Event ROI worksheet
A three-tab spreadsheet that adds staff hours to an event's ROI, compares the same hours redirected elsewhere, and returns a keep, fix, or cut verdict. Sheets and Excel.
Google Sheets, Excel (XLSX)
Library
Templates
Every template here ships with an article that explains how to fill it in. Copy it, download it, no email required.
Fundraising Strategy
Capital campaign timeline template
A three-tab capital campaign spreadsheet with a five gate timeline driven by one start date, a gift range chart from your goal, and a twenty item readiness score.
Google Sheets, Excel (XLSX)
Grant readiness scorecard
A twenty question scorecard that verdicts apply, wait, or skip, a pipeline sheet with the expected value formula built in, and the four skip rules on their own tab.
Google Sheets, Excel (XLSX)
Board member agreement template
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.
Word (DOCX), Google Docs
Nonprofit fundraising plan template
A two-page fundraising plan template with revenue lines, targets, owners, and a board sign-off block. Sheets and Docs copies plus a Word file. No email required.
Google Sheets, Google Docs, Word (DOCX)
Strategic Planning
Nonprofit strategic plan template, two pages
A two-page nonprofit strategic plan template with priorities, owners, measures, a stop-doing list, risk triggers, and a board sign-off block. No email required.
Google Docs, Word (DOCX)
Strategic planning survey and scoring sheet
A twenty five question strategic planning survey split by board, staff, and funders, a paste in response grid, and the formulas that score the gap between audiences.
Google Sheets, Excel (XLSX)
Board and Governance
Board composition matrix template
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.
Google Sheets, Excel (XLSX)
Board attendance policy template
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.
Word (DOCX), Google Docs
Nonprofit board recruitment packet
The six one-page documents behind the ask, a prospectus, role description, expectations summary, calendar, financial page, and the chair's script for the meeting.
Word (DOCX), Google Docs
Board retreat agenda template
An hour-by-hour one-day board retreat agenda with facilitator notes per block, a pre-work checklist with send dates, and a one-page decisions record.
Word (DOCX), Google Docs
Nonprofit succession plan template
A four page succession plan outline with interim authority limits, a critical access sheet, a 30 day communications plan, and the planned departure timeline.
Word (DOCX), Google Docs
Nonprofit board calendar template
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.
Google Sheets, Excel (XLSX)
Nonprofit board packet template
A board packet outline with a page budget per section, a cover sheet that leads with decisions, the five part consent agenda test, and a seven day send-out checklist.
Word (DOCX), Google Docs
Executive director report to board template
A one page executive director report with the decisions requested first, a five row status header for cash, revenue, programs, people, and compliance, then the dashboard.
Word (DOCX), Google Docs
Technology and Data
Nonprofit technology roadmap template, one page
A one-page technology roadmap template with a system inventory, three moves, a stop list, five security checks, a budget line, and a sign-off. Docs and Word files.
Google Docs, Word (DOCX)
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