useful stuff
                 


tools & templates
The following resources have been developed by Orgforward and are freely available to you
process models

organizational capacity model
Orgforward infographic representing the organizational capacity model that is the foundation of our approach

community benefit based planning approach
overview of a strategic planning approach that is grounded in advancing community benefit

choose your focus conversation model
modification of David Rock's theory about the types of conversations we have in groups and how they contribute to accomplishing goals

vision to dashboard model
progressive model illustrating the elements that are needed to be put in place within an organization to connect external vision of community with internal dashboarding and reporting

capacity-based board committee structure
board committee charter guide based on the following organizational capacity construct of leadership, programs, operations, and finance

planning tools

personal leadership development planning tool
inquiry-based tool for developing a personalized leadership development plan that starts with values and aspirations using catalytic thinking*

community/social benefit mapping - theory of change tool - (docx file will download based on browser settings)
articulate the community benefit, beneficiaries, scope of impact, strategic approach, and key assumptions behind the organization

program operations modeling tool - (docx file will download based on browser settings)
program development matrix that links program outcomes to organizational outcomes and resource/asset utilization

strategic leadership questions
a guide for asking the questions that encourage strategic thinking and leadership engagement

assessment tools

Matrix Map Tool - (xlsm file will download based on browser settings - allow macros)
program portfolio assessment and strategic sustainability discussion tool. plots invested effort, financial performance, and mission advancement for each program

Strategy Screen Matrix - (.xlsm file will download based on browser settings)
assess program efforts against agreed upon organizational outcomes based on expected and actual program performance



recommended resources
The following resources are blogs, articles, websites, and books we like

articles, blogs, talks, etc
Costs Are Cool: The Strategic Value of Economic Clarity - Bridgespan
Nonprofit Cost Analysis Toolkit - Bridgespan (PDF version)
Hildy Gottlieb - Creating the Future (TEDx Talk)
Simon Sinek - Start With Why - How Great Leaders Inspire Action (TEDx Talk)
Why Funding Overhead Is Not the Real Issue: The Case to Cover Full Cost - NPQ
Beyond Financial Oversight: Expanding the Board’s Role in the Pursuit of Sustainability
Values in Your Organization and What They Have to Do with Making Money: Part 2
Looking-Glass World of Nonprofit Money: Managing in For-Profits’ Shadow Universe

websites
Laramie Board Learning Project
Nonprofit Quarterly

Blue Avocado
Creating the Future
Nonprofits Assistance Fund
Maryland Nonprofits
Center for Nonprofit Advancement
Tech Soup
Guidestar
Operating Reserve Policy Toolkit for Nonprofit Organizations (pdf)
Volunteer Frontier - Volunteer Service ROI Calculator

books
Quiet Leadership: Six Steps to Transforming Performance at Work - David Rock
Synchronicity: The Inner Path of Leadership - Joseph Jaworski
On Becoming A Servant Leader - Robert Greenleaf
Clear Leadership: Sustaining Real Collaboration and Partnership at Work - Gervase R. Busche
The Courage to Teach - Parker Palmer
Nonprofit Sustainability: Making Strategic Decisions for Financial Viability - Jeanne Bell, Jan Masaoka, Steve Zimmerman
Seven Turning Points: Leading Through Pivotal Transitions in Organizational Life - Susan Gross
The Nonprofit Organizational Culture Guide - Paige Hull Teegarden, Denice Rothman Hinden, Paul Sturm
Embracing Cultural Competency: A Roadmap for Nonprofit Capacity Builders - Patricia St. Onge, Beth Applegate, Vicki Asakura, Monika Moss, Alfredo Vergara-Lobo, Brigette Rousan
Financial Leadership for Nonprofit Executives: Guiding Your Organization to Long-Term Success - Jeanne Bell, Elizabeth Schaffer
Coaching Skills for Nonprofit Managers and Leaders: Developing People to Achieve Your Mission - Judith Wilson, Michelle Gislason
The Pollyanna Principles: Reinventing Nonprofit Organizations to Create the Future of Our World - Hildy Gottlieb
Teaching with Your Mouth Shut - Donald Finkel 
Pedagogy of the Oppressed - Paula Freire
Experience and Education - John Dewey


presentation materials
Orgforward makes all presentation materials freely available. The intent is to allow you to personally use the tools to support your own work. These materials are the work of Orgforward and other professionals who have put important ideas and tools together to help you. We ask that you respect the intellectual property and ownership rights of all materials listed below and appropriately attribute and acknowledge the source and ownership if you share them.

