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 or Template
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.
Sample of a one year comprehensive fundraising and development plan. Inlcudes setting goals for different types of revenue streams--e.g. foundation grants, annual individual giving, special events, merchandise sales, property rentals--to be raised by a Development Committee and other staff/board.
A memorandum of understanding (MOU) often lacks the needed detail to resolve misunderstandings between a nonprofit and another party. In MOUs versus Contracts, the author suggests ways to approach contracts that are socially agreeable as well as mitigiate legal risk. (Charity Lawyer)
A sample Independent Contractor Agreement you may adapt for your organization. (Blood Systems, Inc.)
Sample Independent Contractor Agreement
This sample statement defines self-dealing transactions and describes the appropriate approval process and why prohibition of private inurement is important for all organizations.
Sample Statement for Self-Dealing Transactions
This brief chart helps nonprofits to understand what needs to be tracked in terms of time and expenses as related to federal direct lobbying, federal grassroots lobbying, and state lobbying.
The North Carolina Center for Nonprofits went through the process to select and contract with an expert practitioner on equity, diversity, and inclusion to facilitate our organization's internal equity work.
Staff who are not in leadership positions sometimes ask how they can initiate discussions about racial equity. Sometimes, organizations' leaders say they want to but don’t have any funds. You don’t have to be the boss or spend a lot of money to illustrate your commitment to beginning this important work. There are many free or low cost resources out there.
“Red folders” are a simple risk management tool that can go a long way. Call a red folder day for everyone on staff – including the CEO. The assignment is for everyone to use no more than two pages to sum up their key activities. It may include a list sorted by daily, monthly, or quarterly tasks or it may make more sense to organize the list by type of duty. It depends on the role, so let people have some flexibility.
Red Folders: A Simple Risk Management Tool