NPO Toolkits

Strategic Planning Tool

Attachment 1 – Strategic Planning Process (PDF)

Attachment 1 – Strategic Planning Process (Word)

Attachment 2 – Beneficiary Satisfaction Survey (PDF)

Attachment 2 – Beneficiary Satisfaction Survey (Word)

Attachment 3 – Tips For Developing A Vision Statement (PDF)

Attachment 3 – Tips For Developing A Vision Statement (Word)

Attachment 4 – Tips For Developing A Mission Statement(PDF)

Attachment 4 – Tips For Developing A Mission Statement (Word)

Attachment 5 – Tips For Developing Strategies (PDF)

Attachment 5 – Tips For Developing Strategies (Word)

Attachment 6 – Tips For Developing SMART Objectives (PDF)

Attachment 6 – Tips For Developing SMART Objectives (Word)

Attachment 7 – Developing A Logic Model (PDF)

Attachment 7 – Developing A Logic Model (Word)

 Action Planning Tool

Attachment 1 – Action Item List Example (PDF)

Attachment 1 – Action Item List Example (Word)

Attachment 2 – Action Item List Template (PDF)

Attachment 2 – Action Item List Template (Word)

Attachment 3 – Task Planning Example (PDF)

Attachment 3 – Task Planning Example (Word)

Attachment 4 – Task Planning Template (PDF)

Attachment 4 – Task Planning Template (Word)

Attachment 5 – Task Assignment Example (PDF)

Attachment 5 – Task Assignment Example (Word)

Attachment 6 – Task Assignment Template (PDF)

Attachment 6 – Task Assignment Template (Word)

Human Resources Management Tool

Attachment 1 – Employee Needs Analysis Tool (PDF)

Attachment 1 – Employee Needs Analysis Tool (Excel)

Attachment 2 – Adminitration Assistant Job Description (PDF)

Attachment 2 – Adminitration Assistant Job Description (Word)

Attachment 2a- Adminitration Assistant Performance Review (PDF)

Attachment 2a – Adminitration Assistant Performance Review (Word)

Attachment 3a – Job Description Template (2) (PDF) (Vietnamese only)

Attachment 3a – Job Description Template (2) (Word) (Vietnamese only)

Attachment 4 – Recruitment Process (PDF) (Vietnamese only)

Attachment 4 – Recruitment Process (Word) (Vietnamese only)

Attachment 5 – Sample Employee Evaluation (PDF) (Vietnamese only)

Attachment 5 – Sample Employee Evaluation (Word) (Vietnamese only)

Attachment 6 – Employee Evaluation Form Template (1) (PDF) (Vietnamese only)

Attachment 6 – Employee Evaluation Form Template (1) (Word) (Vietnamese only)

Attachment 6a – Employee Evaluation Form Template (2) (PDF) (Vietnamese only)

Attachment 6a – Employee Evaluation Form Template (2) (Word) (Vietnamese only)

Attachment 7 – Employee Handbook Table of Contents (PDF)

Attachment 7 – Employee Handbook Table of Contents (Word)

Volunteer Management Tool

Attachment1-VolunteerJD_Template (PDF)

Attachment1-VolunteerJD_Template (Word)

Attachment2-LIN_Volunteer_Agreement (PDF)

Attachment2-LIN_Volunteer_Agreement (Word)

Attachment3-LIN_Confidentiality_Agreement (PDF)

Attachment3-LIN_Confidentiality_Agreement (Word)

Attachment4-LIN_Volunteer_hour_tracking (PDF)

Attachment4-LIN_Volunteer_hour_tracking (Excel)

Attachment5-Volunteer_Exit_Evaluation_Form (PDF)

Attachment5-Volunteer_Exit_Evaluation_Form (Word)

Attachment6-Volunteer Certificate_Alan (PDF)

Risk Management Tool

Attachment 1 – Risk Management Worksheet – Example(PDF)

Attachment 1 – Risk Management Worksheet – Example (Word)

Attachment 2 – Risk Management Worksheet – Template (PDF)

Attachment 2 – Risk Management Worksheet – Template (Word)

Disaster Preparedness

Attachment 1 – Resilient Organization by TechSoup (PDF)

Attachment 1 – The Resilient Organization (editable) by TechSoup (Word)

Attachment 2 – Post-Disaster Operations Analysis Worksheets by TechSoup  (Excel)

Financial Management Tool 

Attachment 1 – Sample Simple Budget (PDF)

Attachment 1 – Sample Simple Budget (Word)

Attachment 2 – Sample Program Budget (PDF)

Attachment 2 – Sample Program Budget (Word)

Attachment 3 – Income Statement Example  (PDF)

Attachment 3 – Income Statement Example (Word)

Attachment 4 – Cash Flow Projection Example (PDF)

Attachment 4 – Cash Flow Projection Example (Word)

Attachment 5 – Sample Cash Account Agreement  (PDF)

Attachment 5 – Sample Cash Account Agreement (Word)

Attachment 6 – Instructions For Cash Agreement (PDF) (Vietnamese only)

Attachment 6 – Instructions For Cash Agreement (Word) (Vietnamese only)

Guidelines Ethical Principles in Fundraising 2016

Fundraising Tool

Attachment 1a – Fundraising Goal Worksheet – Example (PDF)

Attachment 1a – Fundraising Goal Worksheet – Example (Word)

Attachment 1b – Fundraising Goal Worksheet (PDF)

Attachment 1b – Fundraising Goal Worksheet (Word)

Attachment 2 – Income Source Evaluation Worksheet (PDF)

Attachment 2 – Income Source Evaluation Worksheet  (Word)