Materials for FLIP as offered by the Center for Nonprofit Excellence, Charlottesville VA - click here

NeighborWorks/Wells Fargo ML252 - Las Vegas, NV - Nov 2018
Workshop Materials: PowerPoint Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Binder Materials (pdf)
Tools: Organizational Capacity Model (PDF); Community Benefit Mapping Tool (editable doc); Program Operations Modeling Tool (docx); Matrix Map Template (xlsm - allow macros for full functionality); Strategy Screen Template (xlsx); Budget Template (xls); Dashboard Template Example (xlsx); Dashboard Example Tool (xlsx)

FIRM - Nonprofit Montgomery - May 2017

2-Day Workshop Materials: 
Workshop MaterialsFIRM 2-Day Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Worksheets (docx); Root to Canopy Case; Montgomery County DHHS Presentation
ToolsGlossary and Resource ListBudget Timeline ExampleReports Inventory (BessFoley)Presentation Detail Guide (BessFoley)Model Financial Report Formats (BessFoley)

NeighborWorks NTI August 2018 - Louisville, KY

ML159
Workshop Materials: PowerPoint Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Binder Materials (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); Budget Template (xls)
ML252
Workshop Materials: PowerPoint Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Binder Materials (pdf)
Tools: Organizational Capacity Model (PDF); Community Benefit Mapping Tool (editable doc); Program Operations Modeling Tool (docx); Matrix Map Template (xlsm - allow macros for full functionality); Strategy Screen Template (xlsx); Budget Template (xls); Dashboard Template Example (xlsx); Dashboard Example Tool (xlsx)

FIRM for Emerging Nonprofits - Nonprofit Montgomery - April 2018
Workshop Materials: Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Worksheets (docx); Root to Canopy Case Examples (pdf); Glossary and Resource List; Model Financial Report Formats (Bess Foley)
Tools: Community Benefit Mapping Tool (editable doc); Program Operations Modeling Tool (docx); Strategy Screen Template (xlsx); Budget Template (xls)

NeighborWorks Norfolk Financial Leadership - April 2018 - Norfolk VA
ML252
Workshop Materials: PowerPoint Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Binder Materials (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); Budget Template (xls); Dashboard Template Example (xlsx); Dashboard Example Tool (xlsx)


FIRM for Program Directors - Nonprofit Montgomery - February 2018
Workshop Materials: Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Worksheets (docx); Root to Canopy Case Examples (pdf); Glossary and Resource List; Model Financial Report Formats (Bess Foley)
Tools: Community Benefit Mapping Tool (editable doc); Program Operations Modeling Tool (docx); Strategy Screen Template (xlsx); Budget Template (xls)

2017...................

NeighborWorks NTI - ML159 - DC December 2017
Workshop Materials: PowerPoint Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Binder Materials (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); 
Budget Template (xls)


NeighborWorks NTI - ML252 - DC December 2017
Workshop Materials: PowerPoint Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Binder Materials (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)


FIRM - Nonprofit Montgomery - July 2017
FIRM - Nonprofit Montgomery - May 2017
2-Day Workshop Materials: 

Strategy Screen Materials:
Strategy Screen Slides (PDF of PowerPoint); Strategy Screen ExampleCommunity Benefit Mapping Tool (editable doc)Program Operations Modeling Tool (docx); Strategy Screen Template (xlsx)

Matrix Map Materials:
Matrix Map Slides (PDF of PowerPoint); Matrix Map Template (.xlsm - allow macros for full functionality); Outcomes / Impact Criteria (PDF) 


Kansas Health Foundation Learning Conference 2017
Budget This! - MaterialsPowerpoint SlidesFlip Charts from Session (pdf); Strategic Budget Overview (docx);

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); Budget Template (xls)

NeighborWorks NTI - ML252 - Seattle 2017
Workshop Materials: Powerpoint Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Binder Materials (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)

NeighborWorks NTI - ML159 - Seattle 2017
Workshop Materials: Powerpoint Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Binder Materials (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)

2016...................

