Nonprofit technology roadmap on one page
A one-page technology roadmap you can write in two weeks. Every system with an owner and a renewal date, three moves for the year, a stop list, and a free template.
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You inherited a budget, a board, and a plan someone else wrote. Start with the decisions that are actually yours this year.
A one-page technology roadmap you can write in two weeks. Every system with an owner and a renewal date, three moves for the year, a stop list, and a free template.
A board matrix template with the columns worth scoring, a 0 to 2 scoring rule, a worked gap analysis, and the script for telling current members what it says.
A two-page strategic plan template, the twelve-week process that fills it in four meetings, what the board signs, and when to skip planning this year.
An hour-by-hour one-day board retreat agenda for twelve to eighteen people, the three decisions it must produce, and the record everyone signs before leaving.
A feasibility study only works once readiness passes: the twenty items to check first, what a study tests and costs, and the five gates that follow it.
Your job is to make the board useful without letting it run operations. These pieces are about that line.
A board matrix template with the columns worth scoring, a 0 to 2 scoring rule, a worked gap analysis, and the script for telling current members what it says.
A two-page strategic plan template, the twelve-week process that fills it in four meetings, what the board signs, and when to skip planning this year.
An hour-by-hour one-day board retreat agenda for twelve to eighteen people, the three decisions it must produce, and the record everyone signs before leaving.
A feasibility study only works once readiness passes: the twenty items to check first, what a study tests and costs, and the five gates that follow it.
A fully loaded event ROI worksheet that counts staff hours, a by channel cost comparison, and the keep, fix, or cut thresholds for your next gala decision.
One person, several revenue lines, a target nobody negotiated with you. Start with the plan and the retention math.
A feasibility study only works once readiness passes: the twenty items to check first, what a study tests and costs, and the five gates that follow it.
A fully loaded event ROI worksheet that counts staff hours, a by channel cost comparison, and the keep, fix, or cut thresholds for your next gala decision.
A twenty question scorecard with three verdicts, the expected value math per application, and the four rules that cut your grants pipeline before writing a word.
Four expectations a board member signs before the seat is offered, three ways to write the giving number, and the month thirteen conversation the chair owns.
The watchdog ceilings, the Form 990 medians by budget band, and the only question that sets a budget, which is what your next fundraising dollar returns.
A one-page board agreement with four signed commitments, plus an appendix holding all three giving policy structures as sample language and the month thirteen script.
A one-page attendance policy with fill-in thresholds, the half-page enforcement procedure the chair follows in order, and a bylaws clause ready to paste in.
A three-tab board calendar spreadsheet with twelve months driven by one fiscal year cell, the standing items by meeting, and committee cadence. Sheets and Excel.
A three-tab board matrix spreadsheet with one row per member, 0 to 2 scoring, a gaps tab that does the sums, and a recruitment brief tab. Sheets and Excel.