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Free Tools for Nonprofit Leaders

Practical tools for small nonprofits. Use these simple checklists to prepare for the next conversation, planning session, or funding opportunity.

01

For grant preparation

Grant Readiness Checklist

Use this checklist to gather the essentials, confirm fit, and help your team prepare for a funding opportunity.

Preview what it covers
  • Mission and program description are current
  • Eligibility and geographic fit are confirmed
  • Required organizational documents are gathered
  • Budget and financial information are ready
  • Key dates, responsibilities, and reporting needs are clear
  • The organization has capacity to manage the award
Download coming soon
02

For strategic planning

Strategic Planning Preparation Checklist

Use this checklist to create the conditions for a focused planning conversation and clearer next steps.

Preview what it covers
  • Executive Director and Board agree on the purpose of planning
  • Current plan, reports, and relevant data are available
  • Major challenges and decisions are named
  • Participants and decision-makers are identified
  • Time is protected for honest discussion
  • Next-step ownership can be assigned
Download coming soon

More coming soon

Additional practical tools for nonprofit leaders are on the way.