NeighborWorks NTI - ML252 - DC 2016
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)

FIRM - Nonprofit Montgomery - Oct 2016
2-Day Workshop Materials: 
FIRM 2-Day Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Worksheets (docx); Root to Canopy Case; Glossary and Resource List

Strategy Screen Materials:
Strategy Screen Slides (PDF of PowerPoint); Strategy Screen ExampleCommunity Benefit Mapping Tool (editable doc)Program Operations Modeling Tool (docx); Strategy Screen Template (xlsx)

Matrix Map Materials:
Matrix Map Slides (PDF of PowerPoint); Matrix Map Template (.xlsm - allow macros for full functionality); Outcomes / Impact Criteria (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)


NeighborWorks NTI May 2016 - ML252
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)

FIRM - Nonprofit Montgomery - Mar 2016
Workshop Materials: 
Strategy Screen Slides (PDF of PowerPoint)
Matrix Map (PDF of PowerPoint)
Dashboards (PDF of PowerPoint)
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)


2015..................

NeighborWorks Training Institute - Washington DC, Dec 2015
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)

FIRM - Nonprofit Roundtable - Nov 2015
Workshop: FIRM Slides (PDF of PowerPoint)
Handouts: Community Benefit Map; Worksheets (docx); Flip Charts from Session (pdf)Root to Canopy Case; Matrix Map Template

NeighborWorks Training Institute - 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)

FIRM - Nonprofit Roundtable - March 2015
Workshop: FIRM Slides (PDF of PowerPoint)
Handouts: Community Benefit Map; Worksheets (DOCX), Flip Charts from Session; Root to Canopy Case

NeighborWorks Training Institute - Washington, DC Dec 2014
Workshop: Your Money and Your Mission: Successful Financial Management in Challenging Times (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)

FIRM - Nonprofit Roundtable - November 2014
Workshop: FIRM Slides (PDF of PowerPoint)
Handouts: Community Benefit Map; Worksheets (DOCX), Flip Charts from Session; Root to Canopy Case

NeighborWorks Training Institute - Orlando Aug 2014
Workshop: Your Money and Your Mission: Successful Financial Management in Challenging Times (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 (xls)

SPAN - Hartford County Nonprofit Summit - February 2014
Plenary:Community Based Planning (Prezi Online Presentation)

FIRM - Nonprofit Roundtable - February 2014
Workshop: FIRM Slides (PDF of PowerPoint)
Handouts: Vision Fulfillment Map; Worksheets (DOCX), Flip Charts from Session; Root to Canopy Case

NeighborWorks Training Institute - December 2013
Workshop: Your Money and Your Mission: Successful Financial Management in Challenging Times (PDF of PowerPoint)
Handouts: Vision Fulfillment Map; Worksheets, Flip Charts from Session; Root to Canopy Case

Maryland Nonprofits - November 2013
Workshop: Harnessing the Power of Financial Leadership (PDF of PowerPoint)
Handouts: Choose Your Focus; Vision Fulfillment Map; Aggregated Survey Responses, Worksheets, Flip Charts from Session

Family League of Baltimore - November 2013
Workshop: Community Based Planning (Prezi)
Resources: Choose Your Focus; Slides of Models from Presentation; Flipsharts from Session

Maryland Nonprofits - November 2013
Workshop: Harnessing the Power of Financial Leadership (PDF of PowerPoint)

Capacity Builders Forum, DC - October 2013
Workshop: Making Budgeting a True Mission Strategy Process (PDF of PowerPoint)
Flipcharts

Nonprofit Institute at the College of So. MD - October 2013
Workshop: A Sure Path to Effective Boards (PDF of PowerPoint)
Handouts: Choose Your Focus; Vision Fulfillment Map; Understanding the Function of the Board, Organizational Sustainability Overview

Maryland Nonprofits - October 2013
Workshop: Harnessing the Power of Financial Leadership (PDF of PowerPoint)

Center for Nonprofit Advancement - September 25, 2013
Workshop: Developing An Effective Board (PDF of PowerPoint)

Nonprofit Institute Conference - March 9, 2013
Keynote: From Mission Rhetoric to Mission Reality: Understanding your business, its sustainability, and your future (Prezi)

Handouts: Mission Fulfillment Map (.docx)