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useful stuff
  
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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
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 - VHDA: Glen Allen - February 2020Workshop 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
NeighborWorks ML252 - Portland, OR - December 2019Workshop 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)
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)
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)
Budget Template (xls)
NeighborWorks NTI - ML252 - DC December 2017
Workshop Materials: PowerPoint Slides (PDF of PowerPoint); Flip Charts from Session (pdf); Binder Materials (pdf)
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 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)
2016...................
NeighborWorks NTI - ML252 - DC 2016
FIRM - Nonprofit Montgomery - Oct 2016
2-Day Workshop Materials:
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)
NeighborWorks NTI May 2016 - ML252
FIRM - Nonprofit Montgomery - Mar 2016
2015..................
NeighborWorks Training Institute - Washington DC, Dec 2015
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)
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