Tool Kit
Resources you can use to make a difference.
Good ideas come in many different forms. Some of ours can be accessed through these pages, including training and development tools to help organizations understand and implement change: explanations, examples, and worksheets.
We provide these tools both in support of those who have taken our workshops and training sessions, and for those looking for resources to get started. Please feel free to download these materials and use them liberally within your organization.
Assessment
The assessment stage is an important step to understand how you can strengthen your efforts. When making organizational changes, groups should focus on the most fundamental elements, those which will do the most to improve the effectiveness of the organization. These steps should be done up front, prior to developing a strategic plan or even looking for new board members. The assessment process will give you a much better picture of what your goals should be in these other areas.
The following items are good, solid tools for assessing the strengths and weaknesses of your organization.
Board Development
Effective organizations start with good people. Organizations must recruit the best possible people based on a profile of the specific needs of the group. Once the board members have been recruited, the board also must support new members to make them immediately effective and an active part of the team. For these reasons, board development is one of the most critical jobs for the long-term health of the organization.
Here are some tools to help you in developing a strong board of directors.
The following items are good, solid tools for assessing the strengths and weaknesses of your organization.
Fundraising
Few aspects of a nonprofit organization are more disliked or more misunderstood than fundraising. Yet few things define the opportunity to succeed more than fundraising.
Fundraising effectiveness often depends on other aspects of a strong organization: good people, good planning, good systems. When those pieces are in place, fundraising in the critical step of ensuring the organization has the resources to achieve its mission.
For fundraising to be effective, groups need to know how to build connections to the people who believe in their mission and invest in their community. Then they need to establish a program that provides opportunities for people to invest in the good work of the group. The bottom line: unless your organization has people who are willing and able to ask others to join in support of your efforts, you will struggle to raise money.
Organizational Structure
To fulfill its mission, an organization’s members must have a true understanding of the structure of the organization and how they fit into it.
Here are some tools to help you understand and develop a sound organizational structure, as well as a set of job descriptions for various positions within the organization.
Staff Management
Organizations with the luxury to hire staff have the ability to take their programs to a whole new level. However, adding staff adds an important layer of complexity that groups must understand—including the appropriate roles and responsibilities for staff members compared to board members and other volunteers.
As with board members, the importance of well-staffed organizations is to hire the very best people—people with the core talents to be effective and excited about their job—and then provide the tools to make them effective.
Here are some tools to help you in developing an effective staff for your organization.
Strategic Planning
Strategic planning can be a complex effort to define purpose and direction for several years, or it can simply focus on defining priority projects for the coming months. At every level, planning ensures that people’s time is spent well. It also provides the foundation for key policy decisions throughout the organization.
Here are some tools that can be used to assist your organization in its planning efforts.
Other Tools
Not everything fits into a perfect box. Below are a few additional tools that might be helpful to your organization and your efforts to make a difference.
Downloadable PDFs
Meeting Ground Rules
Running Effective Board Meetings
Sample Functional Budget
Budget Template Spreadsheet #1 (opens a Microsoft Excel document)
Budget Template Spreadsheet #2 (opens a Microsoft Excel document)
LTA Fundraising
Orientation: What You Need to Know to Serve on a Nonprofit Board
The Retirement Bomb
Publications
Board Development for Nonprofit Preservation Organizations, by Marc Smiley. A useful booklet addressing board development issues specific to historic preservation groups, as well as other nonprofit organizations. Available through the National Trust for Historic Preservation.
Board Governance Series, from the National Center for Nonprofit Boards. A series of 10 informative booklets addressing common issues faced by leaders of nonprofit organizations, from basic responsibilities to understanding financial statements. Includes booklets on strategic planning, the role of the board chair, and board responsibilities in fundraising.
Boards That Make a Difference: A New Design for Leadership in Nonprofit and Public Organizations, by John Carver. A best-selling comprehensive book outlining a “bold new approach to board job design, board-staff relationship, the chief executive role, performance monitoring, and virtually every aspect of the board-management relationship.” Available online through publisher Jossey-Bass.
Carver Series, by John Carver. A series of 12 booklets detailing roles and responsibilities of board members from fiduciary responsibility to planning and running better board meetings. Includes booklets on board assessment of the CEO, board assessment of itself and making diversity meaningful in the boardroom. This is an invaluable series by a respected authority on nonprofit board governance. Available online through publisher Jossey-Bass.
