case study. Acumen Academy also has a free course on business models for social enterprise.
Start hereCurrentKey online resourceFree - 4.1C043
A Guide to Building a Successful Leadership Development Program
A step-by-step guide for organisations that design or fund leadership development programmes. It draws on evaluations of the fellowship programmes run by Schusterman and the Rockwood Leadership Institute. It sets out 5 recommendations: make space for openness, develop emotional intelligence, build relationships on purpose, design a sound coaching approach and promote collaboration across sectors. It also includes a programme-building checklist, evaluation findings and further reading on equity in leadership development.
CurrentKey manual or guideFree - 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 - 4.2C048
Leadership Lessons: Five Insights from Directors Sharing Power
A short article with 5 findings from co-directors who share the top job. Shared leadership reflects mission and identity. It becomes an ethos across the whole organisation, seen in practices like narrow pay ratios. It can mean more work while cutting the isolation of a solo leader. Co-leaders must manage when they speak for themselves or as a unit, including with funders who expect one contact. It depends on trust between partners.
ClassicShort readFree - 4.2C049
Learning Through Co-Leadership
A Bridgespan article series drawn from its Co-Leadership Learning Circle, a year-long peer group launched in 2023 for nonprofit leaders who share the top executive role. Co-leaders from 5 nonprofits, including CoGenerate, CADRE and Essential Access Health, describe why they chose co-leadership and how they build trust. Planned parts cover decision-making and conflict, roles and responsibilities, and the value of leading together. It is written for executives and funders.
CurrentKey online resourceFree - 4.3C052
Leadership Transition: Overcoming the Threat of Founders Syndrome
A short INTRAC Praxis paper on leadership transitions in civil society organisations, with a focus on founders stepping down. It describes these transitions as rocky and risky yet normal. Drawing on the experiences of several CSOs in the global South that have been through the process, it suggests how founders, boards and funders can make the handover smoother. It expands on a series of INTRAC blogs from 2016 and is a free PDF.
ClassicKey manual or guideFree - 3.4C040
Purpose-Driven Board Leadership
A discussion guide that helps a board apply BoardSource's 4 principles of purpose-driven board leadership: purpose before organisation, respect for the ecosystem, an equity mindset, and authorised voice and power. It offers 3 exercises: discussing a case from the Museum of Us, reviewing the board's most recent major decision against each principle, and working through an upcoming decision together. Boards use it in meetings and retreats.
CurrentTool or templateFree - 7.5C102
How to Build a Nonprofit Dashboard for Your Leadership Team
A how-to article on building a dashboard that a nonprofit leadership team reviews to track a small set of priorities. It works through 3 steps: agree on up to about 10 priorities, choose 1 or 2 check-engine-light metrics for each with red, yellow and green targets, then act on reds and follow up in regular reviews. It comes with a review session template and a set of example priorities and metrics.
CurrentTool or templateFree - 14.1C181
Guidelines for Comprehensive Fiscal Sponsorship
A short paper setting out administrative, financial and legal good practice for comprehensive fiscal sponsorship, where a host nonprofit takes a project in as its own programme. It was written by a group of fiscal sponsors who practise this model, many working for social justice. Sponsors use it to set their own standards. Project leaders and funders use it to judge whether a sponsor runs the arrangement well.
ClassicKey manual or guideFree - 4.3C050
Building Leaderful Organizations
Volume 6 of the Annie E. Casey Foundation's Executive Transition Monograph Series, written for nonprofit executives and boards. It sets out 3 approaches to succession planning: strategic leader development, emergency succession planning and departure-defined succession planning. A section on the tough issues covers common sticking points, and a resource list closes the guide. Boards and executives use it as a framework to start succession planning and to spread leadership across staff.
Start hereClassicKey manual or guideFree - 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 - 10.3C140
Guide to Organizing from the Leading Change Network
A curated online guide from the Commons Social Change Library to the organising resources of the Leading Change Network. It gathers overviews, guides and manuals, tools and graphics, courses, training materials, videos and podcasts, and books. Skill sections cover one-on-ones, house meetings, team building, developing leadership, creating strategy and public narrative. Organisers and trainers use it as an entry point to the network's method and to resources in other languages.
Start hereCurrentKey online resourceFree - 4.1C046
Nonprofit Leader All-Rounder 360
A 360-degree feedback survey for nonprofit leaders with 74 questions across 16 leadership domains. The leader rates themselves and invites colleagues, board members and staff to rate them, so self-view can be compared with others' views. It takes about 30 minutes to complete and is meant to be repeated every 6 to 12 months. Org360 produces a report with scores, strengths, growth areas and a development plan.
EmergingTool or templateFree with sign-upNonprofit Builder tool - 4.4C059
Nonprofit Chief Operating Officer (COO) Resource Center
A Bridgespan hub of articles and samples on the nonprofit COO role, grouped in 3 parts. Becoming a COO covers FAQs and finding the right post. Being a COO covers running operations, CEO-COO partnership conversations, sources of support and the move to chief executive. Hiring a COO covers creating the position, finding candidates, role structures from the field and 3 sample job descriptions. Boards, CEOs and aspiring COOs use it.
