The following resources have been developed by Orgforward and are freely available to you

Process Models

Community Benefit Based Planning Overview

Choose Your Focus
(pdf)





Planning Tools

Community/Social Benefit Mapping Tool (.docx file will download based on browser settings)

Program Operations Modeling Tool (.docx file will download based on browser settings)

Strategic Leadership Questions - A Guide for Asking the Questions that Encourage Strategic Thinking


Assessment Tools

Matrix Map Tool (.xlsm file will download based on browser settings - allow macros for full functionality)

Strategy Screen Matrix (.xlsm file will download based on browser settings - allow macros for full functionality)


Presentations
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)