Free templates and tools for nonprofit leaders
Editable Word, Excel and PDF kits for executive directors, boards and funders. Each one is free: sign up once and the whole library opens.
30 kits
Executive Director Evaluation Kit
Forms, a calendar and a development plan for one annual review
Word and PDF
Executive Director Compensation Review Worksheet
Comparables log, total pay calculator and the board's documentation checklist
Word, Excel and PDF
First 90 Days Workbook for New Executive Directors
Listening tour, stakeholder map, first board chair meeting and a 30/60/90 day plan
Word and PDF
Nonprofit Budget and Treasurer Report Workbook
Budget, 12-month cash flow and a treasurer report that fills itself
Word, Excel and PDF
Board Self-Assessment Kit
26-statement questionnaire, scoring workbook, retreat guide and action plan
Word, Excel and PDF
Fund Your Leadership Coaching Kit
Cost and return worksheet, board memo, grant budget and grant language
Word, Excel and PDF
Nonprofit Strategic Plan Template
A full plan and a one-page plan, with a goal filter, a stop-doing list and a review dashboard
Word and PDF
Board Onboarding Kit
A 90-day checklist, welcome letter, check-in guides, announcements and a development plan
Word and PDF
Succession and Transition Plan Kit
Emergency succession plan, bench review, five-phase transition plan, handover checklist and announcements
Word and PDF
Executive Director Hiring Kit
Job description, interview questions with a scoring sheet, reference checks, offer letter and employment agreement
Word and PDF
Crisis Communication Plan Template
Who speaks and approves, the call order, holding statements, a 48-hour checklist and logs
Word and PDF
Nonprofit AI Use Policy Template
A one-page policy, a staff survey, an approved tools list, a staff guide and logs
Word and PDF
Leadership Development Plan Template
A two-page plan: three priorities, 70-20-10 activities and monthly check-ins
Word and PDF
Executive Director Burnout Self-Check
A validated seven-question scale, what the score means, next steps and a team check
Word, Excel and PDF
Strategic Planning Retreat Agenda Pack
One-day and half-day agendas, the pre-reads, a record of the day and the 30 days after
Word and PDF
Nonprofit Financial and Reserve Policy Templates
Signing, reimbursement, gift and reserve policies, a controls checklist and a reserve worksheet
Word, Excel and PDF
Nonprofit Scenario Planning Worksheet and Layoff Communication Plan
Budget cases with trigger points the board approves, human scenarios and a layoff plan through to the team that stays
Word, Excel and PDF
Nonprofit SWOT Analysis and Mission and Vision Worksheets
A SWOT session that ends in decisions with owners, and worksheets to test and rewrite your mission and vision
Word, Excel and PDF
Board Meeting Agenda and Minutes Kit
An agenda with a consent agenda, the packet, the executive director's report, minutes and a year of meetings
Word, Excel and PDF
Nonprofit Bylaws Template
Annotated bylaws with every choice marked, committee charters and a term tracker
Word, Excel and PDF
Logic Model and Theory of Change Kit
Both tools for one program, filled examples and an evaluation plan for the yearly review
Word, Excel and PDF
Grant Proposal Kit
A proposal template with a filled example, a full-cost grant budget and a report template
Word, Excel and PDF
Board Resolution Templates
A blank resolution, samples for bank signers, the budget, pay and policies, and a resolution register
Word, Excel and PDF
Conflict of Interest Policy and Disclosure Form
A policy based on the IRS sample, an annual disclosure statement and the minutes for a member who steps out
Word, Excel and PDF
Board Recruitment Kit
A composition matrix, job and officer descriptions, a board member agreement and the candidate conversation
Word, Excel and PDF
Nonprofit Annual Report Template
A section-by-section report, an impact page and a one-page financial summary, with a filled example
Word, Excel and PDF
Whistleblower and Document Retention Policy Templates
Both policies with each choice marked, a report log, a retention schedule with the federal minimums and a hold notice
Word, Excel and PDF
Fundraising Plan Template
A revenue plan by source, a case for support, a donor and board plan and a stewardship calendar with the IRS gift rules
Word, Excel and PDF
One-on-One Meeting and Delegation Kit
A one-on-one agenda and notes log, a delegation matrix with four levels of authority, a handover sheet and a first-conversation guide
Word, Excel and PDF
Staff Performance Review Kit
Goals for the year, a self-review, a 360 feedback form, an annual review, a meeting guide and an improvement plan with its check-in log
Word, Excel and PDF