EmergingKey online resourceFree - 10.1C132
Centering Equity in Collective Impact
An article from the Winter 2022 issue of Stanford Social Innovation Review in which the authors of the collective impact approach revisit it with equity at the centre. It sets out 5 strategies: use local data and context to aim solutions, pursue systems change alongside programmes, share power within the collaborative, listen to and act with the community, and build equity-focused leadership and accountability. Coalitions and funders use it to review their own collective impact work.
CurrentShort readFree with sign-up - 10.2C137
Localisation Performance Measurement Framework (LPMF)
A framework from NEAR, a network of local and national civil society organisations, for measuring progress on localisation in humanitarian and development work. Developed between 2017 and 2019, it turns broad commitments, mainly those of the Grand Bargain, into clear areas of change with indicators. Local NGOs, international partners and donors use it to check whether funding, partnerships and decision-making are shifting toward local actors.
CurrentTool or templateFree - 11.2C152
Sexual Exploitation, Abuse and Harassment (SEAH) risk assessment tool
An Excel tool that helps organisations identify and reduce risks of sexual exploitation, abuse and harassment in their work. It covers internal systems, work with communities, contractors, suppliers and partners, and programmes delivered in communities. Users identify where risks exist, what causes them and what they look like, then plan steps to reduce and monitor them. Versions exist for global use and for Bangladesh, Jordan, Pakistan and Syria.
EmergingTool or templateFree - 4.1C041
Coaching and Philanthropy: An Action Guide for Nonprofits
A guide for nonprofit leaders who are thinking about coaching. It draws on 3 years of data from the Coaching and Philanthropy Project, gathered from coached leaders, coaches, intermediaries and funders. Sections explain what coaching is, what it yields for leaders and organisations, common barriers and when to use it. A practical part covers readiness, finding and selecting a coach, running the engagement, paying for it and checking results. Case examples close the guide.
ClassicKey manual or guideFree - 4.3C053
Making Founder Successions Work
An article from the Spring 2018 issue of Stanford Social Innovation Review, republished by Bridgespan. It questions the common advice that a founder should make a clean break when stepping down. The authors argue that many nonprofits gain when they plan a deliberate, bounded ongoing role for the departing founder. Boards, founders and successors use it to discuss what role the founder should keep and how to set its limits.
ClassicShort readFree - 4.3C054
Transiciones de liderazgo en la dirección ejecutiva
A practical Spanish-language guide for Latin American NGOs managing a change of executive director. It covers why transitions matter, preparing in advance, guidance for the outgoing director, key early decisions, a step-by-step hiring process, onboarding, the former director's board role and evaluating the process. It includes editable Word and Excel tools such as a transition plan, communication plan, job description, weighted selection criteria and candidate emails. It is licensed CC BY 4.0.
ClassicKey manual or guideFree - 4.3C055
How to Plan and Execute an Emergency Succession
A short Blue Avocado article on emergency succession plans, which cover a sudden leader absence for 1 to 3 months. It walks through 4 parts: naming first and second acting successors with limits on authority, or splitting the role's functions among staff; a ranked communications plan; and an operational checklist of contacts, accounts and key dates. It links to an editable Word template that a board and staff can complete in under 2 hours.
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 - 10.1C133
Impact Networks
A 216-page book by David Ehrlichman for people who start, lead or fund networks of organisations working on complex problems. It covers how to build connection and trust among members, coordinate action, share governance and support self-organisation. The linked page is an excerpt on self-organisation published by Stanford Social Innovation Review. Network leaders use the book as a practical reference for running a network.
CurrentKey manual or guideBook - 10.1C134
User Guide: Network Mapping
A short user guide to network mapping, also called social network analysis, for nonprofits and funders. It explains how to measure and map the relationships between people or organisations in a network, usually shown as a map of entities and their links. It shows how positions and groupings in the map reveal the roles members play and how information moves between them. Teams use it to plan a first mapping exercise.
CurrentTool or templateFree - 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 - 15.1C186
The Successful Social Entrepreneur's Micro Guide
A short cheat sheet for social entrepreneurs, from the Imaginate method. It splits the path from first idea to scaling into 4 phases. For each phase it lists what to do and what to read. It is for founders of nonprofits and social ventures at an early stage. Readers use it to check where they are and pick their next steps and reading.
EmergingShort readFreeNonprofit Builder tool - 15.1C220
The Lean Startup
Eric Ries's book on building new ventures through fast, cheap experiments. It's organised in 3 parts: vision, steer and accelerate. Readers learn to name their riskiest assumptions, test them with a minimum viable product, measure progress through validated learning and decide whether to pivot or persevere. Social entrepreneurs and nonprofit teams use it to test new programmes and earned income ideas before scaling them.
ClassicKey manual or guideBook
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