Washington DC, Dec 2015

Workshop: Money & Mission: Ensuring Effectiveness and Sustainability through Successful Financial Leadership (pptx)

Handouts: 

Worksheets (PDF); 
Flip Charts from Session (PDF); 
Root to Canopy Case (pdf)

Tools:  

Community Benefit Mapping Tool (editable doc); 
Program Operations Modeling Tool (docx); 
Matrix Map Template (.xlsm - allow macros for full functionality); 
Strategy Screen Template (xlsx); 
Dashboard Template Example (xlsx); 
Dashboard Example Tool (xlsx); 
Budget Template (xls)

Kansas City, May 2015

Workshop: Money & Mission: Ensuring Effectiveness and Sustainability through Successful Financial Leadership (PDF of PowerPoint)

Handouts: Community/Social Benefit Mapping Tool (editable doc); Worksheets (PDF), Flip Charts from Session (PDF); Root to Canopy Case (PDF)
Tools: Matrix Map Template (.xlsm file will download based on browser settings - allow macros for full functionality); Dashboard Template Example (xlsx); Dashboard Example Tool (xlsx)
Requested Resources: Additional Resources (pdf)