The Nonprofit Finance Fund (NFF) is a national nonprofit with offices across the US which offers educational materials on nonprofit financial management. Their Fundamentals for Nonprofits offers a wealth of templates, workbooks, and self-assessment tools.
Sample or Template
The CHS Alliance's 2015 HR Audit Handbook is "designed to assess the effectiveness of an organization’s human resources and people management policies and practices. Going through a HR audit enables the organization to identify areas for improvement and priority actions.
Bellwether Education Partners' COVID-19 Strategic Planning Toolkit for Education & Nonprofit Leaders is an easy-to-use resource that aids leaders in making rapid decisions and actionable plans during the global COVID pandemic.
This Nonprofit Learning Lab resource entitled, Creating a Case Statement: Step-by-Step Guidebook, describes the purpose, development and essential elements of a case statement. This guidebook includes activities and worksheets to help executive leadership, board members, key volunteers and staff with developing their case statement's core content.
This free Emergency Succession Planning Template provided by Clarity Transitions will help you prepare for an emergency transition, whether temporary or permanent.
The plan has three parts – a formal designation of the CEO’s temporarily acting successors, a template for staff succession or splitting of duties, and a short emergency operations check list.
Two templates provided by FEMA – Business Continuity and Disaster Recovery Plan and Continuity Plan Template and Instructions for Non-Federal Entities and Community Based Organizations – help guide your staff in preparing for disasters such that, should an interruption occur, your organizatio
These resources offer tips, guides, samples, and case studies to aid organizations in effective succession planning and executive transitions.
Diversity, Inclusion, and Equity Policy Template - This resource from Bloomerang is designed for small nonprofits in the arts, however this policy can be used as a starting point and modified to meet your organization's needs.
See also: 6 Tips for Creating a Strong Diversity Statement
Nonprofit Strategic Technology Planning Guide offers a step-by-step approach to designing a long-term technology plan for your nonprofit. It identifies specific meetings you would need to have with your technology steering committee and other stakeholders in each phase, deliverables to achieve at each step of the strategic planning process, and tools for needs such as calculating Total Cost of Ownership.
Sample of a grid to be used for mapping out the details of implementing a series of fundraising strategies, i.e. your organization's goals for each strategy, when it will occur, who is the lead staff, and what role the board will play.