Grassroots Fundraising Journal, by Kim Klein. Published six times a year offering information to help raise money from community-based sources through special events, direct mail, major donor programs, membership campaigns and more. Sample Grassroots Fundraising Journal articles, subscriptions, and the free “Dear Kim Klein” electronic newsletter are available at Chardon Press Online.
The Board Member’s Guide to Fund Raising, by Fisher Howe. “What every trustee needs to know about raising money.” A concise yet comprehensive resource for the entire fundraising process. Shows why board members must take the lead in fundraising efforts, and shows how this role can be personally satisfying. Available through the National Center for Nonprofit Boards and Jossey-Bass.
The Board Member’s Guide to Fund Raising, by Fisher Howe. “What every trustee needs to know about raising money.” A concise yet comprehensive resource for the entire fundraising process. Shows why board members must take the lead in fundraising efforts, and shows how this role can be personally satisfying. Available through the National Center for Nonprofit Boards and Jossey-Bass.
Marketing Workbook for Nonprofit Organizations, by Gary Stern. A comprehensive resource outlining a logical, step-by-step approach to developing a successful marketing plan for nonprofit organizations.
Goal Setting, by Susan Wilson. A step-by-step book for setting personal goals, developing assertive communication skills and developing effective goal setting and management skills.
The Leader’s Handbook: A Guide to Inspiring Your People and Managing the Daily Workflow, by Peter Scholtes. A comprehensive manual for transforming management from old style command-and-control to a new, inspiring leadership style.
Managing a Nonprofit Organization, by Thomas Wolf. Offers checklists and explanations for virtually every aspect of managing a nonprofit organization: staffing, fundraising, trustees, financing, marketing, computerizing, planning and succeeding.
The Not-for-Profit CEO-A Survivor’s Manual, by George Wright. An accessible text full of common sense information for leaders of nonprofit organizations. Short and easy to read, the book addresses key issues including staff recruiting, financial management and board development.
Nonprofit Personnel Forms & Guidelines, by Mathew Deluca and Nonprofit Personnel Policies by John Gillis. Both are extensive collections of personnel forms and policies reviewed by legal and management experts and designed to provide a working, easy-to-use resource for the nonprofit manager. Both are presented in looseleaf format and are available online through Aspen Publishers.
Strategic Planning for Nonprofit Organizations, by Marc Smiley. One in a series of booklets published by the National Trust for Historic Preservation. A comprehensive article outlining the need for and ways to approach strategic planning. Includes explanation of the phases of a planning process from assessment to setting goals and strategies and finally implementation and evaluation. Outlines the steps for developing a successful plan that truly reflects the direction and mission of an organization.
Strategic Planning for Public and Nonprofit Organizations, by John Bryson. A complete guide for strategic management in public and nonprofit organizations. Contains material on change, implementation of plans and information on planning techniques and processes. “An excellent guide to transforming seemingly immutable constraints into opportunities.” Available online through Jossey-Bass.
Creating and Implementing Your Strategic Plan, by John Bryson and Farnum Alston. A hands-on workbook for use by itself or as a companion to John Bryson’s Strategic Planning for Public and Nonprofit Organizations. This workbook provides a step-by-step process for distilling and developing a strategic plan. Available online through Jossey-Bass.
Strategic Planning Workbook, by Bryan Barry. A step-by-step, accessible workbook for organizations wanting to develop a strategic plan with achievable goals and strategies that make sense.
First Things First, by Stephen Covey. A follow-up book by the author of the best-selling Seven Habits of Highly Effective People. This text focuses on one of the key habits, putting first things first. Includes information on getting out of the crisis addiction and determining a personal mission statement, allowing readers to achieve the things that are truly important to them.
Morrisey on Planning, by George Morrisey. A series of three books from Jossey-Bass Publishers designed to guide a planning team through the process of creating powerful, functional plans:
- A Guide to Strategic Thinking addresses the critical first phase of the planning process: formulating the values, mission, vision and strategy that will respond effectively to change and help chart an effective future for an organization.
- A Guide to Long Range Planning provides the tools needed to uncover the critical strategic issues facing an organization and ways to address them. Morrisey covers creating, reviewing and modifying a strategic action plan in the process of moving forward.
- A Guide to Tactical Planning offers step-by-step instructions for identifying the specific accomplishments an organization and an individual team need to achieve, how and when this will take place and who will be accountable.
