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
(docx file will download based on browser settings)
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
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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
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
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