Nonprofit Tools and Resources
Through the Charting a Course series, the Northland Foundation has a number of nonprofit financial and management tools and samples available for download. If you need Acrobat Reader to access the pdf documents, you may download it here.
Volunteer Management - June 2011
- PowerPoint: Volunteer Management (219kb ppt)
- Organizational Assessment for Volunteer Management (12kb pdf)
- Volunteer Program Plan Worksheet (12kb Word doc)
- Volunteer Program Philosophy Worksheet (11kb Word doc)
- Volunteer Policy Checklist (36kb pdf)
- Sample I Volunteer Handbook - rsvp Texas (324kb pdf)
- Sample II Volunteer Handbook - Georgia Senior Citizens Council (330kb pdf)
- Working with Different Generations (16kb pdf)
- Training and Recruiting Volunteers - technorati.com video clip
- Simon Sinek: How great leaders inspire action - TED video clip
- Mark Bezos: A life lesson from a volunteer firefighter - TED video clip
Writing Outcome Measures & Program Evaluation Strategies - April 2011 webinar
- PowerPoint: Writing Result Measures and Program Evaluation (600kb ppt)
- Overview of Methods to Collect Information (19kb pdf)
- The Program Manager's Guide to Evaluation (560kb pdf)
SCI Scenario Planning - March 2011
- Scenario Planning Worksheet Packet (54kb pdf)
- Assembling Your Team, Sample Agenda, Core Values, Environmental Scan, Organizational Warning Signs, What-If Options, Brainstorming Activities, Developing the Action Plan, Action Plan Outline, Continuous Monitoring
- Scenario Planning Powerpoint (79kb pdf)
Civic Engagement - January 2011
- Civic Engagement 101 - Kathy Keeley Powerpoint (181kb pdf)
- Civic Engagement and the Role of Non-profits - Kevin Walli Powerpoint (412kb pdf)
- Differences Between Grassroots and Direct Lobbying (88kb pdf)
- Personal Visits with a Legislator (539kb pdf)
- Building Capacity for Public Policy Toolkit (550kb pdf)
- Presenting Testimony (390kb pdf)
- Writing a Letter to Your Legislator (240kb pdf)
- Collective Action (36kb pdf)
- "Nonprofits and Lobbying: Yes, They Can!" by Nayantara Mehta
- Form 5768 (83kb pdf)
Succession Planning - December 2010
- Building Leaderful Organizations (244 KB pdf)
- Executive Transitions (447 KB pdf)
- Founder Transitions: A Guide for Executive Directors and Boards (369 KB pdf)
- Sustainability Audit: Anonymous Staff Survey (57 KB pdf)
- Succession Plan Information & Template (67 KB pdf)
- Succession Planning PowerPoint (821 KB pptx)
Training for First-Time Supervisors - November 2010
- Supervisory Skills Questionnaire (35 KB pdf)
- Coaching Skills (175 KB pdf)
- Difficult Conversations Checklist (23 KB pdf)
- Job Description Template (9 KB pdf)
- Performance Appraisal Form (234 KB Word 2003 doc)
- Performance Appraisal Form (33 KB pdf)
- Annual Work Plan (46 KB Word 2003 doc)
- Annual Work Plan (12 KB pdf)
- Action Timeline (56 KB Word 2003 doc)
- Action Timeline (30 KB pdf)
- Switch: How to Change Things When Change is Hard - Chip and Dan Heath
- Coaching Questions: A Coach’s Guide to Powerful Asking Skills - Tony Stolzfus
Marketing and Fund Development Tools - October 2010
- Glossary of Marketing Terms (46 KB pdf)
- Basic Nonprofit Marketing Plan Framework (web link, Free Management Library)
- Market Research Guide (13 KB pdf)
- Grantwriting Resources (38 KB pdf)
- Guide to Fundraising: Circles of Influence Worksheet (113 KB pdf)
- Development Process and Continuum (73 KB pdf)
- Board Solicitation Worksheet (15 KB pdf)
- Event Planning: Questions to Answer Before You Begin (85 KB pdf)
- Fundraising Letter-writing Tips (17 KB pdf)
- Tips for Making an Individual Ask (8 KB pdf)
- Grantwriting Basic Outline (8 KB pdf)
- Generational Differences in the Workplace (11 KB pdf)
Management and Financial Tools
- Glossary of Terms (October 2009, 13 KB pdf)
- Four Pillars of Fundraising (October 2009, 34 KB pdf)
- Organizational Warning Signs (October 2009, 53 KB pdf)
- The Strategic Alternatives Matrix (October 2009, 35 KB pdf)
- Outline for a Strategic Alliance Agreement (October 2009, 41 KB pdf)
- Nonprofit Cashflow Tool (January 2009, 44 KB Excel)
- Program-based Budget Tool (January 2009, 34 KB Excel)
- Key Financial Checklist (January 2009, 14 KB pdf)
- Sample Chart of Accounts (January 2009, 51 KB pdf)
- Scenario Planning Worksheets (January 2009, 52 KB pdf)
Nonprofit Board Development Tools - April 2010
- Board Development Process: Graphic (10 KB pdf)
- Board Skill Grid: Assess Board Strengths and Needs (17 KB pdf)
- Board / Executive Board Job Descriptions (56 KB pdf)
- Board Recruitment Steps and Materials Sample (46 KB pdf)
- Board Orientation Checklist (35 KB pdf)
- Board Manual (33 KB pdf)
- Board Member Self-Evaluation (35 KB pdf)
- Board Evaluation Survey (40 KB pdf)
- Sample Board Agreements
Charting a Course: Essentials of Marketing & Fund Development
October 19, 2010 - PowerPoint
- Morning Session: Marketing Mindset
- Kathy Keeley, Principal, The Keeley Group (350 KB pptx) - Afternoon Session: Nuts & Bolts of Fund Development
- Kathy Keeley, Principal, The Keeley Group, (127 KB pptx)
Charting a Course: Developing an Effective Nonprofit Board
April 15, 2010 - PowerPoint
- Morning Session: Board Members and Lead Staff
- Kathy Keeley, Principal, The Keeley Group (134 KB pdf) - Afternoon Session: Executive Directors
- Kathy Keeley, Principal, The Keeley Group, (129 KB pdf)
Charting a Course: Moving Forward in the New Nonprofit Reality
October 13, 2009 - Powerpoint
- You Can't See the Future with 20/20 Hindsight (90 KB pdf)
- Peter C. Hutchinson, President, Bush Foundation
- New Economy, New Rules, New Tools: Taking Action Now (136 KB pdf)
- Kathy Keeley, Principal, The Keeley Group
Charting a Course: Steering a Nonprofit Through Challenging Times
January 21, 2009 - PowerPoint
- Minnesota Charitable and Public Revenue Trends & Options
- Jon Pratt, Executive Director, Minnesota Council of Nonprofits (1.6 MB PowerPoint) - Five Key Management Tips for Tough Times
- Kathy Keeley, Principal, The Keeley Group (393 KB pdf)
Links to Additional Publications and Web Resources
- Forming Alliances: Working Together to Achieve Mutual Goals - Fieldstone Alliance
- Going Out of Business: Why, When & How to Do It Gracefully - Fieldstone Alliance
- Resilient Organizations Fund - Blue Cross and Blue Shield of Minnesota Foundation
- BoardSource: Building Effective Nonprofit Boards - Information and Materials
- Free Online Management Library
- NonprofitWorksheets.com - Online Training, Tools & Consulting for Nonprofit Organizations
