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

fun videos

Everyone Deserves A Fair Slice - If a Pizza Shop Were Run Like a Nonprofit

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.

NeighborWorks ML252 - Portland, OR - December 2019

Workshop Materials: PowerPoint Slides (pptx); Flip Charts from Session (pdf); Planning Workbook (docx); Case Study Examples (pdf)
Nonprofit Operating Reserve Initiative Workbook - click here 

Tools: Organizational Capacity Model (PDF); Community Benefit Mapping Tool (editable doc); Program Operations Modeling Tool (docx); Strategy Screen Template (xlsx); Budget Template (xls); Dashboard Template Example (xlsx); Budget Timeline Example

FIRM - Nonprofit Montgomery - September 2019

2-Day Workshop Materials: 

Workshop Materials: FIRM 2-Day Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Worksheets (pdf); Root to Canopy Case; Montgomery County DHHS Presentation
Tools: Glossary and Resource List, Budget Timeline Example; Reports Inventory (BessFoley); Presentation Detail Guide (BessFoley); Model Financial Report Formats (BessFoley)

NeighborWorks RM Fiduciary Leadership Development Session (Modified ML252)

Workshop Materials: PowerPoint Slides (pptx); Summary Flip Charts from Session (pdf); RAW Flip Charts; Planning Workbook (pdf); Case Study Examples (pdf)
Nonprofit Operating Reserve Initiative Workbook - click here 

Tools: Organizational Capacity Model (PDF); Community Benefit Mapping Tool (editable doc); Program Operations Modeling Tool (docx); Strategy Screen Template (xlsx); Budget Template (xls); Dashboard Template Example (xlsx); Budget Timeline Example

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

FIRM - Nonprofit Montgomery - April 2019

1-Day Emerging Nonprofits Workshop Materials: 

Workshop Materials: FIRM Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Worksheets (docx); Root to Canopy Case; 
Tools: Glossary and Resource List, Budget Timeline Example; Reports Inventory (BessFoley); Presentation Detail Guide (BessFoley); Model Financial Report Formats (BessFoley)

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)

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FIRM - Nonprofit Montgomery - May 2017

2-Day Workshop Materials: 

Workshop Materials: FIRM 2-Day Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Worksheets (docx); Root to Canopy Case; Montgomery County DHHS Presentation
Tools: Glossary and Resource List, Budget Timeline Example; Reports 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)

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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)

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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)

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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)

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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

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, Budget Timeline Example; Reports Inventory (BessFoley); Presentation Detail Guide (BessFoley); Model Financial Report Formats (BessFoley)

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); PROJECT Budget Workbook TEMPLATE (BessFoley)

FIRM - Nonprofit Montgomery - May 2017

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, Budget Timeline Example; Reports Inventory (BessFoley); Presentation Detail Guide (BessFoley); Model Financial Report Formats (BessFoley)

Strategy Screen Materials:

Strategy Screen Slides (PDF of PowerPoint); Strategy Screen Example; Community 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); PROJECT Budget Workbook TEMPLATE (BessFoley)

Kansas Health Foundation Learning Conference 2017

Financial Leadership - Workshop Materials: Powerpoint Slides; Flip Charts from Session (pdf); Worksheets (docx); Root to Canopy Case; Glossary and Resource List

Budget This! - Materials: Powerpoint Slides; Flip 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

Workshop Materials: Powerpoint Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Worksheets (docx); Root to Canopy Case; Glossary and Resource List; Action Planning Guide

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 Example; Community 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

Workshop Materials: Powerpoint Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Worksheets (docx); Root to Canopy Case; Glossary and Resource List; Action Planning Guide

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: 

FIRM 2-Day Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Worksheets (docx); Root to Canopy Case; Glossary and Resource List

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

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)

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)

Handouts: Choose Your Focus; Vision Fulfillment Map; Aggregated Survey Responses, Worksheets, Flip Charts from Session

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)

Handouts: Choose Your Focus; Vision Fulfillment Map; Aggregated Survey Responses, Flip Charts from Session

Center for Nonprofit Advancement - September 25, 2013

Workshop: Developing An Effective Board (PDF of PowerPoint)

Handouts: Choose Your Focus; Vision Fulfillment Map; Understanding the Function of the Board

Nonprofit Institute Conference - March 9, 2013

Keynote: From Mission Rhetoric to Mission Reality: Understanding your business, its sustainability, and your future (Prezi)

Breakout: The Boards Dashboard: Getting the Data You Need To Govern (PDF of PowerPoint)

Handouts: Mission Fulfillment Map (.docx)