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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6 resources found
- Search: strategy process
- 2.1C014
Hiring a Strategic Planning Consultant
A short essay for nonprofit leaders about to engage a strategy consultant. It sets out 4 distinct purposes for strategy work, depending on whether the need comes from inside the organisation or from shifts outside it, and whether the audience for the strategy is internal or external. It then explains how to find, choose and work with a consultant who fits that purpose, including how to build skills in internal staff.
CurrentShort readFree - 2.1C017
Strategic planning: a toolkit for small NGOs
A short, step-by-step strategic planning toolkit for small NGOs, including those that fund partners and those that work directly with communities. It is one of 5 toolkits from INTRAC's Strengthening Small Organisations with Big Ambitions project (2021 to 2022), funded by the UK Foreign, Commonwealth and Development Office. It comes as a PDF and as a lighter online version for low-bandwidth and mobile users. It is licensed CC BY-NC-SA 4.0.
Start hereCurrentKey manual or guideFree - 2.1C015
How Nonprofits and NGOs Can Get Real Value from Strategic Planning
A set of free strategic planning resources for nonprofit and NGO leaders. The lead article sets out 4 elements common to most planning approaches. Its PDF also includes Strategic Planning at a Glance, a one-page overview of the process and its key questions, and Useful Tools for Nonprofit Strategic Planning, a glossary of common tools. A separate FAQ covers practical questions boards and teams ask when judging if they are ready to plan.
CurrentKey online resourceFree - 12.2C156
Getting Started with Data-Driven Decision Making: A Workbook
A short workbook that takes a nonprofit manager from a question to a simple process for using data in decisions. 9 worksheets guide the user to define an action question, decide what it means for the organisation, list what could be measured and what data exists, choose metrics, set a process for using them, and write an implementation action plan. Managers complete it alone or with a team.
ClassicTool or templateFree - 2.2C022
Theory of Change Thinking in Practice
Practical guidelines on theory of change for development organisations. Part A explains concepts, core components and the quality of practice, including power and gender. Part B sets out 8 steps, from clarifying the purpose of the process and describing the desired change to mapping pathways, setting monitoring and learning priorities, and using and adapting the theory. It also covers the theory of change as a product and a quality audit. Part C lists tools and facilitation resources.
Start hereClassicKey manual or guideFree - 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
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