Attachment 3 – Fundraising Strategy Checklist (PDF)

Attachment 3 – Fundraising Strategy Checklist (Word)

Attachment 4 – Tips For Planning A Fundraising Event  (PDF)

Attachment 4 – Tips For Planning A Fundraising Event (Word)

Attachment 5 – Turning Prospects into Donors (PDF)

Attachment 5 – Turning Prospects into Donors (Word)

Attachment 6 – Appyling For Major Funding From Foundatios, Governments And Corporations (PDF)

Attachment 6 – Appyling For Major Funding From Foundatios, Governments And Corporations (Word)

Attachment 8 – The 30-Second Elevator Pitch For Non-Profits (PDF)

Attachment 8 – The 30-Second Elevator Pitch For Non-Profits   (Word)

Attachment 9 – LIN “Narrow The Gap” Introduction Letter For Businesses (PDF)

Attachment 9 – LIN “Narrow The Gap” Introduction Letter For Businesses (Word)

Attachment 10 – Fundraising Event Planning Template (PDF)

Attachment 10 – Fundraising Event Planning Template (Word)

Attachment 11 – Donor Record And Follow-up Sheet (PDF)

Attachment 11 – Donor Record And Follow-up Sheet (Word)

Communication Tool

Attachment 1 – NPO Communications Statement – Template  (PDF)

Attachment 1 – NPO Communications Statement – Template (Word)

Attachment 1a – NPO Communications Statement – Example (PDF)

Attachment 1a – NPO Communications Statement – Example (Word)

Attachment 2 – Audience Identification Worksheet – Template (PDF)

Attachment 2 – Audience Identification Worksheet – Template (Work)

Attachment 2a – Audience Identification Worksheet – Example(PDF)

Attachment 2a – Audience Identification Worksheet – Example (Word)

Attachment 2b – LIN Center For Community Development – Targeted Audiences (PDF)

Attachment 2b – LIN Center For Community Development – Targeted Audiences  (Word)

Attachment 3 – Message Development Worksheet – Template (PDF)

Attachment 3 – Message Development Worksheet – Template (Word)

Attachment 3a – Message Development Worksheet – Example  (PDF)

Attachment 3a – Message Development Worksheet – Example (Word)

Attachment 4 – Communications Format – Template  (PDF)

Attachment 4 – Communications Format – Template (Word)

Attachment 4a – Communications Format – Example (PDF)

Attachment 4a – Communications Format – Example  (Word)

Attachment 4b – Tips On Internet Based Communications (PDF)

Attachment 4b – Tips On Internet Based Communications (Word)

Attachment 5 – Community Partnership Worksheet – Template  (PDF)

Attachment 5 – Community Partnership Worksheet – Template (Word)

Attachment 5a – Community Partnership Worksheet – Example (PDF)

Attachment 5a – Community Partnership Worksheet – Example (Word)

Attachment 6 – Consolidated Communication Planning Worksheet – Template(PDF)

Attachment 6 – Consolidated Communication Planning Worksheet – Template (Word)

Attachment 6a – Consolidated Communication Planning Worksheet – Example (PDF)

Attachment 6a – Consolidated Communication Planning Worksheet – Example (Word)

Program Evaluation Tool

Attachment 1 – Outcomes Evaluation Planning Guide – Example (PDF)

Attachment 1 – Outcomes Evaluation Planning Guide – Example (Word)

Attachment 2 – Outcomes Evaluation Planning Guide – Template (PDF)

Attachment 2 – Outcomes Evaluation Planning Guide – Template (Word)

Attachment 3 – Beneficiary Satisfaction Survey – Sample (PDF)

Attachment 3 – Beneficiary Satisfaction Survey – Sample (Word)

Attachment 4 – Process Evaluation Planning Guide – Example (PDF)

Attachment 4 – Process Evaluation Planning Guide – Example (Word)

Attachment 5 – Process Evaluation Planning Guide – Template (PDF)

Attachment 5 – Process Evaluation Planning Guide – Template(Word)

Attachment 6 – Using Logic Models As A Guide For Program Evaluation (PDF)

Attachment 6 – Using Logic Models As A Guide For Program Evaluation (Word)

Attachment 7 -Improving Your Programs Using Outcome And Process Evaluation Results (PDF)

Attachment 7 – Improving Your Programs Using Outcome And Process Evaluation Results(Word)

Attachment 8 – Comparison Of Outcomes Evaluation And Process Evaluation (PDF)

Attachment 8 – Comparison Of Outcomes Evaluation And Process Evaluation (Word)

Governance and Legal Tool

Attachment1-Key Funtions Of The Board Of Directions (PDF)

Attachment1-Key Funtions Of The Board Of Directions (Word)

Attachment2-Responsibilities Of Individual Board Members (PDF)

Attachment2-Responsibilities Of Individual Board Members (Word)

Attachment3-Suggested Contents For NPO Charter (PDF)

Attachment3-Suggested Contents For NPO Charter (Word)

Attachment4-Examples Of Board Policies (PDF)

Attachment4-Examples Of Board Policies (Word)

Attachment5-Characteristics Of A Good Board Member (PDF)

Attachment5-Characteristics Of A Good Board Member  (Word)

Attachment6-Interview Questions For Potential Board Members (PDF)

Attachment6-Interview Questions For Potential Board Members (Word)

Attachment7-Sample Board Meeting Agenda  (PDF)

Attachment7-Sample Board Meeting Agenda (Word)

Attachment8-Delegation Of Authority Policy  (PDF)

Attachment8-Delegation Of Authority Policy  (Word)

Attachment9-Sample Organization Chart(PDF)

Attachment9-Sample Organization Chart (Word)